B2B Sales Agent Ordering – App Installation Guide

Prerequisites

Before creating sales agents in the app, please ensure the following Shopify B2B setup is complete:

1. Create Companies, Company Locations, and Product Catalogs.
2. Assign at least one customer to each Company Location.
   • This customer is used as the impersonator to retrieve the correct product catalog and create draft orders on behalf of the company.

Steps

1. Add the B2B Sales Portal Block

• Open Online Store → Themes → Edit theme.

• From the page selector in the header, choose Checkout and customer accounts.

• Select Profile page.

• In the left sidebar, open the Main section.
• Click Add block and select B2B Sales Portal.

• Save the theme.

2. Create a Sales Agent