B2B Sales Agent Ordering

Shopify B2B Ordering • Field Sales & Rep Portal

B2B Sales Agent Ordering App

Empower Sales Reps to Place Wholesale Orders on the Go

Enable field agents and sales reps to order on behalf of Shopify
B2B company accounts with assigned price catalogs, tiered volume
breaks, custom net payment terms, and merchant review.

Assigned Companies & Locations Shopify B2B Price Lists & Catalogs Mobile Ordering PWA & Portal for Reps Instant Shopify Draft Order Sync

★ 7-day free trial • Zero transaction fees • Direct Shopify Plus B2B compatibility • Zero code injection

Rivio B2B Sales Agent Ordering mobile portal and sales rep interface banner

1-Click

Order on Behalf

Reps log in and place orders directly for assigned wholesale accounts

100%

Catalog B2B Pricing

Automatically inherits company catalogs, volume tiers & net terms

Instant

Draft & Direct Orders

Create draft quotes for review or push directly to fulfillment

Auto

Sales Rep Attribution

Tag reps on orders automatically for error-free commission tracking

TRUSTED BY HIGH-VOLUME WHOLESALE & D2C BRANDS EXPANDING INTO B2B

VOLTONICS
LUMINA • PRO
MERIDIANB2B
APEX SUPPLY
NORDIC GOODS

ENGINEERED FOR FIELD VELOCITY

High-Precision B2B Ordering Built Directly on Shopify Plus

Replaces cumbersome paper order sheets, unformatted WhatsApp messages,
and error-prone phone calls with an instantaneous mobile portal.

Assigned Companies & Multi-Location Selector

Sales reps only see the specific wholesale clients assigned to them by administrators. Easily toggle between multiple warehouse locations, shipping addresses, and regional purchasing hubs.

  • Restricts reps exclusively to assigned accounts
  • Switches between client branches and warehouses seamlessly
  • Prevents cross-agent account and client visibility
  • Centralizes multi-location ordering in one screen
Territory RestrictionMulti-Location SwitcherAccount IsolationRole-Based Visibility

Company-Specific Catalogs & Volume Tier Pricing

Pulls exact Shopify Plus B2B price lists, volume breaks, and negotiated
contract tiers in real time. Reps can never mistakenly offer incorrect non-
contracted pricing or invalid SKUs.

  • Syncs live Shopify Plus contract prices
  • Applies tiered volume discounts automatically
  • Blocks invalid SKUs and out-of-catalog items
  • Eliminates pricing and discount calculation errors
Contract Pricing SyncVolume Tier DiscountsSKU Rule EnforcementReal-Time B2B Catalogs

Draft Order Creation with Merchant ApprovalWorkflow

Reps assemble wholesale orders in the field; orders flow seamlessly as
Draft Orders directly into Shopify Admin for merchant review, inventory
hold, or instant invoice dispatch.

  • Submits field orders directly as Draft Orders
  • Holds inventory automatically pending approval
  • Lets merchants edit and approve quotes instantly
  • Sends invoice links directly upon merchant approval
Draft Order EngineMerchant Approval GateInventory ReservationOne-Click Invoicing

Rep Attribution, Commission Tracking & Net Terms

Tag orders with sales rep metadata for commission reporting and ERP
reconciliation. Enforce client Net 30, Net 60, or credit limits automatically
without backend intervention.

  • Tags orders with rep metadata automatically
  • Enforces customer Net payment terms on checkout
  • Protects orders with account credit limits
  • Syncs rep attribution with external ERPs
Automated Rep TaggingNet Terms EnforcementERP Metadata SyncCredit Limit Safeguards

Sales Rep Commission Dashboard

Give sales agents real-time visibility into their performance, paid earnings, and pending commissions. Reps can track monthly targets, view order-level payouts, and download commission statements without contacting back-office staff.

  • Shows live pending and approved payouts
  • Breaks down commissions per order and SKU
  • Lets reps track personal monthly targets
  • Exports clean CSV statements for payroll
Real-Time PayoutsOrder-Level BreakdownRep Self-ServiceAutomated Statements

Dedicated Mobile Apps for Agents & Merchants

Equip reps with a fast mobile ordering app for trade shows and in-person client visits, while giving store owners an instant companion app to review, modify, and approve pending wholesale draft orders on the go.

  • Lets reps place rapid orders at trade shows
  • Delivers 1-tap draft order approvals for owners
  • Sends push alerts for high-value quotes
  • Scans product barcodes using mobile cameras
iOS & Android NativeTrade Show Ordering1-Tap Order ApprovalsPush Notifications

RAPID AGENT ORDERING WORKFLOW

The End-to-End Field Ordering Pipeline

Streamline every step from sales rep login to final warehouse order allocation.

1

Sales Rep Onboarding

Role-based access & PIN authentication for reps

2

Company & Location

Select authorized client account & target hub

3

Wholesale Cart Build

Live B2B tier pricing & volume contract rates

4

Instant Order / Draft

Submit as draft order or instant checkout with Net terms

5

Allocation & Sign-off

Automated inventory hold & back-office dispatch

SIMPLE, TRANSPARENT PRICING

Predictable Plans for Growing Sales Teams

Every plan includes the tools you need to tailor checkout behavior to your store.

Starter

For emerging sales teams and boutique wholesale operations.

$$29.99 / month

  • Up to 3 Active Sales Reps
  • Full Shopify Plus B2B Sync
  • Company & Location Assignment
  • Draft Order & PO Creation
  • Standard Email Support
Start 14-Day Free Trial

Starter

For large enterprise sales forces scaling high-volume B2B accounts.

$$119.99 / month

  • Unlimited Sales Rep Seats
  • Multi-Territory & Manager Hierarchies
  • Custom ERP & CRM Webhook Sync
  • Dedicated Account Architect
  • Custom SLA & 24/7 Phone Support
  • White-Label Rep Portal UI
Contact Enterprise Sales

Plan prices and included features are editable examples based on the design reference. Confirm current pricing and terms in the Shopify App Store before publishing.

EMPOWER YOUR SALES FORCE

Equip Your Field Sales Team with the Ultimate B2B Ordering Tool

Start your 14-day free trial today and experience how fast, accurate, and seamless your wholesale sales operations can be.