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Getting started

Set up the buyer page

Add the Customer Accounts page, assign a purchaser to a company location and check access safely.

Add the page in Shopify

In Shopify Admin, open Settings, then Checkout, then the Customer Accounts configuration editor. Add the Kaupvik Quick Order customer account page. Save its page placement. Keep it out of the account menu until your buyer test passes.

Test with a real assigned buyer

  1. In Shopify Companies, assign a purchasing contact to a company location with a catalog.
  2. Sign in to Customer Accounts as that contact and open the Kaupvik page from its saved page URL.
  3. If Connect Shopify buyer appears, open the authorization window and finish the Shopify sign-in. Return to the page and wait for the connection check, or refresh.
  4. Review two test SKUs. Confirm that prices and currency belong to the location shown at the top.
  5. Open Shopify Checkout and check Ship to and quantities. Stop before placing the order.

The merchant Admin session cannot prove that a buyer signed in or that Checkout has the correct Ship to. Those steps require the buyer test. After it passes, add the page to the account menu and confirm the link works for that buyer.

If the page says no B2B purchasing location is selected, use the Shopify account switcher or ask the store administrator to check the contact's company assignment.