> 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/getting-started/set-up-shopify-companies-and-company-locations.md).

# Set up Shopify companies and company locations

Create a company, add a location, and attach the right customer accounts so Shopify B2B pricing can work.

Last verified against Shopify: April 21, 2026

Shopify B2B pricing depends on companies and company locations.

If the company structure is incomplete, customers can log in and still miss their catalog pricing.

### Before you start

Make sure:

* **New customer accounts** are turned on
* **B2B** is enabled in **Settings → Customer accounts → B2B**
* you know the legal company name you want in Shopify
* you know which shipping addresses should exist as separate company locations

{% hint style="warning" %}
Each company location should have a shipping address. Missing location addresses are the most common cause of missing B2B pricing.
{% endhint %}

### How Shopify structures B2B customers

A **company** is the parent business record.

A **company location** is the branch, warehouse, office, or buying entity that actually buys under that company.

A **customer account** must be linked to the correct company location to inherit the right market and catalog.

### Create the company

#### Add the parent business record first

{% stepper %}
{% step %}

#### Open companies

In Shopify, go to **Customers → Companies**.
{% endstep %}

{% step %}

#### Create the company

Click **Add company**.
{% endstep %}

{% step %}

#### Enter the company details

Enter the company name and the core details you want on the account.
{% endstep %}

{% step %}

#### Save the company

Save the record.
{% endstep %}
{% endstepper %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FaOnPanHj8nKZlHLXW5Ng%2FScreenshot%202026-04-22%20at%209.04.26%E2%80%AFAM.png?alt=media&amp;token=ad634c43-ff8e-4747-912a-564ba1602667" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Use the legal or commercial name your team will recognize later. Avoid abbreviations unless they are standard internally.
{% endhint %}

### Create the company location

#### Add the buying location that will receive pricing and checkout settings

Every B2B company needs at least one location.

{% stepper %}
{% step %}

#### Open the company

Open the company you just created.
{% endstep %}

{% step %}

#### Add a location

Click **Add location**.
{% endstep %}

{% step %}

#### Enter the location name

Use a name your team can identify easily.

Examples:

* `Sydney Warehouse`
* `Melbourne Retail`
* `Head Office`
  {% endstep %}

{% step %}

#### Add the address

Enter the shipping address for that location.
{% endstep %}

{% step %}

#### Save the location

Save the location record.
{% endstep %}
{% endstepper %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2F3mB97RB0yFRmkZkjmZ0I%2FScreenshot%202026-04-22%20at%209.07.06%E2%80%AFAM.png?alt=media&amp;token=a1fe2cc4-5a5a-4e28-bb79-990cb3d6d476" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Do not skip the shipping address. Shopify uses the location record to attribute pricing and checkout behaviour.
{% endhint %}

### Add customer accounts to the company location

#### Link the actual buyers to the location that should control their pricing

1. Open the company.
2. Open the correct **company location**.
3. Add the customer account or contact that should buy under that location.
4. Save the change.

If a customer belongs to the wrong location, they can inherit the wrong market or no market at all.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FpmKC7VjHbWQm4KKmoUgQ%2FScreenshot%202026-04-22%20at%209.08.21%E2%80%AFAM.png?alt=media&amp;token=d6c82233-c6d7-4726-8b9c-689da60183bc" alt=""><figcaption></figcaption></figure>

### Decide when to create more than one location

Create separate company locations when the business needs different:

* shipping addresses
* markets
* catalogs or pricing tiers
* payment terms or checkout behaviour

Do not create additional locations if the business purchases as a single entity with a shared setup.

### Verify the company setup

#### Confirm the record can actually receive B2B pricing

Run this check before you build markets and catalogs:

1. The company exists.
2. At least one location exists.
3. The location has a shipping address.
4. The correct customer account is linked to that location.
5. The customer can log in with a new customer account.

{% hint style="success" %}
If all five checks pass, the company record is ready to be attached to a B2B market and catalog.
{% endhint %}

### Common setup mistakes

#### The company exists, but pricing still does not show

Usually the issue is at the location level, not the company level.

Check the shipping address and the linked customer account first.

#### One buyer sees pricing, but another buyer at the same business does not

Check whether both customer accounts are linked to the same company location.

#### The wrong pricing appears

Check whether the customer is linked to the wrong location or the wrong market.

### Related guides

* [Set up a Shopify B2B market and catalog](/trade-and-b2b/getting-started/set-up-a-shopify-b2b-market-and-catalog.md)
* [Catalog pricing rules for Shopify B2B](/trade-and-b2b/getting-started/catalog-pricing-rules-for-shopify-b2b.md)
* [Set quantity rules in Shopify B2B catalogs](/trade-and-b2b/getting-started/set-quantity-rules-in-shopify-b2b-catalogs.md)


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