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Overview

This module is written for merchant staff managing B2B orders in Shopify Admin (Shopify Admin → Apps → B2B Plus → Orders). It covers finding and filtering orders, working through an order's full lifecycle from placement to fulfillment, payment, and returns, and using bulk actions and exports for high-volume operations.

In this guide:

What are Orders?​

An Order in B2B Plus is a Shopify order enriched with B2B-specific context — company and sales rep attribution, payment terms, warehouse and delivery-window assignment, and (when shipment grouping is enabled) a breakdown into multiple shipments per order. The Orders list and order detail page are the primary places staff review, fulfill, bill, and adjust these orders.

B2B Plus Orders page: tabs, Export, search and filters, and orders grid

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Key Features​

  • Quick tabs and a full filter panel for finding orders by status, payment, fulfillment, product, tag, date, warehouse, or sales rep
  • Shipment-aware list rows and order detail, when Order Splitting by Properties is enabled in Settings
  • A two-column order detail page covering fulfillment, payment, timeline, customer, tags, risk, and ERP metadata
  • A two-step fulfillment flow with tracking, holds, and per-shipment invoices
  • Order-level and fulfillment-scoped invoicing, payment terms, and manual payment collection
  • An edit-order flow for adjusting unfulfilled quantities and shipping fees, with inventory validation
  • Refund and Return flows, including formal RMA tracking and Process and refund
  • Bulk actions — approve/reject, mark as fulfilled/unfulfilled/on hold, capture payments, archive, cancel, and tag management — across many orders at once

Order Lifecycle​

  1. Placement — An order is placed by a customer or sales rep and appears on the Orders list, optionally split into shipments per the Order Splitting by Properties setting.
  2. Approval (optional) — Stores using rep approval hold the order as Pending approval until a rep approves or rejects it.
  3. Fulfillment — Unfulfilled lines are picked and shipped through the two-step Mark as fulfilled flow, with tracking added at fulfill time or after.
  4. Payment — Balances are collected via Mark as paid or Capture payment, and B2B Plus invoices can be generated and sent at the order or shipment level.
  5. Adjustment (optional) — Unfulfilled quantities or shipping fees can be changed through Edit order before everything ships.
  6. Refund or return (optional) — Unfulfilled stock is refunded directly; fulfilled stock can be refunded or run through a formal Return with restock and tracking.
  7. Archive — Completed orders can be archived, and cancelled orders can be deleted, from the order detail More actions menu.

Shopify Orders vs. B2B Plus Orders​

Every B2B Plus order is backed by a real Shopify order, but the Orders module adds a layer Shopify's native admin does not have on its own:

  • Shipment-level rows and detail views, driven by Order Splitting by Properties, rather than Shopify's single order view
  • Company, sales rep, and rep-approval context on the order, layered onto the standard Shopify customer and fulfillment data
  • B2B Plus invoices and net payment terms, separate from (but reconciled against) Shopify's own payment status
  • An ERP export payload (View JSON) and per-order/per-shipment XLS, PDF, and line-sheet downloads not present in stock Shopify admin
  • Bulk approve/reject and bulk capture-payment actions specific to B2B workflows, alongside the usual archive, cancel, and tag actions

How Order Splitting Works​

When Order Splitting by Properties is enabled in Settings, B2B Plus creates a separate list row (and separate fulfillment) for each group of line items on a Shopify order that share the same value for one configured property — Season, Delivery date, Start/End date, or Order type. This is what causes a single Shopify order to appear as multiple rows on the Orders list. Full mechanics are covered in Order Splitting.

How Draft / Saved Order Views Work​

Saved views let staff store a current combination of filters, search, and sort as a named tab next to the default quick tabs, so a recurring lookup (for example "Future season — East warehouse — unpaid") can be reapplied in one click rather than rebuilt each time. See Viewing Orders — Saved Views for the full workflow.

For draft orders (quotes and work-in-progress carts before they become live Shopify orders), see Draft Orders.