Enhance B2B Order Management with Dynamic Reviews

Executive summary:

• Dynamically manage B2B order reviews with new API features.
• Enables custom business rules for order validation.
• Exclusively for Shopify Plus merchants.

What changed

With the new orderReviewAdd operation, merchants can define specific rules using the Payment Customization Function to send B2B orders to draft for review. This allows for conditions based on order value, cart contents, or customer attributes, offering more than the previous all-or-nothing approach.

Why it matters

This update offers enhanced flexibility and precision in handling B2B transactions. Merchants can now efficiently manage high-value orders, pre-order items, or new customer validations without manual intervention, improving workflow automation and reducing errors.

Role-specific impact

• Marketers: Ensure campaigns align with custom review processes, providing consistent customer experiences.
• Developers: Utilize the Payment Customization Function API to create and manage complex review workflows.
• Store admins: Benefit from streamlined order management and reduced admin overhead.

Use-case example

Real-world scenario & metric

A company handles high-value electronics orders. They set rules stating any order above $10,000 is reviewed. This reduced fulfillment errors by 15% and improved customer satisfaction.

Implementation checklist

1. Familiarize with the Payment Customization Function API.
2. Create custom rules based on business needs.
3. Test configurations in a staging environment.
4. Deploy to production with monitoring for adjustments.

FAQ

Q: Can I use this for non-B2B orders?
A: No, this operation is exclusive to B2B orders on Plus.

Q: What if I need help with setup?
A: Contact Makro for assistance.

Resources

For detailed API documentation, visit the Shopify API docs.

Need guidance? Talk to Makro.