# Setup Guide

Go to **B2B Features > Company Account**, click **Create Company account**.

### Step 1: Name your company name

In this step, you can name your price list based on the correct information, since the name will be displayed to your customers.

### Step 2: Add a tag to distinguish between B2B and B2C customers

This step is imperative to make B2Bridge display correct prices to correct accounts.

### Step 3: Add tag to orders made by members in this company

These tags help you manage orders. To avoid overlapping issues, ensure 1 account has 1 tag. In that way, the price list will always be correct.

### Step 4: Select company admin

The company admin has a complete control on using the account.

### Step 5: Assign price list(s)

Here you assign price list(s) to a company account. If you have not created a price list yet, it is advisable to create a price list 1st, before you set up a company account.

{% hint style="info" %}
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.
{% endhint %}

### Step 6: Add Company address and Company tax ID

### Step 7: Select payment options available

* **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... Finish setting up Net payment term [here](https://b2bridge.gitbook.io/b2bridge/app-configuration/customer-group/set-up-net-payment-terms).
* **Save for later**: Save cart for future order.

### Step 8: Add roles <a href="#step-5-add-customers" id="step-5-add-customers"></a>

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

### Step 9: Invite member

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

<figure><img src="/files/FQ0dw2ZSVetFzbQ3fhyf" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}

### 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](mailto:undefined) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we’ll get back to you as soon as possible.
  {% endhint %}


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