How to Create a Company in Shopify Plus

How to Create a Company in Shopify Plus



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](https://admin.shopify.com/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](https://help.shopify.com/en/manual/b2b/draft-orders#checkout-to-draft).
10. In the Orders and payments section, select the [payment terms](https://help.shopify.com/en/manual/b2b/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.

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