Previously, collecting a customer's VAT number or company name required adding custom code to your Shopify theme. We have introduced a streamlined way to capture this information and seamlessly display it on your printed documents. This guide will walk you through the new, optimized process we've developed.
How to Add B2B Details for Your Customer (from the merchant's perspective)
You can add this block to any customer profile directly from your Shopify admin in just a few clicks:
Navigate to your Shopify Customers page.
Click on the specific customer you want to update and open their profile.
Locate the Blocks section on the page and click the + Block button.
Select B2B Customer Details from the list of available blocks.
The new app block will now be permanently added to this specific customer's profile.
Fill in the customer's official Company Name and VAT Number in the provided text fields.
Click the Save B2B Data button within the block to store the information.
How to Allow Customers to Add VAT & Company Details themselves
Open the Editor: Go to edit your theme extension.
Navigate to Checkout: Select the Checkout extension.
Choose the Target Page: Select either the Thank you page or the Order status page.
Add a New Block: On the left-hand menu, under the Main tab, click on Add block.
Select the App Block: Choose the E-Invoice request (post-purchase) app block from the available list.
Review the App Block: On the right side of the screen, you will notice the new app block appear, featuring a checkbox labeled "I Want to Provide my Business Data".
Customer View: Once your customer clicks on this checkbox, they will be presented with a B2B data block to enter their specific details.
Save Details: After providing their Company name and VAT number, the customer needs to click on Save Business Details button.
Automatic Sync: Once saved, this information will automatically sync with their customer profile on Shopify and appear in the previously added block.
NOTE: If you are a Shopify Plus merchant, you can add the E-Invoice request (post-purchase) app block directly to the checkout page.
NOTE: Please beware that the Metafield block will be appearing on your Orders and Customers Admin. Do not alter the information since it might affect the data displayed in your templates.
Updating or Removing Data for your customer
If you need to edit a typo, update a changing VAT number, or completely remove the data, simply return to the customer's profile. Make your necessary changes directly inside the existing B2B Customer Details block and click Save B2B Data again to override the old information.
Updating or Removing Data by the customer
Once customers buy a new order or they check the status of their order (on the Order Status Page), if a block is added - they will be able to edit or remove previously provided business data.