shopify-admin-b2b-company-overview

Read Shopify B2B company accounts and locations into CSV or JSON summaries.

174|18|Updated Apr 11, 2026
One-click install
npx skills add https://github.com/40RTY-ai/shopify-admin-skills --skill shopify-admin-b2b-company-overview
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: shopify-admin-b2b-company-overview
Source: https://github.com/40RTY-ai/shopify-admin-skills/tree/main/skills/customer-ops/shopify-admin-b2b-company-overview
Command: npx skills add https://github.com/40RTY-ai/shopify-admin-skills --skill shopify-admin-b2b-company-overview

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual effort of auditing Shopify B2B wholesale accounts by producing a consolidated read-only portfolio view of companies, their locations, catalogs, and payment terms.

Core Features & Use Cases

  • B2B company portfolio export: Collects company accounts and key aggregates such as counts for locations and contacts plus last order timing/value.
  • Location-level configuration visibility: Pulls per-location buyer experience settings including payment terms templates and catalog presence for wholesale operations.
  • Wholesale ops and sales planning: Helps ops teams identify which accounts have net terms and catalogs, and supports routine health checks for outreach and account management.

Quick Start

Run the shopify-admin-b2b-company-overview skill with your store domain to generate a CSV that lists each B2B company, its locations, last order info, payment terms, and whether it has catalogs.

Frequently Asked Questions about shopify-admin-b2b-company-overview

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I export a Shopify B2B company overview to CSV?

You can audit Shopify B2B wholesale accounts by running this Skill with your store domain to generate a CSV summary. It uses read-only GraphQL queries to list each company, its locations, contacts, last order info, payment terms, and catalog presence.

What Shopify access is required to pull B2B company locations and payment terms?

Pulling B2B company locations and payment terms requires authenticated Shopify access with the read_customers scope. The Skill executes companies and companyLocations GraphQL queries per API version 2025-01 to retrieve wholesale account configurations.

Can I check which B2B companies have wholesale catalogs and net terms?

Yes, you can check which B2B companies have wholesale catalogs and net terms. The Skill pulls per-location buyer experience settings, providing visibility into payment terms templates and catalog presence for wholesale operations planning.

Does this Skill work with any Shopify plan or do I need Shopify Plus?

This Skill works specifically with Shopify Plus stores with B2B enabled. It supports wholesale management workflows including account audits and catalog visibility checks for B2B operations.

What format is the Shopify B2B account audit exported in?

The Shopify B2B account audit is exported in CSV or JSON format. Depending on your selected format, the Skill outputs a summary containing company accounts, location counts, contacts, last order timing, and wholesale terms.