Shopify Flow for B2B

introduction https //help shopify com/en/manual/shopify plus/flow is powerful feature for merchants on the shopify, advance, or shopify plus plans that allow automations to be configured based on certain actions we've included some additional ready made shopify flow workflows that you can https //help shopify com/en/manual/shopify plus/flow/create workflow/import export#import workflows into your shopify admin order automations trigger details download mark order as paid when a b2b customer places an order via manual payment methods, the order will automatically be marked as paid https //cdn shopify com/s/files/1/0565/7500/0728/files/mark b2b orders as paid 0a29877b 9fb6 4d8a 9f10 ca27ba055b66 flow?v=1635839553 mark payment on account order as paid when a b2b customer places an order specifically via "payment on account", the order will automatically be marked as paid https //cdn shopify com/s/files/1/0612/7602/9065/files/mark b2b payment on account orders as paid flow?v=1710337044 archive b2b orders automatically archive b2b orders from your shopify orders view; useful if you want to hide them from your standard dtc orders https //cdn shopify com/s/files/1/0565/7500/0728/files/archive b2b orders flow?v=1635838493 tag pre orders set up a rule to tag an order when pre order products are purchased docid\ gj ao gq6oa jx0d27hys tag order with the net terms applicable to the customer based on the docid\ ywm70oquosykooiqb4z4g that are set against the customer (via a metafield), this will then automatically tag their orders with a special net terms tag https //cdn shopify com/s/files/1/0612/7602/9065/files/tag order with what net terms the customer is on flow?v=1722499862 populate order metafield from custom checkout fields when using docid\ o3ndhzbcxiswh6m6satdt (e g a date selector), this will pull the data from the draft order and populate metafields on the completed order https //cdn shopify com/s/files/1/0631/8453/5705/files/update order metafield with sparklayer custom attributes 1 flow?v=1754639426 control b2b order fulfilment flow automatically route orders from your wholesale customer group to a specific stock location for fulfilment in shopify this works with the shopify stock location feature to ensure b2b orders are handled separately from standard (b2c) flows https //cdn shopify com/s/files/1/0612/7602/9065/files/b2b fulfilment location 11 flow?v=1760365759 customer automations trigger details download switch tag on first order when a b2b customer places their first order, replace their existing tag with a new one and send an internal email https //cdn shopify com/s/files/1/0612/7602/9065/files/b2b switch tag assigned to a b2b customer after their first order acb41199 9408 48f9 8e5e f1228e836ceb flow?v=1714641440 automatically adjust customer tag for customer group depending on spend if you have different customer groups (e g gold, silver, bronze), you can automatically update the customer's tag based on their order spend this allows you to automatically change a customer's b2b group https //cdn shopify com/s/files/1/0612/7602/9065/files/automatically adjust customer tag for customer group depending on spend flow?v=1722499466 product automations trigger details download remove restock date in metafield when variant back in stock if you're using docid\ gj ao gq6oa jx0d27hys and you've set a restock date, this automation removes the restock date when the product comes back in stock https //cdn shopify com/s/files/1/0612/7602/9065/files/remove restock date in metafield when variant back in stock flow?v=1722499600 automatically mark new products with b2b ordering & online store sales channels when adding new products to your shopify store, this will automatically assign the b2b ordering and online store sales channel https //cdn shopify com/s/files/1/0612/7602/9065/files/automatically mark new products with b2b ordering online store sales channels flow?v=1722499725 email automations trigger details download send an email with order details send an email to a specified email address when a b2b customer places an order via a specific b2b payment status; great if you need to notify other members of your team who handle b2b accounts (see below) https //cdn shopify com/s/files/1/0612/7602/9065/files/b2b draft order send email to verify the order flow?v=1762519098 send notification based on custom checkout fields (draft orders) based on specific docid\ o3ndhzbcxiswh6m6satdt , trigger an action such as an internal email https //cdn shopify com/s/files/1/0612/7602/9065/files/b2b draft checkout custom attributes send email based on criteria flow?v=1717486893 send notification based on custom checkout fields (completed orders) based on specific docid\ o3ndhzbcxiswh6m6satdt , trigger an action such as an internal email https //cdn shopify com/s/files/1/0612/7602/9065/files/b2b completed order checkout custom attributes send email based on criteria flow?v=1717486893 email sales agent when order placed by customer based on specific rules you set, you can send notifications to sales agents when an order is placed https //cdn shopify com/s/files/1/0612/7602/9065/files/sales agents email sales agent when order placed by customer flow?v=1726494991 using shopify flow, you can modify the contents of the email to include dynamic content in the example below ( send an email with order details ), customer details and order details are included and sent to a specific email address