How Do I Place Orders on Behalf of My Customers?

Your sales team takes orders by phone, email, or at trade shows. Instead of asking the buyer to go through the storefront, a sales rep opens BSS B2B Solution’s Manual Order builder in the admin, selects the customer, and the app automatically applies their Custom Pricing, Volume Pricing, and Net Terms payment terms - then sends an invoice. This is an admin-only workflow; no storefront or app embed is involved.

Step 1: Enable the Manual Order module

In the BSS B2B Solution admin, go to B2B Orders > Manual Orders.
Toggle Enable Manual Order to ON and save.

Step 2: Create a new draft order

Click Create order on the Manual Order list page. The order builder opens.

Select the customer

Search for the customer by name or email. Once selected, the builder loads:

Their Custom Pricing rule - automatically applies the matched price-list discount to every item added.
Their Price List rule - if a variant-level or product-level price list matches, it takes precedence over Custom Pricing for those items.
Any matched Volume Pricing rule - automatically applies tier discounts on top of Custom Pricing or Price List as you increase quantities.

If no rule matches a particular product, the Shopify list price is used.

Add products

Click Add product and search for items by name or SKU. For each variant added:

The builder shows the original price and the B2B price (after Custom Pricing, Price List and Volume Pricing evaluation).
Change the quantity - Volume Pricing tiers recalculate automatically as quantity increases.
You can also apply a one-off custom discount or attach a Discount Code rule via the Discount modal.

Configure shipping

Open the Shipping popover. Options:

Free - $0.00 shipping.
Custom - enter any flat rate.
B2B shipping rates - the builder evaluates your configured Shipping Rate live and pre-populates the cheapest (or highest, per Shipping Rate settings) matching rate for this customer and cart.
Shopify shipping rates - use a Shopify-native shipping rate.

Configure tax

Open the Tax popover. If the selected customer has taxExempt: true on their Shopify record (set by Tax Exempt or Registration Form approval), the Tax Exempt toggle is automatically ON. You can override it here if needed.

Step 3: Attach payment terms

For B2B buyers who pay on account, attach Net Terms payment terms inside the order builder.

In the Payment section, check Payment due later.
Click the Payment terms picker and select the appropriate term:

Due on receipt, Within 7 / 15 / 30 / 45 / 60 / 90 days, Custom days (1 to 366) or Fixed date.

The Send invoice and Mark as paid buttons are disabled while Payment due later is checked - the order is a net-term draft order, not an immediate payment request.

The terms are saved on the Shopify draft order as standard Shopify payment terms, so the due date shows in Shopify admin.

See Set Up Net Terms for the full list of due-date options when using the self-service storefront flow; Manual Order uses the same Shopify payment terms templates.

Step 4: Save the draft order and send the invoice

Add any order tags or notes in the sidebar cards (order tags help filter net-term orders in Shopify admin).
Save the order. The app creates the Shopify draft order and lists it under Order history.
Click Send invoice to open the invoice modal. Enter the buyer’s email, preview the HTML invoice, and click Send. Shopify sends its standard invoice email to the buyer.
When the buyer pays (or you collect payment offline), click Mark as paid. The draft order becomes a real order.

# Example

Sales rep: “Acme Wholesale” (customer tagged wholesale) calls to reorder. Custom Pricing rule: 20% off all products for the wholesale tag. Volume Pricing rule: −5% for 10+ units on all products. Net Terms rule: Net 30 for wholesale tag, min cart $100. Shipping Rate rule: $8 flat shipping for wholesale, 10–49 items.

Step	Detail
Rep selects customer “Acme Wholesale”	Custom Pricing and Volume Pricing rules loaded automatically
Adds 20 × Product A (list $25.00)	Custom Pricing: $25 × 0.80 = $20.00. Volume Pricing 15+ tier: −5% > $19.00. Line total: $380.00.
Adds 5 × Product B (list $40.00)	Custom Pricing: $40 × 0.80 = $32.00. Volume Pricing: fewer than 10 units, no Volume Pricing tier matches. Line total: $160.00.
Sets shipping to B2B shipping rates	Builder returns $8.00 flat (10–49 item tier matches).
Checks Tax Exempt	The customer is tax exempt in Shopify, so tax is off automatically. No tax on the order.
Checks Payment due later > Within 30 days	Issue date: today. Due date: 30 days from today.
Saves draft	Shopify draft order `#D1042` created: $540.00 items + $8.00 shipping, $0 tax, payment due within 30 days.
Sends invoice	Shopify invoice email sent to [email protected] with draft order link.

# Summary

Feature	Role in this scenario	Notes
Manual Order	✅ Admin order builder - creates Shopify draft orders for B2B customers	Admin only; nothing to add to your theme; orders are Shopify draft orders
Custom Pricing	✅ Auto-applied to each line item in the builder	Active rules are checked against the selected customer and applied as a line discount
Volume Pricing	✅ Tier discounts stack on top of Custom Pricing as quantity increases	Recalculates when you change quantity; applied on top of Custom Pricing or Price List
Net Terms	✅ Attaches Net 30 (or other) payment terms to the draft order	Uses Shopify payment terms; Send invoice and Mark as paid are disabled while Payment due later is on
Tax Exempt	✅ Uses the customer’s tax exempt setting from Shopify	No extra setup in Manual Order
Shipping Rate	✅ B2B shipping rates option in the shipping popover calculates the matching Shipping Rate	Same rules as on the storefront; rep can override with Custom or Free