B2B setup checklist

This checklist outlines all the steps that you need to take to get started with B2B. You might find it helpful toprint this checklist或to download it as a PDF so that you can refer to it throughout the setup process. If you're moving to B2B on Shopify from the Plus wholesale channel, then refer to theWholesale channel to B2B migration checklist.

Before you start

Review theconsiderations for using B2B

Decide whether ablended or dedicatedstore is right for your business

Create a company

Create a company

Add company locations

Add customers to the company fromtheCompaniespageor froma customer profile

Selectpayment termsfor the company

Create a catalog

Review yourmulticurrency settings

Create a catalog inthe产品pageor byuploading a CSV

Assign the catalog to a company

Launch your B2B store

Set upB2B customer login

Review theB2B customer experience

Log in as a customer totest your B2B setup