Shopify Video Guides
Set Up A Company
About Set Up A Company
Companies are Shopify's B2B customer records. Each one holds locations, contacts, payment terms and the catalogue its buyers see.
Read The Transcript
Set Up A Company, from The EDM Guide to Shopify. This covers all 7 sections, in about 1 minute.
Companies are Shopify's B2B customer records. Each one holds locations, contacts, payment terms and the catalogue its buyers see.
Click Add company to create one.
Name the company. This appears in customer accounts and at checkout.
Company ID links this record to an external system, or leave it blank and Shopify creates one.
The main contact is the customer who orders on the company's behalf. Search your existing customers here.
Every company gets at least one location, and the rules live there: ordering, payment terms and catalogues attach to locations, not the company itself.
Each location ships to its own address.
Assign a catalogue to the location so its buyers sign in to their own products and prices.
Payment terms, for example net 30, are set per location too.
Checkout rules decide where orders ship and whether they need approval before they are submitted.
Click Save, and the company is ready for its buyers.
Want us to take it from here? Talk to us. EDM specialise in B2B store builds. Free Shopify audit at edm-uk.com.
Next in Wholesale And B2B: Create A Catalogue. Or see all 43 videos in the guide.
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Request The Free Shopify Store AuditAbout The Author
Graham O'Shea is founder and lead developer at Expert Digital Marketing Ltd, a Shopify Partner. Thirty years in tech and a degree in digital marketing, across SEO, engineering, agentic AI, Shopify and Laravel, building real solutions to real problems.
