Hey!
Hoping someone can help me. We just launched a new shopify store and many of our customers are B2B clients. To launch our company our sales reps will mainly be dropping off orders and by default we’re giving our B2B customers 30 day terms. Its easy enough to setup the orders with the payment terms but they are not flowing into our 3PL’s system. they have told us its because they are marked as “unpaid.” Should this be a barrier to fulfilling orders and can anyone suggest a workaround? They suggest we manually entre each B2B order into their system but the challenge with that is that whena customer evntually pays for the order its going to feed into their fulfilment system and get re-shipped.
Just wondering how other B2B sellers manage their fuiflment processes with customers they give payment terms to.
We have the basic plan - not sure if that means anythig.
This is a common gap with B2B payment terms: orders stay at financial_status = pending until the invoice is actually collected, but most 3PL integrations filter what they’ll release for fulfillment off that same field - so a terms order just sits there, even after you’ve approved the customer. The workaround: use Shopify Flow to tag the order “approved-to-ship” once your own check passes (credit ok, PO on file), and have the 3PL key its release logic off that tag instead of financial_status.
Full disclosure: I built TermShield ( TermShield - Block B2B checkout when a company exceeds its credit limit | Shopify App Store ) - it blocks B2B checkout when a customer would exceed the credit limit you set, so any order that completes checkout already carries that “approved” signal for the 3PL.
Happy to go deeper on the Flow/tag setup, or tell me more about what’s failing on your 3PL’s end.