Shopify Flow for B2B

introduction shopify flow 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 import 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 download 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 download archive b2b orders automatically archive b2b orders from your shopify orders view; useful if you want to hide them from your standard dtc orders download 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 stock display docid\ gj ao gq6oa jx0d27hys tag order with the net terms applicable to the customer based on the credit, net terms, & invoicing docid\ ywm70oquosykooiqb4z4g that are set against the customer (via a metafield), this will then automatically tag their orders with a special net terms tag download populate order metafield from custom checkout fields when using cart & checkout docid\ o3ndhzbcxiswh6m6satdt (e g a date selector), this will pull the data from the draft order and populate metafields on the completed order download 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 download 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 download product automations trigger details download remove restock date in metafield when variant back in stock if you're using stock display 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 download 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 download email automations trigger details download send an email 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 download send notification based on custom checkout fields (draft orders) based on specific cart & checkout docid\ o3ndhzbcxiswh6m6satdt , trigger an action such as an internal email download send notification based on custom checkout fields (completed orders) based on specific cart & checkout docid\ o3ndhzbcxiswh6m6satdt , trigger an action such as an internal email download 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 download