B2B order review

Shopify Plus

B2B order review makes a B2B checkout end in a draft order for you to review instead of a completed order. The buyer sees that the order needs approval, and you approve or edit it in Shopify admin. Use it for orders over a company’s credit limit, unusually large quantities, or specific products that need a quote.

Plan: Deals & Rules or Buddy, on a Shopify Plus store using Shopify B2B. It appears under Settings → Payments → Payment customizations in Shopify admin.

Template: Review B2B orders over $10,000, under Templates → Wholesale, opens one filled in: company orders with a cart subtotal over $10,000 go to review.

Set up an order review

1. In Checkout Buddy, open Customizations. On the Checkout rules tab, click Create customization and choose B2B Order Review. The card shows only on Shopify Plus stores.
2. Write the Reason.
3. Under Conditions, choose Apply only when conditions pass and click Add condition, for example Cart subtotal is more than 10000. With Apply to all checkouts, every B2B order goes to review.
4. Click Save.

Settings

Reason: Why the order needs review. You see this on the draft order. Defaults to “Request review”.

Click Add B2B order review for another setting. The first setting whose conditions pass is used; later ones are ignored.

Conditions

• Cart subtotal
• Quantity of variants
• Cart attribute key and value
• Customer tags
• Line item product tags
• Company location metafield
• Company location metafield compared to order subtotal: for example is less than means the metafield value (such as a credit limit) is lower than the order subtotal

Company location metafield supports is empty and is not empty, useful for “review orders from locations with no approved credit terms”.

Example: credit limits

1. In Shopify admin, add a company location metafield definition such as custom.credit_limit (type: decimal) and fill it in for each location.
2. Create a B2B Order Review with the reason “Order exceeds your credit limit”.
3. Add the condition Company location metafield compared to order subtotal, namespace custom, key credit_limit, is less than.

Orders larger than the location’s credit limit now go to review.

Things to know

• Only B2B checkouts are affected. Shopify ignores review requirements for regular customers.
• One metafield key per function. Only the first company location metafield namespace and key in your conditions is read, and the editor warns under a condition on another one.
• Metafield amounts are in your store’s currency and converted at checkout.
• Moving to the Free plan deletes your order reviews. See downgrade to Free.
• For cart attributes in this function, is more than and is less than aren’t offered, because the function can’t compare them: use is equal to, is not equal to or includes. An older review that uses one shows “Not supported by this customization. Choose another comparison.” under it. Matching is case-sensitive, and every cart attribute condition, including is not equal to, fails when the attribute isn’t set.