Extend B2B Buying

Allow users to upload or paste CSV data using either SKU or Variant ID as the reference key—whichever suits their workflow best. This flexible import feature lets users seamlessly add or update products in bulk, ensuring compatibility with different inventory management styles and reducing errors during the order process.

Maintain a history of all cart activities with detailed logs that capture every change. This feature enhances transparency and accountability by allowing users and admins to review modifications made for saved carts, ensuring clear tracking of cart updates and actions.

Enable flexible purchasing control by setting and managing credit limits across your B2B customer base where you can set: • Individual Credit Limits: Set specific credit limits for individual customers, companies, or locations, giving you fine-grained control over purchasing thresholds. • Configure Credit Rules: Define global or segmented credit rules that can be applied to multiple customers, company groups, or store locations, ensuring consistency and compliance across your organization. • Customer Account Integration: Extend credit limit enforcement to the Quick Order form, allowing customers to place bulk or repeat orders while staying within their assigned credit boundaries. • Real-Time Validation: Automatically check credit availability during checkout and display real-time alerts if the limit is exceeded. • Admin Flexibility: Easily update, reset, or override credit limits from the admin dashboard as needed, with full visibility into credit usage and history.

Transform shared carts into Shopify draft orders with a single click. This feature streamlines order processing by allowing team members or sales reps to review, finalize, and convert saved carts into formal draft orders ready for approval or checkout, enhancing workflow efficiency and accuracy.

Control and customize access to carts based on specific company locations. This feature allows administrators to assign permissions that restrict or grant cart management rights to users depending on their assigned location, ensuring secure and organized cart handling across multiple sites or branches.

In order to enhance the Quick Order experience with intelligent search and advanced filtering. By integrating with Shopify’s Search & Discovery app, merchants can display custom filters (like brand, price, availability, or tags) directly within the product table and Quick Order, making it easier for customers to find and order products in bulk. 𝗞𝗲𝘆 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀 • Advanced Product Filters: Display filters like brand, price, availability, tags, or custom metafields directly in the Quick Order table. • Smarter Product Search: Improve keyword-based search relevance within the table using configurations from Shopify’s Search & Discovery.

Empower your customers to create personalized shopping lists for faster, more efficient ordering. Whether manually or with the help of AI where they can: • Save Frequently Ordered Items: Build and manage multiple shopping lists based on preferences, past purchases (e.g., weekly restocks, seasonal orders). • Quick Order Population: Instantly populate the cart from a saved list, reducing the time and steps needed to place repeat or bulk orders. • AI-Powered Suggestions (Optional): Use AI to recommend items to add to a list based on purchase history, trends, or complementary products. • Editable and Shareable: Easily update, rename, or share shopping lists with team members or other departments for collaborative purchasing.

The Multi-Cart feature allows B2B buyers and company users to save, manage, and collaborate on multiple carts within the same Shopify store where user can : • Save Multiple Carts: Customers can save one or more carts for future checkout. • Cart Dashboard: View and manage all saved carts from a centralized dashboard in the Customer Account. • Quick Save Modal: On the Cart page, users can save their current cart via a modal with one click (no cart name required). • Role-Based Access Control: Default roles: Viewer, Editor, Checkout Manager, Approver •Each role has specific permissions such as viewing, editing, or checking out carts • Only the Company Main Contact can create new roles and assign permissions • Company-Level Cart Management: Each company sees only its own saved carts • The Main Contact has access to users across all company locations

Empower B2B customers with a flexible, negotiation-friendly buying experience through a robust Request for Quotes (RFQ) workflow, that will: • Allow customers to request custom quotes directly from the product page or cart—ideal for bulk orders, custom pricing, or negotiated terms. • Convert Cart to Quote: Enable users to seamlessly convert their entire cart into a quote request, preserving product selections, quantities, and custom notes for sales review. • Quote-to-Order Conversion: Once approved, customers can convert quotes into final orders with a single click—no need to re-enter items or start from scratch. • Automatic Quote Approvals: Set up automated approval rules based on predefined criteria (e.g., order value, customer type, product type), reducing manual workload and speeding up fulfillment. • Real-Time Conversations: Facilitate in-app messaging or comment threads between buyers and sales reps, allowing for quick clarifications, adjustments, or negotiations—without leaving the platform. • Quote Management Dashboard: Provide both customers and admins with a centralized dashboard to track quote status, respond to messages, and manage approvals.