Streamline Order Imports with B2B Wholesale Solution App

Table of Contents

1. Introduction
2. Benefits of Using the B2B Wholesale Solution Shopify App
3. Setting Up Custom Pricing
4. Enabling the Public API
5. Obtaining the API Access Key
6. Importing Orders from CSV or XLSX Files
   1. Creating an Import Flow
   2. Mapping Fields from the CSV File
   3. Checking Prices with B2B Wholesale Solution
   4. Importing the File
7. Sharing the Import Form
8. Setting up Notifications and Automations
9. Considerations and Limitations
10. Conclusion

Introduction

In this guide, we will explore how to use the B2B wholesale solution Shopify app to import new orders from CSV or XLSX files. This app is especially useful for businesses that deal with B2B customers or bulk orders with special pricing requirements. By following the steps outlined in this article, you will be able to streamline your order processing workflow and provide a seamless experience for your B2B customers.

Benefits of Using the B2B Wholesale Solution Shopify App

The B2B wholesale solution Shopify app offers several benefits for businesses. Firstly, it allows you to provide custom pricing to specific customers, ensuring that they receive special discounts or pricing arrangements. Additionally, it automates the process of importing orders from CSV or XLSX files, saving you time and effort. By integrating with the Shopify API, the app ensures accurate pricing calculations and seamless order creation. With the B2B wholesale solution, you can efficiently manage and process B2B orders within your Shopify store.

Setting Up Custom Pricing

To start using the B2B wholesale solution app, you need to set up custom pricing. Custom pricing allows you to offer special discounts or pricing rules to specific customers. In the B2B wholesale dashboard, navigate to the custom pricing section and create rules based on customer tags and product SKUs. You can set specific percentage discounts or fixed amounts for each rule. This feature ensures that your B2B customers receive the appropriate pricing.

Enabling the Public API

To integrate the B2B wholesale solution app with other apps such as Easy CSV, you need to enable the public API. By enabling the API, you grant permission for other apps to interact with the B2B wholesale solution app and access necessary data. In the B2B wholesale dashboard, find the "Public API" section and turn it on. If you do not see this option, you may need to upgrade your plan to access the API functionality.

Obtaining the API Access Key

To authorize other apps to use the B2B wholesale solution API, you need to obtain the API access key. In the B2B wholesale dashboard, navigate to the "Public API" section and copy the API access key provided. This key will be used when configuring other apps, such as Easy CSV, to interact with the B2B wholesale solution app.

Importing Orders from CSV or XLSX Files

The B2B wholesale solution app allows you to import orders from CSV or XLSX files with the help of apps like Easy CSV. Follow these steps to set up the import flow and import orders seamlessly.

Creating an Import Flow

To start the import process, set up an import flow using the Easy CSV app. The import flow defines the format and structure of the CSV or XLSX file that will be imported. You can specify headers, mappings for fields, and even configure options such as scheduled fetching from FTP servers. Refer to the Easy CSV documentation for detailed instructions on setting up an import flow.

Mapping Fields from the CSV File

Once you have set up the import flow, you need to map the fields from the CSV or XLSX file to the corresponding fields in Shopify. This step ensures that the data from the file is correctly matched and imported into Shopify. In the Easy CSV app, find the "Fields Mapped" section and map the relevant fields such as SKU, customer email, and order details. This mapping helps in identifying the customer and applying the custom pricing rules.

Checking Prices with B2B Wholesale Solution

To ensure accurate pricing, Easy CSV integrates with the B2B wholesale solution app and checks prices using its API. By updating the pricing settings in Easy CSV, you can specify that it should check prices with the B2B wholesale solution app before falling back to Shopify prices. This step ensures that customers with special pricing rules receive the correct discounts.

Importing the File

With the import flow and field mappings set up, you can now import the CSV or XLSX file. In the Easy CSV app, upload the file using the import flow you created. The app will process the file, match customers based on email or phone number, and apply the custom pricing rules. Once the import is complete, you will find the imported orders in your Shopify store.

Sharing the Import Form

If you need to accept orders from customers or team members in a convenient way, Easy CSV provides an import form that can be shared. The import form allows customers to upload CSV or XLSX files directly, eliminating the need for manual data entry. You can share the import form via a link, embed it in your website, or even set up automated email attachments. This feature simplifies the order submission process for your customers and streamlines order processing on your end.

Setting up Notifications and Automations

To stay informed about import results and ensure smooth order processing, Easy CSV offers notifications and automation features. You can configure notifications to be sent to the account owner or the person importing the orders. This allows you to receive alerts in case of any errors or issues during the import process. Additionally, if you require automated fetching of files from FTP servers, you can set up scheduled fetchers within Easy CSV. These features help automate and streamline the order management workflow.

Considerations and Limitations

While the B2B wholesale solution app offers powerful features, there are some considerations and limitations to keep in mind. Firstly, each file being imported must represent a single order. This ensures that the orders are processed correctly and eliminates confusion in the mapping of fields. Additionally, it is important to communicate to your customers that each file should represent a single order. The B2B wholesale solution app also has certain requirements for customer identification, such as mapping the email or phone number fields correctly. Pay attention to these requirements to ensure accurate customer matching and pricing.

Conclusion

The B2B wholesale solution Shopify app, when used in conjunction with Easy CSV, provides a streamlined solution for importing orders from CSV or XLSX files. By setting up custom pricing, enabling the public API, and configuring the import flow, you can easily import orders and apply custom pricing rules. The app simplifies the order submission process for B2B customers, saves time on manual data entry, and ensures accurate pricing calculations. With the information and steps provided in this guide, you can optimize your order management process and provide a seamless experience for your B2B customers.

Highlights

• The B2B wholesale solution Shopify app allows importing orders from CSV or XLSX files.
• Custom pricing can be set up to offer special discounts to B2B customers.
• Enabling the public API is necessary to integrate with other apps like Easy CSV.
• The import flow and field mappings in Easy CSV make importing files seamless.
• B2B wholesale solution verifies pricing using its API before falling back to Shopify prices.
• Sharing the import form simplifies the order submission process.
• Notifications and automations in Easy CSV help monitor import results and automate order processing.

FAQs

Q: Is the B2B wholesale solution Shopify app compatible with all Shopify plans? A: The availability of the B2B wholesale solution app may vary depending on your Shopify plan. Some advanced features, such as enabling the public API, may require an upgrade to a higher plan.

Q: Can I apply different pricing rules to different B2B customers? A: Yes, the B2B wholesale solution app allows you to set up custom pricing rules based on customer tags. You can create multiple rules and apply them to specific customers or groups of customers.

Q: Can I import multiple orders from a single CSV file? A: No, each CSV file should represent a single order when using the B2B wholesale solution app. This ensures proper mapping of fields and accurate order creation.