Setting up B2B points: ways to earn and redeem

Configure how B2B companies earn and redeem loyalty points — the Place an Order earning rule, Amount Discount and Product Redemption, and how fulfilled order adjustments work for B2B.

Configure B2B company points in Loyalty Program → Points. Switch the top-right toggle to B2B. Your D2C rules remain unchanged.

Ways to earn

B2B companies earn through Place an order. Orders placed through the B2B catalog add points to the shared company balance.

Configure this rule like its D2C equivalent. It supports points per amount spent, earning conditions, product eligibility, and tier eligibility. See Award points for placing an order.

Birthday, signup, referral, review, and customer-tag points do not apply to companies. Company members do not earn them while in a B2B program.

Ways to redeem

B2B supports these separately configured redemption methods:

• Amount Discount gives $X off the whole order. See Set up an amount discount reward.

• Product Redemption redeems points for selected products. See Set up product redemption.

The redemption deducts from the company balance. Any current company member can use the generated code. This is the main difference from D2C, where a code is restricted to the single customer who redeemed it.

Code eligibility is captured at redemption. Members joining later cannot use that code. Members who leave later still can, so when a contact moves on, refund any unused codes they could still spend.

B2B discount codes

Shopify enables B2B discounts automatically for new B2B stores. It also enables them for existing B2B stores without active or scheduled B2B discounts.

If a loyalty code does not apply at B2B checkout, contact Shopify Support. Ask them to enable B2B discounts for your store.

Fulfilled Order Adjustments

Fulfilled Order Adjustments applies to D2C and B2B programs.

• Require approval before adjusting holds the point change for review.

• Ignore makes no adjustment. The company timeline logs Points not adjusted.

Edits to unfulfilled B2B orders adjust the company balance immediately.

Review B2B pending adjustments

Use the D2C / B2B toggle on Pending Adjustments. The B2B view shows the company and the ordering member’s email.

Approving an item updates the shared balance, rechecks the company tier, and logs the approval. Rejecting it changes no balance.

See Managing point adjustments post-fulfilment.

Refund unused B2B redemption codes through Unused Loyalty Coupons. See Refund an unused loyalty coupon.

Program Status

Program Status applies to both programs. Its start date and activate/deactivate control affect D2C and B2B.

Related guides

• B2B Loyalty: an overview

• B2B membership tiers

• Managing companies and their loyalty