Customer Account Dashboard — B2B-Aware Workflow

Vertex ships a complete customer account suite that auto-adapts to whoever is signed in. A B2B procurement buyer with NET-30 terms and a sales rep assigned sees one dashboard. A B2C end customer sees a different one. A multi-location accounts-payable buyer sees a third variant with a company switcher. All from the same theme — no app, no second template family, no custom code.

This guide covers every customer account screen in Vertex, how the B2B-aware behavior works, the quick-reorder flow, the multi-location buyer experience, and how to customize each screen in the theme editor.

Native and B2B-aware

Vertex's customer account is built on Shopify's new customer accounts (the Shopify-hosted, passwordless experience that B2B requires) with Vertex theme styling and B2B-aware sections layered on top. You get the polish of a custom theme and the flexibility of editing each section like any other page.

What ships in the customer account suite

Screen	What it does
Dashboard	The landing page after sign-in. B2B-aware: shows company info, payment terms, sales rep card, and quick reorder for B2B buyers. Shows orders list and addresses link for B2C customers.
Single order view	Order header (number, date, status, total), line items with per-line "Reorder this item" buttons, full-order "Reorder all" button at the bottom, shipping and billing addresses, fulfillment status.
Addresses	Add, edit, delete, and set default addresses. Country-aware fields with state/province validation.
Sign in	Email + password + "Forgot password?" + "Create account" CTAs.
Create account	First name, last name, email, password. Optional "Apply for trade account" CTA that routes to the Request a Quote page.
Activate invitation	Activates a customer account created by the merchant in Shopify admin.
Reset password	Two-step (request reset email, then enter new password).

Every screen is redesigned in Vertex's design system — the spacing scale, type scale, radius scale, shadow scale, button system, and input system that power the rest of the storefront. So the customer account doesn't feel like a separate app — it looks and behaves exactly like the rest of your store.

B2B customer dashboard: company, NET-30, sales rep, reorder

Shopify-hosted customer accounts

This is the new Shopify-hosted customer account experience that B2B buyers see — branded with your store name and shipping address, with order history and profile tabs at the top. The look comes from Shopify directly, not from the Vertex theme. The sales-rep card and quick-reorder shortcuts are added by Vertex on top.

The B2B-aware dashboard

The dashboard is the centerpiece. It detects whether the signed-in customer is a B2B buyer and renders one of two layouts automatically.

How detection works

There is no app, no setup, no toggle. Vertex looks at whether the signed-in customer is linked to a company in Shopify B2B. If they are, the B2B dashboard renders. Otherwise the B2C dashboard renders. It's fully native and instant.

B2B dashboard layout

For a signed-in B2B buyer, the dashboard surfaces:

1. Welcome header

Hello, [first name] — friendly greeting
Company name — pulled from the buyer's company record
Company badges — NET-30 / NET-60 / NET-90 and Tax-exempt
Current ship-to — short summary of the buyer's currently selected ship-to address

2. Sales rep card (full variant)

If you've filled in the per-company sales rep metafields (vertex.rep_name / vertex.rep_email / vertex.rep_phone under Customers ▸ Companies ▸ [company] ▸ Metafields), the dashboard shows a full sales rep card — bigger than the smaller pill in the header.

The card includes:

Rep name (with an initial avatar)
Rep email (click-to-email)
Rep phone (click-to-call)

See the Metafield setup guide for filling these in.

Per-company sales rep

The sales rep card uses the rep details you fill in for each company. All buyers attached to the same company see the same rep.

3. Quick reorder list

The most-loved B2B feature. Shows the buyer's last 5 orders with:

Order number and date
Total and item count
Reorder all button (one click — adds every line back to cart at current prices)
Order status badge (Fulfilled / Partial / Unfulfilled / Cancelled)
Link to the full single-order view

No app required — quick reorder ships built into Vertex.

Discontinued or catalog-removed items

If a line item from the original order is no longer in the buyer's catalog, the reorder skips it and shows a small note: "2 items from order #1234 are no longer available and were skipped." Buyers can still review the cart before checkout.

4. Quick links grid

A grid of the canonical B2B account actions:

All orders — full order history
Addresses — manage ship-to addresses
Bulk order — link to the bulk-order paste-to-cart page
Request a quote — link to the RFQ page
Catalog — link to the storefront filtered to their B2B catalog

5. Recent activity

A condensed timeline of the buyer's last 10 actions:

Orders placed
Addresses added or updated
Quote requests submitted

B2C dashboard layout

For a non-B2B customer, the dashboard is simpler:

Welcome header (no company info, no payment terms badge)
Orders list (full pagination)
Default address card with edit and manage links
No sales rep card (B2C customers don't get an assigned rep)
No quick reorder list (single "View orders" CTA — buyers reorder from the single-order view)

The B2C dashboard is purpose-built to be fast and uncluttered — most B2C customers want to check an order status, not interact with company chrome.

Quick reorder flow

Quick reorder is available on two surfaces:

Surface 1 — Dashboard last 5 orders list

(Described above.) One-click "Reorder all" per order, surfacing the 5 most recent. Buyers who reorder the same kit weekly love this — it's two clicks from sign-in to a fully-loaded cart.

Surface 2 — Single order view

For older orders, or for reordering only a subset, the single order view shows:

Per-line "Reorder this item" button on every line — adds one variant at the original quantity
Per-line quantity input so the buyer can change the qty before adding (defaults to original order qty)
Full-order "Reorder all items" button at the bottom — adds every line at the original quantity

Same skipped-items behavior as the dashboard reorder, just at finer granularity.

Reorder uses current pricing

Reorders use whatever the buyer's current catalog price is — not the historical order price. This is important for B2B: contract prices change, and reordering at an old price would conflict with the new catalog. If a buyer needs the old price honored, they should contact their sales rep and submit a quote.

Multi-location buyers

Some B2B buyers are attached to multiple companies (e.g., a corporate accounts-payable manager who places orders for 5 subsidiaries). For these buyers, Vertex automatically shows a company switcher in the mobile drawer footer and the desktop greeting bar.

Where the switcher renders

Desktop (≥1170px) — in the amber B2B greeting bar (top of the header) when more than one company is available
Mobile and tablet (<1170px) — at the bottom of the hamburger drawer footer, above the language and currency pills

Single-company buyers don't see it — clean UI. The switcher is fully keyboard accessible and matches every other dropdown in Vertex.

How switching works

When the buyer picks a different company location, Shopify reloads the page with the new company in session. Catalog, pricing, payment terms, ship-to, and tax-exempt status all flip to the new company. Cart is preserved if compatible, or cleared with a warning if not. All native — no app, no manual sync.

All authentication screens were redesigned in the Vertex design system. They share a consistent visual language:

Centered card layout with the storefront's heading font and body font
Logo and small headline at the top of the card
One-column form with full-width inputs (52 px touch targets, focus-visible ring, label-on-top)
Primary CTA button in the storefront's accent color
Secondary links below — "Forgot password?", "Create account", "Already have an account?"
Storefront footer below the card (lightweight — just legal links and copyright)

Email and password
"Forgot password?" link
"Create account" CTA
(B2B addition) — small note: "Need a trade account? Request access →"

Create account screen

First name, last name, email, password
"Create account" CTA
(B2B addition) — small note: "Existing trade customer? Sign in →"

Standard Shopify behavior: new accounts go through email verification before they can sign in. New B2B accounts are created by the merchant via Customers ▸ Companies — they don't self-register.

Activate account screen

For customers invited by the merchant. They land on this page from the invitation email and set their password.

Reset password screen

Two screens in one:

Request reset — email-only input + "Send reset link" CTA
Set new password — new password + confirm password + "Update password" CTA (after clicking the email link)

Customizing in the theme editor

The customer account screens are editable in the theme editor, where Vertex exposes a small set of section settings. Customization here is intentionally focused — the dashboard's structure is fixed, and the controls below are the ones Vertex provides.

Open the dashboard in the theme editor

Open Online Store ▸ Themes ▸ Customize
In the top template dropdown, choose Customers ▸ Account
The theme editor now renders the account dashboard with the Account section in the left sidebar

The Account section keeps customization deliberately small — there are exactly two settings, both under the section's Layout header:

Customize	How
Recent orders to show	Section settings → "Recent orders to show" → controls how many recent orders the quick-reorder list surfaces. Range 3–10, default 5.
Show Quick actions card	Section settings → "Show Quick actions card" → toggle the quick-actions card on or off (default on).
Sales rep card visibility	Auto — the card shows when the company's `vertex.rep_name` metafield is filled and the buyer is signed in; it hides for B2C customers and in B2C-only mode. There is no per-section toggle.

Account page content is controlled by Shopify, not the theme

Vertex's dashboard renders inside Shopify's new customer accounts experience. The welcome greeting, the orders and profile tabs, and the overall page chrome come from Shopify directly — you edit branding (store name, logo, colors) under Settings ▸ Customer accounts in Shopify admin, not in this section. The two settings above are the only theme-level controls Vertex layers on top.

For the single order view (the Order section), there is one setting:

Customize	How
Show print invoice link	Section settings → "Show print invoice link" → toggle the print-invoice link on the order-detail page (default on).

Overview — Why Vertex's customer account is B2B-aware
Installation — Customer account templates ship enabled
B2B setup guide — Creating companies, ship-to locations, payment terms
Metafield setup guide — Where to fill in the sales rep metafields that drive the rep card
Storefront mode guide — How Hybrid / B2B-only / B2C-only interact with the dashboard
Markets & multi-currency — How currency renders in the customer account
RFQ page guide — The "Apply for trade account" CTA on the sign-up screen
Theme settings reference — Account-related settings
FAQ + troubleshooting — Common account questions

Summary

Vertex's customer account suite is B2B-aware — same screens, two layouts, auto-detected.
B2B dashboard surfaces company info, payment terms badge, full sales rep card, last 5 orders with quick reorder, and a quick links grid.
B2C dashboard is purpose-built fast — just orders and default address.
Quick reorder works from the dashboard AND from the single order view — no app needed.
Multi-company buyers get a company switcher in the mobile drawer footer and desktop greeting bar.
Sign-in, create account, activate, and reset password screens redesigned in the Vertex design system.
The Account section exposes two theme settings (recent-orders count and the Quick actions card); the Order section adds a print-invoice toggle.

What ships in the customer account suite​

The B2B-aware dashboard​

How detection works​

B2B dashboard layout​

1. Welcome header​

2. Sales rep card (full variant)​

3. Quick reorder list​

4. Quick links grid​

5. Recent activity​

B2C dashboard layout​

Quick reorder flow​

Surface 1 — Dashboard last 5 orders list​

Surface 2 — Single order view​

Multi-location buyers​

Where the switcher renders​

How switching works​

Sign in, create account, activate, reset password​

Sign in screen​

Create account screen​

Activate account screen​

Reset password screen​

Customizing in the theme editor​

Open the dashboard in the theme editor​

Related reading​

Summary​