---
title: "B2B Company Credits & Permissions – Guide"
description: "## **Purpose** B2B Company Credits & Permissions let B2B companies deliver a complete self-service experience to their business buyers. With powerful role management and account management features, B2B Company Credits & Permissions allows B2B storeowners to accommodate not just a…"
url: "https://store.wpexperts.io/docs/b2b-company-credits-permissions-for-woocommerce-guide/"
updated: "2023-12-19"
category: "B2B Company Credits & Permissions for WooCommerce"
---

# B2B Company Credits & Permissions – Guide

## **Purpose**

B2B Company Credits & Permissions let B2B companies deliver a complete self-service experience to their business buyers. With powerful role management and account management features, B2B Company Credits & Permissions allows B2B storeowners to accommodate not just a single buyer but the internal hierarchy of the entire organization.

## **Features**

1. B2B Company Credits & Permissions Settings
2. B2B Companies
3. Credit Logs
4. User Permission - My Account(Front-end)

## **Installation Guide**

- Log in to your WordPress Admin Panel.
- Navigate to the **WordPress Admin Dashboard →** **Plugins →** **Add New**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image12-2.png)

- Click the **Upload Plugin**button on the top left corner of your screen.
- Next, click the **Choose file**button in the box that appears below.
- Select the zip file that you have downloaded and upload it.
- Click on the **Activate Plugin**button.

## **Getting Started**

- In order to use the plugin, the **WooCommerce**plugin must have been installed previously.
- To create a **Company,** navigate to **WordPress Admin Dashboard →** **WooCommerce →** **Company → Add New.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image113.png)

- Now add the company name 

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image4-1.png)

- Click the checkbox **Give Credit to Company**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image101.png)

- Add the Credit in the text box below the **Give Credit to Company.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image14-1.gif)

**Note:**The **Manager**and **Members**associated with the **company**can utilize the credited amount which will be deducted from the company's credits and will be displayed in the **Credit Logs**.

- Admin can also add the email of the Company under the header ** Company Email.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image83.png)

- Now under the header of**Company User,**admin can add the Manager under the Add**Managers**header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image.gif)

NOTE: Users must be available at the backend in the WordPress user’s directory; the same users can be selected as a **Manager**or **Member**in each field, respectively.

If the user is both a **Manager**and a **Member**by default, the user will be **Manager.**

- Similarly, under the header of**Company User,**the admin can add the **Member**under **Add Members**header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-1.gif)

- In order to add new users, navigate to**WordPress Admin Dashboard →User→Add New**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-1.png)

- Admin can set the **roles**of the users from the **backend**as well as the **front end**
- In order to assign roles from the back end navigate to **WordPress Admin Dashboard → User → All Users**.
- Click the **Edit**button of the desired **User**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-2.png)

- A window will appear where the **admin**can setthe **Company**of the selected **User**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-2.gif)

- And now the**Company User Role**can be assigned through the dropdown located under the **Company**header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-3.gif)

NOTE: The admin can select the Owner, Manager, or Member.

- Now the company is created, Admin can add multiple companies using the above-described method.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-3.png)

- Once the company is created, the **payment method**should be defined so users can use the **credit**from the front end.
- To do that, navigate to  **WordPress Admin Dashboard →** **WooCommerce →Settings.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-4.png)

- A new page will appear on this page select the **Payment**header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-5-1024x113.png)

- Under the header, the **admin**can enable the**Company Credit Payment** under the **Payment Method**header**.**
- Once enabled, the user can use the payment method on

![](https://store.wpexperts.io/wp-content/uploads/2023/12/pasted-image-0-1024x491.png)

**Frontend Impact**

- Login as a **Manager**or **Member**on the front end.
- After that **Add to cart**any item from the shop and click**Proceed to checkout.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-6-1024x725.png)

- After that, a Checkout page will appear where the user can add their personal details and select the payment method as  **Company Credit Payment.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-7.png)

- Now click the **Place order** button.

![](https://lh7-us.googleusercontent.com/hogp40dpzpC8aWviVES0dv9yonBVZT8FRg9TQPGtKGBTgnYMKgnwDBpOyP3LkYnt6iPgGXhsN0LErwTB3VldUcPXiO9seT-MF--efODM3PNaRLjYzUipd6TmXk7xx9NDaHXxuryeTP3DExrAa8BS5ow)

- After the order is placed, the user can view the Payment method as **Company Credit Payment,** and the amount will be deducted from the **Company’s account**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-8.png)

### B2B Company Credits & Permissions Settings

- To give **permission settings,**the admin must navigate to **WordPress Admin Dashboard →** **Woocommerce →Settings.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-9.png)

- A new page will appear on this page. Select the **B2B Company & Permissions** header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-10.png)

- Under the header, the **admin**can set permission settings that will impact the front end of each user i.e. **Owner**, **Manager**, or **Member**.

#### Add User (Manager)

- Add Users(Manager) can be Enabled/Disabled by using its checkbox. Which allows managers to add users from the front end. When this option is enabled, an Add user tab will be visible in the**My Account ???? Company section. **

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-11.png)

Note: This will be implied to the **managers** who are associated with the respective **companies.**

**Frontend Impact**

- Login as a **Manager**on the front end.
- After that, select the **My account**from the front end of the Manager.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-12-1024x359.png)

- **The dashboard**will appear on the **My account**page. Here the user needs to select the **Company tab.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-13-1024x595.png)

- Now under the **Company**header, select **Users.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-14.png)

- All the users will be available under the **Users** tab. Select the **+**button to add the **User**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-15.png)

- Once the user clicks the **+**button a popup will appear where the user can add the user's detail.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-4.gif)

- Add the user details which need to be added.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-16.png)

- Select the **User Role** that must be assigned to the specific **User**from the dropdown under the **Company Roles**header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-5.gif)

- After adding and assigning the details and roles click the Add**User** button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-17.png)

- The user will be added and shown on the front end under the header **User.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-18.png)

#### Cart sharing (Manager)

- **Cart sharing (Manager)**can be **Enabled/Disabled** by using its checkbox, which allows managers to share their carts with the **Members** and **Managers**of the **Company**from the front end.

Note: Shop and product must be available to share the selected item in the cart.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/pasted-image-001.png)

- Click the **Save changes** button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-19.png)

**Frontend Impact**

- Login as Manager 
- Visit the **Shop** or **Store**and add the item to the cart by clicking the **Add to cart**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-20.png)

- Click the **View Cart**button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-21.png)

- On the cart page click the **Share cart.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-22.png)

- After clicking **Share cart**the popup will appear here Add the **Title**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-23.png)

- Now select the **User**from the dropdown under the User(s)

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-6.gif)

- After sharing the cart the manager can view the shared cart to do so, navigate to  **My account → Company → My Shared Carts.**
- Now click **My Shared Carts**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-24.png)

- Here the **Manager**can view the shared cart he created for other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-25.png)

- Similarly, **Users Shared Carts**will display the cart shared with the manager.
- To view, click the **Users Shared Carts.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-26.png)

- Here the manager can view the carts shared with him by the other users**.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-27.png)

#### Cart sharing (Member)

- **Cart sharing (Member)**can be **Enabled/Disabled** by using its checkbox, which allows members to share their carts with the **Members** and **Managers**of the **Company**from the front end.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-28.png)

Note: The functionality is identical to**Cart Sharing (Manager)**, and the effects on the front end will also be similar.

### **Credit Logs**

- **Admin**can view the **Credit logs,**which will display all the records of the credit transaction done by all **companies**. 
- To go to **Credit Logs**, Navigate to **WordPress admin Dashboard** →**Tools →** **Credit Logs**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-29.png)

- Here, a page will appear where the **admin**can view all the **Credit Logs** of every **Company**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-30-1024x583.png)

- Admin can also view the log from **Company edit**by clicking the View**Log**button.
- Click the**view Logs**button to view the logs.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-31.png)

- A new window will open where the admin can view the **Credit Logs.**All Companies assigned and deducted credits will be displayed in the Credit Logs.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-32.png)

### User Permission - My Account (Front-end)

- User Permissions can also be set using Front-end. To access it, Navigate to **User Logged in →** **Company**

#### **Owner Role**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-33.png)

**NOTE:** Logging in with the Owner’s Role will show the Tabs on Front-End as shown above.

- **Orders:** The Orders tab will show the company's orders to the owner. It has the following options:

- A date filter has options to select **Start Date**and **End Date**. Orders will be shown according to the dates selected.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-34.png)

- A user selection dropdown is shown, showing all the users. Orders will be shown According to the selected **User**. 

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-7.gif)

**NOTE:** Selecting, let's say, Alex Kane will show all the orders placed by Alex Kane

- Credit Orders Only has a checkbox that can be enabled/disabled. Enabling the checkbox will show only those orders being paid by the credits.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-8.gif)

- **Users:** Users tab will show the users associated with the company. It has the following options:

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-35.png)

- Users Tab will show the Details of all the users. The **owner**can Edit/Delete any user if required. 
- The **Owner** can also change the **Company Roles** of the**User**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-9.gif)

- There is Search Tab that is used to search the User based on **ID, Name, Email,**and **Role**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-10.gif)

- Users can also be added from the front end by clicking on the **“ + ”**button. All the User details, including role, can be set, which will be visible in the Users Tab.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-11.gif)

- **Credit:** The credit tab will show the information regarding the credits. It has the following options:

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-36.png)

- Credits will show **Recently Assigned Credit**, **Credit Consumed**along with **Available Credit**and **Total Credit**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-37.png)

**NOTE:** Here Total Company Credit is 100. Credit Consumed is 25, so Available Credit will become 100-25 = 75. Since there is only one transaction, Recently Assigned Credit will be the same as Credit Consumed i.e. -25

- A date filter having options to select **Start**and **End Date**. Credits will be shown according to the dates selected.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-38.png)

- A user selection dropdown shows all the users. Logs will be shown According to the selected **User**. 

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-12.gif)

**NOTE:** Selecting, let's say, Alex Kane will show all the Logs related to Alex Kane

- **My Shared Carts:** My Shared Carts tab will display carts that are being shared with other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-39.png)

**NOTE:** Since no Cart is being shared, it will show No Data available in the table.

- To Share the Cart, Go to WooCommerce Cart and click on Share Cart Button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-40.png)

- After Clicking on Share Cart Button, a Share Cart pop-up will appear with options to set Share Cart Title and a User Selection Dropdown

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-41.png)

- Set the Title of the Cart as per requirement and Select User from User Dropdown to which Cart will be shared and then click on **Share Cart**Button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-13.gif)

- Now Navigate to **Company→** **My Shared Carts**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-42.png)

**NOTE:** The cart is appearing now with the same details as described in the above steps.

- There is a **Search**Tab used to search the Carts based on **Cart Title, Users,**and **No. of Items**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-14.gif)

- Clicking on Eye Button will open a Pop up displaying relevant Cart Items along with the Quantity.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-15.gif)

- Clicking on Add to Cart Button in the Pop up will Add that product in WooCommerce Cart

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-43.png)

- Clicking on the **Delete Button**will Delete the Cart From the Current User which is the owner. It will not delete the user whom Cart is shared with.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-16.gif)

**NOTE:** Cart will not be deleted from the user “jason(@)gmail.com”

- **User Shared Carts:** User Shared Carts tab will display carts which are being shared by the other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-44.png)

**NOTE:** Cart Sharing Procedure will be the same as defined above for My Shared Cart. Here Cart is being shared by the user “jason(@)gmail.com” with the Owner so it will be shown in Owner’s Users Shared Carts Tab.

- There is Search Tab which is used to search the Carts based on **Cart Title, Users**and **No. of Items**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-17.gif)

- Clicking on the Eye Button will open a Pop up displaying relevant Cart Items along with the Quantity.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-19.gif)

- Clicking on Add to Cart Button in the Pop up will Add that product in WooCommerce Cart

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-45.png)

- Clicking on the Delete Button will Delete the Cart From the Current User which is the owner. It will not delete for the user whom Cart is shared with.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-18.gif)

**NOTE:** Cart will not be deleted from the user “john(@)gmail.com”

#### **Manager****Role**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-46.png)

**NOTE:** Logging in with Manager’s Role will show the Tabs on Front-End as shown above.

- **Orders:** Orders tab will show all of the company's orders to the Manager. It has the following options:

- A date filter having options to select Start and End Date. Orders will be shown according to the dates selected.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-47.png)

- A user selection dropdown is shown showing all the users. Orders will be shown According to the User Selected. 

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-20.gif)

**NOTE:** Selecting let's say John Smith will show all the orders placed by John Smith

- Credit Orders Only has a checkbox which can be enabled/disabled. Enabling the checkbox will show only those orders which are being paid by the credits.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-21.gif)

- **Credit:** Credit tab will show the information regarding the credits. It has the following options:

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-48.png)

- Credits will show Recently Assigned Credit, Credit Consumed along with Available Credit and Total Credit.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-49.png)

**NOTE:** Here Total Company Credit is 100. Credit Consumed is 55 so Available Credit will become 100-55 = 45. Recently Assigned Credit is 20 as shown above.

- A date filter having options to select Start and End Date. Credits will be shown according to the dates selected.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-50.png)

- A user selection dropdown is shown showing all the users. Logs will be shown According to the User Selected. 

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-22.gif)

**NOTE:** Selecting let's say John Smith will show all the Logs related to John Smith

- **My Shared Carts:** My Shared Carts tab will display carts which are being shared with other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-51.png)

**NOTE:** Cart Sharing procedure will be the same as mentioned for Owner.

- There is a Search Tab which is used to search the Carts based on **Cart Title, Users**and **No. of Items.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-23.gif)

- Clicking on Eye Button will open a Pop up displaying relevant Cart Items along with the Quantity.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-24.gif)

- Clicking on Add to Cart Button in the Pop up will Add that product in WooCommerce Cart

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-52.png)

- Clicking on the Delete Button will Delete the Cart From the Current User which is the Manager. It will not delete for the user whom Cart is shared with.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-25.gif)

**NOTE:** Cart will not be deleted from the user “jason(@)gmail.com”

- **User Shared Carts:** User Shared Carts tab will display carts which are being shared by other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-53.png)

**NOTE:** Cart Sharing Procedure will be the same as defined above for My Shared Cart. Here Cart is being shared by the user “jason(@)gmail.com”” with the Manager so it will be shown in Manager’s Users Shared Carts Tab.

- There is Search Tab which is used to search the Carts based on **Cart Title, Users**and **No. of Items**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-26.gif)

- Clicking on Eye Button will open a Pop up displaying relevant Cart Items along with the Quantity.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-27.gif)

- Clicking on Add to Cart Button in the Pop up will Add that product in WooCommerce Cart

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-54.png)

- Clicking on the Delete Button will Delete the Cart From the Current User which is the Manager. It will not delete for the user whom Cart is shared with.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-28.gif)

**NOTE:** Cart will not be deleted from the user “jason(@)gmail.com”

#### **Member Role**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-55.png)

**NOTE:** Logging in with Member’s Role will show the Tabs on Front-End as shown above.

- **Orders:** Orders tab will show all of the company's orders to the Member. It has the following options:

- A date filter having options to select Start and End Date. Orders will be shown according to the dates selected.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-56.png)

- Credit Orders Only has a checkbox which can be enabled/disabled. Enabling the checkbox will show only those orders which are being paid by the credits.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-29.gif)

- **My Shared Carts:** My Shared Carts tab will display carts which are being shared with other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-57.png)

**NOTE:** Cart Sharing procedure will be the same as mentioned for Owner and Manager.

- There is Search Tab which is used to search the Carts based on **Cart Title, Users**and **No. of Items**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-30.gif)

- Clicking on Eye Button will open a Pop up displaying relevant Cart Items along with the Quantity.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-31.gif)

- Clicking on Add to Cart Button in the Pop up will Add that product in WooCommerce Cart

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-58.png)

- Clicking on the Delete Button will Delete the Cart From the Current User which is the Member. It will not delete for the user whom Cart is shared with.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-32.gif)

**NOTE:** Cart will not be deleted from the user “john(@)gmail.com”

- **User Shared Carts:** User Shared Carts tab will display carts which are being shared by the other users.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-59.png)

**NOTE:** Cart Sharing Procedure will be the same as defined above for My Shared Cart. Here Cart is being shared by the user “alexkane(@)gmail.com”” with the Member so it will be shown in Member’s Users Shared Carts Tab.

- There is Search Tab which is used to search the Carts based on **Cart Title, Users**and **No. of Items**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-33.gif)

- Clicking on Eye Button will open a Pop up displaying relevant Cart Items along with the Quantity.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-34.gif)

- Clicking on Add to Cart Button in the Pop up will Add that product in WooCommerce Cart

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-60.png)

- Clicking on the Delete Button will Delete the Cart From the Current User which is the Member. It will not delete for the user whom Cart is shared with.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-35.gif)

**NOTE:** Cart will not be deleted from the user “john(@)gmail.com”

- Admin can import the **Company’s**to import **Navigate to** **WooCommerce →Setting.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-61.png)

- In the **Settings**select **B2B Company Credits & Permissions**header.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-62-1024x53.png)

- Under the header, **Admin** needs to select **Import /Export**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-63.png)

- A page will appear to import or export.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-64.png)

- Admin can get a sample file here, and the company's information must be in accordance with the file's formatting.
- To download the sample, click **Sample File**.
- Once downloaded admin can add desired Company details in the file according to each column

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-65.png)

- Once done, upload the file and click **Submit.**
- Admin can view the uploaded companies on the company page.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-66.png)

- Similarly, to export the existing companies, click the **Export**button under the header **Import/Export**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-67.png)

- Once clicked **Exported file**will be downloaded, and the admin can view the exported file.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-68-1024x172.png)

## User Flow

- User logged in with the credentials.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-69.png)

- My Account Page.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-70.png)

- Go to the Shop Page.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-71.png)

- Add the item to cart by clicking the Add**to Cart**button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-72.png)

- Once done click the View**cart**button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-73.png)

- The user can now either share the cart or proceed to the checkout. In our case, we are checking out by clicking the **Proceed to Checkout**button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-74.png)

- Now, on the Checkout Page, fill in the user's information and select the **Company Credit Payment.**Make sure the company has sufficient funds to buy from the company credit amount.
- And Click the **Place order**button.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-75.png)

- A page will appear with the invoice detail. Here, the user can see the Payment method is **Company Credit Payment.**

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-76.png)

- On the backend admin can view the order placed via **Company Credit Payment**.

![](https://store.wpexperts.io/wp-content/uploads/2023/12/image-77.png)