Put a company on hold or remove it from B2B

In Sami B2B Onboarding, you can stop a company’s buyers from placing orders without deleting anything. Put the company On hold for a pause, for example while an invoice is overdue. Choose Remove from B2B when you’ve stopped working with it.

Both stop the company’s buyers at checkout:

	On hold	Removed from B2B
Buyers can check out	No	No
Included in duplicate checks on new applications	Yes	No
Included in the yearly tax ID re-check	Yes	No
Deleted in the app or in Shopify	No	No

Note

Before you start

• Checkout is held for companies the app can find at checkout. For a company in Shopify, that’s every buyer who orders for it. For a company kept only in the app, it’s the buyer who applied. A company imported from a CSV file has neither, so checkout can’t be held for it.
• The app’s checkout rule must be installed in your store. It installs itself; the Account status card warns you when it isn’t.
• Your own Shopify account needs the Companies and Customers permissions. Ask the store owner to add them in Shopify under Settings › Users.

Put a company on hold

1. Open the company

   In the Shopify admin, open Sami B2B Onboarding, click Companies in the app menu, then click the Companies tab. Click the company’s name, for example Acme Supply Co.

2. Turn off ordering

   In the Account status card on the right, turn off Can place orders. The note under the switch now reads “Once you save, checkout is blocked for this company’s buyers.” The save bar appears at the top of the admin.

3. Save

   Click Save. The badge beside the company’s name changes to On hold, and the change appears on the company’s timeline with your name.

Nothing changes for the buyers until you click Save in the save bar.

What the company’s buyers see

Buyers can still browse your store and add products to their cart. When they reach checkout, Shopify shows a message and won’t let them complete the order:

Your company account is on hold. Contact us to place an order.

A buyer from a company on hold sees this message at checkout and can’t place the order.

The pause holds even if Block checkout while pending is off in Settings › Access. It applies to this company only. Your other buyers aren’t affected.

To change the message, or translate it, open Settings › Translate, choose a language, and edit the Company on hold row under Checkout in Storefront messages. See Translate.

Note

For a company kept only in the app, the app adds the tag b2b-paused to the buyer’s customer in Shopify while the company is paused, and removes it when the company can order again. Don’t remove the tag by hand.

Remove a company from B2B

1. Click Remove from B2B

   Open the company and find the Account status card. Click Remove from B2B. The note reads “Once you save, the company is removed from B2B and checkout is blocked for its buyers.”

2. Save

   Click Save in the save bar. The badge changes to Removed from B2B.

Changed your mind before saving? Click Restore to B2B, or Discard in the save bar.

Let the company order again

• On hold: turn on Can place orders in the Account status card, then click Save.
• Removed from B2B: click Restore to B2B, then click Save. The company becomes Active.

The note under the switch reads “This company’s buyers can check out.” once it’s saved. Buyers can check out again right away.

If the card shows a warning

Message on the card	What it means and what to do
“This company has no Shopify company or customer, so checkout can’t be held for it.”	The company only exists in the app, usually because it was imported from a CSV file. You can still change its status, but its buyers aren’t stopped at checkout.
“The checkout lock isn’t installed on this store, so a pause isn’t enforced. See Settings > Access.”	The app’s checkout rule isn’t in your store yet, so the pause isn’t enforced. The rule installs itself. Open Settings › Access to see whether it’s installed yet. If it still isn’t, contact support.
“Your Shopify account needs the … permission to change a company’s status.”	Your staff account is missing a Shopify permission. Ask the store owner to add it under Settings › Users in Shopify.

If Shopify refuses the change when you save, a red banner says so and nothing is saved. The company keeps the status it had. Click Save again.

Next steps

• Manage a company — everything else on the company page.
• Block checkout until approved — stop buyers who aren’t approved yet, for the whole store.
• Translate — change the on-hold message buyers see.