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

Troubleshooting

The "Submit Order for Approval" button doesn't appear

Work through these in order:

  1. Feature enabled? Orders → Draft Orders → Settings → Enable Submit Order for Approval is on.

  2. App embed on? Theme editor → App embeds → Easy B2B Wholesale is enabled.

  3. Customer eligible? With Approved B2B customers only, the customer must be logged in and carry a tag that matches one of your Customer Group tags. A logged-out or untagged visitor correctly sees the normal Checkout button.

  4. Group tags in sync? The storefront reads a synced tag list. It refreshes whenever you save a Customer Group — if you added a group tag and it's not taking effect, open that group and save it once.

  5. Plan gate. Storefront features render on Advanced+ plans.

Quick check (browser console on the cart page):

const d = JSON.parse(document.getElementById('orb2b-wholesale-data').textContent);
console.log('enabled:', d.draftOrders?.enabled, '| custTags:', d.customer?.tags, '| groupTags:', d.groupTags);
  • enabled: false → feature/embed off, or settings not synced.

  • custTags shares no value with groupTags → the customer isn't in an eligible group (tag them, or add the group).

  • The store token may need a refresh — reopen the app from Shopify admin.

  • Check the order's payment term is valid; on a non-Plus store, if native payment terms aren't accepted the app falls back to recording the term on the order note (the order is still created).

Payment term shows "Due on receipt" when I expected a Net term

The term follows the cascade: a customer in a group whose B2B payment term is unset falls through to the shop default. Set the group's term in Customers → Customer Groups, or override it on the order at confirm time.

Emails not arriving

See Draft Order emails and Emails not sending. Common causes: SMTP not configured, spam folder, or the notification toggle off.

Status stays "Invoiced" after the customer pays

Payment is completed and tracked in Shopify → Orders. The Draft Orders list shows Invoiced after the link is sent; automatic "Paid" status sync is planned for a later release.

Last updated

Was this helpful?