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 of customer accounts: classic and new customer accounts. B2B customers must log in to new customer accounts to place B2B orders, access catalogs reflected 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.

The customer navigates to your online store and clicks the login button.

The customer enters their email address. After they receive an email with their login code, they enter their six-digit number to access their account page.

In their account page, the customer clicks Account, and then clicks Account information.

To edit their name, the customer clicks Edit in the Profile section. Only the name can be updated. The email address the customer uses to log in can't be changed from the account page.

To review company location information, the customer chooses a location from the menu in the Location section.

To edit addresses, the customer clicks Edit in the Addresses section. Editing an address requires the Location admin permission. Permissions, other B2B customers, and payment terms for the selected location are displayed, but can't be changed.

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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