Limit staff to only sell certain items (by SKU or by collection) within custom order (Create Order)

Limit staff to only sell certain items (by SKU or by collection) within custom order (Create Order)

shopper11
Shopify Partner
6 0 1

I have staff who have access to create custom orders in my online store.    I granted them access to only to have access to "Draft Orders" and "Customers" in the custom permissions tab.   

 

I want to grant certain staff (they are working on behalf of different lines of business) to only have the ability to create a custom orders for products within their own line of business.   We define the line of business to be different "Collections".   

 

Example:  

  • Staff Member 1 would have the ability to create a custom order for SKUs only in Collection 1
  • Staff Member 2 would have the ability to create a custom order for SKUs only in Collection 2.
  • Staff Member 3 would have the ability to create a custom order for SKU 1, SKU 2, and SKU 3
  • etc.
Reply 1 (1)

PaulNewton
Shopify Partner
7078 629 1484

You will need an app for that type of granular permissions of staff to only access certain subsets of broader areas and then conditionally only some products.

A multi vendor app may be what you need

If it can just be regular orders give them an order form in tandem with a theme wholesale customization to separate them by tag

Simplest is they have a regular customer account you tag and customize the theme to only show them specific products or only a order form

https://community.shopify.com/c/Shopify-Design/Forms-Add-an-order-form-to-your-store/td-p/613671 

 

Or an automation where they fill out a form, or give a spreadsheet that then creates the draft order and validates their requested items.

Usemechanic can be scripted to aid that workflow

https://tasks.mechanic.dev/create-a-draft-order-from-the-cart 

https://tasks.mechanic.dev/tutorial-trigger-a-task-from-a-contact-form-using-webhooks 

 

If you need one of these approaches contact me at [email protected] with details.

Contact [email protected] for the solutions you need


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