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Create a Private Multi-Recipient Checkout for Repeat Corporate Gifting Customers

Build a private, login-gated multi-recipient checkout for a Shopify B2B company. Combine company accounts, Markets, and theme overrides with a dedicated Send To Many checkout configuration.

Some of your best corporate gifting customers order again and again: realtors sending gifts to that month's new homeowners, companies sending birthday or work anniversary gifts to employees, or any business that sends batches of gifts several times a year. These relationships often come with negotiated pricing and customized products or bundles, sometimes with the company's own logo. Instead of handling every order through an inquiry or a spreadsheet upload, you can give that company its own private multi-recipient checkout. Their team logs in with a Shopify B2B account, sees only the products in their program at their pricing, adds recipients, and pays. Orders generate automatically.

This tutorial combines three Shopify features (company accounts, Markets, and theme overrides) with one Send To Many feature (multiple checkout configurations) to build a self-serve gifting portal for a single company or a small group of companies.

How the pieces fit together​

  • Company accounts: Shopify B2B companies give your customer's team logins tied to a company location. This is how Shopify knows who's shopping.
  • Markets: A market groups one or more company locations, so Shopify can treat those buyers as their own audience with their own pricing, theme content, and checkout behavior.
  • Theme overrides: Shopify calls this store contextualization. Using the Market dropdown in the theme editor, you can change what each market sees across your store: navigation links, sections, and entire pages. This is what keeps the private checkout private.
  • Send To Many checkout configurations: Each checkout configuration is an independent set of multi-recipient checkout settings. You can give the private checkout its own recipient fields, discounts, shipping rules, and order processing without touching your main checkout.

Before you start​

  • Shopify plan: Theme customization by market requires the Advanced plan or higher. Shopify Plus works best for this setup: it includes 50 markets, unlimited B2B catalogs, direct catalog assignment to company locations, and theme customization by customer type (B2B vs. D2C). On Basic and Grow you're limited to 3 markets and 3 active B2B catalogs total, so a market-per-company strategy runs out of room quickly.
  • Send To Many plan: Multiple checkout configurations require a Pro plan or higher.
  • Multi-recipient checkout set up: Your main multi-recipient checkout should already be working. If it isn't, start with Setting Up Multi-Recipient Checkout.

Step 1: Create the company and add customers​

If your customer doesn't have a B2B company in your store yet, set one up:

  1. In Shopify admin, go to Customers > Companies and click Add company.
  2. Enter the company name and create at least one company location. The location holds the billing address, payment terms, and catalog assignments.
  3. Add the people who will place orders as customer contacts and assign them to the location.
  4. Send each contact an invitation so they can activate their B2B login.

That's all this tutorial needs from the B2B side. For payment terms, vaulted cards, and how B2B works with Send To Many invoicing, see the tutorial Shopify B2B Setup and Configuration.

Step 2: Create a B2B market for the company​

Markets aren't just for countries. A market can represent a specific set of customers, which is exactly what we need here.

  1. In Shopify admin, go to Markets and click Create market.
  2. Name the market after the customer (e.g., "Acme Corp B2B").
  3. In the Includes section, click Add condition and select Company locations. Choose the company location(s) you created in Step 1. You can add several companies to one market if they should share the same experience.
  4. Set the market to Active and save.

Now Shopify recognizes logged-in buyers from that company as members of their own market. Everything else in this tutorial hangs off that.

Step 3: Assign a catalog to the market (optional)​

If the company gets special pricing or a limited product range, assign a catalog:

  1. Open the market you just created and add a catalog.
  2. In the catalog, set the products the company can buy and any price adjustments or fixed prices.

Catalog pricing flows through automatically: the private checkout, product pages, and Send To Many invoicing all use the company's catalog prices.

Catalog limits below Plus

On Basic, Grow, and Advanced plans you can assign up to 3 active catalogs across all your B2B markets. Shopify Plus removes the limit and also allows assigning catalogs directly to company locations.

Step 4: Build the private checkout page​

The private page is a normal Shopify page with the Send To Many checkout app block on it. The only difference: shoppers outside the company's market won't see it.

  1. In Shopify admin, go to Online Store > Themes > Edit code and create a new page template (e.g., page.acme-checkout).
  2. In the theme editor, open the new template and add the Send To Many checkout app block.
  3. Go to Online Store > Pages, create a page (e.g., "Acme Corp Gifting"), and assign it the new template.

Step 5: Choose a checkout configuration​

A separate checkout configuration lets the private checkout behave differently from your main multi-recipient checkout: different recipient fields, different discounts, different order tags, B2B payment terms at checkout.

You don't need a configuration per company. One shared configuration can serve all your B2B markets, since catalogs already handle each company's pricing and products. Create a dedicated configuration when a company's needs are truly specific: their own recipient fields, discount structure, or order tagging.

  1. In Send To Many, open Multi-recipient checkout settings.
  2. Use the configuration selector dropdown to create a new configuration and name it for its audience (e.g., "B2B checkout" or "B2B - Acme Corp").
  3. Adjust the settings your B2B customers need. Common choices: enable Use payment terms at checkout for B2B customers so their Net 30 terms apply, set dedicated order tags so their orders are easy to filter, and configure volume discounts that match their agreement.
  4. Back in the theme editor, select this configuration from the dropdown in the checkout app block settings on your new template.

See Create multiple multi-recipient checkout configurations for the full list of what each configuration controls.

Step 6: Limit visibility with theme overrides​

Right now the page exists for anyone who has the URL. Theme overrides control what each market actually sees: you can show or hide navigation links, sections, and entire pages per market. Shopify supports two approaches:

Option A: Market override (Advanced and Plus)​

  1. In the theme editor, open your private page template.
  2. Click the Market dropdown at the top of the theme editor and select your default market.
  3. Hide the private page from this context. Hide any navigation links to it, and either hide the page's checkout section or replace it with a "log in to see your company's gifting options" message.
  4. Switch the Market dropdown to the company's B2B market and make the page, its navigation link, and the checkout section visible. When Shopify asks to confirm the override, click Continue, then save.

Regular shoppers never see the page in your navigation, and if they land on the URL they get the login prompt instead of the checkout. Logged-in company buyers land in their market context and see the full experience with their catalog pricing. You can even show the private page's link in the navigation just for them.

Option B: Customer type override (Plus only)​

On Shopify Plus, the theme editor can also customize by customer type, showing different content to B2B customers versus D2C customers. Use this when you want one rule for all B2B buyers rather than per-market rules: for example, showing the private checkout to every company account while hiding it from retail shoppers.

Belt and suspenders

Navigation links only appear for the right market, the page only renders its checkout in the right context, and catalog pricing only applies to logged-in company buyers. Even if the URL leaks, an outside shopper sees a login prompt instead of the company's checkout and pricing.

Optional: Use collection mode to curate the product selection​

For an even more streamlined experience, put the checkout on a collection template instead of a page template. In collection mode, the checkout's cart section shows the products in the collection, so the company's buyers pick from their assortment and add recipients on the same page, without ever building a cart from your main storefront.

  1. Create a collection containing only the products in the company's program (a natural fit for customized products or bundles you've built for them).
  2. Create a collection template (e.g., collection.acme-gifting) and add the Send To Many checkout app block to it, with or without a dedicated configuration.
  3. Assign the template to the company's collection, then apply the same market overrides from Step 6 to keep it private.

Test the experience​

Before you share the URL, walk through it as the customer:

  1. Log in to the storefront as one of the company's customer contacts (use a test contact you control).
  2. Visit the private page. Confirm the checkout renders, products show catalog pricing, and the right configuration is active (check a setting unique to it, like a recipient field label).
  3. Log out and visit the URL again. Confirm the page is hidden or shows your login message instead of the checkout.
  4. Place a test order and confirm the aggregate order and recipient orders generate with the tags and settings from the dedicated configuration.

Next steps​

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