Managing companies and their loyalty
A tour of the Companies dashboard and the company detail page — point history, members, orders, adjusting the shared balance, generating discounts, and updating membership dates.
Open Loyalty Program → Manage Customers, then switch to B2B. The Companies dashboard lists Shopify companies with their tier, contacts, membership date, total spent, and point balance.
Use All, Members, and Non-members to filter companies. Search by company name.
The company page
Open a company to view its complete B2B loyalty record:
Point History lists earned, redeemed, adjusted, and refunded points. Its Discounts tab lists generated codes, including unused codes.
Company Orders lists orders from every company member.
Company Members lists members with links to their customer pages.
Company shows the name, contacts, and amount spent this period.
Membership shows the tier, member-since date, start date, and expiry date.
Loyalty Points shows the shared balance.
Activity Timeline logs earnings, redemptions, adjustments, tier changes, and membership changes.
Take action on a company
Adjust the shared balance
Click Adjust point balance to add or deduct points. Use it for goodwill credit or an offline-order correction.
Generate a company discount
Click Redeem points to redeem from the shared balance. Any current company member can use the generated code.
Update membership details
Click Update on the Membership card to change the tier, start date, or expiry date.
Understand the numbers
Amount spent this period includes eligible order value processed through loyalty. It does not include raw Shopify totals or orders before B2B loyalty was enabled.
The shared balance can briefly appear stale during simultaneous member orders. It self-corrects within moments.
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