B2B POS — User Guide

Welcome 👋 B2B POS adds B2B ordering to the Shopify POS app, so a cashier or sales rep can place an order for a business customer at the counter and put it on the company's account. This guide is written for merchants and their staff — no code or developer setup required.

New here? Start with Getting started — it walks you through installing the app, picking a plan, and the one‑time Shopify B2B setup the tile relies on.

What B2B POS does

B2B POS adds one tile to the Shopify POS app — B2B POS Orders. With it, a cashier can:

• Add a business customer to a POS cart and place an order that uses the company's payment terms (buy now, pay later).
• Choose a delivery method — counter pickup, a live shipping rate, or a custom shipping line.
• Capture a deposit up front when one is required, and leave the balance on terms.
• See a credit summary for the company and location, when credit limits are available through the OnAccount integration (see Integrations).

Feature at a glance

🤝 Want credit limits enforced at the register? B2B POS integrates with the OnAccount app to leverage the credit limits it sets — see Integrations.

A few terms used throughout

• Company / company location — Shopify B2B models a business as a Company with one or more Company Locations. A buyer is a contact assigned to a location.
• On account / net terms — the customer takes the goods now and pays the balance later, according to the location's payment terms.
• Pay in full — the order is paid at the time of sale.
• Deposit — an amount collected up front, with the rest left on payment terms.
• Credit limit — the ceiling on how much a company is allowed to owe at once (available via Integrations).

How to read these guides

Each guide follows the same shape:

1. What it does and who uses it
2. Before you start — prerequisites
3. Set it up — step by step
4. What the cashier sees in day‑to‑day use
5. Troubleshooting — common questions

Updated on: 17/09/2026