Use case
B2B order management is how wholesalers capture, price, approve and track the orders their business customers place, across every channel, with the right company, price list and payment terms applied. This guide covers what it involves, where the manual work hides, and how to run it natively on Shopify.
B2B order management is the end-to-end process of receiving a business customer’s order, applying the correct account, pricing and terms, and moving it cleanly from intake to fulfillment. It covers the order itself plus everything around it: which company placed it, which price list and payment terms apply, who approves it, and how it syncs to your accounting or ERP. Unlike consumer orders, one buyer, one price, instant checkout, B2B orders carry company hierarchies, negotiated price lists, credit terms, partial shipments and approvals. Managing that well is the difference between same-day shipping and an inbox full of half-entered orders. On Shopify, most of it can run natively, with document automation closing the gap for orders that still arrive as a PDF or email.
The order is the easy part. The pricing, the account matching, the terms and the approvals are where wholesale teams lose hours every week.
POs arrive as PDF, email and spreadsheets, then get typed into Shopify by hand, line by line.
The customer’s negotiated tier lives in someone’s head or a spreadsheet, so pricing slips through inconsistently.
Tying each order to the right company, contact and ship-to in your B2B hierarchy is manual and easy to fumble.
Net terms, deposits and credit limits get tracked off-platform, so approvals stall.
High-value or flagged orders need a review step that email threads handle badly.
Re-entering the same order into QuickBooks, Odoo or your ERP doubles the work and the errors.
Email, PDF, Excel, EDI or a B2B portal entry. Each channel has its own intake path into Shopify. 02, Match
The order is tied to the right B2B company and contact, with the negotiated price list and payment terms applied automatically. 03, Review
High-confidence orders pass straight through; high-value or flagged orders are routed for a quick human approval. 04, Sync
The approved order flows to fulfillment and to your accounting or ERP, with no double entry.
Every order priced from your catalog. Price lists and terms come from Shopify, not the buyer’s document, so the negotiated tier is always applied. Orders matched to the right company. Each order resolves to the correct B2B company, contact and ship-to in your hierarchy, automatically. Intake is no longer manual. PDF, email and spreadsheet orders become Shopify draft orders without anyone retyping them. Approvals are built in. A clear review step replaces email threads, so high-value orders move without stalling. Native to Shopify. Companies, price lists, payment terms, draft orders and Shopify Flow all keep working, no separate platform. Clean handoff to accounting. Approved orders sync to QuickBooks, Odoo or your ERP, so nothing is entered twice.
Managing B2B orders starts with intake. Most wholesalers receive orders across three to five channels at once, each with its own path into your order management. How LevelOps fits. LevelOps handles the document-driven channels, email, PDF, Excel, image, turning them into Shopify draft orders with the right company, price list and terms applied. It complements your B2B portal and any EDI integration rather than replacing them.
Once you know which channels you receive, the question is how to manage them. Here is what to expect from each approach.
LevelOps writes managed orders straight into Shopify, matched to the right company, price list and terms, then syncs to QuickBooks, Odoo or your ERP. No separate order platform, no portal for your buyers to learn.
It is the process of capturing a business customer's order, applying the right company, price list and payment terms, getting it approved, and syncing it to fulfillment and accounting. On Shopify it can run natively, with document automation handling orders that arrive as PDF or email.
Shopify B2B covers companies, price lists, payment terms and a self-serve portal natively. The gap is inbound orders that arrive as email, PDF or spreadsheet, and LevelOps fills that gap by turning them into Shopify draft orders with the right account and pricing applied.
Pricing always comes from your Shopify price lists, never from the buyer's document. Each order is matched to the customer's company and the right tier is applied automatically, so discounts stay consistent.
Yes. High-confidence orders can pass straight through, while high-value or flagged orders are routed for a quick review. Payment terms attached to the company carry onto the order.
Approved orders sync to QuickBooks, Odoo and Katana MRP through LevelOps, so the same order is never entered twice. If you run another ERP, book a demo and we will confirm the fit.
Most teams are managing live orders within their first week. We handle setup with you, so there is no master-data project and nothing to configure on your own.
Seven channels are common in B2B Shopify wholesale: email body, PDF attachment, Excel or CSV, scanned image, EDI 850, B2B portal entry, and phone. Six of these are automatable today with document-extraction tools for email, PDF, Excel and image, plus EDI tools and B2B portal software. Phone orders remain manual.
Shopify Flow automates actions that happen after an order exists in Shopify: fulfillment routing, tagging, customer communication, and fraud rules. Order automation sits upstream of Flow, converting inbound documents into Shopify orders in the first place. The two are complementary, and Flow runs on every order LevelOps creates.
No. Document automation tools like LevelOps work on any Shopify plan that supports draft orders, including Basic. Shopify B2B, available on Plus and as a standalone B2B feature, unlocks companies, price lists, and payment terms that automation will use when present, but it is not a prerequisite.
Yes, when pricing is configured in Shopify. Document automation always pulls the price from your Shopify catalog and applies the correct B2B price list for the resolved customer. Volume discounts, customer-specific catalogs, and payment terms apply automatically. Pricing on the inbound document is ignored, which prevents the largest source of order errors.
Order automation creates the draft order in Shopify. Whatever ERP or MRP integration you already have between Shopify and Katana, MRPeasy, NetSuite, Business Central, or QuickBooks continues to work and sees the new order like any other. The automation step does not change downstream integrations.
A B2B portal is a self-serve interface where buyers log in, browse, and place orders directly. Order automation handles the buyers who do not use a portal, the ones who keep emailing orders because that is how their procurement process works. Most wholesalers operate both: a portal for self-serve customers, and automation for the document-driven ones.
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Show us how your wholesale orders arrive today and we will map exactly how LevelOps captures, prices and routes each one, on your existing Shopify stack. No commitment.
