Adding and managing B2B customers
You can add a new or an existing customer to a company and a company location. Each company can have a maximum of 10,000 customers assigned to it.
You can also customize and send the B2B access email notification.
After you create a catalog and a company, customers for that company access catalogs by logging in to their profile in your online store. When the customer logs in, they're prompted to enter a six-digit verification code that is sent to their email address.
On this page
Adding a customer to a company
You can add an existing customer to a company and then select the locations to which the customer has access, or add the customer to a location directly. If you add a customer to a location, then that customer will only have permissions for the specific location that you add them to. Customers can be added from your list of existing customers, or created on the Companies page.
When you assign a customer to a company or create a new B2B customer profile, you select one of the following permissions to assign to them:
- Ordering only - The customer can make purchases for the company location and view the list of orders that they have placed.
- Location admin - The customer can make purchases for the company location and view the list of orders that all customers have placed for that location and can edit billing and shipping addresses from their account page.