3 minute read
B2B Purchases with Custom Workflows on Shopify
Shopify is a popular eCommerce platform that allows business owners to easily set up an online store and sell their products. Although Shopify is often used for business-to-consumer (B2C) transactions, many of its features can also be adapted for business-to-business (B2B) purchases.
One area that may be of particular interest to B2B business owners is the ability to create custom workflows and approval processes for their purchases. Individual workflows and approval processes are an integral part of B2B transactions. These processes ensure that the right people are involved in the purchasing decision, that the correct approval is obtained, and that good records are kept.
However, setting up these processes can be time-consuming and complex, often requiring expensive software or development services. This is where Shopify comes into play.
With Shopify, business owners can easily create custom workflows and approval processes for B2B purchases without the need for complicated coding or expensive third-party services. The platform offers a variety of features that can be customized for B2B transactions, including user roles and permissions, customizable invoices and payment terms, and a robust order management system.
One of the key features that makes Shopify a great option for B2B purchasing is the ability to assign user roles and permissions. This allows business owners to assign different levels of access and control to their team members so that only authorized people can initiate or approve transactions. This is particularly useful for companies where multiple decision makers are involved in the buying process.
Additionally, Shopify’s customizable invoices and payment terms make it easy for B2B businesses to create professional-looking invoices, set net 30 payment terms, and even offer wholesale pricing on bulk orders. This flexibility makes it easier for companies to work with different types of B2B customers and adapt their payment processes accordingly.
Furthermore, Shopify’s order management system allows business owners to track and manage all of their B2B orders in one place. This includes the ability to view order status, track shipping, and generate reports to gain valuable insights into B2B sales performance.
In summary, while Shopify is known as a B2C eCommerce platform, its versatile features and customizable options also make it an excellent choice for B2B businesses. From user roles and permissions to customizable invoices and a robust order management system, Shopify provides all the tools necessary to make it easy to create custom workflows and approval processes for B2B purchases.