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Managing checkout settings in B2B

You can use checkout settings on companies and company locations to control how orders are submitted at checkout, and whether customers can edit the shipping address for an order at checkout. You can choose whether to process orders automatically at checkout or save orders as draft for your review. If you prefer to review orders before they're finalized, then you can set them to be submitted as drafts.

By default, the company location address is fixed, so that customers can only use that address at checkout. To provide your customers with more flexibility, you can activate the option to ship to any address.

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Submit orders as drafts for review at checkout

When the setting is set to submit orders as drafts for review, every order placed by that company location will be submitted as a draft order. This setting can be managed from each company location, in bulk for all locations of a company from the company detail page, or for multiple companies from Companies.

Customer experience for submitting orders as drafts

When the setting is set to submit orders as drafts for review, customers for that company location are displayed with a banner at checkout letting them know that payment is due when the order is confirmed. No payment is collected at checkout.

Customers have the option to enter a vaulted credit card or choose a payment method later. If your customers enter a vaulted credit card, then you can charge the card from the Shopify admin after you confirm the order. Alternatively, after you confirm the order you can send an invoice to the customer to collect payment, or the customer can make payment by going to the order in customer accounts and clicking Pay now.

Configure order submission setting for a company location

You can set up to submit all orders as drafts for review for a single company location.

Steps:

Desktop

  1. From your Shopify admin, go to Customers > Companies.

  2. Click a company that you want to require to submit orders as drafts.

  3. In the Locations section, click the company location that you want to require to submit orders as drafts.

  4. In the Checkout section, click the pencil icon.

  5. In the Order submission section, select Submit all orders as drafts for review.

  6. Click Save.

iPhone
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. In the Locations section, tap a company location that you want to require to place orders as draft orders during checkout.
  4. In the Checkout section, tap the pencil icon.
  5. In the Order submission section, select Submit all orders as drafts for review.
  6. Tap Save.
Android
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. In the Locations section, tap a company location that you want to require to place orders as draft orders during checkout.
  4. In the Checkout section, tap the pencil icon.
  5. In the Order submission section, select Submit all orders as drafts for review.
  6. Tap ✓.

Configure order submission setting for a company

You can set up to submit all orders as draft for review for a company and all its locations.

Steps:

Desktop

  1. From your Shopify admin, go to Customers > Companies.

  2. Click a company that you want to require to submit orders as drafts.

  3. In the Checkout section, click the pencil icon.

  4. In the Order submission section, select Submit all orders as drafts for review.

  5. Click Save.

iPhone
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. Tap a company that you want to require to submit orders as drafts.
  4. In the Checkout section, tap the pencil icon.
  5. In the Order submission section, select Submit all orders as drafts for review.
  6. Tap Save.
Android
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. Tap a company that you want to require to submit orders as drafts.
  4. In the Checkout section, tap the pencil icon.
  5. In the Order submission section, select Submit all orders as drafts for review.
  6. Tap ✓.

Configure order submission setting for companies in bulk

You can set up to submit all orders as draft for review for multiple companies in bulk and all their locations.

Steps:

  1. From your Shopify admin, go to Customers > Companies.

  2. Select the companies that you want to require to submit orders as drafts.

  3. Click …, and then click Edit checkout settings.

  4. In the Order submission section, select Submit all orders as drafts for review.

  5. Click Save.

Allow customers to ship to a one-time address

The company location address is fixed by default, so that customers can use only that address at checkout. To provide your customers with more flexibility, you can activate the option to ship to any address. This setting can be managed from each company location, in bulk for all locations of a company from the company detail page, or for multiple companies from the Companies page.

When you activate this setting, customers can enter a one-time shipping address during checkout that is different from the company location shipping address. The one-time address is applied only to the specific order the customer adds it to and it’s not stored for future use. Only one shipping address can be saved to a company location. Your customers can’t edit the shipping address on an order after it’s placed.

Allow one-time shipping addresses for a company location

You can set up to allow one-time shipping addresses for a single company location.

Steps:

Desktop

  1. From your Shopify admin, go to Customers > Companies.

  2. Click a company that you want to allow customers to ship to any one-time address

  3. In the Locations section, click the company location that you want to allow B2B customers to enter a shipping address at checkout.

  4. In the Checkout section, click the pencil icon.

  5. In the Ship to address section, select Allow customers to ship to any one-time address.

  6. Click Save.

iPhone
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. In the Locations section, tap the company location that you want to allow B2B customers to enter a shipping address at checkout.
  4. In the Checkout section, tap the pencil icon.
  5. In the Ship to address section, select Allow customers to ship to any one-time address.
  6. Tap Save.
Android
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. In the Locations section, tap the company location that you want to allow B2B customers to enter a shipping address at checkout.
  4. In the Checkout section, tap the pencil icon.
  5. In the Ship to address section, select Allow customers to ship to any one-time address.
  6. Tap ✓.

Allow one-time shipping addresses for a company

You can set up to allow one-time shipping addresses for a company and all its locations.

Steps:

Desktop

  1. From your Shopify admin, go to Customers > Companies.

  2. Click a company that you want to allow customers to ship to any one-time address.

  3. In the Checkout section, click the pencil icon.

  4. In the Ship to address section, select Allow customers to ship to any one-time address.

  5. Click Save.

iPhone
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. Tap a company that you want to allow customers to ship to any one-time address.
  4. In the Checkout section, tap the pencil icon.
  5. In the Ship to address section, select Allow customers to ship to any one-time address.
  6. Tap Save.
Android
  1. From the Shopify app, tap … > Customers.
  2. Tap Companies.
  3. Tap a company that you want to allow customers to ship to any one-time address.
  4. In the Checkout section, tap the pencil icon.
  5. In the Ship to address section, select Allow customers to ship to any one-time address.
  6. Tap ✓.

Allow one-time shipping addresses for multiple companies

You can set up to allow one-time shipping addresses for multiple companies in bulk and all their locations.

  1. From your Shopify admin, go to Customers > Companies.

  2. Select the companies you want to allow customers to ship to any one-time address.

  3. Click …, and click Edit checkout settings.

  4. In the Ship to address section, select Allow customers to ship to any one-time address.

  5. Click Save.

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