Set up B2B in Shopify admin

Before you can offer preorders to wholesale customers, Shopify’s B2B needs to be set up in your admin. B2B is a Shopify Plus feature. Once your companies and login are configured, you set up the preorder side in STOQ.

Enable customer login

1. Open customer accounts settings

   In Shopify admin, go to Settings > Customer accounts.

2. Turn on login

   Enable the login link and choose Customer accounts, so B2B customers can sign in (for example with one-time email codes) and see their company pricing.

   

Add a company

1. Open Companies

   In Shopify admin, go to Customers. To convert an existing customer, open them and assign them to a company. To create a new one, open Companies and click Add company.

   

   

2. Fill in the company details

   Enter the company name and primary contact, and add a shipping address (optional at setup, can be added at checkout).

   

3. Set payment and ordering preferences

   Choose payment terms and any deposit amount, and whether orders are placed automatically or submitted as drafts for review. Save.

   

Next: set up B2B preorders in STOQ

With Shopify B2B in place, configure the preorder offer for your B2B customers in STOQ. See Preorders on POS, B2B, and bundles.

FAQ

Do I need Shopify Plus?

Yes. Shopify B2B is only available on the Shopify Plus plan.

Where do I configure the preorder part?

In STOQ, once the company and login are set up in Shopify. See Preorders on POS, B2B, and bundles.

Related guides

Preorders on POS, B2B, and bundlesConfigure the preorder side for wholesale customers.

Set up preordersCreate your first preorder offer.