How to Control B2B Order Reviews at Checkout with Custom Rules

How to Control B2B Order Reviews at Checkout with Custom Rules

Shopify Updates: 

Managing B2B order workflows effectively is critical for businesses. Shopify's Payment Customization Function now allows merchants to dynamically control which B2B orders require review before checkout based on specific conditions.

Introducing the OrderReviewAdd Operation

The orderReviewAdd operation is a new feature that enables merchants to set custom business rules to automatically flag orders for review. This allows greater flexibility and precision when handling complex B2B workflows.

Key Features of OrderReviewAdd

  • Customizable rules based on order value, cart contents, or customer attributes.
  • Automatic conversion of flagged orders into drafts for manual review.
  • Granular control over validation processes beyond static all-or-nothing settings.

Practical Applications for Your Business

Using the Payment Customization Function API, you can streamline critical B2B workflows. Here are some examples:

  • Flag and review high-value orders to prevent fraud or errors.
  • Require approval for pre-order items to manage inventory risks.
  • Automatically review orders from new customers for compliance checks.

Eligibility and Requirements

This feature is exclusively available for B2B orders on Shopify Plus stores. Ensure your business is on the Plus plan to leverage this powerful functionality.

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