3 minute read

Maximizing B2B Buyer Approvals on Shopify

Shopify is an eCommerce platform known for its user-friendly interface and reliable features. Although the platform is mainly used by small and medium-sized enterprises to sell products to consumers, it is also increasingly present on the B2B market. Shopify even has some features designed specifically to help B2B buyers manage their approvals on the platform.

One of the most important features that Shopify offers to B2B buyers is the ability to create and manage multiple users and roles. This is particularly useful in companies with a purchasing department or many decision-makers involved in the purchasing process.

On Shopify, the primary account holder can create different users and assign roles such as administrator, employee, or limited staff. This gives you better control over who can access and approve purchases, providing a streamlined approval process.

Additionally, Shopify offers customizable payment options for B2B buyers. This means businesses can set up different payment methods for different users, making it easier to manage purchase approvals. For example, if a company has a line of credit with certain vendors, it can set up a payment option for those approved vendors, making the approval process smoother. This eliminates the need for constant communication between buyers and sellers about payment methods, saving both parties time and resources.

Shopify also has a feature called “draft orders” that allows B2B buyers to create non-public orders. This means buyers can create and save orders in draft form without having to make them public. This is particularly useful in cases where buyers need to obtain approval from superiors or multiple decision makers before making a purchase. The primary account holder can also set permissions for order drafts, which allows specific users to create, view, and edit drafts. Thanks to this, we can be sure that only authorized persons can make changes to the order.

Finally, Shopify has a robust reporting feature that allows B2B buyers to effectively track and manage their approvals. They have access to real-time reports on the status of purchases, including information about which orders are still waiting for approval. This helps buyers keep track of all orders and ensures no approvals slip through the cracks.

To summarize, Shopify offers a wide range of features designed specifically to help B2B buyers manage their approvals on the platform. From customizable user roles and payment options to the ability to draft orders and access real-time reports, Shopify provides a seamless and efficient approval process for B2B buyers.

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