Companies and customers in B2B

You can manage all of the B2B customers you sell to in your Shopify admin using companies, company locations, and customers:

  • A company represents the parent organization for one or more company locations. For businesses with multiple locations, you can keep all of their information in one company profile and customize settings and details for each company location.
  • A company location represents the business that you're selling to in a B2B transaction. Each company location can have its own tax ID, tax exemptions, ship-to address, billing address, pricing, payment terms, checkout settings, and contacts.
  • A customer represents the individual that purchases on behalf of a business in a B2B transaction.

You can create metafields for companies and company locations to display specific information that doesn’t have a dedicated field, and filter companies and company locations using metafields.

You can make changes to your companies, company locations, customers, and metafields in your Shopify admin or in bulk using Matrixify, a third-party app.

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