Use case
Your reps take orders in the field, at accounts, at trade shows, on the road. Instead of licensing a separate field sales app and rebuilding your catalog inside it, let reps send the order the way they already do, an order sheet, a spreadsheet or an email, and LevelOps turns each one into a Shopify draft order with the right customer pricing applied.
Field sales is when your reps place wholesale orders on behalf of customers, visiting accounts, working a trade show booth, covering a territory. A dedicated field sales app gives reps a mobile catalog to build those orders, but it means licensing another system, syncing your catalog and pricing into it, and training the team to use it. Field sales order automation takes a lighter route. Reps capture the order however they already do, an order form, a spreadsheet or an email, and LevelOps reads it, matches each line to your Shopify products and the customer price list, and creates a draft order for the office to review. No separate app, no rebuilt catalog.
Getting an order from a rep in the field into Shopify is where time and accuracy leak away.
Orders phoned or emailed in get typed into Shopify by the office, line by line.
Reps quote from memory or an old sheet instead of the customer price list.
A field sales app means licences, catalog sync and training for the whole team.
Orders sit until someone at HQ has time to enter them into the store.
Hand-written or texted orders lose SKUs, quantities and shipping details.
The rep tool and your store drift out of sync on products and prices.
On an order sheet, a spreadsheet or an email, at the account or the booth. 02, Send
The rep emails or forwards the order from anywhere, no app login required. 03, Match
Lines are matched to your Shopify SKUs, the right B2B company and its price list. 04, Draft
A Shopify draft order is created, priced and ready for the office to confirm.
No re-keying from reps. Orders your reps send become Shopify draft orders automatically. Right price every time. Lines are priced from the customer Shopify price list, not memory. No separate app to license. Reps use the order format they already know. Faster confirmation. Orders land in Shopify minutes after the rep sends them. Matched to the right account. Each order is tied to the correct B2B company. Accounting stays in sync. Draft orders flow to QuickBooks, Odoo or your ERP.
There is more than one way to capture a field order. Here is each path, and where LevelOps fits. How LevelOps fits. LevelOps is not a dedicated field sales app and does not replace one for teams that need an offline mobile catalog. For the many teams whose reps simply send an order sheet, spreadsheet or email, it removes the re-keying and applies the right pricing automatically, and a full field sales or B2B rep ordering setup is available through LevelOps consulting.
Every approach gets the order into Shopify eventually. The difference is setup, effort and accuracy.
LevelOps reads the order sheets, spreadsheets and emails your reps send, matches each to the right account and price list, and writes native Shopify draft orders, then syncs to QuickBooks, Odoo or your ERP.
It is turning the orders your reps capture in the field into Shopify orders automatically. Reps send an order sheet, spreadsheet or email, and LevelOps matches and prices each line into a Shopify draft order for the office to confirm.
No. LevelOps is not a mobile field sales app with a catalog. It turns the order sheets, spreadsheets and emails your reps already send into priced Shopify draft orders. For a full rep ordering app, our consulting team can help.
However they already do, an order form, spreadsheet, PDF or email, from anywhere. No new app or login for the rep to learn.
Yes. Each line is priced from the customer Shopify price list, so reps never have to quote from memory or an old sheet.
Yes. Reps send the order sheet from the booth and each becomes a Shopify draft order ready to confirm when you are back.
Yes. QuickBooks, Odoo and Katana MRP through LevelOps, so the same order is never entered twice.
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 the rep's order into a Shopify draft in the first place. Flow then runs on every order LevelOps creates.
No. Document automation works on any Shopify plan that supports draft orders, including Basic. Shopify B2B, 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. Every line is priced from your Shopify catalog and the correct B2B price list for the resolved customer, so volume discounts and customer-specific pricing apply automatically.
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.
A B2B portal is a self-serve interface where buyers place orders directly. Field order automation handles orders your reps capture on the buyer's behalf and send as a sheet, spreadsheet or email. Many wholesalers run both, a portal for self-serve accounts and automation for rep-captured orders.
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Consulting
Show us how your reps send orders today, order sheets, spreadsheets, emails, and we will map exactly how LevelOps turns each one into a priced Shopify draft order. No commitment.
