Pre-requisites

• Shopify Plus subscription

• Shopify POS Pro

• B2B customers must be set up with:

  • Company profiles

  • Location assignments

  • Custom pricing (optional)

  • Quantity rules (optional)
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1. Configure Customer Details

• Select a B2B customer and add it to the cart from the POS. If the customer is not added, create a new one.

Note: Ensure the location for the customer is assigned so that the app can load the following:

• Company information

• Custom pricing (if set up)

• Quantity rules (if set up)

3. Add Products to the Cart

• Go to Products and select the items you want to add to the cart.

• The products added to the cart will automatically be tailored to the selected customer.

• Based on the customer’s location, the prices will be updated.

3. Create a B2B Order

• After adding the products to the cart, go to the our Extend POS Extension named as B2B Order .

• The selected products will appear in the order list. The prices will be based on the location and catalog

• Any minimum/maximum quantity violations will be flagged, and you can adjust the quantities accordingly.

• Increment validation ensures that the quantities are correct before processing the order.

• Once the items are added to Cart. Click Checkout

• Choose Delivery Options: Choose from multiple delivery options based on the available choices provided by the company.

• Add PO Number: Easily input your "PO Number" during checkout, and it will be automatically included in your draft order for reference.

Note: If Store Pickup is selected, the shipping address on the draft order will default to the warehouse or location configured for Shopify POS.

• Click "Create B2B Order", and the order will be automatically created with all B2B-specific details.

4. Review the Order

• You’ll be able to see the unpaid order generated, ready for further processing.

• Go to Orders > Use the filter to select Online under Sale Type and the order will be listed here. You can also view the Draft Order in the Shopify admin.