Shopify has introduced a significant update for its Plus merchants, enabling dynamic control over when Business-to-Business (B2B) orders require manual review at checkout. This new feature, accessible via the Payment Customization Function API, allows businesses to establish custom rules for order validation, moving beyond a simple all-or-nothing approach. This enhancement aims to streamline workflows and provide greater flexibility in managing B2B transactions.
Key Takeaways
- Dynamic Order Review: B2B orders can now be automatically sent for draft review based on custom-defined conditions.
- Customizable Rules: Implement rules based on order value, specific cart contents, or customer attributes.
- Enhanced Workflow Control: Ideal for managing high-value orders, pre-order items, or new customer orders.
- Shopify Plus Exclusive: This functionality is available only to B2B purchases on Shopify Plus plans.
Granular Control Over B2B Orders
The new orderReviewAdd operation within the Payment Customization Function API empowers merchants to build sophisticated B2B workflows. Previously, businesses had a static option: either all B2B orders required review, or none did. This update introduces a more nuanced approach, allowing for automated flagging of orders that meet specific criteria.
Implementing Custom Business Rules
Merchants can now leverage the Payment Customization Function API to set up conditional logic. For instance, an order might be flagged for review if its total value exceeds a certain threshold, if it contains specific pre-order items, or if it's placed by a new customer. This granular control ensures that resources are focused on orders that genuinely need scrutiny, improving operational efficiency.
Benefits for Shopify Plus Merchants
This feature is designed to provide Shopify Plus merchants with more robust tools for managing their B2B operations. By automating the review process based on predefined business logic, companies can reduce manual errors, speed up order processing for non-critical orders, and maintain better oversight of potentially complex transactions. The ability to tailor these rules to unique business needs offers a significant advantage in managing B2B sales channels effectively.
