B2B Order Agent

Develop by Pocket Square

$199

/ Month

7 Days Free Trial

Impersonate B2B customers to seamlessly place and manage orders online.

Volume discounts

Order management

Order placement

Customer impersonation

Catalog visibility

On-brand experience

Order approval

About B2B Order Agent

Launched Apr 27, 2025

Built by Pocket Square

Address

615 New North Road, Morningside, AUK, 1024, NZ

Website Privacy policy

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Description

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.

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

Pros

Allows sales representatives and staff to impersonate B2B customers to place and manage orders, enhancing flexibility and control.
Enables access to customer-specific catalog visibility, pricing, and volume discounts, providing a tailored ordering experience.
Helps guide customers through a seamless B2B ordering experience, maintaining brand consistency.
Allows orders to be submitted under each company for review and approval, increasing organizational efficiency.
Integrates well with Shopify's B2B Companies, Customers, and Checkout, making it easier for organizations already using Shopify.

Cons

Potential security concerns with staff impersonating customers, particularly with sensitive data.
Requires proper training and awareness to avoid mistakes or misuse by those impersonating customers.
May require additional setup and maintenance efforts for seamless integration and functionality.