[SYS · 07] Standing system · filed

Trade Portal

Gated B2B experience — verified accounts, net pricing, memo samples, branded tear-sheet builder.

A gated section of the storefront for verified trade buyers — designers, architects, contractors. Trade accounts see net pricing, can request memo samples, and build branded tear sheets (PDF specification sheets with their firm's logo).

METRIC20–40%of revenue, trade buyers
FLOW05stages · soup to nuts
STACK03technologies on the bench
STATELIVErunning in production
N°01Anatomy

The flow.

5 stages from first touch to closed loop. The system runs this path autonomously; the operator only sees the result at the end.

  1. apply
  2. verify
  3. net pricing
  4. memo samples
  5. spec sheets
ENTRYapplyEXITspec sheetsMODEAUTONOMOUS

What the theme would not hold.

rade buyers represent 20–40% of revenue for material brands but are invisible to standard Shopify analytics. They have different needs: net pricing without logging into a separate system, memo samples instead of retail samples, spec sheets for client presentations. The Trade Portal makes them feel like first-class customers.

N°03Technical surface

How it is actually built.

The stack is on the bench, the wiring is documented, and the instance you ship with is yours to extend after handover.

ON THE BENCH
  • 01B2B
  • 02Customer Accounts
  • 03Shopify Plus
3 layers · all yours after handover

Shopify B2B (Plus) for price list assignment. Customer tag-based gating for memo sample eligibility. Tear-sheet builder renders a React component to PDF via html2canvas and jsPDF. Trade application form triggers a manual review flow via Shopify Flow + n8n webhook.

DELIVERED WITH

Full source · architecture diagram · workflow exports · runbooks · the keys to every credential the system uses.

N°04The compound

What this system compounds.

N°06Next step

Want this — or one shaped to your case?

Every engagement starts with a paid discovery. We map your case against the rack and tell you which systems fit, which get adapted, and what is genuinely new.