> 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-membership-tiers.md).

# B2B membership tiers

Create membership tiers for your B2B companies and use tier tags to unlock better pricing, shipping rates, or exclusive products for your top wholesale accounts.

B2B tiers recognize your strongest wholesale accounts. A company can earn points or spend its way into a tier.

#### Create a B2B tier

Open **Loyalty Program → Membership Tiers**. Switch to B2B, then add a tier.

B2B tiers are separate from D2C tiers. Each tier has these fields:

* **Tier name** is visible to customers.
* **Tier level** sets display order. Lower levels display first.
* **Customer Tag Name** applies to company members when the company’s tier changes.
* **Milestone to achieve tier** is **Points earned** or **Amount spent** during the membership period.

Use one milestone scale across B2B tiers. **Amount spent** is often the better fit. B2B earning is order-based, and spend maps directly to company value.

The membership period follows your membership settings. It is lifetime or fixed from the company membership start date.

#### How companies progress

Roadmap rechecks the company tier whenever points land. This includes orders, order adjustments, and approved pending adjustments.

Companies are promoted when they qualify. They are never automatically demoted after refunds. Change a company tier manually from its company page.

#### Use tier tags

The tier tag applies to each company member’s Shopify customer record. Use it for:

* Better pricing through Roadmap discounts targeted at the tag.
* Better shipping rates for tagged customers.
* Exclusive products or catalogs outside Roadmap.

{% hint style="info" %}
Tags update when the company tier changes. Pricing and access rules using the tag update immediately.
{% endhint %}

#### Related guides

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-membership-tiers.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.