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04 B2B Edition Walkthrough - B2B Account Approval and Settings - Store Admin Perspective

Why Company Approval Matters in B2B Ecommerce

Unlike B2C stores, where customers can usually purchase immediately, B2B businesses often require account verification before allowing access. This process helps merchants:

  • Verify legitimate businesses
  • Control wholesale access
  • Assign payment terms
  • Manage credit limits
  • Connect sales representatives
  • Configure account permissions

BigCommerce B2B Edition simplifies and centralizes this process.

 

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Step-by-Step: Approving a Company Account

How to Approve B2B Companies in BigCommerce B2B Edition

Step 1: Open the BigCommerce Admin Dashboard

Start inside your BigCommerce admin dashboard.

Step 2: Access the B2B Edition App

Navigate to:

  1. Apps
  2. BigCommerce B2B Edition

This opens the B2B management dashboard.

Step 3: Open the Companies Section

Inside the dashboard: Click Companies

Here you’ll see all company accounts connected to your storefront. Pending accounts are usually marked with a status indicator.

Step 4: Review Pending Companies

Click into a pending company account. You can review:

  • Business details
  • Contact information
  • Submitted attachments
  • Registration data

This gives you the opportunity to verify the business before approval.

Step 5: Approve or Reject the Company

Once reviewed, you can:

  • Approve the company
  • Reject the application

Approving the company activates the account within your B2B buyer portal.

Configuring Company Settings After Approval

Once approved, merchants can further customize the account.

Assign a Super Admin

A super admin is the primary account manager for the company. This user typically controls:

  • User management
  • Company settings
  • Purchasing permissions

Assign Internal Sales Staff

You can connect a sales representative directly to the company account. This allows your sales team to:

  • Manage quotes
  • Assist customers
  • Process orders
  • Build relationships

Configure Payment Terms

BigCommerce B2B Edition supports advanced payment options such as:

  • Net 30
  • Net 45
  • Net 60
  • Credit accounts

Example: Net 45 payment terms

Set Credit Limits

You can establish spending limits for approved companies.

Example: $1,000 credit limit

This gives merchants more financial control over account purchasing.

Benefits of the Approval Workflow

Better Risk Management

Reviewing accounts helps reduce fraudulent or unqualified registrations.

Improved Customer Relationships

Approved accounts can receive personalized support and pricing.

Controlled Purchasing Workflows

Merchants can customize permissions and payment options.

Streamlined B2B Operations

Everything is managed from one centralized system.

Final Thoughts

BigCommerce B2B Edition provides merchants with powerful tools to manage company registrations and approvals. By implementing an approval workflow, you can:

  • Protect your wholesale pricing
  • Improve account management
  • Streamline onboarding
  • Create stronger customer relationships

The ability to configure payment terms, credit limits, and internal sales support makes BigCommerce B2B Edition a strong solution for growing B2B ecommerce operations.

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