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

Shopify Discussion
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.
2

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 paull.newton+shopifyforums@gmail.com with details.