Shopify B2B - Sales Reps & Checkout

Shopify Plus
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Topic summary

A merchant is evaluating Shopify B2B for migration from their current platform, focusing on two key requirements:

1. Multiple Ship Dates per Order:
They need the ability to assign different ship dates to products within a single cart. Products with the same ship date should consolidate into one order, while different dates should split into separate orders. No native solution or workaround was provided in the discussion.

2. Sales Rep Order Placement:
Both internal and external sales reps need to place orders on behalf of multiple companies through the website (not via Shopify admin). One user suggested having sales reps place draft orders and manually reassign them, but this was deemed inefficient.

Proposed Workaround:
Create separate company profiles for each sales rep (e.g., “Alice”) with multiple company locations (“ABC”, “DEF”) mapped to their clients. This allows reps to place orders for different companies from one account. The limitation: company customers and sales reps cannot view each other’s order history, requiring separate invoicing.

Current Status:
The original poster has decided to postpone Shopify B2B migration until additional features are released.

Summarized with AI on October 28. AI used: claude-sonnet-4-5-20250929.
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

1 Like
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.