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B2B Order Agent logo

B2B Order Agent

Develop by Shopify

$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

Categories

Built by Shopify

Address

Av. Coll del Portell 41, local 1, Barcelona, Barcelona, B, 08024, ES

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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.

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
  • 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

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.

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