Checkout in B2B

When a B2B customer logs in, they're prompted to enter a six-digit verification code that is sent to their email address instead of using a password. After they enter their code, they're taken to their account page, which displays their account information and a list of their orders. The order details can be reviewed by clicking on the order. To place an order, the customer clicks Go to store in their account page.

Placing an order

The customer selects products to add to their cart as usual, with the exception that the prices offered are those that you specified in your price list for that company.

To place an order, the customer goes through the following process:

  1. The customer navigates to your online store and clicks the login button.
  2. The customer enters their email address. After they receive an email with their login code, they enter their six-digit number to access their account page.
  3. In their account page, the customer clicks Go to store.
  4. The customer selects a company location to buy for.
  5. In your online store, the customer selects products and adds them to the cart. The prices offered are those that you specified in your price list for that company location.
  6. When the customer clicks Checkout to complete their purchase, they're taken to a payment page. In the payment page, the shipping and billing addresses are pre-filled according to the information in the company profile. Customers don't need to enter any information other than payment details.
    • If the company location payment terms are set to None, then the customer enters their credit card information. After reviewing their order, they click Pay now to complete the order.
    • If the company location payment terms are set to a net term, then the customer clicks Submit. The order appears in your Orders page, and the payment status of the order is set as Payment pending.

After completing the checkout, the customer is taken to an Order status page. If the company location has net periods set, then the due date is displayed.

Reviewing orders

After a customer has placed orders, they can be reviewed on the customer's account page. Orders can be filtered according to the following parameters:

  • order date
  • order number
  • order status

If a B2B customer places an order with payment terms, they can choose to pay before the invoice is due.

Steps:

  1. The customer navigates to your online store and clicks the login button.
  2. The customer enters their email address. After they receive an email with their login code, they enter their six-digit number to access their account page.
  3. In their account page, the customer clicks on the order to be paid.
  4. On the order page, the customer clicks Pay now.
  5. The customer enters their payment information and clicks Pay now.

Updating account information

Steps:

  1. The customer navigates to your online store and clicks the login button.
  2. The customer enters their email address. After they receive an email with their login code, they enter their six-digit number to access their account page.
  3. In their account page, the customer clicks Account, and then clicks Account information.
  4. To edit their name, the customer clicks Edit in the Profile section. Only the name can be updated. The email address the customer uses to log in can't be changed from the account page.
  5. To review company location information, the customer chooses a location from the menu in the Location section.
  6. To edit addresses, the customer clicks Edit in the Addresses section. Editing an address requires the Location admin permission. Permissions, other B2B buyers, and payment terms for the selected location are displayed, but can't be changed.

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