We’re continuously improving Extend B2B Onboarding to make B2B onboarding flow faster, easier. Here’s a look at what’s coming across each module

Next up

In Progress

Done

Extend B2B Onboarding

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.

Planned

Feature

Edit Company Details from POS

Huda

In order to enhance the Quick Order experience with intelligent search and advanced filtering. By integrating with Shopify’s Search &amp; Discovery app, merchants can display custom filters (like brand, price, availability, or tags) directly within the product table and Quick Order, making it easier for customers to find and order products in bulk.𝗞𝗲𝘆 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀• Advanced Product Filters: Display filters like brand, price, availability, tags, or custom metafields directly in the Quick Order table.• Smarter Product Search: Improve keyword-based search relevance within the table using configurations from Shopify’s Search &amp; Discovery.

Quick Order

Integration of Quick Order with Search & Discovery

Empower your customers to create personalized shopping lists for faster, more efficient ordering. Whether manually or with the help of AI where they can:• Save Frequently Ordered Items: Build and manage multiple shopping lists based on preferences, past purchases (e.g., weekly restocks, seasonal orders).• Quick Order Population: Instantly populate the cart from a saved list, reducing the time and steps needed to place repeat or bulk orders.• AI-Powered Suggestions (Optional): Use AI to recommend items to add to a list based on purchase history, trends, or complementary products.• Editable and Shareable: Easily update, rename, or share shopping lists with team members or other departments for collaborative purchasing.

Custom Shopping Lists with AI Assistance

Maintain a history of all cart activities with detailed logs that capture every change. This feature enhances transparency and accountability by allowing users and admins to review modifications made for saved carts, ensuring clear tracking of cart updates and actions.

Multi - Cart

Cart Audit Trails

Keep approvals clear and accountable. When requesting approval, you’ll now assign it to a specific approver, ensuring the right person is notified.

Approval Workflow Enhancements

Make changes confidently. An Update button will let you confirm edits to your cart before submitting it for approval or checkout.

Cart Editing Improvements

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).

Cart Dashboard Enhancements

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.<h3></h3>Automatically update the customer’s assigned catalog whenever their company or location changes. Support for percentage-based or pre-created catalogs.

Catalog Assignment on Company Change

Transform shared carts into Shopify draft orders with a single click. This feature streamlines order processing by allowing team members or sales reps to review, finalize, and convert saved carts into formal draft orders ready for approval or checkout, enhancing workflow efficiency and accuracy.

Cart-to-Draft Order

Company Creation in POS

Enable flexible purchasing control by setting and managing credit limits across your B2B customer base where you can set:• Individual Credit Limits: Set specific credit limits for individual customers, companies, or locations, giving you fine-grained control over purchasing thresholds.• Configure Credit Rules: Define global or segmented credit rules that can be applied to multiple customers, company groups, or store locations, ensuring consistency and compliance across your organization.• Customer Account Integration: Extend credit limit enforcement to the Quick Order form, allowing customers to place bulk or repeat orders while staying within their assigned credit boundaries.• Real-Time Validation: Automatically check credit availability during checkout and display real-time alerts if the limit is exceeded.• Admin Flexibility: Easily update, reset, or override credit limits from the admin dashboard as needed, with full visibility into credit usage and history.

Credit Limit Management

B2B buyers often require personalized pricing, special terms, or volume discounts before committing to a purchase. Without a streamlined way to request and manage quotes, merchants have to rely on manual back-and-forth communication via email or phone, which is time-consuming, prone to errors, and difficult to track. This lack of an integrated quoting process reduces efficiency and can lead to lost sales opportunities.Our integrated quote management feature will allow buyers to easily request personalized quotes and merchants to respond, adjust, and convert them into orders all within the app.Key Features• Convert Cart to Quote: Enable users to seamlessly convert their entire cart into a quote request, preserving product selections, quantities, and custom notes for sales review.• Quote-to-Order Conversion: Once approved, customers can convert quotes into final orders with a single click — no need to re-enter items or start from scratch.• Automatic Quote Approvals: Set up automated approval rules based on predefined criteria (e.g., order value, customer type, product type), reducing manual workload and speeding up fulfillment.• Real-Time Conversations: Facilitate in-app messaging or comment threads between buyers and sales reps, allowing for quick clarifications, adjustments, or negotiations—without leaving the platform.• Quote Management Dashboard: Provide both customers and admins with a centralized dashboard to track quote status, respond to messages, and manage approvals.

Quote Management

Control and customize access to carts based on specific company locations. This feature allows administrators to assign permissions that restrict or grant cart management rights to users depending on their assigned location, ensuring secure and organized cart handling across multiple sites or branches.

Location-Based Permissions for Carts

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.

Email Notifications for Cart Actions

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 Shopi<code>fy</code> B2B functionalities

Company Onboarding

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.<h3></h3>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.

Company Creation and Association Flow

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 &amp; 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.

Custom Tags Assignment on B2B Orders

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.

Completed

Delivery Options with Store Pickup Support

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.

Ability to Add PO Number in POS Draft Orders

Enable B2B buyers and company teams to save, manage, and collaborate on multiple carts within the same store. Customers can:<ul><li>Save and re-use multiple carts for future checkout</li><li>Manage all saved carts from a central dashboard in their account</li><li>Collaborate with teammates through role-based permissions (view, edit, approve, checkout)</li><li>Ensure each company manages only its own carts securely</li></ul>

Shared Multi Cart Management

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.

Ability to Select from Multiple Company Locations

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.

CSV Extension for Customer Accounts

Enhance your product pages with a Variant Table that displays all available product variants in a clear, structured format. This table allows customers to view variant-specific details such as size, color, stock availability, and price — at a glance, and add multiple variants to their cart directly from the product page. Ideal for simplifying the shopping experience and encouraging bulk or multi-variant purchases.

Variant Tables for PDPs

With Quick Order, you can seamlessly integrate product and variant metafields into your order tables. This allows you to display custom attributes—such as SKU details, material types, supplier info, or pricing tiers—directly within the table, enhancing both functionality and customization for tailored B2B or advanced retail workflows.

Product Tables

Metafield Support in Quick Order Tables

Easily tailor the appearance of your Quick Order tables with custom CSS. Style thumbnails, columns, spacing, and more to match your store’s branding and layout preferences. This feature gives you full design control to create a seamless and professional ordering experience.

Custom CSS for Thumbnails

Custom pricing catalogs will be integrated in the Quick Order form meaning that your customers will now see personalized pricing to their account and location when they see the quick order tables on your store.The tables will also respect all the quantity rules defined in your catalogs along with the full support for volume based pricing rules defined in you catalogs.

Catalog Pricing Integration

Allow users to upload or paste CSV data using either SKU or Variant ID as the reference key—whichever suits their workflow best. This flexible import feature lets users seamlessly add or update products in bulk, ensuring compatibility with different inventory management styles and reducing errors during the order process.

CSV Import by SKU or Variant ID

Help Center

Improved

Fixed

Extend B2B Buying

Extend POS for B2B & Wholesale

extendcommerce

In Review

Rejected

High Priority

Low Priority

Customer Request

We’re continuously improving Extend B2B Buying to make B2B shopping faster, easier, and more powerful. Here’s a look at what’s coming across each module

Extend Commerce

Extend B2B Onboarding