Getting started - Molsoft B2B Orders for POS
This page covers the one‑time setup the B2B POS Orders tile relies on: making sure your store is ready for B2B, installing the app, and choosing a plan. Do this once, then add the tile from the B2B orders at POS guide.
What you need first
1. A Shopify store set up for B2B
B2B POS works with Shopify's native B2B (Companies). Before anything else, make sure you have:
- A Shopify plan that includes B2B, and
- At least one Company, with one or more Company Locations, and a contact assigned to a location.
You manage these in Shopify admin → Customers → Companies. If a customer isn't a contact on a company with a location, the tile stays turned off for them by design — there's no business account to put the order on.
Shopify admin → Customers → Companies, showing a company with at least one location.
2. Payment terms on your company locations (recommended)
The tile reads each location's payment terms from Shopify B2B to set the due date and any deposit. Set them per location so terms and deposits behave the way you expect:
Shopify admin → Customers → Companies → (company) → (location) → Payment terms.
There you can choose a terms template (for example, Net 30) and an optional deposit percentage. A location set to pay in full is paid at the time of sale.
A company location's Payment terms panel in Shopify admin.
Install the app
Install B2B POS from the app listing (or the install link you were given).
When asked to approve permissions, accept them — the app only requests what it needs to read companies and products and to create B2B orders on your behalf. If you're ever asked to re‑approve after an update, that's a normal permissions refresh.
Installing makes the app available, but it doesn't place the tile for you: to use it at the register you'll add the B2B POS Orders tile to your POS grid — see B2B orders at POS. That's a required step, done once in your Shopify admin (it applies to all registers).
Choose a plan
The B2B POS Orders tile is included with an active plan, so subscribing is required before the tile becomes usable.
- Open the app and go to Plans.
- Pick a plan and confirm. Billing is handled on a secure Shopify page.
- You're returned to the app with the plan active.
Next steps
- B2B orders at POS — add the tile to your POS smart grid and place your first on‑account order.
- Integrations — enforce credit limits at the register.
Updated on: 17/09/2026
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