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Apps by Pocket Square

  • $199 / Month
  • 7 Days Free Trial
  • New

Impersonate B2B customers to seamlessly place and manage orders online. Show more

B2B Order Agent is a powerful tool designed to enhance the efficiency of order management for businesses dealing with B2B and wholesale transactions. This app enables sales representatives and organizational staff to seamlessly impersonate customers on the front end of your website, facilitating order placements directly on their behalf. By using B2B Order Agent, users gain access to the specific catalog visibility, pricing structures, and volume discounts tailored to each customer, replicating the exact experience the customer would have. This capability ensures that your team can provide a personalized and on-brand purchasing journey for your clients, enhancing customer satisfaction. Additionally, orders can be submitted under each company for later review and approval, or be processed automatically if preferred. Built to integrate smoothly with Shopify's B2B Companies, Customers, and Checkout features, B2B Order Agent simplifies the ordering process and supports efficient business operations.
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Volume discounts
Order management
Order placement
Customer impersonation
Catalog visibility
On-brand experience

B2B Order Agent allows sales reps and staff members to place B2B orders on behalf of customers.

Sometimes, Draft Ordering isn't enough. B2B Order Agent allows sales representatives and staff members within your organization to impersonate your B2B/Wholesale customers on the front end of your website, placing orders on their behalf. When impersonating a B2B customer with B2B Order Agent, you will be able to see any customer-specific catalog visibility, pricing and volume discounts/increments, just as the customer would.

Sometimes, Draft Ordering isn't enough. B2B Order Agent allows sales representatives and staff members within your organization to impersonate your B2B/Wholesale customers on the front end of your website, placing orders on their behalf. When impersonating a B2B customer with B2B Order Agent, you will be able to see any customer-specific catalog visibility, pricing and volume discounts/increments, just as the customer would. more
  • 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
  • Submit orders under each Company to review and approve later, or automatically
  • Leverages Shopify's B2B Companies, Customers & Checkout
B2B Order Agent logo
$199 / Month
  • 7 Days Free Trial
  • New

Impersonate B2B customers to seamlessly place and manage...

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