Confirm the commercial terms and who can buy on behalf of each company.
Add a company
Open Customers → Companies → Add company. Enter its details and the payment terms offered by the form.
- Check the company identity and contacts before giving access.
Create pricing
Choose Create price list. Set the adjustment or fixed product prices provided by the editor.
- Check whether an adjustment is a percentage or fixed amount.
- Confirm the currency.
Connect the company
Open the company record and review its contacts, locations, and pricing assignments.
- Apply the intended price list to the correct company or location.
Verify the buyer experience
Test with an authorized company customer and inspect product prices and checkout terms.
- Compare a retail customer’s view so negotiated prices are not exposed accidentally.
CHECK YOUR WORK
You’re ready when…
- Company contacts and terms are correct.
- An eligible buyer receives the intended pricing.
IF SOMETHING DOESN’T LOOK RIGHT
Troubleshooting
Why does a buyer see retail prices?
Check the buyer’s company association and the price-list assignment, then start a fresh customer session.
Why is a control missing or unavailable?
Confirm that you are in the correct store and that your role allows this action. Optional apps and channels may require installation, a plan, or activation. Share the screen name and error with support if access is still unclear.