Setting Up Company Profiles & B2B Checkout
What is it?
This is the foundational step for selling B2B on Shopify. A 'Company Profile' is a special type of customer account that represents an entire business, not just an individual. These profiles can have multiple associated contacts (buyers) with different permissions and are assigned specific payment terms and price lists.Why is it important?
B2B buying is complex. A single company might have a main purchasing manager who needs to approve orders, and several junior buyers who can only place draft orders. Company profiles and the specialized B2B checkout accommodate these real-world business workflows.How to Set It Up:
This functionality is built into the Shopify Plus plan. If you are not on Shopify Plus, you would need to use a third-party B2B app from the App Store to replicate this.
- In your Shopify Plus admin, navigate to the Customers section. You will see an option to add a 'Company'.
- When creating a company, you can add their name, address, and assign one or more contacts to it.
- Assign Roles: For each contact, you can set their role, such as 'Ordering only' (can place orders) or 'Location admin' (can view all orders for their specific office or location).
- B2B Checkout: When a buyer from an assigned company logs in, they experience a different checkout process. It will show their assigned payment terms (e.g., 'Net 30') and allow them to choose a company location to ship to. They can also submit orders as drafts for approval.
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Curriculum: 1.3.5 - B2B & Wholesale on Shopify (Difficulty: Advanced | Path: Scale)
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Questions & Answers
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