Checkout and accounts in B2B

B2B (business-to-business) and DTC (direct-to-consumer) customers have different customer accounts in your online store. B2B customers must log in to the new B2B customer account area to place B2B orders, access price lists reflected in the online store, and access company and location information in their account.

Setting up B2B customer login

B2B customers must log in using new customers accounts, which is a version of customer accounts where customers log in by using a one-time code that's sent to their email address. DTC and B2B customers can both log in by using new customer accounts. The customer experience depends on the kind of customer profile that their email is associated with.

  • If a customer's email address is associated with a B2B customer profile, then the customer gains access to the B2B customer experience.
  • If a customer's email address is associated with a DTC customer profile, then the customer gets the DTC customer experience.
  • If a customer's email address is not associated with an existing customer profile, then a new one is created. The customer gets the DTC customer experience.

You can choose how to offer your B2B customers access to new customer accounts, depending on your needs and preferences:

Offer B2B access by updating your online store settings to use new customer accounts

Updating to use new customer accounts affects both DTC and B2B customers, and allows all customers to log in to your online store by using the same process.

If you have existing DTC customers that use classic customer accounts, then they are still able to log in to new customer accounts by using their email address only, and review their order history in their new customer account. Updating this setting does not deactivate or delete classic customer accounts. Classic customer accounts remain active, and customers can still log in at the URL for classic customer accounts with their email and password.

The following are not currently supported by new customer accounts:

  • logging in by using Multipass
  • customized customer account pages
  • third-party apps that rely on classic customer accounts

If you have a dedicated B2B store, or a blended store for both B2B and DTC customers that doesn't rely on these features, then update your online store settings to use new customer accounts.

If your store does rely on these features, then consider choosing one of the other options for allowing B2B customers to log in.

Steps:

  1. From your Shopify admin, go to Settings > Checkout and accounts.
  2. In the Customer account settings section, select where you want customers to be able to log in. You can select either or both of the following:
    • Allow customers to log in from online store and checkout: If you select this option, then a login link is displayed in your online store. The link is usually located in the store's header, but the placement might vary depending on your theme. A login link is also displayed on the checkout page.
    • Require all customers to log in before checkout: If you select this option, then customers are required to log in before they can access the checkout.
  3. In the Login experience section, select New customer accounts.
  4. Click Save.
  5. Create a subdomain based on your third-party domain name that points to the customer account.

Manually add the URL to your online store navigation

If you don't want to update your online store settings to use new customer accounts but you do want to provide B2B customers a place to log in from your online store, then add the URL for new customer accounts elsewhere in your online store navigation and label it specifically for B2B. For example, add a Wholesale link to the footer of your online store that links to new customer accounts.

Steps:

  1. From your Shopify admin, go to Settings > Checkout and accounts.
  2. In the Customer account URLs section, copy the URL for New customer accounts.
  3. Add a menu item to your online store navigation that uses the URL for New customer accounts.

Share the login URL directly with your B2B customers

You can share a link to the login page in direct communications with your B2B customers, or in any resources that you create for them.

Steps:

  1. From your Shopify admin, go to Settings > Checkout and accounts.
  2. In the Customer account URLs section, copy the URL for New customer accounts.
  3. Share the URL with your B2B customers.

Send a B2B welcome email

At any time, you can send a B2B welcome email to a B2B customer. This email includes a link that the customer can use to log in.

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 six-digit login code, they enter this code to access their account.
  3. In their account, 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 track them in their account. 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.
  3. In their account, 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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