B2B Checkout

New! Shopify Plus brands can now extend B2B wallets at Checkout to customer segment-based users like company employees, affiliates, and more

With Shopwaive's new B2B Checkout solution, brands love the ability to extend company wallets to employees and users of the company account. Grant access easily to a company B2B wallet with customer segmentation in the Shopify Admin

B2B Checkout is a powerful feature for Enterprise businesses and is part of the Shopify Plus Checkout solution family. To get started with B2B Checkout , add the B2B Checkout app block to your Checkout.

Add the B2B Checkout extension to your Checkout page

The Redeem extension is available for access to the logged-in customer's personal digital wallet. If you plan to only issue deposits to the top-level B2B company account, its not necessary to add the Redeem extension to Checkout, but the Redeem and B2B Checkout extensions can be used together if you desire for customers to have access to both.

Select if you wish to show the B2B Checkout extension with Shop Pay

Then, open the Shopwaive app and navigate to Settings > B2B. Once you click B2B, enable the B2B Checkout setting.

Enable B2B Checkout from Shopwaive settings

Next, in the Shopwaive app simply search for a company's account by searching for the email associated with the company. Open their profile, and make updates to the Account permissions card by extending permissions to other customers that are in a customer segment that you define. When finished, click Save and close.

To define a customer segment, simply visit your Shopify admin and create a segment based on any criteria you need, like customer tags, email domain, and more. Learn more how to create a Customer segment.

Extend B2B permissions by selecting a customer segment for the top-level B2B company account

Using B2B Checkout accounts

Now, customers that are logged in and meet the customer segment eligibility requirements of a B2B company account will be granted permissions to redeem and access deposits from the company wallet and other eligible offers.

Note that if more than one B2B company account is assigned per domain and each B2B account has a unique customer segment and the logged-in customer is eligible for multiple B2B customer segments defined, then the logged-in customer will be granted access to only the first eligible B2B account

B2B Checkout allows employees and users to access a company wallet based on customer segments

Unlock this powerful feature today. If your team needs help setting up or have questions, contact Shopwaive's development team at [email protected]

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