The organisational backbone for B2B operations. Company Accounts model the real-world relationship between a business entity and its individual WordPress users — a single company record with shared credit, shared purchase lists, and a unified order history across all members.
Name, billing/shipping address, primary contact, VAT/tax number, custom fields. Used across Credit, Sub-Accounts, Customer Pricing, and PO Approval modules automatically.
Assign as many WordPress users as needed. All share the credit limit, see shared purchase lists, and their orders appear together on the company dashboard.
Set credit limit, payment terms, and view the full transaction history directly from the company record. Add payments, manual credits, and adjustments from here.
Company data feeds directly into Credit, Sub-Accounts, Customer Pricing, PO Approval, and Tax Exempt. Set it up once and all modules use it automatically.
Go to B2B Commerce Kit → Company Accounts → Add Company. Fill in company name, contact details, and addresses.
On the company record, go to the Members tab. Search for WordPress user accounts and add them. Each user can belong to only one company.
On the Credit tab, set the credit limit and payment terms if you're using the Company Credit module.
Go to Customer-Specific Pricing and target this company ID for any products with negotiated rates.
Yes — unlimited users per company. All share the credit balance, can access shared purchase lists, and their orders appear on the company dashboard. This is the standard setup for a distributor with multiple purchasing agents.
Company-level data is shared automatically. Credit limit → Company Credit module. Company ID → PO Approval (for company admin access). Company pricing → Customer-Specific Pricing. All users assigned to a company inherit these settings without any additional configuration per user.
Yes. The woob2b_company_created action fires when a company is created, with the company ID and all field data as parameters. Use it to create a matching account in Salesforce, HubSpot, or any CRM. See the Hooks reference.