Managing B2B customers

After you create acatalogand acompany, customers for that company access catalogs by logging in to their profile in your online store. When the customer logs in, they're prompted to enter a six-digit verification code that is sent to their email address.

Add a customer to a company

You can add an existing customer to a company and then select the locations to which the customer has access, or add the customer to a location directly. If you add a customer to a location, then that customer will only have permissions for the specific location that you add them to. Customers can be added from your list of existing customers, or created on theCompaniespage.

When you assign a customer to a company or create a new B2B customer profile, you select one of the following permissions to assign to them:

• Ordering only- The customer can make purchases for the company location and view the list of orders that they have placed.
• Location admin- The customer can make purchases for the company location and view the list of orders that all customers have placed for that location and can edit billing and shipping addresses from their account page.

When you assign a customer to a company or create a new B2B customer profile, you can send an email to them indicating that they're now able to submit B2B orders on behalf of the company. This notification is optional and can be customized.

Customize and send the B2B notification

To customize the email notification template that informs your customers that they have access to B2B in your store, perform the following steps:

Steps:

1. In your Shopify admin, go toSettings>Notifications.
2. In theCustomerssection, clickB2B access email.
3. Make the desired customization to the notification template.
4. ClickSave.

After you have customized your email notification, you can send the email to any new customers you add to a company. You can send the notification to existing customers by performing the following steps:

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Select a company.
3. In theMain contactsection, clickView all customers.
4. Select the customer that you want to send an email notification to.
5. In theCompanysection, click the...icon.
6. ClickSend B2B access email.
7. ClickSend email.

您也可以通过发送邮件通知company's location page.

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Select a company.
3. Select a location.
4. Select the customer that you want to send an email notification to.
5. In theCompanysection, click the...icon.
6. ClickSend B2B access email.
7. ClickSend email.

Add a customer from the company page

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company that you want to add a customer to.
3. In theMain contactsection, click the...icon.
4. ClickAdd customer.
5. Do one of the following:
   • To add an existing customer to the company location, click theFind a customerbox and start typing. When you find the customer that you want to add, click the customer's name.
   • To create a new customer profile, click theFind a customersearch box and then clickAdd new customer.
6. Optional: Click the checkbox next toNotify customer that they can start placing B2B orders.to send the customer an email to inform them that they can start sending B2B orders.
7. ClickSave.

Add a customer from a company location

Steps:

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company that you want to add a customer to.
3. In theLocationssection, click the location's name.
4. In theCustomerssection, click the...icon.
5. ClickAdd customer.
6. Do one of the following:
   • To add an existing customer to the company location, click theFind a customerbox and start typing. When you find the customer that you want to add, click the customer's name.
   • To create a new customer profile, click theFind a customersearch box and then clickAdd new customer.
7. Optional: Click the checkbox next toNotify customer that they can start placing B2B orders.to send the customer an email to inform them that they can start sending B2B orders.
8. ClickSave.

Add a customer from a customer profile

You can also add a customer to a company from that customer's profile page.

Steps:

1. In your Shopify admin, go toCustomers.
2. Click the customer's name.
3. In theCustomersection, clickAdd to company.
4. Click theFind companysearch box and start typing. When you find the company that you want to add a customer to, click the company name.
5. Select the locations the customer has access to and assign permissions.
6. Optional: Click the checkbox next toNotify customer that they can start placing B2B orders.to send the customer an email to inform them that they can start sending B2B orders.
7. ClickSave.

Revoke a customer's permissions for a specific location

Steps:

1. In your Shopify admin, go toCustomers.
2. Click the customer's name.
3. In theCompanysection, underPermissions, clickManage.
4. 取消删除客户的位置。
5. ClickSave.

To remove customer permissions from all locations, uncheck all the locations for that company. The customer's permissions appear in theCompanypage asNo access.

Remove a customer from a company

1. In your Shopify admin, go toCustomers>Companies.
2. Click the company to delete customers from.
3. In theCustomerssection, click...and then clickRemove customers.
4. Check the customers to be removed from the company.
5. ClickRemove customers.

Allow store access to B2B customers only

If you have adedicated B2B store, then you can restrict access to your store.

Steps:

1. In your Shopify admin, go to欧宝体育官网入口首页>Preferences.
2. In theRestrict store accesssection, checkRestrict access to B2B customers only.
3. ClickSave.

After you click save, B2B customers must log in before they can visit your store's pages. DTC customers aren't able to enter the store.

GDPR and US state privacy laws data requests

The European Union'sGeneral Data Protection Regulation (GDPR)andUS state privacy lawsare laws that affect how you manage your customer's data, including the right of a customer to request their personal data or to request that their data is deleted.

The data related to B2B customers also includes the following data from the company that the customer purchases for:

• Orders
• Email addresses
• Shipping and billing addresses
• Phone numbers

You can update yourprivacy policyto clarify how customer information is shared.