Testing your B2B setup

Plan requirement

Shopify B2B is available only to stores on the Shopify Plus plan. For information about Shopify Plus plan pricing, contact us.

To place B2B test orders, you must activate customer accounts before you place a B2B test order. You also need to create a test company and a test catalog that you want to test the experience by placing a test order.

When you place a test order, verify that the prices displayed are those that you expect, and that the intended payment terms and checkout settings are offered.

Steps:

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

2. Set up a test company with at least one company location.

3. Add customizations to the company location, such as catalog, payment terms, and checkout settings.

4. In the test company, create a customer profile that you can use to log in as a B2B customer. If you already have a customer profile set up for testing, then add the customer to the test company that you set up.

5. Optional: If you want to place a test order using a simulated transaction, then deactivate your payment gateway and activate Shopify's Bogus Gateway.

6. Log into your store as a customer by using the B2B customer profile that you've created.

7. Place a test order.

If you use B2B with Markets, then you can preview how your online store is displayed to your customers.