<ol><li>Access the Shopify App Store Log in to your Shopify admin panel and navigate to the Shopify App Store.</li><li>Search for the App Use the search bar to find Extend POS for B2B &amp; Wholesale. Or, <a target="" rel="noopener" class="link" href="https://apps.shopify.com/extend-b2b-credit-limits">click here to go directly to the app page</a>.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="68494a5f30af1085aeb86513/article/6aa38d6ec482651a93c67477/01a08ee2-f224-7630-a135-e01a02bd71e7/b64u-aW1hZ2UucG5n.png" src="https://68494a5f30af1085aeb86513.featurebase-attachments.com/c/article/6aa38d6ec482651a93c67477/01a08ee2-f224-7630-a135-e01a02bd71e7/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260911T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260911%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=46f998c169e69d8b7496375239ad8370a9e232b3c1ee099602dbfee4a34f9714" data-featurebase-content-filename="image.png"></li><li>Review App Details Read through the app description, features, and requested permissions carefully to understand how it works.</li><li>Install the App Click Install and review the permissions requested by the app. Then, click Install app to authorize and complete the installation.</li><li>Select a Plan Choose a pricing plan that best fits your business needs.</li></ol><blockquote>Note: You’ll need to select a plan before you can use our extension. Without an active plan, the app and its features will not be functional.</blockquote><h2 id="c1z5xt5m8ke" data-toc-id="c1z5xt5m8ke"></h2>

Step-by-step instructions to install and set up Extend B2B Credit Limits.

Installation Guide

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This contains Documentation for Shopify Applications

Shopify

This is the documentation for Extend B2B Credit Limits.

Extend B2B Credit Limits

This is the admin side screen where you add companies, set their credit limits, break that credit down by location and customer, and audit how credit has moved over time.

Managing Credit Limits (Admin Guide)

This is the documentation for Extend POS for B2B & Wholesale.

 Extend POS for B2B & Wholesale

A quick introduction to what Extend POS for B2B & Wholesale does and how it helps.

Overview 

Step-by-step instructions to install and set up Extend POS on your store.

Configure staff permissions to control access within Extend POS.

Permission Settings

Learn how to create a B2B order using Extend POS.

Creating a B2B Order 

Automatically add specific tags to B2B POS orders created via the Extend POS for B2B app. You can configure these tags from the Admin panel under the Settings tab.

Adding custom tags to your B2B orders

Learn how to display and capture Order Metafields (Date, Single Line Text, and Choice List) on the checkout screen in Extend POS.

Metafield Integration in Extend POS

This is the documentation for Extend B2B Address Book.

Extend B2B Address Book

Overview

Step-by-step instructions to install and set up Extend Address Book on your store.

This guide walks through installing all three components of the Address Book app: the Checkout & Customer Account Extensions, the Admin Block, and the Theme Extension.

Setup Guide

This article explains how additional addresses can be managed for a company location — both by the customer (via their Customer Account) and by the admin (via Shopify Admin).

Managing Company Location Addresses

This article explains how customers can select a saved address during checkout, and how they can edit an address without leaving the checkout flow.

Selecting and Editing Addresses at Checkout

Documentation for the Extend B2B Quick Order App

Extend B2B Quick Order

Getting Started guides for the Extend B2B Buying

Getting Started

Detailed guides on the Extend B2B Buying App features and customization options

Features

Contains Release Notes for the Extend B2B Buying App

Release Notes

This contains documentation for Extend Product Configurator

Extend Product Configurator

A quick introduction to what Extend Product Configurator does and how it helps.

Step-by-step instructions to install and set up Extend Product Configurator on your store.

Step-by-step guide to building configurable, part-based products with attributes, values, and SKUs in the B2B Product Configurator.

Configuring Products with B2B Product Configurator

Add the Product Configurator block to your Shopify theme so customers can build configured products directly from the product page.

Adding the Product Configurator to your Storefront

This is the documentation for Extend B2B Trade Terms.

Extend B2B Trade Terms

Setting Up Trade Terms

Setting Inventory Rules

This is the documentation of Extend B2B onboarding.

Extend B2B Onboarding

Step-by-step instructions to install and set up Extend B2B Onboarding on your store.

Installations Guide

How to Configure the B2B Registration Form after Installation

How to Review and Manage Company Approvals

How to Use the POS Extension


This contains documentation for Extend Project & Quotes app.

Extend Projects and Quotes

Step-by-step instructions to install and set up Extend Project & Quotes on your store.

To enable cart management and display saved carts within your storefront and customer accounts.

Creating and Saving Projects

Creating and Configuring Quotes

Creating and Using Shopping List

This contains API Documentation for wooCommerce plugins

WooCommerce

Extend B2B Commerce - AIO

Price List  - API Documentation

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Extend POS for B2B & Wholesale

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Multi - Cart

Quick Order

Product Tables

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