For the complete documentation index, see llms.txt. This page is also available as Markdown.

Enable Draft Orders

Draft Orders is off by default. Turn it on, choose who can submit, set the button label and the shop default payment term.

1. Open Draft Orders settings

In your Shopify admin go to Apps → Orbit B2B → Orders → Draft Orders, then click Settings in the top-right.

2. Turn it on

Toggle Enable Submit Order for Approval. This is the master switch — while off, the storefront shows the normal Checkout button and nothing changes.

The storefront app embed Easy B2B Wholesale must also be enabled in your theme (Theme editor → App embeds) for the button to appear.

3. Eligibility — who can submit orders

Mode
Who can submit
When to choose

Approved B2B customers only (default)

Customers whose Shopify tag matches one of your Customer Group tags

Recommended — keeps retail buyers on normal checkout

Any logged-in customer

Any signed-in customer

Looser, if you don't tag B2B customers yet

Everyone

Anyone, including guests

High-trust or invite-only stores

The check runs on the storefront (to swap the button) and again on the backend at submit, so it can't be bypassed by editing the page.

4. Button label

Set the text shown on the storefront button (default "Submit Order for Approval"). This is a single value you type in your own language.

5. Checkout button selector (advanced)

Leave blank — the app auto-detects your theme's Checkout button (Dawn and most free themes are covered out of the box). Only set a CSS selector here if your theme uses an unusual Checkout button the app can't find.

6. Shop default payment term

Choose the term used when a customer isn't in a group — Due on receipt (pay now) or Net 15 / 30 / 45 / 60 / 90. See Payment terms for the full cascade (group default beats shop default; you can override per order).

7. Auto-create (optional)

Turn on Auto-create draft order & send invoice on submit to skip manual review — see Auto-create on submit. Leave off (default) to review and confirm each order yourself.

8. Notifications

  • Email admin on new order request — you're notified when a request is submitted

  • Email customer on confirm — the customer gets the payment link when you confirm

Next steps

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