- Overview
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Introduction
- The B2B admin and company set up
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Setting up your first B2B company
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Adding customers to companies
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Merchant story: Hamza onboards his first company
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Knowledge check
- Creating and managing catalogs
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Creating a new catalog
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Merchant story: Hamza creates a catalog
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Knowledge check
- Customizing company locations
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How to customize company locations
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Merchant story: Hamza adds a new Home Haven location
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Knowledge check
- Managing sales staff
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Staff permissions
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Setting up sales staff
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Merchant story: Hamza assigns sales staff
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Knowledge check
- Additional set up considerations
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Using a theme optimized for wholesale
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Additional customizations
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Merchant story: Hamza reviews his B2B settings
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Knowledge check
- Closing
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Wrap-up and resources
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Course quiz
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Course feedback
Onboarding B2B on Shopify
Learn how to implement key B2B on Shopify features, including: companies, locations, catalogs, sales staff, and themes.
This course will cover the process of setting up your B2B storefront on Shopify, so you can start selling to wholesale customers. Learn how to set up companies and locations, configure checkout settings, and tailor payment terms.
By the end of this course, you’ll be able to:
- Onboard your business to B2B on Shopify
- Create and manage companies, locations, catalogs, and sales staff
- Make minor theme updates to optimize your B2B buying experience