Prerequisites

Prerequisites Before Creating Sales Agents

Before creating sales agents in the app, please ensure the following Shopify B2B setup is complete:

  1. Create Companies, Company Locations, and Product Catalogs.
  2. Assign at least one customer to each Company Location.
    • This customer is used as the impersonator to retrieve the correct product catalog and create draft orders on behalf of the company.

Step1 - Add the B2B Sales Portal Block

Follow the steps below to add the B2B Sales Portal block to your Shopify theme:

  1. Open Online Store → Themes and click Edit theme. Shopify Online Store Edit Theme
  2. From the page selector in the header, choose Checkout and customer accounts. Checkout and Customer Accounts
  3. Select the Profile page. Shopify Profile Page
  4. In the left sidebar, open the Main section.
  5. Click Add block and select B2B Sales Portal.
  6. Click Save to apply your changes. B2B Sales Portal Block

Step2 - Create a Sales Agent

Follow the steps below to create a new Sales Agent or link an existing Shopify customer to a Sales Agent profile.

  1. Open the B2B Sales Agent Ordering app and navigate to the Sales Agents page from the side menu.
  2. Click the Create Sales Agent button. Create a Sales Agent
  3. Choose how you would like to create the Sales Agent profile:
    • Create a new Sales Agent profile.
    • Convert an existing Shopify customer into a Sales Agent by selecting Link Existing Shopify Customer. Link Existing Shopify Customer

💡 Option 1: Link an Existing Shopify Customer

  1. Select the Shopify customer you want to link to the Sales Agent profile. Select Shopify customer from store
  2. Assign the Sales Agent to one or more companies by selecting them from the dropdown list. Assign a Sales Agent to Companies
  3. Select the company, its associated location, and the customer (Impersonator) you want to assign to the Sales Agent. Assign a customer to the Shopify B2B company location
  4. Click Save Changes.
  5. Click the Save button in the header to save the Sales Agent profile. Save Sales Agent

Note: The assigned customer (Impersonator) will be used by the Sales Agent to create wholesale draft orders on behalf of the selected company location.

💡 Option 2: Create a New Sales Agent

  1. Enter the Sales Agent's personal information:
    • First Name
    • Last Name
    • Email
    • Address
    • Notes or Tags
    Sales Agent Personal Information
  2. Assign the Sales Agent to one or more companies by selecting them from the dropdown list. Assign the Sales Agent to one or more companies
  3. Select the company, its associated location, and the customer (Impersonator) you want to assign to the Sales Agent. Assign a customer to the Shopify B2B company location
  4. Click Save Changes.
  5. Click the Save button in the header to save the Sales Agent profile. Save Sales Agent
Important: This customer will act as the Impersonator when creating draft orders on behalf of the assigned company location.

Step3 - Assign Product Catalogs

Ensure each Company Location has an assigned Shopify B2B product catalog.

Without a catalog, products will not be available for ordering.

Step4 - Log In to the Storefront

  • Open the storefront.
  • Sign in using Shopify Customer Accounts (OTP login) with the Sales Agent's email address.

Step5 - Open the B2B Sales Portal

  • Navigate to the Profile page.
  • Click Open Sales Portal.

Step6 - Select Company & Location

  1. Choose one of the assigned companies.
  2. Select the desired Company Location.
  3. Click Continue.

The app loads the product catalog assigned to that location.

Step7 - Create a Test Order

  1. Add products to the cart.
  2. Submit the order.

A Shopify Draft Order will be created automatically.

Expected Results

  • A Draft Order is created in Shopify Admin → Draft Orders.
  • The order is created using the customer assigned to the selected Company Location (impersonator).
  • The Sales Agent's email address is used as the contact email on the Draft Order.
  • Only companies, locations, pricing, and catalogs assigned to the Sales Agent are available.

Important Notes

  • Every Sales Agent is automatically created as a Shopify Customer in the store.
  • The app is designed for Shopify B2B stores using Companies, Company Locations, Catalogs, and Shopify Customer Accounts.