Setup Guide

Once switching from Customer Groups to Company Accounts, the Company Accounts section will replace Customer Group on the left-side navigation.

Step 1: Summary

• Company name Enter the official business name of your corporate customer. This serves as the primary identifier across your store’s management dashboard.

• Add tag to accounts in this company Input a specific tag (such as the default b2b-) to automatically apply to all customer profiles linked to this business.

• Add tag to orders made by members in this company Click into this field to find or create a tag that will be automatically attached to every order placed by this company. This allows you to easily track and organize wholesale orders in your Shopify admin.

• Select company admin Use the search bar to find and assign the primary manager for this company. The selected admin will inherit full permissions to manage their company profile and authorized purchasing members.

• Choose B2B price list to assign to this company account Search for and select a pre-configured wholesale price list. Members associated with this company profile will automatically see this custom pricing when logged into your storefront.

• Company address Click (+) Add address to open the address form and enter the primary billing or shipping details for the corporate account.

• Company tax ID Input the business's official tax registration number at the bottom of the form for compliance, invoicing, and tax-exempt tracking.

If 2 price lists have any section selected to Apply to the total sum of product quantity from this price list, then you should assign only 1 price list to a company account.

Step 2: Payment options

• Pay online: Customers will checkout with default Shopify checkout.

• Net payment term: Customers will use the custom Net term checkout. It allows customers to pay within 15 days, 30 days... Instruction to set up Net payment term.

• Save for later: Save cart for future order.

Step 3: Roles and members

You can add roles manually to each member. Each role has different permissions.

After you save the rule with all the information above filled in, you can send an invite to the member for the corresponding role.

Need Help?

If you have questions or run into issues while using any feature, we’re here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we’ll get back to you as soon as possible.