The customer app is a white-label self-service portal where your B2B customers order for themselves, with no agent in the loop. It is available on every plan and shares the same catalog, prices and orders as the agent app.
The customer app is not a separate product. It reads the same companies, catalogs and price lists as your agents, so anything you configure once applies to both surfaces.
Turning it on
The customer app is off by default. Enable it with the buyerPortalEnabled setting in Settings. Once it is on, your buyers reach the portal at your white-label URL.
Turns the self-service customer app on for your store. While off, only agents can place orders and the portal URL returns nothing. Switch it on when you are ready for buyers to order for themselves.
How buyers sign in
Buyers sign in with an email magic link, which is rate-limited to prevent abuse, or with Google. Their session is scoped to their company, so they only ever see their own company's data: no other company's catalog, prices or orders are reachable.
Catalog & ordering
Buyers browse the catalog with the same contextual B2B prices and filters your agents see. When a buyer picks a location to order for, the app verifies that the location belongs to their company before letting them continue. They add products to the cart, review it, and place a native Shopify draft order that is tagged as a buyer order so your analytics and commissions attribute it correctly.
Orders, shipments & analytics
Once buyers have placed orders, the portal gives them everything they need to follow up on their own:
- Order history scoped to their company, so they see every order placed for it, whether by them, another buyer or an agent.
- Shipment tracking that follows fulfillments and surfaces carrier tracking links as orders ship.
- Quick reorder from any past order, dropping the same items back into the cart.
- Spend analytics, a simple view of what the company has been spending over time.
Company credit limits
You can set a credit limit per company on the company page. When a buyer places an order that would push the company over its outstanding balance plus its limit, the order is blocked. Agents and buyers both see a credit indicator, with a warning as the company approaches the limit, so nobody is surprised at checkout.
Buyer approvals
Per company you can set approver emails and a spend threshold. When a buyer who is not an approver places an order at or above that threshold, the order is parked as pending rather than sent straight through. Each approver receives a magic-link email to approve or reject it, and the order only proceeds once it is approved.
Credit limits and approvals work together: a large order can be held for approval and still be checked against the company's credit limit before it is placed.
Branding
With branding enabled, the portal and its emails use your logo, colours and from-address, so the customer app never looks like an off-the-shelf plugin. Branding is included on Pro and Scale, or you can add it on any plan with the Custom Branding light add-on. See Installation & settings and Plans, billing & add-ons for setup.