Use these mappings to choose a B2B Marshal control. Confirm the applicable plan and Shopify capability before relying on the result.
| Merchant requirement | B2B Marshal control |
|---|---|
| Watch a company approaching its credit limit without changing checkout | Company credit limit with a dashboard-only threshold action |
| Hide a deferred-payment option after a threshold | Credit threshold with selected payment methods to hide |
| Prevent an over-limit order | Credit threshold with Block order submission |
| Put a company or location on immediate hold | Company or location credit hold with an optional reason |
| Require immediate payment above a threshold | Require payment now; requires Pro and Shopify Plus |
| Route an over-limit B2B checkout for approval | Send to draft review; requires Pro and Shopify Plus B2B |
| Keep orders within a value range | Company or location order minimum and/or maximum |
| Require case-pack quantities | Static company or location quantity rule with minimum, maximum, and/or increment at product or variant scope |
| Give one location different quantity limits | Enable its location quantity override and save the complete rule bundle, or select Off to remove inherited restrictions for that location |
| Restrict a company to a shipping option | Company or location shipping restriction |
| Give an account free shipping | Free shipping for all, the least-expensive, or selected delivery options |
| Increase an account's discount as order value grows | Tiered company or location order-subtotal discount using percentage or fixed benefits |
| Increase an item discount as product quantity grows | Tiered product-quantity discount; quantities combine across variants of each product |
| Discount each variant by its own quantity | Tiered variant-quantity discount; each variant qualifies separately |
| Keep marked-down lines out of account discounts | Enable Exclude markdown items for the complete company/location discount bundle |
B2B Marshal does not provide invoices, dunning, financing, underwriting, credit scoring, a buyer portal, catalog pricing, quote generation, or automated collections.