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B2B: companies & quotes

Sell to businesses: company accounts with their own buyers and price list, and a quote flow for negotiated pricing.

Business customers do not shop like consumers. They buy on agreed prices, several people order on the same account, and larger orders start as a request rather than a checkout. Two features cover that: companies and quotes.

Companies

Open B2B → Companies. A company is a customer account shared by a group of buyers, with pricing that applies to all of them.

Creating a company

  1. Create the company and give it a name — this is what your team will search for later.
  2. Add members: the individual buyers allowed to order on this company's terms. Each member is a customer account, so orders stay attributable to the person who placed them.
  3. Build the price list: per-product prices that replace your retail price for this company only.

How buying works

When a member signs in and shops, their company's price list applies to the products it covers. Anything not on the list stays at your normal price, so a partial price list is perfectly valid — put your negotiated lines on it and leave the rest alone.

Removing a member cuts off their access to company pricing without deleting their customer record or their order history.

Price lists are per company

A price list belongs to one company. Two companies negotiating the same discount need the same lines added to each — which is deliberate, since B2B prices tend to drift apart the moment a contract is renewed.

Quotes

A quote is a buyer asking “what would this cost?” before committing. Open B2B → Quotes to see requests waiting on you.

The quote lifecycle

  • Submitted — the buyer sent a request with the items and quantities they want.
  • Approved — you accepted it. The buyer can now turn it into a real order.
  • Rejected — you declined it, with a note explaining why.
  • Converted — the buyer checked out using the approved quote. From here it behaves like any other order.

Reviewing a request

  1. Open the quote and check the items, quantities and the pricing being asked for.
  2. Approve it if the numbers work. The buyer is then able to convert it into an order at those terms.
  3. Reject it if they do not, and say why in the note — the next negotiation starts from that note.

A converted quote produces a normal order: same fulfillment, same inventory movements, same analytics. Nothing about a quote bypasses your usual order process.

Which plans include B2B

Companies and quotes are part of the platform's commerce features rather than a separate add-on. Check pricing for what your plan includes.

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