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Extend - POS for B2B

In Review

Feature

Quotes Management in POS

Huda

Fulfillment Location Assignment

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.

View company metafields or tags

karvi_b

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

Edit Company Details from POS

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

Company Creation in POS

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

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

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.

Payment Term Synchronization in POS

A solution where the fulfillment location should always default to the POS location. However, in the dropdown for fulfillment, there should also be an option to select the main online default location. This would satisfy all situations by allowing the app user to decide how they want to handle fulfillment, making the POS location default but allowing an override for when they need to drop ship from the central warehouse.

Default POS Location with Override Option

Rose Bee

Help Center

Improved

Fixed

Extend B2B Buying

Extend POS for B2B & Wholesale

extendcommerce

Rejected

High Priority

Low Priority

Multi - Cart

Quick Order

Product Tables

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 - B2B Buying

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

Extend Commerce

Extend - POS for B2B