> 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/managing-companies-and-their-loyalty.md).

# 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

{% stepper %}
{% step %}
**Adjust the shared balance**

Click **Adjust point balance** to add or deduct points. Use it for goodwill credit or an offline-order correction.
{% endstep %}

{% step %}
**Generate a company discount**

Click **Redeem points** to redeem from the shared balance. Any current company member can use the generated code.
{% endstep %}

{% step %}
**Update membership details**

Click **Update** on the **Membership** card to change the tier, start date, or expiry date.
{% endstep %}
{% endstepper %}

#### 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.

#### Related guides

* [B2B Loyalty: an overview](/loyalty-and-rewards/b2b-loyalty/b2b-loyalty-an-overview.md)
* [B2B membership tiers](/loyalty-and-rewards/b2b-loyalty/b2b-membership-tiers.md)
* [Manage loyalty customers](/loyalty-and-rewards/customer-management/manage-loyalty-customers.md)
* [What happens to a customer's personal loyalty when they join a B2B company](/loyalty-and-rewards/b2b-loyalty/what-happens-to-a-customers-personal-loyalty-when-they-join-a-b2b-company.md)


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