Help and guides

Watch how it works

Or a short clip of one job. They play where they are, and load as you reach them:

Orders, mockups and approvals

• Send a mockup for approvalAttach a mockup or proof to an item on an order, send the order to your customer, and get their approval on record before anything is made.
• Change a mockup or an order after it has gone outCorrect an order or replace a mockup, whether the customer has approved it yet or not, and keep the approval record straight.
• Build an order from scratchFrom pressing New order to a page your customer can approve: the company and buyer, the items, shipping, tax and payment terms.
• Every badge on an order, and what it meansThe five states an order moves through, every payment and fulfilment badge it can carry, and what each one is telling you to do next.

Forms, leads and companies

• Put a quote form on your storeBuild a form, publish it, and put it on your store as a page, a product page button, or both, so requests arrive as leads instead of emails.
• Take wholesale applications and approve companiesLet a business apply from your store, check them, and turn them into a Shopify B2B company that can order on terms.

Invoices, payments and shipping

• Payment terms, invoices and getting paidThe four ways a customer can pay, how to record money that arrives outside Shopify, and where the invoice and receipt come from.
• Shipping, tax and marking an order shippedPick how an order ships, get real rates to show up, choose how tax is charged, and close the loop when it leaves the building.

Vendors and purchase orders

• Vendors and purchase ordersTake supplier applications, approve a vendor, send a purchase order they can confirm online, and record what actually arrived.

Setting up the app

• The first hourWhat to set up before your first real order: your business details, who is on the team, and the one habit that keeps the history straight.
• Every setting, tab by tabWhat each of the nine Settings tabs controls, and which ones are worth visiting before your first real order.
• What lives in Shopify, what lives here, and which way it movesThe app and Shopify hold different parts of the same business. This is the map: what is created where, what syncs both ways, and what cannot be changed once it is placed.