> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sami-b2b-onboarding/companies/companies.md).

# Companies overview

See every B2B company your team works with, where each one came from, and the documents buyers uploaded.

The **Companies** directory in Sami B2B Onboarding lists every company your team works with: the ones you approved, the ones you brought in from Shopify, and the ones you imported from a spreadsheet. Open a company to give it a sales rep, pause its ordering, update its terms and keep notes about it.

To find it, open **Sami B2B Onboarding** in the Shopify admin, click **Companies** in the app menu, then click the **Companies** tab. The same screen holds the **Applications** and **Documents** tabs.

<figure><img src="https://3844812229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRrf4pQPgjvb3GW7IN3Ci%2Fuploads%2Fgit-blob-c460be206c27ddf4b6a6c181d4183a3229becaf1%2Fscreenshot-companies-hub-directory.png?alt=media" alt="The Companies tab listing companies with Status, Sales rep and Since columns; Green Bean Market is On hold, and only Acme Supply Co. has a sales rep while the others show a dash."><figcaption><p>Each row shows the company's status, its sales rep and when it was added to the app, and you click a name to open the company.</p></figcaption></figure>

## What the list shows

| Column        | What it shows                                                   |
| ------------- | --------------------------------------------------------------- |
| **Company**   | The company's name. Click it to open the company's page.        |
| **Status**    | **Active**, **On hold** or **Removed from B2B**.                |
| **Sales rep** | The person on your team who looks after the company, or a dash. |
| **Since**     | The date the company was added to the app.                      |

Every company has one of three statuses:

| Status               | What it means for the company's buyers                                                                                                               |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Active**           | They can check out. Every new company starts here.                                                                                                   |
| **On hold**          | Checkout is blocked until you let the company order again.                                                                                           |
| **Removed from B2B** | Checkout is blocked. The company is also left out of duplicate checks on new applications and out of the yearly tax ID re-check. Nothing is deleted. |

Checkout can't be held for a company imported from a CSV file, because Shopify has no company or customer for it.

To narrow the list, click the view button at the start of the search field (**All** to start with) and pick a status. Each status shows how many companies have it. Type in the search field to find a company by its name, its contact or tax ID, or its sales rep's name.

To download the list, click the **Export** icon beside the search field. Choose **Current page**, **All companies** or **Matching your search**, pick a file format, and click **Export companies**. The CSV file has the company, country, status, sales rep, tax ID, payment terms and the date it was added.

## Where companies come from

A company reaches the directory in one of three ways:

| Way in                       | What happens                                                                 | What it means in Shopify                                                                                      |
| ---------------------------- | ---------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Approving an application** | The approval adds the company, with the terms you approved.                  | The app creates the company in Shopify when your plan includes B2B. Otherwise the company is kept in the app. |
| **Sync from Shopify**        | Companies that already exist in Shopify are added to the list, or refreshed. | Nothing is changed in Shopify.                                                                                |
| **Importing a CSV file**     | One company is added, or updated, per row of your file.                      | Nothing is created in Shopify. The companies live in the app only.                                            |

Only admins see **Sync from Shopify** and **Import companies**. Reviewers can open companies, change their status, terms, details and sales rep, and leave comments.

The **Documents** tab lists every file buyers uploaded through a document field on your form, such as a business license or a reseller certificate. You can search them, download them and export the list.

## In this section

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Manage a company</strong></td><td>Read a company's figures, locations and orders, and change its terms, details and sales rep.</td><td><a href="/sami-b2b-onboarding/companies/manage-a-company.md">Manage a company</a></td></tr><tr><td><strong>Put a company on hold or remove it from B2B</strong></td><td>Stop a company's buyers at checkout, and let them order again later.</td><td><a href="/sami-b2b-onboarding/companies/hold-or-remove-a-company.md">Put a company on hold or remove it from B2B</a></td></tr><tr><td><strong>Sync companies from Shopify</strong></td><td>Bring the companies you already have in Shopify into the list.</td><td><a href="/sami-b2b-onboarding/companies/sync-from-shopify.md">Sync companies from Shopify</a></td></tr><tr><td><strong>Import companies from a CSV file</strong></td><td>Add the companies you already sell to from a spreadsheet.</td><td><a href="/sami-b2b-onboarding/companies/import-companies-from-csv.md">Import companies from a CSV file</a></td></tr><tr><td><strong>Documents</strong></td><td>Find, download and export the files buyers uploaded.</td><td><a href="/sami-b2b-onboarding/companies/documents.md">Documents</a></td></tr></tbody></table>

## Next steps

* [Approve an application](/sami-b2b-onboarding/reviewing-applications/approve-an-application.md) — the usual way a company joins the directory.
* [Sync companies from Shopify](/sami-b2b-onboarding/companies/sync-from-shopify.md) — fill the list with the companies you already have.
* [Manage a company](/sami-b2b-onboarding/companies/manage-a-company.md) — see everything the company page lets you do.


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