View company metafields or tags
If a customer is tagged to be on a credit hold, B2B merchants need the ability to see that either in a metafield or tag so that they can let the customer know at the time of POS checkout.
karvi_b 24 days ago
POS for B2B - Shopify
View company metafields or tags
If a customer is tagged to be on a credit hold, B2B merchants need the ability to see that either in a metafield or tag so that they can let the customer know at the time of POS checkout.
karvi_b 24 days ago
POS for B2B - Shopify
In Progress
Email Notifications for Cart Actions
Stay in the loop. Approvers will get instant email notifications when a cart is submitted, and cart creators will be updated when their cart is approved or rejected.
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
In Progress
Email Notifications for Cart Actions
Stay in the loop. Approvers will get instant email notifications when a cart is submitted, and cart creators will be updated when their cart is approved or rejected.
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
Planned
Approval Workflow Enhancements
Keep approvals clear and accountable. When requesting approval, you’ll now assign it to a specific approver, ensuring the right person is notified.
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
Planned
Approval Workflow Enhancements
Keep approvals clear and accountable. When requesting approval, you’ll now assign it to a specific approver, ensuring the right person is notified.
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
Planned
Cart Editing Improvements
Make changes confidently. An Update button will let you confirm edits to your cart before submitting it for approval or checkout.
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
Planned
Cart Editing Improvements
Make changes confidently. An Update button will let you confirm edits to your cart before submitting it for approval or checkout.
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
Planned
Cart Dashboard Enhancements
Easily manage company carts with more visibility. You’ll now see the location for each cart and filter them by location or creator (yourself, others, or specific team members).
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
Planned
Cart Dashboard Enhancements
Easily manage company carts with more visibility. You’ll now see the location for each cart and filter them by location or creator (yourself, others, or specific team members).
Huda 5 months ago
Multi - Cart
B2B Buying - Shopify
In Progress
Company Onboarding
The B2B Company Onboarding feature allows potential business customers to create a company profile through an onboarding form. Once approved, companies can add and manage multiple locations and gain access to Native Shopify B2B functionalities
Huda 5 months ago
Feature
B2B Buying - Shopify
In Progress
Company Onboarding
The B2B Company Onboarding feature allows potential business customers to create a company profile through an onboarding form. Once approved, companies can add and manage multiple locations and gain access to Native Shopify B2B functionalities
Huda 5 months ago
Feature
B2B Buying - Shopify
Planned
Edit Company Details from POS
Once a customer is assigned to a company, it is often necessary to update company details on the fly (e.g., location name or catalog). Without in-app edit capabilities, staff must rely on backend adjustments, creating delays and operational friction. This feature allows staff to edit existing company details directly from POS. The screen displays prefilled data, and staff can make updates (e.g., catalog, address, net terms) which sync in real time.
Huda 7 months ago
Feature
POS for B2B - Shopify
Planned
Edit Company Details from POS
Once a customer is assigned to a company, it is often necessary to update company details on the fly (e.g., location name or catalog). Without in-app edit capabilities, staff must rely on backend adjustments, creating delays and operational friction. This feature allows staff to edit existing company details directly from POS. The screen displays prefilled data, and staff can make updates (e.g., catalog, address, net terms) which sync in real time.
Huda 7 months ago
Feature
POS for B2B - Shopify
In Progress
Company Creation and Association Flow
Creating or associating a company to a customer from POS requires leaving the app or using external tools, which slows down in-store onboarding for B2B customers and increases the chance of data errors. With this feature we will enable staff to create a new company or associate a customer with an existing company directly within POS using a modal form. The company form supports inputs for company name, location name, address (prefilled from the customer address), catalog settings, net terms, and tax configuration. Once submitted, the company entity is created and linked to the customer seamlessly.
Huda 7 months ago
Feature
POS for B2B - Shopify
In Progress
Company Creation and Association Flow
Creating or associating a company to a customer from POS requires leaving the app or using external tools, which slows down in-store onboarding for B2B customers and increases the chance of data errors. With this feature we will enable staff to create a new company or associate a customer with an existing company directly within POS using a modal form. The company form supports inputs for company name, location name, address (prefilled from the customer address), catalog settings, net terms, and tax configuration. Once submitted, the company entity is created and linked to the customer seamlessly.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Payment Term Synchronization in POS
B2B companies often rely on specific payment terms (such as Net 15, Net 30) to manage cash flow and ensure smoother procurement processes. Previously, staff using the POS app could not view or apply these payment terms when creating B2B orders. This gap caused inconsistencies between in-store and online orders and led to manual adjustments after order creation. The Payment Term Synchronization feature allows the Extend POS app to automatically pull and display payment terms configured for each company in Shopify Admin. When creating a B2B order through POS, staff can now see and apply the correct payment term assigned to the company.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Payment Term Synchronization in POS
B2B companies often rely on specific payment terms (such as Net 15, Net 30) to manage cash flow and ensure smoother procurement processes. Previously, staff using the POS app could not view or apply these payment terms when creating B2B orders. This gap caused inconsistencies between in-store and online orders and led to manual adjustments after order creation. The Payment Term Synchronization feature allows the Extend POS app to automatically pull and display payment terms configured for each company in Shopify Admin. When creating a B2B order through POS, staff can now see and apply the correct payment term assigned to the company.
Huda 7 months ago
Feature
POS for B2B - Shopify
In Progress
Custom Tags Assignment on B2B Orders
B2B merchants often need to segment and manage orders more efficiently, whether by fulfillment method (e.g., pickup, shipping), sales channel, or internal processing workflows. Without a consistent tagging system, it becomes difficult to track, filter, and automate order handling in Shopify, leading to manual work and potential fulfillment errors. The order tags feature allows merchants to automatically apply customizable tags to every order placed through the Extend POS for B2B & Wholesale. Admins can define global tags for all orders, as well as specific tags for pickup or shipping orders. This enables easier filtering, improved tracking, and streamlined automation in Shopify, ensuring operational efficiency and clear order segmentation without manual tagging.
Huda 7 months ago
Feature
POS for B2B - Shopify
In Progress
Custom Tags Assignment on B2B Orders
B2B merchants often need to segment and manage orders more efficiently, whether by fulfillment method (e.g., pickup, shipping), sales channel, or internal processing workflows. Without a consistent tagging system, it becomes difficult to track, filter, and automate order handling in Shopify, leading to manual work and potential fulfillment errors. The order tags feature allows merchants to automatically apply customizable tags to every order placed through the Extend POS for B2B & Wholesale. Admins can define global tags for all orders, as well as specific tags for pickup or shipping orders. This enables easier filtering, improved tracking, and streamlined automation in Shopify, ensuring operational efficiency and clear order segmentation without manual tagging.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Instant Order Placement via CSV Upload
B2B merchants and bulk buyers often need to place large, repeat orders quickly. The previous CSV upload flow required them to manually review and complete checkout, adding extra steps and friction. This slowed down their ordering process. With this feature Merchants can upload a CSV file and place orders instantly — skipping the cart and checkout steps entirely. This streamlined process allows B2B buyers and bulk purchasers to submit repetitive large orders in just one click, saving time and reducing manual effort.
Huda 7 months ago
Feature
B2B Buying - Shopify
Completed
Instant Order Placement via CSV Upload
B2B merchants and bulk buyers often need to place large, repeat orders quickly. The previous CSV upload flow required them to manually review and complete checkout, adding extra steps and friction. This slowed down their ordering process. With this feature Merchants can upload a CSV file and place orders instantly — skipping the cart and checkout steps entirely. This streamlined process allows B2B buyers and bulk purchasers to submit repetitive large orders in just one click, saving time and reducing manual effort.
Huda 7 months ago
Feature
B2B Buying - Shopify
Completed
Delivery Options with Store Pickup Support
B2B merchants using POS systems need to offer flexible delivery options at the point of sale to meet diverse business customer needs. Without integrated support for store pickup or shipping within the POS app, staff face manual workarounds, increased errors, and limited ability to provide a seamless in-person ordering experience. This feature enables B2B merchants to offer customers a choice between Store Pickup and Shipping directly within the POS app when creating orders. For Shipping, all available shipping methods configured in Shopify Admin are shown. This flexibility ensures smooth in-store order creation, simplifies staff workflows, and enhances the overall B2B buying experience at the point of sale.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Delivery Options with Store Pickup Support
B2B merchants using POS systems need to offer flexible delivery options at the point of sale to meet diverse business customer needs. Without integrated support for store pickup or shipping within the POS app, staff face manual workarounds, increased errors, and limited ability to provide a seamless in-person ordering experience. This feature enables B2B merchants to offer customers a choice between Store Pickup and Shipping directly within the POS app when creating orders. For Shipping, all available shipping methods configured in Shopify Admin are shown. This flexibility ensures smooth in-store order creation, simplifies staff workflows, and enhances the overall B2B buying experience at the point of sale.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Ability to Select from Multiple Company Locations
Many B2B companies operate across multiple locations and need the flexibility to place orders on behalf of specific branches. Previously, merchants using our Extend POS app could only select a single default company location when creating a B2B order. This limitation restricted operational flexibility, complicated inventory and delivery planning, and led to manual adjustments after order creation. With this feature the app users can choose from a company’s various saved locations directly during B2B order creation in the POS app. Staff can now assign orders to the appropriate location at checkout.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Ability to Select from Multiple Company Locations
Many B2B companies operate across multiple locations and need the flexibility to place orders on behalf of specific branches. Previously, merchants using our Extend POS app could only select a single default company location when creating a B2B order. This limitation restricted operational flexibility, complicated inventory and delivery planning, and led to manual adjustments after order creation. With this feature the app users can choose from a company’s various saved locations directly during B2B order creation in the POS app. Staff can now assign orders to the appropriate location at checkout.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Ability to Add PO Number in POS Draft Orders
B2B customers often require purchase order (PO) numbers to be included on invoices and order records for internal tracking and payment processing. Previously, staff using the POS app could not capture a PO number while creating a draft order, forcing them to record this information manually or update it later in Shopify Admin. This created inefficiencies, increased errors, and delayed order processing. This feature allows staff to enter a customer's PO number directly when creating a B2B order in the Extend POS app. This ensures that important procurement details are captured upfront, reduces manual follow-ups, and supports smoother internal processes for B2B buyers.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Ability to Add PO Number in POS Draft Orders
B2B customers often require purchase order (PO) numbers to be included on invoices and order records for internal tracking and payment processing. Previously, staff using the POS app could not capture a PO number while creating a draft order, forcing them to record this information manually or update it later in Shopify Admin. This created inefficiencies, increased errors, and delayed order processing. This feature allows staff to enter a customer's PO number directly when creating a B2B order in the Extend POS app. This ensures that important procurement details are captured upfront, reduces manual follow-ups, and supports smoother internal processes for B2B buyers.
Huda 7 months ago
Feature
POS for B2B - Shopify
Planned
Catalog Assignment on Company Change
When a customer's company is updated (e.g., new location or different buying group), their product catalog access often changes too. Currently, catalog assignments must be manually managed, creating potential for incorrect product visibility and pricing errors. Automatically update the customer’s assigned catalog whenever their company or location changes. Support for percentage-based or pre-created catalogs.
Huda 7 months ago
Feature
POS for B2B - Shopify
Planned
Catalog Assignment on Company Change
When a customer's company is updated (e.g., new location or different buying group), their product catalog access often changes too. Currently, catalog assignments must be manually managed, creating potential for incorrect product visibility and pricing errors. Automatically update the customer’s assigned catalog whenever their company or location changes. Support for percentage-based or pre-created catalogs.
Huda 7 months ago
Feature
POS for B2B - Shopify
Completed
Shared Multi Cart Management
Enable B2B buyers and company teams to save, manage, and collaborate on multiple carts within the same store. Customers can: Save and re-use multiple carts for future checkout Manage all saved carts from a central dashboard in their account Collaborate with teammates through role-based permissions (view, edit, approve, checkout) Ensure each company manages only its own carts securely
Huda 7 months ago
Feature
B2B Buying - Shopify
Completed
Shared Multi Cart Management
Enable B2B buyers and company teams to save, manage, and collaborate on multiple carts within the same store. Customers can: Save and re-use multiple carts for future checkout Manage all saved carts from a central dashboard in their account Collaborate with teammates through role-based permissions (view, edit, approve, checkout) Ensure each company manages only its own carts securely
Huda 7 months ago
Feature
B2B Buying - Shopify
Completed
CSV Extension for Customer Accounts
Allow customers to download a personalized product catalog in CSV format directly from their account. They can input desired quantities for the items they want to purchase and re-upload the file to instantly add those products to their cart or proceed to direct checkout. This feature streamlines bulk ordering for repeat buyers and B2B customers.
Huda 7 months ago
Feature
B2B Buying - Shopify
Completed
CSV Extension for Customer Accounts
Allow customers to download a personalized product catalog in CSV format directly from their account. They can input desired quantities for the items they want to purchase and re-upload the file to instantly add those products to their cart or proceed to direct checkout. This feature streamlines bulk ordering for repeat buyers and B2B customers.
Huda 7 months ago
Feature
B2B Buying - Shopify