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Business accounts

Business accounts enable customers to keep their personal and business orders separate.

Account creation​

Customers can create a business account in three ways: signup, conversion, and connection.

Signup​

During signup, customers can choose to create a business account instead of a personal account. Personal accounts remain the default.

The following table shows a signup flow on mobile devices:

Personal tab (default)Business tabLearn more dialog (Business tab)
Shows a sign-up page with options for Personal or Business, an email input field, a Continue button, alternate sign-in options, and a Skip for now link.Shows a sign-up page with options for Personal or Business. Includes a business section description, a business email input field, a Continue button, alternate sign-in options, and a Skip for now link.Shows a list of benefits for a business account, including order separation, shared membership, receipt exporting, invoicing, tax benefits, and spend limits.

Conversion​

Existing customers can convert their personal account to a business account while keeping their personal account information.

The following table shows a conversion flow on mobile devices:

Menu entry pointConvert optionConvert learn more
Shows a user account dashboard with savings displayed as $1236.5, options for orders, account settings, membership, family account, and a highlighted "Shop for business" section.Shows a page with the heading Get more out of shopping for your business, options to add a business account, convert an account to a business account, and a Learn more link.Shows a page detailing the benefits of converting to a business account, including smooth transitions, team management, shared membership, receipt exporting, access to business suppliers, and tax exemption benefits.

Connection​

Existing customers can keep their personal account and create a separate business account linked to it.

The following table shows a connection flow on mobile devices:

Add / connect optionCreate / connectSign upLog in
Shows a page titled Get more out of shopping for your business, highlighting the option to add a business account or convert an existing account. Includes a Learn more link.Shows an Add account page with options to create a new business account or connect an existing one, emphasizing effortless switching and keeping orders separate.Shows a Sign up for a business account page with an email input field, a red Continue button, options to continue with Google or Facebook, and a Skip for now link.Shows a Log in to your business account page with an email input field, a red Continue button, and options to log in with Google or Facebook.

Account switching​

Customers with both a personal and business account can switch between them without signing out.

The following image shows the Switch to business button on the account menu screen:

Shows a user account page with Switch to business highlighted, savings of $1236.5 over the last 12 months, and menu options for orders, settings, membership, and family account management.

After switching to a business account, customers have access to the following menu items:

  • Team members
  • Tax exemption
  • Order guides

To access the Dashboard or Order approvals from the menu, customers must first enter their business details. Customers are prompted to enter their business details the first time they click any of these menu items.

The following image shows the business details form:

Shows a form labeled "Add your business details" with fields for Business name, Business type, Business size, and optional Tax ID, plus a disabled Confirm button.

Team management​

Administrators can invite team members to shop within a shared business organization. When an administrator creates the organization, they become the owner and can invite others to join by email.

Business organizations can have an unlimited number of team members. The following roles are available:

  • Administrator. Places orders for the business, manages members, and views analytics.
  • Approver. Approves orders placed by team members.
  • Buyer. Places orders for the business.

The following image shows the member invite screen:

Shows an Invite Members page with role selection options for Admin, Approver, and Buyer, and a field to enter email addresses for invitations.

Account groups​

Administrators can organize team members into groups. Spend limits and order approvals configured at the group level apply to all buyers in the group.

The Team members page includes a Groups tab where administrators can view, create, and manage groups. To create a group, provide only a unique name.

After creating a group, administrators can manage it from the following tabs:

  • Members. Add members to the group in bulk, or move members from one group to another.
  • Permissions. Configure spend limits and order approvals for all buyers in the group.
  • Settings. Rename or delete the group.

Administrators can also manage an individual member's group assignment from the team members list, or assign invitees to a group at the time of invitation. To assign invitees to different groups, send a separate invitation for each group.

When a team member belongs to a group, the group's spend limit and order approval settings override their individual settings. Individual spend limit and order approval settings are disabled for members of a group.

Spend limits​

Spend limits restrict buying on an order, day, week, or month basis and are enforced at checkout. Spend limits also apply to post-checkout order changes.

Administrators can configure spend limits for individual buyers or for all buyers in a group. Spend limits can be added when inviting a member to the team, or when editing the member after they're added to the organization.

The following image shows the screen for editing spend limits:

Shows an Edit spend limits screen with fields for per order, daily, weekly, and monthly limits set at $100, $250, $1,000, and $5,000. It includes an option to disable spending and a Save button.

Order approvals​

Administrators can configure Buyer accounts to require approval for all orders submitted.

When order approvals are configured for a group, administrators can choose from the following approval configurations:

  • Approvers in the organization. All approvers in the business are notified of and authorized to approve orders. This is the default configuration.
  • Approvers in this group. Only approvers who are members of the same group as the buyer are notified and authorized to approve orders.
  • Approvers in another group. Administrators select a group from the business. Only approvers in the selected group receive approval requests.
  • Specific approvers. Individual approvers are selected manually from across the business.

Approvers can only see orders they are authorized to approve in their pending approvals list.

Account transfers​

Administrators can move a user from one business organization to another through the existing invite flow. This is useful for organizations that manage users across sub-businesses, or when users from the same company have inadvertently created separate businesses.

To transfer a user, administrators invite them as they would any new team member. For more information, see Team management. When the user accepts the invitation, Instacart removes them from their original business and adds them to the new organization.

note

Organization transfer is separate from deactivating a team member. A user who transfers out of an organization does not receive a deactivation email.

To enable organization transfers, contact your Instacart representative.

Dashboard​

Business administrators can track and manage business spending from the dashboard.

The following image shows the business account dashboard:

Shows a dashboard displaying 8 orders placed, a total spend of $301,769.31, and total savings of $1,236.5. Includes an order history table with columns for order date, status, who placed the order, item count, and total amount.

Export orders and receipts​

Administrators can export receipts and order summaries from the dashboard or order history page.

The following image shows the Export order data screen:

Shows an Export order data page with fields to specify a start and end date, checkboxes to select file types (PDF or CSV), and an Export data button.

Order summary output​

The following table describes data that is exported from the order summary:

Column NameDescription
EmailThe customer's email address.
DateThe date and time when the order was placed.
StoreThe name of the store fulfilling the order.
ItemsThe total number of items in the order.
Ordered byThe name of the person who placed the order.
Delivered toThe full delivery address, for example, street, city, state, and ZIP or postal code.
AmountThe total amount charged for the order.

Order and item details output​

The following table describes data that is exported from the order and item details:

Column NameDescription
EmailThe customer's email address.
Delivery AddressThe street address for the delivery.
Delivery CityThe city for the delivery address.
Delivery StateThe state or province for the delivery address.
Delivery Zip CodeThe ZIP or postal code for the delivery address.
Handoff TypeThe method of delivery, for example, doorstep, hand-off, or pickup.
Store NameThe name of the store fulfilling the order.
Order TypeThe type of order, for example, delivery or pickup.
Order IDThe unique identifier for the order.
Order Item IDThe unique identifier for the line item within the order.
StatusThe current status of the order item, for example, ordered, picked, delivered, or refunded.
Item IDThe unique identifier for the product in the catalog.
Substituted ByThe identifier of the item that was substituted in.
Substitute ForThe identifier of the original item that was replaced by a substitute.
Delivery Created AtThe timestamp when the delivery was created.
Delivered AtThe timestamp when the order was delivered.
Item NameThe customer-facing name of the product.
Brand NameThe brand or manufacturer of the product.
Aisle NameThe store aisle where the product is typically located.
Department NameThe store department the product belongs to.
L1 Category NameThe top-level product category, for example, broadest classification.
L2 Category NameThe second-level product category, which is more specific than the top-level category.
L3 Category NameThe third-level product category, which is most specific.
Product Category NameThe broader category that the product belongs to.
SizeThe product size or unit description, for example, "16 oz", or "1 lb".
Cost UnitUnit of measure for pricing, for example, "each", "lb", or "oz".
AlcoholicIndicates whether the product contains alcohol.
Ordered QuantityThe number of units originally ordered by the customer.
Picked QuantityThe number of units actually picked/fulfilled.
Ordered WeightThe weight originally ordered.
Picked WeightThe actual weight picked/fulfilled.
Unit PriceThe price per unit.
Total PriceThe total price charged for this line item after adjustments.
CurrencyThe currency code for the prices, for example, "USD".

Order guides​

An order guide is a type of shopping list that outlines recommended items to buy for the business. Members can add all list items to their cart at once for streamlined buying. All team members can create order guides, and administrators can create and share guides with team members.

The following image shows creating an order guide and adding team members from a mobile device:

Shows two screens. The first is a Create order guide page with fields for title, description, and cover photo selection. The second is an Add team members page with a search bar, filters, member list, and an Add 4 team members button.

Business settings​

Administrators can use business settings to update their business details, set custom fields for checkout, or manage tax exemptions.

Custom fields​

Administrators can create custom fields that appear for team members during checkout. These fields help categorize orders for tracking purposes. The collected data appears in the dashboard and exported reports.

When creating custom fields, administrators can define the following:

  • Name. The name of the field. This name is not shown to team members at checkout.
  • Type.

    • Text. A text box where team members can enter any information. This field can be marked as required.

      Shows an "Add field" form with options to name the field, select a type (Text or Defined list), and mark it as required for team members to complete.

    • Defined list. A list of options for team members to choose from. This field can be set as required. Administrators can also set this field as "Other," where team members enter a custom value.

      Shows an "Add field" form with the "Defined list" option selected, a field for list options containing "Order#, Department, Location," and toggles for allowing custom values and requiring the field.

When a team member checks out, they can provide information from the Business order details tile. If a team member doesn't view the business order details and there are required fields, they are prompted to update the order details before proceeding through checkout.

Tax exemption​

Many types of businesses are exempt from sales tax when buying for business-related purposes. Administrators can submit forms and supporting documents to identify their tax exemption category by state. After Instacart validates the forms, applicable taxes aren't charged on eligible orders.

The Tax exemption page is available under Business Settings in the business account menu.

The following image shows the Tax exemption page on a mobile device:

Shows a Tax exemptions page with a validated New York form listed, a description of how to add forms, an Add form button, and a success message confirming form submission.

Currently, tax exemptions are limited to Marketplace Facilitator (MPF) states. For businesses in non-MPF states, tax exemption is possible but requires additional configuration. For more information, contact the Instacart Business team.

Instacart+​

If the business owner is subscribed to Instacart+, the subscription can be shared with four additional team members. To share the subscription with more team members, higher tiers of Instacart+ are available by contacting business@instacart.com.

  • Instacart+ offers a business-specific benefit of 2% credit back on orders above $250.
  • For customers with both a personal and business account, Instacart+ benefits are shared across both profiles.
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