The admin person needs to open the search bar, search for the product (or multi-select), add them to the order, then go and adjust quantities. We've had different B2B businesses say they usually have conversations with customers like this: "I need 5 of SKU1234, 2 of SKUABC and 12 of SKU8910", which using Draft Ordering would be very difficult. As B2B Order Agent uses the front-end, you can quickly add items to your cart using quick add from collection, product matrixes or any other front-end customisations you've made.

Without clicking into the product in the admin (and away from the order screen) it's hard for the sales rep to check product specifications, imagery or other details so they need to have exceptional product knowledge to use admin. This came up with products that have technical details that are very specific to the sales process.

If you're visiting customers in person, it's not very exciting to show them the backend of Shopify to place their order. If you have a nice front-end experience, it would be far more on-brand to lead them through this process to fill up their order. It also then shows the customer 'how easy it is' so the rep may not need to help them next time.

This one is a little less relevant now that functions can run on draft orders, and draft orders can have metafields that carry from draft to full order, but there are still some requirements that can only be done if the order is placed on the front-end of the website. These might be to support operational flows, capture specific information or confirmation from customers or a range of other business-specific things.

Yes, B2B Order Agent requires you to be using Shopify Plus so you have access to the B2B capabilities of the platform.

B2B Order Agent does not work with any other Shopify plans.

No, B2B Order Agent comes with a 7 Day Free Trial.

No, this app can be installed using App Blocks or App Sections with no development required.

The app will automatically inherit your body font. You can change the background colour of the block to a suitable brand colour within Customise Theme.

No, the app is very lightweight and will not slow down the site.

The app code only loads to customers who have been configured as impersonators (eg your staff and sales reps), so this will have no impact at all on regular customers.

We always recommend installing any app on a clone of your published theme to test it out, but as this app only shows to customers configured as 'impersonators' via their customer account, there is no risk in testing this on your published theme.

Yes, once you've installed B2B Order Agent, you can choose who can impersonate customers via their customer account under the "More Actions" menu.

B2B Order Agent uses customer accounts, not staff accounts to impersonate customers.

Yes, any changes you've made to the front-end experience will show to those impersonating customers.

If you have customer/company specific customisations made, they will also show provided they are made at a company level, not a company contact level.

As long as those rules/catalogs etc are tied to the company, not the individual customer, yes.

Catalog pricing is applied, as you are effectively signing in as another 'employee' of that company.

We've seen some use cases where an additional discount or store credit amount is stored against a customer at the company (eg the contact 'example@acme.com' and not the company "ACME"), which don't apply.

Yes, orders are placed as Draft Orders for review/approval as a second step.

All orders created via B2B Order Agent are submitted as draft orders, giving you a chance to approve them before they become 'real orders'.

This could be done automatically using Shopify Flow if you wanted them to be approved instantly.

No they don't. You are temporarily joining their company as a staff member, but they are not notified. If you did want them to be notified, Shopify Flow could be used to configure an email notification.