B2B Order Agent

by Pocket Square, a Fusion5 Company

B2B Order Agent allows sales reps and staff members to place B2B orders on behalf of customers. Sometimes, Draft Ordering isn't enough. B2B Order Agent allows sales representatives and staff members within your organization to impersonate your B2B/Wholesale customers on the front end of your website, placing orders on their behalf. When impersonating a B2B customer with B2B Order Agent, you will be able to see any customer-specific catalog visibility, pricing and volume discounts/increments, just as the customer would. Sometimes, Draft Ordering isn't enough. B2B Order Agent allows sales representatives and staff members within your organization to impersonate your B2B/Wholesale customers on the front end of your website, placing orders on their behalf. When impersonating a B2B customer with B2B Order Agent, you will be able to see any customer-specific catalog visibility, pricing and volume discounts/increments, just as the customer would. more Impersonate customers on your website front-end to place orders on their behalf Guide customers through a B2B ordering experience with an on-brand experience Limit which customers an impersonator can access to their specific accounts Submit orders under each Company to review and approve later, or automatically Leverages Shopify's B2B Companies, Customers & Checkout