Checkout and accounts in B2B

Business-to-business (B2B) and direct-to-consumer (DTC) customers can have different customer accounts in your online store. There are two versions ofcustomer accounts: classic and new customer accounts. B2B customers must log in tonew customer accountsto place B2B orders, accesscatalogsreflected in the online store, and access company and location information in their account. DTC customers can log in to either classic or new customer accounts to manage their orders.

Setting up B2B customer login

B2B customers must log in using new customer accounts, which is a version of customer accounts where customers log in using a 6-digit verification code sent to their email address. DTC and B2B customers can both log in to new customer accounts. The customer experience depends on the type of customer profile that their email is associated with:

• If a customer's email address is associated with a B2B customer profile, then the customer gains access to the B2B customer experience.
• If a customer's email address is associated with a DTC customer profile, then the customer gets the DTC customer experience.
• If a customer's email address isn't associated with an existing customer profile, then a new DTC customer profile is created.

You can choose how to offer your B2B customers access to new customer accounts:

• Set up new customer accounts in settings
• Manually add the URL to your online store navigation
• Share the login URL directly with your B2B customers
• Send a B2B access email

Set up new customer accounts in settings

When you select new customer accounts in your settings, both DTC and B2B customers are affected.

If you have existing DTC customers that use classic customer accounts, then they can log in to new customer accounts instead with a 6-digit verification code sent to their email address. DTC customers can review their order history in their new customer account. DTC customers won't be able to access their classic customer account if you change your settings to new customer accounts. All links to classic customer accounts will redirect to new customer accounts, except thecustomer registerpage. Learn more aboutswitching to new customer accounts.

New customer accounts doesn't currently supportMultipassor apps. Learn more about the differences betweenclassic and new customer accounts.

If you have adedicated B2B storeor ablended store for both B2B and DTC customersthat doesn't rely on classic customer account features, then update your settings to use new customer accounts.

If your store relies on classic customer account features, then consider choosing one of the other options for allowing B2B customers to log in.

Steps:

1. From your Shopify admin, go toSettings>Customer accounts.
2. In the账户s in online store and checkoutsection, clickEdit.
3. In theLogin experiencesection, select the following option:
   • Show login link in the header of online store and at checkout: If you select this option, then a login link is displayed in your online store. The link is usually located in the store's header, but the placement might vary depending on your theme. A login link is also displayed on the checkout page.
4. In theChoose which version of customer accounts to usesection, selectNew customer accounts.
5. ClickSave.
6. Create a subdomain based on your third-party domain namethat points to the customer account.
7. Optional: If you want to require all customers to log in before checkout, from your Shopify admin, go toSettings>Checkoutand select Require the customer to log in to their account before checkout from the Customer contact method section.

Manually add the URL to your online store navigation

If you don't want to update your settings to use new customer accounts, but you want to provide B2B customers a place to log in from your online store, then add the URL for new customer accounts elsewhere in your online store navigation and label it specifically for B2B. For example, add aWholesalelink to the footer of your online store that links to new customer accounts.

Steps:

1. From your Shopify admin, go toSettings>Customer accounts.
2. In theURLssection, copy the URL forNew customer accounts.
3. 添加一个菜单项to your online store navigation that uses the URL forNew customer accounts.

Share the URL directly with your B2B customers

You can share a link to new customer accounts in direct communications with your B2B customers, or in any resources that you create for them.

Steps:

1. From your Shopify admin, go toSettings>Customer accounts.
2. In theURLssection, copy the URL forNew customer accounts.
3. Share the URL with your B2B customers.

Send a B2B access email

You can send aB2B access emailto a B2B customer at any time. This email includes a link for B2B customers to log in to new customer accounts.

Placing an order

The customer selects products to add to their cart as usual, with the exception that the prices offered are those that you specified in your catalog for that company.

To place an order, the customer goes through the following process:

1. The customer navigates to your online store and clicks the login button.
2. 客户进入their email address. After they receive an email with their six-digit login code, they enter this code to access their account.
3. In their account, the customer clicksGo to store.
4. The customer selects a company location to buy for.
5. In your online store, the customer selects products and adds them to the cart. The prices offered are those that you specified in your catalog for that company location.
6. When the customer clicksCheckoutto complete their purchase, they're taken to a payment page. In the payment page, the shipping and billing addresses are pre-filled according to the information in the company profile. Customers will have the option to enter a purchase order number for the order. Customers don't need to enter any information other than payment details.
   • If the company location payment terms are set toNo payment terms,n the customer enters their credit card information. After reviewing their order, they clickPay nowto complete the order.
   • If the company location payment terms are set to a net term, then the customer clicksSubmit. The order is displayed in yourOrderspage, and thepayment statusof the order is set asPayment pending.
   • If the company location orders are set toOnly allow draft orders at checkout,n the customer clicksSubmit for approval. The order is displayed in yourDraftspage, and is complete only when you clickCreate order在起草订单页面,或者当客户submits payment after you send them an invoice.

After completing the checkout, the customer is taken to anOrder statuspage. If the company location has net periods set, then the due date is displayed. Customers can also view the purchase order number for the order, if one was entered at checkout.

Reviewing orders

After a customer has placed orders, they can track them in their account. Orders can be filtered according to the following parameters:

• order date
• order number
• order status

If a B2B customer places an order with payment terms, then they can choose to pay before the invoice is due.

Steps:

1. The customer navigates to your online store and clicks the login button.
2. 客户进入their email address. After they receive an email with their login code, they enter their six-digit number to access their account.
3. In their account, the customer clicks on the order to be paid.
4. On the order page, the customer clicksPay now.
5. 客户进入their payment information and clicksPay now.

Updating account information

Steps:

1. The customer navigates to your online store and clicks the login button.
2. 客户进入their email address. After they receive an email with their login code, they enter their six-digit number to access their account page.
3. In their account page, the customer clicks账户, and then clicks账户information.
4. To edit their name, the customer clicksEditin theProfilesection. Only the name can be updated. The email address the customer uses to log in can't be changed from the account page.
5. To review company location information, the customer chooses a location from the menu in theLocationsection.
6. To edit addresses, the customer clicksEditin theAddressessection. Editing an address requires theLocation adminpermission. Permissions, other B2B buyers, and payment terms for the selected location are displayed, but can't be changed.