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How to assign wholesale orders to a customer's Company

You can now have an order placed by a customer who belongs to a Shopify company assigned to that company automatically. The order then appears in the company's order history and flows correctly into your ERP or bookkeeping.

The feature works with companies that already exist in Shopify. It does not create companies for you, so there is some setup to do first.

Before you start

Five things need to be true. If any one of them is missing, the order will not be assigned to a company.

  1. The customer uses the new customer accounts, not classic accounts. Company accounts only work with new customer accounts.
  2. The company exists in Shopify. Create it in your Shopify admin under Customers, then Companies.
  3. The customer is a contact on that company. Add them to the company in Shopify. A customer who simply has a company name written on their profile is not a company contact.
  4. The customer is assigned to a company location. Every company has at least one location, and the customer must be assigned to one.
  5. The setting is turned on in Wholesale Pricing Discount. It is off by default, so nothing changes for merchants who do not use company accounts.

Turning it on

  1. Open Wholesale Pricing Discount from your Shopify admin.
  2. Go to Settings in the app menu.
  3. Scroll to the “Shopify company accounts” section.
  4. Tick “Assign orders to the buyer's company”.

Orders placed from that point forward will be assigned to the buyer's company.

Things worth knowing

  • The customer has to be logged in. Orders placed as a guest cannot be assigned to a company.
  • This applies to new orders only. Shopify cannot reassign orders placed before you turned the setting on, so your existing order history stays as it is.
  • The company field on your wholesale signup form does not create a company. It is a text field on the customer's record. Companies have to be created in Shopify.

If an order was not assigned

Check three things:

  • The customer is a contact on the company.
  • The customer is assigned to a company location.
  • The customer was logged in when they placed the order.

Those account for almost every case. If all three look correct and the order still was not assigned, contact us and we will take a look.

Support and Assistance

For any inquiries or further clarification regarding Shopify company accounts settings, feel free to reach out to our dedicated support team:

Email: themes@wholesalehelper.io 
Chat: Initiate a support chat conversation through the WPD app
Call: Book a demo call here