Use these docs to connect B2B Marshal to a Shopify B2B store, select companies to track, understand account policy and financial data, validate checkout controls, and find support.
Get started
- Getting startedInstall the app, confirm Shopify B2B access, synchronize companies, and select the first account to track.
- Settings and synchronizationMaintain customer messages, payment method labels, tiered-discount stacking, store facts, plan facts, synchronization status, and checkout-resource recovery.
- Tracking and policy lifecycleUnderstand tracked, not-tracked, missing, and archived companies, inherited location policy, and checkout projections.
Account policy
- Common account-policy examplesMap credit, order, quantity, shipping, tiered-discount, and hold requirements to B2B Marshal controls.
- How controls work togetherUnderstand company and location inheritance, threshold precedence, holds, validations, tier qualification, and discount stacking.
- B2B Marshal and Shopify limitsSeparate managed-company capacity from Shopify B2B, Plus, Function, history, and currency constraints.
Financial operations
- Verify the account viewCompare B2B Marshal tracked metrics with Shopify order, payment-schedule, company, and location facts before applying policy.
- Synchronization and reconciliationInterpret timestamps, understand automated recovery, and preserve diagnostic evidence.
- Currency and exposureUnderstand currency-partitioned balances, outstanding amounts, overdue state, and draft-review treatment.
Plans & limits
- Pricing and plan featuresCompare Free, Core, Growth, and Pro capacity, policy, audit, support, and Shopify requirements.
- Billing and plan changesUnderstand Shopify App Pricing, trials, upgrades, downgrades, capacity retention, and feature changes.
- Plans and Shopify limitsReview company capacity, order-history coverage, platform eligibility, and checkout-resource limits.
Support & updates
- TroubleshootingResolve common tracking, data freshness, checkout, projection, resource-health, and billing issues.
- FAQAnswers to common product, policy, data, plan, Shopify eligibility, and support questions.
- ChangelogSee public B2B Marshal release notes.
- SupportContact information, support hours, scope, and what to include in a request.
- Policies and securityPrivacy, terms, security, refunds, data processing, permissions, cookies, and data requests.