For the complete documentation index, see llms.txt. This page is also available as Markdown.

✍️ Manual Orders

The Manual Orders module lets you create draft orders on behalf of your B2B customers directly from the app — with all wholesale pricing rules applied automatically.

This is designed for sales reps, account managers, and support staff who create orders for customers rather than having them self-serve.


What It Does

  • Create draft orders for existing or new customers

  • Automatically apply all eligible pricing rules based on the customer

  • Override individual line item prices for special negotiations

  • Apply discount codes

  • Convert draft orders to live Shopify orders

  • Import existing Shopify draft orders for editing


Integration with Other Modules

Manual Orders works with:

Module
How it integrates

Custom Pricing

Applied automatically based on customer tags

Price List per Customer

Applied with highest priority

Volume Pricing

Applied based on quantities added

Shipping Rates

Applied based on order criteria

Extra Fees

Applied based on order thresholds

Tax Exempt

Tax removed automatically for exempt customers

Net Terms

Deferred payment terms applied to the draft order

🛠️ Manual Orders: Tailored Order Management for Your Business

The Manual Orders feature within the B2BSolution app empowers you to efficiently create and manage orders directly from your Shopify Admin. This tool is designed to streamline the order process, especially for wholesale transactions, by allowing you to:

  • Create Orders with Custom Pricing: Place orders on behalf of your customers, applying specific discounts and pricing rules tailored to their needs.

  • Edit Existing Orders: Make adjustments to draft orders, ensuring all details are accurate before finalizing.

  • Import Draft Orders: Seamlessly import existing draft orders from your Shopify Admin to create or edit them as needed.

  • Apply Tax Exemptions: Automatically apply tax exemptions for eligible customers and orders, simplifying compliance.

  • Set Order Limits: Define minimum or maximum quantities or amounts that customers can purchase, maintaining control over order sizes.

This module integrates smoothly with other features like Custom Pricing, Price Lists, and Volume Pricing, ensuring a cohesive and efficient order management experience.

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