> 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/trade-and-b2b.md).

# Trade & B2B

- [Getting started](https://docs.roadmap.so/trade-and-b2b/getting-started.md)
- [Set up Shopify companies and company locations](https://docs.roadmap.so/trade-and-b2b/getting-started/set-up-shopify-companies-and-company-locations.md): Create a company, add a location, and attach the right customer accounts so Shopify B2B pricing can work.
- [Set up a Shopify B2B market and catalog](https://docs.roadmap.so/trade-and-b2b/getting-started/set-up-a-shopify-b2b-market-and-catalog.md): Create a B2B market, attach company locations, configure tax display, and show the right pricing to the right companies.
- [Controlling which products your retailers can see](https://docs.roadmap.so/trade-and-b2b/getting-started/controlling-which-products-your-retailers-can-see.md): Use Shopify B2B catalogues and Roadmap Trade tags to control which products each retailer can view and buy.
- [Catalog pricing rules for Shopify B2B](https://docs.roadmap.so/trade-and-b2b/getting-started/catalog-pricing-rules-for-shopify-b2b.md): Choose the right pricing method for a Shopify B2B catalog, then apply and test it safely.
- [Set quantity rules in Shopify B2B catalogs](https://docs.roadmap.so/trade-and-b2b/getting-started/set-quantity-rules-in-shopify-b2b-catalogs.md): Use minimums, maximums, and increments in Shopify B2B catalogs to control how wholesale customers order.
- [Does Shopify POS support B2B catalog pricing?](https://docs.roadmap.so/trade-and-b2b/getting-started/does-shopify-pos-support-b2b-catalog-pricing.md): Shopify POS does not apply Shopify B2B catalog pricing, volume pricing, quantity rules, payment terms, or company pricing logic. Use draft orders for in-person wholesale sales.
- [Overview of trade dashboard](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard.md): Add the Trade Dashboard to Shopify customer accounts, configure it in Trade Settings, and understand how working orders behave.
- [How to install the dashboard and quote builder](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/how-to-install-the-dashboard-and-quote-builder.md): Add the single Trade Dashboard block to Shopify customer accounts. One block carries both the dashboard and the quote builder, configured in Trade Settings.
- [Set the Trade Portal header, titles & tabs](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/set-the-trade-portal-header-titles-and-tabs.md): Set the page title and the per-tab titles and subtitles shown above the Trade Dashboard and Quotes tabs.
- [Customize how products display on the Trade Dashboard](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/customize-how-products-display-on-the-trade-dashboard.md): Control terminology, image size, products per page, the compare-at price, the variant button text, and the product subtitle on the Trade Dashboard.
- [Show pre-order and back-order info on Trade quotes](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/show-pre-order-and-back-order-info-on-trade-quotes.md): Show pre-order and back-order status, with estimated delivery dates, across the Trade Dashboard, quote cards, and draft orders.
- [Customize Trade Dashboard filters & sorting](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/customize-trade-dashboard-filters-and-sorting.md): Set the default sort and choose which filters appear, in what order, and which start open on the Trade Dashboard.
- [Configure Trade Dashboard access and quote builder](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/configure-trade-dashboard-access-and-quote-builder.md): Control the quote builder's discount, notes, and PO number fields, who can open the Trade Dashboard, and how Confirm Order decides between checkout and draft review.
- [Quote builder & draft orders](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders.md)
- [Overview of the quote builder](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/overview-of-the-quote-builder.md): How customers build quotes in the Trade Dashboard, what a quote contains, the statuses it moves through, and what happens when it's confirmed.
- [Generate, download, and share quote PDFs](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md): Turn any Trade quote into a branded PDF: what customers can generate and share from the dashboard, and every Quote PDF template setting explained with recommendations.
- [Automate Roadmap draft orders](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/automate-roadmap-draft-orders.md): Choose what happens to Roadmap draft orders when they're created — leave them alone, auto-convert them into orders, or move them to review on submission.
- [Create workflows within Shopify draft orders to track working quotes and submitted quotes for review](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md): Create Shopify draft order views that separate working quotes from quotes submitted for review, using the tags Roadmap applies automatically.
- [Checkout & payment](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment.md)
- [Choosing your B2B company checkout settings](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment/choosing-your-b2b-company-checkout-settings.md): Choose the right Shopify B2B company checkout settings for order submission, and see why Roadmap recommends automatic submission for most retailers.
- [Setting up payment terms for your B2B retailers](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment/setting-up-payment-terms-for-your-b2b-retailers.md): Configure Shopify B2B payment terms at the company location level, and match each retailer relationship to the right term type.
- [Handling custom payment terms like "20th of the month following"](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment/handling-custom-payment-terms-like-20th-of-the-month-following.md): Use Roadmap's company metafield to automate monthly invoice due dates like 20th of the month following.
- [Shipping](https://docs.roadmap.so/trade-and-b2b/shipping.md)
- [Multiple shipping profiles in B2B: what to know](https://docs.roadmap.so/trade-and-b2b/shipping/multiple-shipping-profiles-in-b2b-what-to-know.md): Understand how Shopify shipping profiles and split shipping behave in B2B checkout, and where the limits sit.
- [Split shipping rates between B2B and DTC customers](https://docs.roadmap.so/trade-and-b2b/shipping/split-shipping-rates-between-b2b-and-dtc-customers.md): Show different Shopify shipping rates to B2B and DTC customers using Roadmap delivery customizations.
- [Configuring Pickup for B2B Customers on Shopify: Two Approaches](https://docs.roadmap.so/trade-and-b2b/shipping/configuring-pickup-for-b2b-customers-on-shopify-two-approaches.md): Compare pickup as a shipping rate versus native Pickup in store for Shopify B2B, including when to use Checkout Blocks.
- [Use Checkout Blocks to restrict native pickup to B2B](https://docs.roadmap.so/trade-and-b2b/shipping/use-checkout-blocks-to-restrict-native-pickup-to-b2b.md): Restrict Shopify native pickup locations to B2B buyers with Checkout Blocks on Shopify Plus.
- [Troubleshooting "Your order cannot be shipped to the selected address" at B2B checkout](https://docs.roadmap.so/trade-and-b2b/shipping/troubleshooting-your-order-cannot-be-shipped-to-the-selected-address-at-b2b-checkout.md): Fix the Shopify B2B checkout error caused by split shipping and draft order submission mode.


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