> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-loyalty-an-overview.md).

# B2B Loyalty: an overview

Run a company-level loyalty program for your Shopify B2B customers alongside your regular D2C program — shared company point balances, company tiers, and a dedicated B2B admin view.

Run B2B loyalty alongside your D2C program. B2B loyalty pools points, tiers, and redemptions at company level.

#### How B2B loyalty works

* Orders through a B2B catalog earn into a shared company balance.
* Companies progress through their own B2B membership tiers.
* Any company member can redeem from the shared balance.

Your D2C program continues for everyone else.

{% hint style="info" %}
B2B Loyalty is available on plans that include B2B. Contact support if the B2B option is missing from **Loyalty Program**.
{% endhint %}

#### Switch between programs

When B2B Loyalty is enabled, use the D2C / B2B toggle in the top-right. It switches the page between programs.

The toggle appears on:

* **Loyalty Program** and its pending-adjustments badge
* **Points** and **Membership Tiers**
* **Manage Customers** and **Pending Adjustments**

If your plan only includes B2B, you see only the B2B view.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FA9NvU3ibFZ9v3cQLufol%2FScreenshot%202026-08-07%20at%203.42.05%E2%80%AFPM.png?alt=media&#x26;token=234df551-508f-4d54-a7a8-9860b4fd6de3" alt=""><figcaption></figcaption></figure>

#### Separate and shared settings

| Setting           | D2C                   | B2B                            |
| ----------------- | --------------------- | ------------------------------ |
| Who earns         | Individual customer   | Company, across all members    |
| Point balance     | Per customer          | One shared balance per company |
| Tiers             | D2C tiers             | Separate B2B tiers             |
| Ways to earn      | All earning methods   | **Place an order** only        |
| Ways to redeem    | Configured separately | Configured separately          |
| Activity timeline | Customer profile      | Company page                   |

Rules, tiers, and redemption methods never cross between programs.

Some settings apply to both programs. The admin labels them **Applies to D2C and B2B**:

* **Program Status** sets one start date and active state.
* **Fulfilled Order Adjustments** controls fulfilled-order refunds and edits.
* **Unused Loyalty Coupons** searches D2C and B2B outstanding coupons together.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FpRjSGBsrVwz5wsdhAIu4%2FScreenshot%202026-08-07%20at%203.44.04%E2%80%AFPM.png?alt=media&#x26;token=b839d51c-38e2-4e7f-80bc-bdd0c52f71df" alt=""><figcaption></figcaption></figure>

#### Which orders earn company points?

Only orders placed through the B2B catalog earn company points.

* A company member’s regular online-store order earns no points.
* A company member’s POS order earns no points.
* POS redemption is disabled for company members. Shopify POS does not support B2B.

#### Personal loyalty for company members

A company member’s personal loyalty pauses while they belong to a B2B company. Their points and tier are saved. They resume automatically if the customer leaves.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2F8tnp3r2ksZj2LgH2gqZd%2FScreenshot%202026-08-07%20at%203.49.08%E2%80%AFPM.png?alt=media&#x26;token=b407a09d-ed93-49d5-81b1-93eaa5224728" alt=""><figcaption></figcaption></figure>

#### Related guides

* [Setting up B2B points: ways to earn and redeem](/loyalty-and-rewards/b2b-loyalty/setting-up-b2b-points-ways-to-earn-and-redeem.md)
* [B2B membership tiers](/loyalty-and-rewards/b2b-loyalty/b2b-membership-tiers.md)
* [Managing companies and their loyalty](/loyalty-and-rewards/b2b-loyalty/managing-companies-and-their-loyalty.md)


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