- Real-world company hierarchies
- Accurate, customer-specific pricing
- Role-based access & approvals
- Centralized account management
- One command center for B2B teams
What frustrates B2B teams — and blocks adoption
Your standard Shopify + B2B setup wasn’t built to handle complex organizations, multiple decision-makers, and contract pricing. Without the right account model, everything slows down.
- Scattered customer data: Parent/child accounts, branches, and buying groups live in emails and spreadsheets — not in your store.
- No clear ownership: Ops, sales, and finance all update different systems; no one knows which data is correct.
- Pricing & discount confusion: One-size-fits-all discounts create disputes, credits, and angry emails.
- Manual rep ordering: Sales reps take orders by phone or email and re-key them into the store or ERP.
- Zero self-service: Customers can’t manage users, roles, or basic company info — everything becomes a support ticket.
Competitor “account management” plugins are just glorified customer lists — they don’t handle hierarchy, reps, or pricing complexity.
Solution: i95Dev B2B Portal: Account & Company Management
Centralize structure, users, and pricing for every B2B customer.
- Easily support complex organizational structures
- Navigate instantly with a visual company tree
- Inherit or override terms, approvals, and catalogs at any level
- Assign or detach companies with a simple, intuitive UI ·
- Bulk onboard or restructure using CSV ·
- Track every change with detailed activity logs.
- Configure payment terms, credit limits, shipping & tax settings
- Activate or pause companies without losing history
- Control catalog visibility and product access per company
- Set spending limits, approval flows, and order thresholds
- Manage company details and addresses
- Add users, assign roles, and control permissions
- View complete company hierarchy and linked users
- Access order history, invoices, and balances (when ERP-connected)
- “Act-as-customer” mode with accurate pricing & catalogs
- Create quotes, draft carts, and repeat orders
- Full audit trail of rep activity for transparency
- Apply rules at storewide, collection, product, or variant levels
- Real-time pricing evaluation ensures accuracy at checkout
- Unlimited rules with import/export and ERP synchronization
Why Your Customers (and Your Operations) Win
What Makes i95Dev B2B Portal: Account & Company Management
Smarter Than the Rest
| Feature | i95Dev B2B Portal: Account & Company Management | Typical Apps |
|---|---|---|
| Multi-level company hierarchy |
|
Single-level “company” only |
| Parent–child assignment |
|
Manual edits one by one |
| Company-level settings |
|
Limited to addresses |
| Sales rep “act-as” ordering |
|
Not available or very basic |
| Self-service My Account |
|
Basic profile only |
| Unlimited pricing rules |
|
Few rules / no hierarchy |
| ERP-aware pricing |
|
Disconnected spreadsheets |
| Implementation support |
|
Generic app support only |
How i95Dev B2B Portal: Account & Company Management Connects
with Your Shopify Store
Built on top of Shopify’s B2B features, customer records, and catalogs.
Honors Shopify B2B price lists and customer-specific visibility where applicable.
Connects via i95Dev Connect to your ERP to sync customers, hierarchies, addresses.
Back-end customization available to map custom ERP fields, pricing models, and approval logic.
Delivered as part of the i95Dev B2B Portal extension for Shopify — configurable to your workflows.
Uses the same data as your Quick Order, Quotes/Approvals, and core storefront, so the experience is consistent everywhere.
Future-Proof with B2B Portal
Account & Company Management is one core module of the i95Dev B2B Portal.
As your B2B program matures, plug in additional modules:
- Quotes & Approvals
- Quick Order & Replenishment
- Contract Management & Special Pricing
- Credit Limits, Terms & Collections
- Advanced Analytics & Reporting
All work together on top of Shopify and your ERP — no disconnected tools, no rework.
