B2B User Guide

Corporate Account Q&A:

 

Individual Account vs. Corporate Account

An Individual Account is designed for a single user and provides basic order history and purchasing functionality.

A Corporate Account offers a more advanced structure that supports multiple users, subaccounts, and customized roles and permissions, enabling teams within an organization to share and manage order data efficiently.

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ROLE PERMISSIONS

		Junior Buyer	Order Requester	Senior Buyer	Admin
Orders
View	Access the My orders area of the Buyer Portal and view order details. If given Company level permissions, assigned buyers can view the Company orders area of the Buyer portal as well	✓	✓+	✓+	✓+
Purchasability	Place orders from the storefront, repurchase line items from an existing order, and order the contents of an approved Shopping List	—	—	✓	✓
Shopping List
View	View the Shopping lists area of the Buyer Portal	✓	✓+	✓+	✓+
Create, edit, delete	Manage existing Shopping Lists and add new ones	✓	✓	✓+	✓+
Submit draft for approval	Submit Shopping Lists to users with the Approve draft list permission	✓	✓	—	—
Approve draft list	Approve Shopping Lists created by users with the Submit draft for approval permission	—	—	✓+	✓+
Addresses
View	View the Addresses area of the Buyer Portal	✓+	✓+	✓+	✓+
Create, edit, delete	Manage Company addresses in the address book	—	—	—	✓+
User Management
View	View the User management area of the Buyer Portal	—	—	✓+	✓+
Create, edit, delete	Manage Company user accounts in the Buyer Portal	—	—	—	✓+
Company Hierarchy
View	View the Company hierarchy area of the Buyer Portal	—	—	—	—

— = no permissions

✓ = User level permission

✓+ = Company level permission

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ORDERING

Shopping Lists

• Some users can make a draft order, but they need approval before buying.
• Other users (buyers) can skip approval and order right away.

How to create a list:

1. Go to Shopping Lists
2. Click Create New
3. Give it a name + description

How to add products:

• Type in product name or SKU
• You can also add items from:
  • Product pages
  • Past orders
  • Quick Order section

When you're done:

• Click Submit for Approval

What happens next:

• Someone with approval power gets notified
• They either:
  • Approve → list can be used to place an order
  • Reject → list is locked (can’t be changed)

If rejected:

• You have to duplicate the list, fix it, and resubmit

Once approved:

• Buyers can add items from the list into their cart to place the order

Quick Order

• Shows a list of items you’ve bought before
• You can:
  • Search for items
  • Filter by date ordered

What you can do:

• Pick items (one or many)
• Add them to:
  • Cart (if allowed)
  • Shopping List

Quick Order Pad

If your role can purchase, this tool will be visible.

Two ways to use:

1. Quick Add
   • Type in product SKU + quantity
   • Adds items fast
2. Bulk Upload (CSV)
   • Download a template
   • Fill it out with products + quantities
   • Upload the file
   • Everything gets added at once