How to set up customer accounts with multiple locations

When you sell goods to a customer that has multiple retail locations it's important to set the customer account(s) up in a way that will make ordering, invoicing, and shipping easy to manage.

Your two options are:

• create one account that manages orders for multiple locations
• create different accounts for each location or region

When deciding whether or not to create one account with multiple locations vs. separate accounts for different locations/regions the important question to ask is: 

Who is the person in charge of their orders?

• If the same person or team is managing orders for all retail locations then you can create one account for all the locations.
• If different people or teams are managing orders for the different locations then you should create an account for each location or region. You can also group locations together by region under different accounts.

Option 1

Create accounts for your customers and send them a login link:

You can create accounts for your customers by adding them to your Customers page. You can learn more about this method here: How to create an account for a buyer and send them a login link

Option 2

Upload a CSV list of your customers:

Send us a CSV list of your buyers and we can upload the list to your account. Contact our support team to get started with this option.

Option 3

We set up the accounts for you:

We're happy to help set up customer accounts individually for you. Contact our support team for assistance with this.