NOIR & BLANCO COMMUNITY
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What is Shopify Flow?
Shopify Flow is an automation tool that allows merchants to create workflows that automatically perform tasks and actions in Shopify based on specific triggers and conditions, helping reduce manual work and improve store management.
How can Shopify Flow help B2B merchants?
Shopify Flow helps B2B merchants automate repetitive tasks and workflows, such as managing company accounts, updating customer information, tagging orders, approving processes, sending notifications, and connecting different business operations.
What are B2B company metafields?
B2B company metafields are custom fields that allow merchants to store additional information about Shopify B2B companies, such as account details, customer-specific data, internal notes, or business-related attributes beyond Shopify’s standard company information.
B2B company metafields are custom fields that allow merchants to store additional information about Shopify B2B companies, such as account details, customer-specific data, internal notes, or business-related attributes beyond Shopify’s standard company information.
See lessCan metafields be searched?
Yes. Shopify metafields can be searched in certain areas of Shopify, depending on the resource type, search tools, and available filters. They can also be used to store custom data that helps organize and manage products, customers, orders, and other store information.
Can I migrate existing customers to B2B companies?
Yes. Merchants can migrate existing customer data into Shopify B2B companies by importing and organizing customer profiles, company information, locations, and purchasing relationships. Additional setup or custom migration work may be required depending on the source system and data structure.
What is customer order migration?
Customer order migration is the process of transferring existing customer order data from another ecommerce platform or system to Shopify. This may include order details, customer information, product data, payment records, and fulfillment history.
Customer order migration is the process of transferring existing customer order data from another ecommerce platform or system to Shopify. This may include order details, customer information, product data, payment records, and fulfillment history.
See lessCan sales staff have restricted access?
Yes. Sales staff can have restricted access in Shopify by assigning specific permissions and roles, allowing businesses to control which areas and information team members can view or manage.
What are sales staff permissions?
Sales staff permissions are access controls that determine what sales team members can view or manage in Shopify, such as customers, orders, products, companies, locations, and sales-related activities. These permissions help businesses control staff access and maintain account security.
What is customer-specific publishing?
Customer-specific publishing is a feature that allows merchants to show different products, catalogs, pricing, or content to specific customers or customer groups based on their accounts, business relationships, or assigned permissions.
Can catalogs contain only selected products?
Yes. Shopify B2B catalogs can contain only selected products, allowing merchants to control which products are available to specific companies or customer groups. This helps create customized buying experiences and negotiated product selections.