How to use Company Account as the Store Owner

Company Accounts is the feature that allows customers to create company profiles and manage their company orders in one place. To use as the Store owner, you should do the following steps:

Step 1 - Enable module

Go to Dashboard, find Company Accounts, and click enable button

After the module is enabled, customers can start requesting to create company profiles at the customer portal.

Another way you can approve Company Account requests is to manually input their Company Account info

Or you have some Company Accounts already, you can locate the Create new company here:

Once you click on Create new company button, you should see this screen and be able to input your customer's Company Account info:

• Company Manager: in this field, you should use the email address that your customer has already provided, and this email must exist on your Shopify store.

• Company Name/Email/Address: you should enter the information that your customer has provided to you

Step 2 - Approve company request

The requests sent from the customers will be in the Company Requests section in the app.

Go to Company Accounts > Company Requests to view all requests sent.

On this page, you can directly Approve by clicking the tick button or View the request and decide to approve or reject.

After being approved, the company will be able to add more company members and place orders.

Step 3 - Manage companies

To manage all companies approved in your store. You should go to the Company Accounts page like the image below.

On this page, you can view the company information such as name, email, address, number of roles, number of members, etc.

You can also disable the company to temporarily restrict the company from interacting with the portal. If a company is disabled, they can't add more members as long as they place company orders.

Step 4 - Configurations

You can select if you want to manually or automatically mark an order as a company order.

If you choose Manually, company's members have to use the "Share cart" button every time they want to share the order with the company.

1. On the cart page, there'll be a button named Share cart. Click on it to share the current cart as a company order.

1. After clicking, you will be redirected to the portal to confirm the shared order. You can also add notes and choose to clear the cart after sharing here.

1. Then, the order will be listed in the Company Orders and My Orders sections.

1. Any members of the company who has the permission of Manage company orders can also view and edit order status

If you choose Automatically, you can checkout and pay for the order and it will automatically appear on your Company Orders list.

If you click on the "Sync With Shopify" button, every past order from every member of the company will show up on your Company Orders tab.

1. Add products to cart

1. Checkout and pay for the order, as you would for a typical order

1. The order should appear in your Company Orders tab

These are the steps that you - as the store owner should follow to enable B2B customers to create their organization profile and start buying products from your store.

If you have any further questions, feel free to contact us at [email protected].