Create a company

For more details, the original Shopify documentation is here.

Only a company name is required when you first create a company. Additional information can be added later.

Steps:

1. In your Shopify admin, go to Customers > Companies.
2. Click Add company.
3. Enter a company name. This name is displayed to customers when they log in.
4. Enter a company ID. You can use an existing external ID, or create a unique ID.
5. Select a main contact. You can select a customer from the profiles that already exist in your store, or create a new customer profile. Customer profiles must have an email address to be used as a main contact.
6. Enter a shipping address and a billing address.
7. Add a location ID. You can add an existing external ID, or create a unique ID.
8. In the Catalogs section, select the catalogs to apply to the company.
9. In the Orders and payments section, select whether the customer must submit their order as a draft order.
10. In the Orders and payments section, select the payment terms for the company from the following:
    • No payment terms – Orders must be paid for immediately upon checkout.
    • Net (period) – Orders can be paid immediately or at any time during the specified time period.
11. Optional: In the Taxes section, enter the company’s tax ID and tax exemptions.
12. Optional: In the Metafields section, add information for any metafields that you’ve added.
13. Click Save.

Add a location to an existing company

Steps:

1. In your Shopify admin, go to Customers > Companies.
2. Select the company to add a new location to.
3. In the Locations section, click Create new location.
4. Select one of the following:
   • To copy the billing address, location contacts, catalogs, and payment terms from an existing location, select Copy an existing location.
   • To enter location information manually, select New company location.
5. Enter a shipping address and a billing address.
6. Add a location name and a location ID.
7. Select a main contact. You can select a customer from the profiles that already exist in your store, or create a new customer profile. Customer profiles must have an email address to be used as a main contact.
8. Select permissions for the main contact from the following:
   • Ordering only – The customer can make purchases for the company location and review the list of orders that they have placed.
   • Location admin – The customer can make purchases for the company location and review the list of orders that all customers have placed for that location.
9. In the Catalogs section, select the catalogs to apply to the company.
10. In the Checkout section, select the payment terms for the company from the following:
    • None – Orders must be paid for immediately upon checkout.
    • Net (period) – Orders can be paid immediately or at any time during the specified time period.
11. Optional: In the Taxes section, enter the company’s tax ID and tax exemptions.
12. Optional: In the Metafields section, add information for any metafields that you’ve added.
13. Click Save.

Assign a catalog to a company

Steps:

1. From your Shopify admin, go to Products > Catalogs.
2. Click the catalog that you want to assign companies to.
3. In the Companies section, do either of the following:
   • To assign a catalog to an existing company, click the Edit icon > Add locations. Click the checkbox next to the companies that you want to add, and then click Add.
   • If you haven’t created any companies yet, then click Create a company. Fill in the required fields, and then click Save. Learn more about creating B2B companies.