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Create a Buyer for a B2B Store from a Person Account

One way to add a buyer is to enable a person account as a buyer account and a customer user. The individual identified in the person account has access to stores related to the account’s buyer group. When you enable a person account as a buyer, you can't convert the person account to a business account. You also can't merge the account with other accounts. To merge or convert the account, you must disable it as a buyer, merge or convert the account, and then reenable it as a buyer.

Required Editions

  1. In the App Launcher, find and select Accounts.

    Make sure that person accounts are enabled for your org. See Enable Person Accounts for Commerce.

  2. Click New.
  3. If you’re given an option of what kind of account to create, select Person Account, and click Next.
  4. Enter the account information, and click Save.
    Important
    Important

    In the Account Currency dropdown, select the preferred currency. If you don’t choose an account currency, or if you choose a currency that a store doesn’t support, the buyers see prices in the store’s default currency. If you change the account currency, buyers’ in-progress carts are cleared.

  5. From the Actions dropdown, select Enable as Buyer.
    If you ever disable the account as a buyer, any associations the account has with buyer groups are deleted.
  6. From the Actions dropdown, select Enable Customer User.
  7. Enter the buyer’s username, email, and nickname.
  8. Select the license, profile, and permission set.
    The permission set determines the level of access that the buyer has to the store. See Permission Sets for Buyers, Buyer Managers, and Account Switchers for B2B Stores.
  9. Click Save.

See Also