Shopify B2B - Sales Reps & Checkout

Shopify Plus
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1

Hi,

We are planning to migrate to Shopify B2B from our current platform. We have opted to go with a blended store. I have two questions.

  1. In our current B2B platform (not shopify) when we add two products to cart and checkout, we have the ability to select different ship dates based on the product. If the products are assigned a single ship date they’ll be considered as a single order. If they are assigned to different ship dates, they’ll be considered as two different orders. Is there a possibility to implement this based on our step? If not, can you suggest an alternate solution or a work around?

  2. We have both internal and external sales reps. Sometime a single sales rep can be handling different companies. We need the ability for sales reps to place an order through the website for a company, just like a company customer does it. (I’m not talking about the Shopify admin orders but through the website). Is it possible? Let me know your thoughts

2

Hi Sanjay,

Sorry I’m late to the party here.

We’re in the exact same boat as you. External sales reps using the website to place orders for customers.

We change the setting for the sales rep to place orders as drafts on the sales rep account page. Then they just add the customer name/company name to the order notes and we change it manually.

Hope this helps.

3

Hi Sammy,

Thanks for getting back.

We have decided not to proceed with Shopify B2B as of now until new features are released.

Yes, but then it would be a completely manual process, which would be really inefficient in the long run. But I think I have a better solution. I’m assuming both sales rep and a person from the company would be placing orders right? So what I would suggest is creating a company just for the company person. Let’s assume if John is the company owner of company “ABC”. We’ll also assume Alice is sales rep handing the companies "ABC, “DEF”. So, company ABC can act as a unique company where only John can place orders. We’ll create another company called “Alice” and add locations, “ABC”, “DEF” as the company locations. So Alice can place orders for both companies from the same account. You can map this to your ERP too. The only drawback here is the company person John and sales rep Alice cannot see each other’s orders. But we can always send out an invoice for this.

4

This is a very real B2B workflow gap, especially when internal or external sales reps are responsible for multiple companies.

I wouldn’t want to comment on the split ship-date / order-splitting part, but on the sales rep side, one challenge we’ve seen is that it’s not only “can the rep place the order?” - it’s also how the merchant keeps visibility into which companies/locations belong to each rep, which orders or draft orders are connected to that rep, and how store owners can track revenue and sales activity across the team without relying on notes or spreadsheets.

We’re working on this adjacent sales-ops layer with Scopo: assigning B2B companies and locations to reps, giving reps a focused view of their customers, orders, and revenue, and giving store owners clearer visibility into ownership and sales activity.

Adding this here in case it helps future readers who are looking at the sales-rep/account-visibility side of this problem: