B2B Order Agent
- by Pocket Square
- $199/month. Free trial available.
Let your sales team place B2B orders for customers directly from your storefront, with accurate pricing and catalog visibility for each company account.
About the B2B Order Agent
B2B Order Agent enables your sales representatives and staff to place wholesale orders directly on behalf of B2B customers through your website's front end. When using customer impersonation, your team sees exactly what B2B customers would see - including their specific catalog items, custom pricing, and volume discounts. The app works seamlessly with Shopify's B2B Companies, Customers, and Checkout systems, allowing you to manage which staff members can access specific customer accounts. Orders can be submitted for company review and approval, or processed automatically. Give your B2B customers a professional ordering experience while maintaining your brand consistency throughout the process.
Key features
- Impersonate customers on your website front-end to place orders on their behalf
- Guide customers through a B2B ordering experience with an on-brand experience
- Limit which customers an impersonator can access to their specific accounts
- Submit orders under each Company to review and approve later, or automatically
- Leverages Shopify's B2B Companies, Customers & Checkout
Pricing of B2B Order Agent
Pro
$199 / month
- For Shopify Plus customers using B2B
- Access to all app features
- Place orders on customer's behalf
- Review orders placed in draft
- Company Location Support
