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.

After you create a company and a catalog, you can test the experience by placing a test order.

When you place your 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. Set up a test company with at least one company location.
2. Add customizations to the company location, such as catalog, payment terms and checkout settings.
3. 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.
4. Optional: If you want to place a test order using a simulated transaction, then deactivate your payment gateway and activate Shopify's Bogus Gateway.
5. Log into your store as a customer by using the B2B customer profile that you've created.
6. Place a test order.

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