Choosing your B2B company checkout settings

Choose the right Shopify B2B company checkout settings for order submission, and see why Roadmap recommends automatic submission for most retailers.

Last verified against Shopify: April 21, 2026

This article explains how Shopify B2B company checkout settings work at the company location level.

It focuses on the Order submission setting inside Company checkout settings.

It also explains why Roadmap recommends Automatically submit orders for almost every retailer.

Shopify documents both modes in its checkout settings guide.

What Company checkout settings control

Company checkout settings control how a company location behaves at checkout.

For this article, the important option is Order submission.

Order submission decides what happens after a retailer places an order at checkout.

Shopify offers two options for each company location:

• Automatically submit orders

• Submit all orders as drafts for review

This setting changes how the order enters Shopify. It also changes whether payment can be taken through the normal B2B flow.

Automatically submit orders

With Automatically submit orders, the order flows straight into the Shopify Orders list.

The order then moves through your normal fulfilment process. Payment follows the payment terms assigned to that company location.

Use this mode when the retailer is approved to place orders without manual review.

For most live B2B relationships, this is the right default.

Submit all orders as drafts for review

With Submit all orders as drafts for review, the retailer still goes through checkout, but Shopify saves the result as a draft order.

A team member must review and approve the draft before it becomes a live order.

No payment is collected at checkout in this flow.

At first glance, this can feel safer for new accounts or edge cases. In practice, it usually creates more manual work than value.

Why Roadmap recommends automatic submission by default

Roadmap recommends Automatically submit orders for almost all company locations.

This keeps the order flow clean. It also avoids turning every repeat order into a manual admin task.

Most merchants use draft review for one of two reasons:

• they want to approve the retailer before goods ship

• they do not want payment taken immediately

These are two different jobs.

Order approval is a manual gate. Payment terms are a commercial gate.

For established retailers, you usually want the order to flow through at once, while still controlling when payment is due. Payment terms handle that cleanly.

Draft review is best treated as an exception flow.

Use it for unusual cases, not as the default for every retailer.

Use payment terms to express trust

Roadmap recommends using payment terms to reflect the retailer relationship.

A simple pattern works well:

• new or untrusted accounts, use Due on fulfillment

• established accounts, use Net 7, Net 15, or Net 30

• deeper strategic relationships, extend terms only when the commercial agreement supports it

This gives you control without blocking checkout.

If you need help choosing the right term, use Setting up payment terms for your B2B retailers.

How to configure Company checkout settings in Shopify

1

Open the company record

In Shopify, go to Customers → Companies.

2

Open the company location

Open the company you want to configure, then open the relevant company location.

3

Open Company checkout settings

In the company location, open Company checkout settings.

4

Choose the Order submission setting

Set Order submission to either Automatically submit orders or Submit all orders as drafts for review.

5

Save and test

Save the change, then place a test order with a retailer login linked to that company location.

If the retailer buys products from more than one shipping profile, draft review can trigger a misleading shipping error at checkout.

Use the troubleshooting guide below if that happens.

The 'Ship to address' setting

The same Company checkout settings popup also includes Ship to address.

The option Allow customers to ship to any one-time address controls whether the retailer can enter a delivery address that is not already saved on the company setup.

If this option is turned off, the retailer is limited to the addresses already available on the company record.

If this option is turned on, the retailer can send an order to a one-time delivery address when needed.

Roadmap usually recommends turning this on only when the retailer genuinely needs delivery flexibility, for example for temporary sites, events, or one-off drop-shipping.

If you want tighter control over where orders can ship, leave it off and keep delivery limited to approved company addresses.

Related articles

• Setting up payment terms for your B2B retailers, for matching payment terms to each retailer relationship.

• Troubleshooting "Your order cannot be shipped to the selected address" at B2B checkout, for the draft order and split shipping failure that often drives this decision.

• Multiple shipping profiles in B2B: what to know, for the wider split shipping rules behind that checkout behaviour.

Need a hand? Contact us in the Roadmap app via Intercom.