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. Customer Selection Details

• Open your Shopify POS Application and click on the “B2B Order” tile.

• Then search for a B2B customer. (Make sure the customer is registered as a b2b customer in your store and has a location assigned).

  Company information

  Custom pricing (if configured)

  Quantity rules (if configured)

2. Select Location

• Browse the available company locations and select the desired location.

3. Add Products

• Browse the product catalog and select the items you want to include in the order. Products are automatically tailored to the selected customer; prices update dynamically based on their assigned location and catalog.

• 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.

4. Checkout

• Your selected products will appear in the ordered items list. Review the following before proceeding:

  Prices reflect the customer’s location and catalog.

  Any minimum/ maximum quantity violations will be flagged - adjust quantities as needed.

  Increment validation runs automatically to confirm quantities are correct.

  Once everything looks good, click Checkout. Checkout

5. Complete Checkout

• Delivery Options: Select from the available delivery methods configured for company.

• PO Number: Enter a PO Number if required - it will be automatically be included in your order.

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

Click create B2B order to finalize. The order is automatically created with all B2B specific details applied.

6. Review the order

• The generated unpaid order will be immediately visible for further processing. The app will redirect you to a screen for the receipt where the user can collect the payment information and print it.

  NOTE: You can also create a B2B order directly from the Shopify POS cart page. Once your cart is ready, open the Extend POS extension, review your products and pricing, and resolve any quantity violations before proceeding. At checkout, select your preferred delivery option, enter a PO Number if needed, and click Create B2B order.