Open a question to read the answer. Use the topics on the right to jump to a section.Getting started
Does B2B Plus replace Shopify Admin for orders?
No. It extends your workflow inside admin and connects to Shopify orders, draft orders, companies, and inventory concepts your store already uses.
Who should use the app daily?
Typically warehouse/planning, wholesale operations, customer service handling B2B orders, and sales leadership reviewing rep activity.
Where do buyers place orders?
Usually on your online store or through flows your team configures (for example, sales rep–assisted ordering). Admin users manage data and exceptions here.
Get started with B2B Plus — full guide
Dashboard
Why did my numbers change after midnight or week boundaries?
Rolling windows and calendar ranges affect totals. Match the same date range when comparing two screenshots.
Why don’t I see sales rep stats?
Your organization may not use reps, or the feature may be disabled in your build.
Can I export the Dashboard?
Typically no—export lives on grids such as Inventory where supported.
B2B Plus Dashboard guide — full guide
B2B App Pre-setup
Who should edit Pre-setup settings?
Designate a small group (operations lead + integration owner) to prevent mid-season churn.
Will order splitting affect refunds?
Refunds still tie to the underlying Shopify order—but reporting and ERP segments may reference splits. Coordinate with finance before changing split rules.
Do I need shipping windows and inventory thresholds before go-live?
Yes for most B2B rollouts—configure shipping windows, inventory thresholds, and related Pre-setup options with your implementation partner before buyers place orders.
B2B App Pre-setup Guide — full guide
Inventory
Why did Available drop after we didn’t ship anything?
New orders or drafts may reserve quantity as committed. Open the relevant orders or check planning reports.
Can I undo an upload?
Depends on implementation—often you import a correcting file or use bulk edit. Check Logs for what changed.
Where do failed rows go?
Use Logs / upload history links to download failed records when available.
Inventory overview — full guide
Orders
Why do I see multiple rows for one order number?
Order splitting may be on. Each split can represent a fulfillable segment even though Shopify holds a single order.
Can I fix a wrong shipping address after payment?
Often yes from order detail, depending on permissions—some gateways restrict edits after capture.
Why isn’t my order appearing in the B2B app?
Most often a delayed or failed sync. Confirm the order in Shopify, check the Archived tab, and clear filters before assuming it is missing.
Orders overview — full guide
Draft orders
Why can’t I delete a draft?
It may be locked by another user’s session, restricted by permission, or referenced by an integration—check Logs or retry after refreshing.
Does validating inventory guarantee shipment?
Validation reflects records at that moment—high-volume stores should re-check before pick/pack if delays occur.
Draft Orders — full guide
Line Sheets
What is a Line Sheet?
A curated product catalog in B2B Plus that wholesale buyers or sales reps browse and order from. See
Line Sheets overview.
Can I schedule a Line Sheet to publish automatically?
Yes—set a future Publish start date and the catalog becomes visible once that date arrives, without a manual publish step.
Why don’t buyers see my catalog?
Confirm status is Publish, today is inside the publish window, and products are Active in Shopify.
Line Sheets overview — full guide
Purchase Orders
Can I create a Purchase Order without a supplier?
No—Supplier is mandatory. Create stays disabled until one is selected.
How is inventory updated after receiving products?
Each receive moves quantity out of Incoming and into sellable Quantity / On-hand for that SKU and warehouse.
Can I edit a Purchase Order after it is closed?
No—Closed or Cancelled POs cannot be edited or received against. Use Duplicate to start a new PO from the same data.
Purchase Orders overview — full guide
Sales Representatives
What if two reps share one login?
Avoid shared credentials—it breaks attribution and assignment auditing. Create distinct customer logins.
Why does checkout reject a rep code?
Confirm the rep is Active, the code matches, and extensions validating codes are enabled.
Can I import multiple Sales Representatives at once?
Sales Representatives overview — full guide
Payments and Invoices
Can I create an invoice from the Invoices page?
No—generate invoices from the order Payment section (or a fulfillment card). See
Creating an Invoice.
Can I collect partial payments?
Yes—choose Partial payment in Collect payment and enter any amount up to the balance due.
What does External invoice ID mean?
The identifier used by an external ERP or accounting system when invoices are synced externally.
Payments and Invoices overview — full guide
Warehouse ↔ Company Mapping
What is Warehouse ↔ Company Mapping?
The link between Shopify locations (warehouses in B2B Plus inventory) and Shopify B2B companies / company locations, so stock, fulfillment, and storefront availability stay aligned.
Which modules use warehouse–company context?
Inventory, Warehouse Inventory Settings, Orders, Purchase Orders, the storefront Product Order Matrix, Sales Representatives assignments, and Dashboard inventory counters.
Why do inventory uploads say warehouse not found?
The WAREHOUSE value must be a real Shopify location ID. Create the location in Shopify Admin → Settings → Locations first, then re-upload.
Warehouse ↔ Company Mapping overview — full guide
Activity logs
Can I delete log rows?
Usually no—they’re protective records.
Why don’t I see a webhook entry?
Shopify must deliver the webhook and your job must record it—timing issues or disabled topics can cause gaps.
Activity logs and troubleshooting — full guide
ERP integrations
Who creates API keys?
Typically your developer or IT admin using the app’s credential workflow—never share secrets in email or tickets.
Can we pause integrations during inventory counts?
Yes—coordinate freeze windows; pause schedules on the ERP side or temporarily disable jobs per your runbook.
ERP integrations overview — full guide
Introduction