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50 changes: 45 additions & 5 deletions help/b2b/TOC.md
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---
user-guide-title: B2B for Adobe Commerce User Guide
user-guide-description: add description here
breadcrumb-title: B2B User Guide
user-guide-title: "[!DNL B2B for Adobe Commerce] User Guide"
user-guide-description: Learn how to use the integrated B2B features available for Adobe Commerce,
breadcrumb-title: "[!DNL B2B for Adobe Commerce]"
---

# B2B for Adobe Commerce User Guide {#b2b}
# [!DNL B2B for Adobe Commerce] User Guide {#b2b}

- [Guide Overview](overview.md)
- [Guide Overview](guide-overview.md)
- [Introduction to B2B Features](introduction.md)
- [Release Notes](release-notes.md)
- [Installation](install.md)
- [Enable Basic B2B Features](enable-basic-features.md)
- Company Accounts {#companies}
- [Company Account Overview](account-companies.md)
- [Create a Company Account](account-company-create.md)
- [Company Account Approvals](account-company-approve.md)
- [Assign a Company Administrator](account-company-admin.md)
- [Manage Company Accounts](account-company-manage.md)
- [Add Customers to a Company](customer-assign-company.md)
- [Manage Company Credit](credit-company.md)
- Company Users and Structure {#users}
- [Company User Accounts](account-company-users.md)
- [Company Roles and Permissions](account-company-roles-permissions.md)
- [Define Company Structure](account-company-structure.md)
- Shared Catalogs {#shared-catalogs}
- [Using Shared Catalogs](catalog-shared.md)
- [Configure Catalog Price Scope](catalog-shared-price-scope.md)
- Define Shared Catalogs {#define}
- [Create a Shared Catalog](catalog-shared-create.md)
- [Add Products to a Shared Catalog](catalog-shared-product-add.md)
- [Set Catalog Pricing and Structure](catalog-shared-pricing-structure.md)
- [Assign Companies to a Catalog](catalog-shared-assign-companies.md)
- [Manage Shared Catalogs](catalog-shared-manage.md)
- [Quick Orders](quick-order.md)
- Purchase Orders {#purchase-orders}
- [Purchase Orders for Companies](purchase-order-flow.md)
- [Approval Rules](account-dashboard-approval-rules.md)
- [Purchase Order Management](account-dashboard-my-purchase-orders.md)
- Quotes {#quotes}
- [Quotes Overview](quotes.md)
- [Configure Quotes](configure-quotes.md)
- [Request for Quote](quote-request.md)
- [Negotiate a Quote](quote-price-negotiation.md)
- [My Quotes](account-dashboard-my-quotes.md)
- Requisition Lists {#requisition-lists}
- [Requisition Lists Overview](account-dashboard-requisition-lists.md)
- [Configure Requisition List Maximum](configure-requisition-lists.md)
- [My Requisition Lists](account-dashboard-requisition-lists-manage.md)
53 changes: 53 additions & 0 deletions help/b2b/account-companies.md
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---
title: Company Accounts
description: Learn how company accounts allow for joining multiple buyers that belong to the same company into a single company account.
---
# Company Accounts

When you incorporate B2B company accounts in your store, you can simplify the corporate shopping experience by enabling companies to create multiple subaccounts with flexible permissions based on user roles in their organization. Depending on the customer groups of the company, a store administrator can adjust promotions and prices to suit their needs, and create highly customized offers that cater to the shoppers’ demands and increase orders. Adding a company account association to a standard [individual](https://docs.magento.com/user-guide/customers/account-create.html) allows the customer to use the specific purchasing workflows defined for the company.

Advantages of a company account:

- Offers unlimited [company users](account-company-users.md) and the creation of additional accounts, which simplifies corporate purchases.

- Includes support for a _smart_ company account hierarchy with different [roles and permissions](account-company-roles-permissions.md) for placing orders.

- Provides a mechanism for merchants to increase income by offering [company store credit](credit-company.md) as a payment method.

- Supports the [management](account-company-manage.md) of all company accounts in the Admin.

## Company structure

A company account can be set up to reflect the structure of the business. Initially, the company structure includes only the company administrator, but can be expanded to include teams of users. The users can be associated with teams or organized within a hierarchy of divisions and subdivisions within the company.

![Company Structure with Divisions](./assets/company-structure-diagram.png)<!--- zoom --->

In the customer’s account dashboard, the company structure is represented as a tree and initially consists of only the company administrator.

![Company Structure with Company Administrator](./assets/company-structure-tree-admin.png)<!--- zoom --->

When the account is created, the company administrator can use the company email address or be assigned a different email address.

It is possible that the person who serves as company administrator has multiple roles within the company. If a separate email address is entered for the company administrator, the initial company structure includes the company administrator plus an individual user account in the name of the company administrator. In such a case, the company administrator can sign in to the account as the company or as an individual user.

![Company Structure with Administrator and User Account](./assets/company-structure-tree-admin-user.png)<!--- zoom --->

The full company structure is reflected in the Companies and Customers grids. The Companies grid lists all companies regardless of status. The following example shows accounts for two companies: the “ABC Company” and the “XYZ Company”.

![Companies Grid](./assets/companies-grid.png)<!--- zoom --->

The following example shows the Customers grid with the initial company administrator account for the “XYZ Company”.

![Customers grid with company administrator account](./assets/company-admin-user-account.png)<!--- zoom --->

After creating the account, the company administrator must define the company structure of [teams](account-company-structure.md), set up the [company users](account-company-users.md), and establish [roles and permissions](account-company-roles-permissions.md) for each.

## View company accounts

The _Companies_ grid lists all active company accounts and pending requests, regardless of status setting. It also provides the tools for [creating](account-company-create.md) and [managing](account-company-manage.md) company accounts. Use the standard grid controls to filter the list, and adjust the column layout. For a list of column descriptions, see the _Column Descriptions_ section in [Managing Company Accounts](account-company-manage.md).

Customers can create a company account from the storefront, or a merchant can create one from the Admin. By default, the ability to create company accounts from the storefront is enabled. If allowed by the configuration, a visitor to the store can request to open a company account. After the company account is approved, the company administrator can set up the company structure and users with various levels of permission.

In the _Admin_ sidebar, go to **Customers** > **Companies**.

![Companies grid](./assets/companies-grid.png)<!--- zoom --->
37 changes: 37 additions & 0 deletions help/b2b/account-company-admin.md
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---
title: Assign a Company Administrator
description: Learn how to assign a company user account as the company administrator for the company account.
---
# Assign a Company Administrator

The company administrator is initially assigned when the company account is first created, and can later be modified only by a store administrator from the Admin.

1. On the _Admin_ sidebar, go to **Customers** > **Companies**.

1. Find the company in the list and click **Edit**.

![Companies](./assets/companies-grid.png)<!--- zoom --->

1. Expand ![Expansion selector](../assets/icon-display-expand.png) the **Company Admin** section.

![Company Admin](./assets/company-account-company-admin.png)<!--- zoom --->

1. Enter the **Job Title** of the new company administrator and click **Proceed** to continue.

This action clears the form and the required _First Name_ and _Last Name_ fields are highlighted.

1. Enter the **Email** address of the new company administrator.

If the system doesn’t find the email address in the database, you are prompted to confirm that you want to replace the company administrator.

- If a user account doesn’t exist for the new company administrator, the system creates an account of the `Company Admin` type.

- If the user account exists in the system, it is moved to the company administrator position in the company hierarchy.

1. Enter the **First Name** and **Last Name**, and any other information as applicable for the new company administrator.

1. When complete, click **Save**.

The individual account of the former company administrator remains in the system as an active individual user account in the company hierarchy, assigned to the default user role.

The system sends email notification of the change to the new and former company administrators.
53 changes: 53 additions & 0 deletions help/b2b/account-company-approve.md
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---
title: Approve a Company Account
description: Learn how to approve company account requests in the Admin.
---
# Approve a Company Account

The status of requests received from the storefront to create a company are “Pending Approval” until the request is reviewed by the store administrator, and either approved or rejected. The status of a company account might be set to any of the following:

- Active
- Pending Approval
- Rejected
- Blocked

You can also use the [Actions control](account-company-manage.md) to approve multiple company requests. New company requests are easy to find, because they appear at the top of the list in the _Companies_ grid.

![Pending Approval](./assets/companies-pending-approval.png)<!--- zoom --->

## Approve a pending company account

1. On the _Admin_ sidebar, go to **Customers** > **Companies**.

All pending requests appear at the top of the list. To make them more noticeable, you can adjust the grid layout to include the _Status_ column.

1. In the _Action_ column, click **Edit**.

1. Set **Company Status** to `Active`.

![Set the company status](./assets/company-status-active.png)<!--- zoom --->

1. When prompted to confirm, click **Change status**.

The company administrator receives notification that the company is now active.

1. If applicable, set **Sales Representative** to a specific Admin user account.

1. Expand ![Expansion selector](../assets/icon-display-expand.png) the **Account Information** section and use the **Comment** field to enter notes about the account.

The comments are not visible from the storefront.

1. When complete, click **Save**.

A confirmation email is sent to the company and company administrator with instructions to set the account password.

## Company status

| Status | Description |
|------------------| ----------- |
| Active | The company is approved and can be managed from the storefront by the company administrator. |
| Pending Approval | A request to create a company account was submitted from the storefront, but is not yet reviewed. |
| Rejected | The request to create a company account was rejected by the store administrator. |
| Blocked | The company account is no longer in good standing, and the customer cannot access the account from the storefront. |

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