1. Does this app work on all Shopify plans?

No. MP B2B Company Accounts requires Shopify Plus, because it relies on Shopify B2B features such as Companies, Locations, B2B pricing, and payment terms.

If your store is not on Shopify Plus, the portal and company registration will not function.

2. Do I need to set up Shopify B2B before using this app?

Yes.

The app extends Shopify’s native B2B features; it does not replace them. Make sure the following are already configured:

• Companies enabled
• Locations created
• B2B payment terms (optional but recommended)
• Customer accounts enabled

If these are not set up, some parts of the portal may not display correctly.

3. What happens if I disable the app?

Disabling the app will:

• Hide the B2B portal from the storefront
• Disable company registration
• Prevent customers from accessing their Company Dashboard

Existing Shopify B2B functionality (like Companies in the admin) still works, but the portal layer added by the app disappears.

4. What does the feature “Auto-Approve Companies” do?

When Auto-Approve = ON:

• New company submissions are immediately approved
• Customers get instant access to the portal
• No manual review needed in Shopify Admin

When Auto-Approve = OFF:

• The company is created in “Not approved” status
• Merchant receives an email asking for approval
• Customer sees a “Pending approval” message until you approve it

5. Can rejected companies reapply?

Not through the storefront. If a company is rejected, the customer cannot submit the same company again and will see:

“This company has already been submitted. Please contact support for further changes.”

If the business wants to reapply, the merchant must:

• Edit the existing company record in Shopify Admin, or
• Delete it and ask the customer to register again

6. Where do I approve or reject a company?

This is done in Shopify Admin → Customers → Companies → (select company).

You will see an Approve Company modal that lets you:

• Approve the company
• Assign staff
• Decline with an optional reason

Approval sends an “Approved” email to the customer. Rejection logs a note and sends a “Rejected” email.

7. Can I edit the email templates that the app sends?

Yes. Go to:

App → Settings → Email Templates

You can edit:

• Email subject
• HTML + Liquid body
• Preview data
• Variables inserted via dropdown
• And preview the final output

Each template can be customized without affecting others.

8. Why can’t I edit company information as a merchant inside the app?

Company details are managed through Shopify Admin using native features.

However, when a customer edits company info in the portal:

• The app sends you a Company Info Update Request email
• You review and update information directly in Shopify Admin
• The app reflects updates after the next refresh

This keeps all company data centralized in Shopify, ensuring consistency.

9. How are locations handled in the app?

Locations are synced directly from Shopify Companies.

In the portal:

• Company admins can create new locations
• They must enter shipping/billing addresses
• Locations appear on the merchant side in Shopify Admin

Payment terms displayed in the portal come from the native Shopify location configuration.

10. Can I create custom roles?

Yes. You can create any role with:

• A custom name
• Selected locations
• Selected permissions (view/add/edit/delete)

If a role has all permissions enabled, the app automatically recognizes it as a Location admin–type role.

11. How do order permissions work?

Order visibility depends on the user’s role and assigned location:

• Location Admin Sees all orders placed by the company at their assigned location

• Ordering (Buyers) See only their own orders from the assigned location

This extends Shopify’s native property where customers traditionally see only their own orders.

12. Why can’t customers see the portal even though they installed the app?

Check these common causes:

1. Enable App is OFF → Turn ON Enable App in the Dashboard or Settings.

2. You haven’t activated the app in the Theme Editor → This app requires activation in the Theme Editor. Please watch this video to know how to do this.

3. They are not logged in → Portal requires customer login.

4. Their company is not approved → Approve the company in Shopify Admin.

5. Storefront caching → Try hard-refresh (Ctrl+F5).

If none of these work, the app may not be injected due to theme or storefront restrictions – contact our support to verify.