Admin Extension in Draft Order

Overview

The Apply B2B Pricing feature allows store administrators to automatically apply wholesale pricing rules, volume discounts, or specific Price List rates to Shopify Draft Orders.

Instead of manual calculations, the system cross-references customer information and product selections to update the draft order with the correct B2B rates directly within the management interface.

Setup Guide

Follow these steps to apply B2B pricing to a Draft Order:

Step 1: Create a Draft Order in Shopify

Navigate to Shopify Admin > Orders > Drafts > Click Create order. Click the Create Draft Order button. In the creation interface:

• Select the Products you want to add to the order.

• Add the Customer Email (ensure this customer is already assigned to a Price List or Customer Group in B2Bridge).

• Click Save to generate the draft.

Step 2: Apply Pricing Click the Apply B2B Pricing button.

The system will scan the items and match them against:

• The active Price List for that specific customer.

• Any applicable Volume Discounts (Quantity Breaks).

Step 3: Review Order

Once the prices are updated, review the totals and click Send invoice or Collect Payment.

Frequently Asked Questions (FAQ)

Does the system apply B2B pricing if no customer is selected?

No. You must select a specific customer who exists in the B2Bridge system so the app can identify the correct pricing rules to apply.

Can I still edit the price after applying B2B rates?

Yes. You can still manually override or adjust prices (Custom price) on individual line items within the Shopify Draft Order interface after the app has processed it.

Does this feature handle shipping fees and taxes?

This feature focuses on product pricing. Taxes and shipping fees are calculated based on your default Shopify Admin settings.

Need Help?

If you have questions or run into issues while using any feature, we’re here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we’ll get back to you as soon as possible.