Creating a Company

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

Tip: For more information on how to create a company, check out Shopify's resource: B2B Companies

Steps:

1. From 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 Payment terms section, select the payment terms for the company.

10. In the Checkout section, configure your checkout settings:

    • Optional: To allow your B2B customers to enter a flexible shipping address at checkout, in the Ship to address section, select Allow customers to ship to any one-time address.

    • To choose whether you want your customers to submit their orders as draft orders, in the Order submission section, select Automatically submit orders or Submit all orders as drafts for review.

11. Optional: In the Taxes section, add tax information:

    1. In the Tax ID field, enter the company's tax ID.

    2. In the Tax settings drop-down menu, select whether to collect tax:

       • To collect tax, select Collect tax.

       • To not collect tax, select Don't collect tax.

       • To collect tax except for applicable exemptions, select Collect tax unless exemptions apply, and then in the Select exemptions drop-down menu select the tax exemptions.

    3. Click Save.

12. Optional: In the Metafields section, add information for any metafields that you've added.

13. Click Save.

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