Creating B2B company profiles

A company is a profile to which you assign customers and price lists. Companies can have multiple locations, each with separate price lists and customers. When a B2B customer logs in to their customer profile in your store, they choose the location that they're purchasing for and are offered the price list that you assigned to that company and location.

Create a company

  1. In your Shopify admin, go to Customers > Companies.
  2. Click Add company.
  3. Enter a company name. Customers see this name when they log in.
  4. 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.
  5. Enter a shipping address and a billing address.
  6. In the Price lists section, select the price lists to apply to the company.
  7. In the Checkout section, select the payment terms for 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.
  8. Optional: In the Taxes section, enter the company's tax ID and tax exemptions.
  9. Click Save.

Add a location to an existing company

  1. In your Shopify admin, go to Customers > Companies.
  2. Select the company to add a new location to.
  3. In the Locations section, click Create new location.
  4. Select one of the following:
    • To copy the billing address, location contacts, price lists, and payment terms from an existing location, select Copy an existing location.
    • To enter location information manually, select New company location.
  5. Enter a shipping address and a billing address.
  6. 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.
  7. Select permissions for the main contact from the following:
    • Ordering only - The customer can make purchases for the company location and see the list of orders that they have placed.
    • Location admin - The customer can make purchases for the company location and see the list of orders that all customers have placed for that location.
  8. In the Price lists section, select the price lists to apply to the company.
  9. In the Checkout section, select the payment terms for 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.
  10. Optional: In the Taxes section, enter the company's tax ID and tax exemptions.
  11. Click Save.

Delete a company

When you delete a company, all locations for that company are deleted and all customers are removed from the company. Companies can’t be deleted if there are open orders for that company.

Steps:

  1. In your Shopify admin, go to Customers > Companies.
  2. Click the company to delete.
  3. Click Delete company.
  4. Review the deletion information and then click Delete company.

Delete a location from a company

  1. In your Shopify admin, go to Customers > Companies.
  2. Click the company to delete a location from.
  3. In the Locations section, click the location's name.
  4. Click Delete location.

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