Introducing The List
A powerful Shopify app by On The Road Shopify Experts — built to transform the way merchants manage B2B relationships, credit, and ordering workflows. Designed for merchants who are serious about wholesale and trade.
B2B on Shopify Deserves Better
The Problem Today
Most Shopify merchants handling trade or wholesale accounts rely on a patchwork of manual processes — spreadsheets for credit limits, emails for discount negotiations, and no reliable way to manage B2B customers at scale.
What Merchants Need
Everything You Need to Run B2B, in One App
The List brings together credit management, trade discounts, and order collaboration into a single, seamlessly integrated Shopify experience — no custom development required.
Business Sign-Up
AI-powered risk assessment for credit applications
Business Portal
Full credit and enquiry management for trade accounts
Pay on Account
Trade discounts and credit, controlled at checkout
Order Lists
Unlimited, shareable order lists for customers and merchants
AI-Powered Business Sign-Up & Credit Risk Assessment
When a trade customer applies to open a credit account, The List puts intelligent automation to work immediately. Your prospective B2B customers complete a structured business sign-up form — and our built-in AI engine analyses the submission to generate a risk assessment.
What This Solves
The Business Portal: Full Control Over Your Trade Accounts
Once a business is approved, everything is managed from a dedicated Business Portal — giving merchants a centralised hub for every trade relationship.
Credit Management
View and manage the current credit balance applied to any business account, with full visibility over usage and outstanding amounts.
Credit Limit Control
Set and adjust individual credit limits per business — ensuring each trade account operates within the boundaries you define.
Enquiry Management
Handle inbound trade enquiries directly within the portal. Respond, approve, and action requests without ever leaving the app.
Trade Discounts
Apply bespoke trade discounts at the business level — ensuring each customer sees the pricing they've been agreed, automatically.
Pay on Account Handled at Checkout
Zero Friction. Fully Automated.
Pay on Account is surfaced natively in the Shopify checkout — controlled entirely by us, so you don't need to touch a line of code. No more relying on third parties for Pay On Account, keep this in house.
Benefits at a Glance
Trade Discounts
Zero Friction. Fully Automated.
Trade Discounts are surfaced natively in the Shopify checkout — controlled entirely by us, so you don't need to touch a line of code.
Benefits at a Glance
Manage Every Order List Before Payment
Merchant Side
Customer Creates List
A trade customer builds their order list in the storefront
Merchant Reviews
You see the list instantly in your merchant dashboard — no waiting for checkout
Add or Adjust
Suggest or add products directly to the customer's list on their behalf
Customer Converts
Customer reviews the updated list and proceeds to checkout with confidence
Customer Side
Unlimited Order Lists
Create as many lists as needed
Rename & Organise
Give each list a meaningful name for easy reference
Share with Others
Collaborate with colleagues or purchasing teams
Ready to Transform Your B2B Business?
Book an intro call with us so we can onboard you in 20 minutes. Start managing your wholesale and trade accounts like never before.