Creating B2B companies

A company in Shopify represents a company that you sell to with B2B. Companies can have multiple locations, each with separatecatalogs,payment terms, checkout options, and shipping addresses. When a B2B customerlogs into your store, they choose the location that they're purchasing for and are offered the prices, payment terms, and checkout that you assigned to that company location.

To store custom information about your B2B customer, you canadd metafieldsto a company or a location. Metafields let you customize the functionality and appearance of your Shopify store by letting you save specialized information that isn't usually captured in the Shopify admin.Learn more about metafields.

Create a company

Only a company name is required when you first create a company. Additional information can be added later.

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. ClickAdd company.
3. Enter a company name. This name is displayed to customers when they log in.
4. Enter a company ID. You can use an existing external ID, or create a unique ID.
5. Select a main contact. You can select a customer from the profiles that already exist in your store, or create a new customer profile. Customer profiles must have an email address to be used as a main contact.
6. Enter a shipping address and a billing address.
7. Add a location ID. You can add an existing external ID, or create a unique ID.
8. In theCatalogssection, select the catalogs to apply to the company.
9. In theOrders and paymentssection, select whether the customer mustsubmit their order as a draft order.
10. In theOrders and paymentssection, select thepayment termsfor the company from the following:
    • No payment terms- Orders must be paid for immediately upon checkout.
    • Net (period)- Orders can be paid immediately or at any time during the specified time period.
11. Optional: In theTaxessection, enter the company's tax ID and tax exemptions.
12. Optional: In theMetafieldssection, add information for any metafields that you've added.
13. ClickSave.

Add a location to an existing company

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Select the company to add a new location to.
3. In theLocationssection, clickCreate new location.
4. Select one of the following:
   • To copy the billing address, location contacts, catalogs, and payment terms from an existing location, selectCopy an existing location.
   • To enter location information manually, selectNew company location.
5. Enter a shipping address and a billing address.
6. Add a location name and a location ID.
7. Select a main contact. You can select a customer from the profiles that already exist in your store, or create a new customer profile. Customer profiles must have an email address to be used as a main contact.
8. Selectpermissionsfor the main contact from the following:
   • Ordering only- The customer can make purchases for the company location and review the list of orders that they have placed.
   • Location admin- The customer can make purchases for the company location and review the list of orders that all customers have placed for that location.
9. In theCatalogssection, select the catalogs to apply to the company.
10. In theCheckoutsection, select thepayment termsfor the company from the following:
    • None- Orders must be paid for immediately upon checkout.
    • Net (period)- Orders can be paid immediately or at any time during the specified time period.
11. Optional: In theTaxessection, enter the company's tax ID and tax exemptions.
12. Optional: In theMetafieldssection, add information for any metafields that you've added.
13. ClickSave.

Edit a company's details

You can add or update company information after a company is created. Changes made from the company page apply to all company locations in bulk, but some information (like tax IDs and exemptions) is location-specific and must beupdated from the location page.

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company you want to update.
3. In the section with the company's name, click⋮to make any of the following updates:
   • ClickEdit company detailsto update the company name or ID.
   • ClickEdit payment termsto update thepayment termsthat will apply to all company locations.
   • ClickEdit checkout settingsto updateflexible shipping addressesand order submission rules.
   • ClickAdd catalogsto addcatalogsto all company locations.
   • ClickRemove catalogsto removecatalogsfrom all company locations.
4. ClickSave.
5. Optional: In theNotessection, click the pencil icon to add a note about the company, and then clickSave.

Edit a company location's details

You can add or update location information after a company location is created.Changes made from the company pageapply to all company locations in bulk, but some information (like tax IDs and exemptions) is location-specific and must be updated from the location page.

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company with the location you want to update.
3. In theLocationssection, click the location you want to update.
4. 在部分地区n's name, click⋮to make any of the following updates:
   • ClickEdit location detailsto update the location name or ID.
   • ClickEdit shipping addressto update the location shipping address.
   • ClickEdit billing addressto update the location billing address.
5. In theCustomizationssection, click⋮to make any of the following updates:
   • ClickManage catalogsto add or removecatalogs对于这个位置。
   • ClickEdit payment termsto update thepayment terms对于这个位置。
   • ClickEdit checkout settingsto updateflexible shipping addressesand order submission rules for this location.
   • ClickEdit tax IDto update the tax ID for this location.
   • ClickManage tax exemptionsto add or remove tax exemption rules to this location.
6. ClickSave.
7. Optional: In theNotessection, click the pencil icon to add a note about the company, and then clickSave.

Delete a company

When you delete a company, all locations for that company are deleted. All customers are removed from the company, but remain in your customers list unless you delete them. Companies can’t be deleted if there are open orders for that company.

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company to delete.
3. ClickDelete company.
4. Review the deletion information and then clickDelete company.

Delete a location from a company

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company to delete a location from.
3. In theLocationssection, click the location's name.
4. ClickDelete location.

Allow B2B customers to enter a flexible shipping address at checkout

你可以决定为每个公司位置是否customers placing orders are able to enter a new one-time address at checkout. This setting is deactivated by default. When you create a new company or company location, you can activate the option at the same time.

You can deactivate this for a company or company location at any time by returning to the checkout settings and deselecting the option.

The shipping address that a B2B customer provides at checkout is applied only to the specific order that it was added to. It's not stored for future use. The B2B customer can't edit the shipping address for the order after you accept it.

Allow flexible shipping addresses for an existing location

1. From your Shopify admin, go toCustomers>Companies.
2. Select theCompany, and then select theCompany Locationwhere you want to allow B2B customers to enter a shipping address at checkout when buying from that location.
3. In theLocation ProfileunderCheckout, clickEdit.
4. In the checkout settings, selectAllow customers to ship to any address.
5. ClickSave.

Allow flexible shipping address for all existing locations associated with a company

1. From your Shopify admin, go toCustomers>Companies.
2. In theCompanysection, click ...
3. ClickEdit checkout settings
4. SelectAllow customers to ship to any addressin theEdit Checkout settings.
5. ClickSave.

Create a new company with flexible shipping addresses allowed

1. From your Shopify admin, go toCustomers>Companies.
2. ClickAdd Company.
3. Enter the relevant information on theNew Companyand selectAllow customers to ship to any addressin the Checkout setting.
4. ClickSave.

Create a new company location with flexible shipping addresses allowed

1. From your Shopify admin, go toCustomers>Companies.
2. Select theCompanyfor which you would like to create a newCompany Location.
3. ClickAdd Location.
4. Enter the relevant information on theNew Company Locationand selectAllow customers to ship to any addressin the Checkout setting.
5. Click Save.