PO Autopilot
Guides for more reliable Shopify B2B order entry.
Practical explanations of the matching, checking, and review work behind customer orders that arrive outside the storefront.
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How to Automate B2B Order Entry in Shopify
Learn how to automate B2B orders received outside your Shopify storefront, from buyer and product matching through checks, review, and draft-order creation.
Read articleStart with the big picture
Begin with the broader outside-storefront order-entry problem, then follow the focused guides for intake, matching, and order checks.
10 operational guides are organized below by the part of the workflow they explain.
Order intake
Start with the channels customer orders already use.
How to Automate Emailed B2B Orders in Shopify
Turn emailed B2B orders—attachments or body text—into reviewed Shopify draft orders with reliable buyer, product, UOM, and order-detail matching.
Read articleHow to Turn a Customer Purchase Order Into a Shopify B2B Draft Order
Learn how to turn an incoming customer PO into a Shopify B2B draft order by matching the buyer, SKUs, units, pricing, address, and exceptions before creation.
Read articleMatching & mappings
Resolve buyer context, product identity, and units with evidence.
How to match incoming B2B orders to the right Shopify company location
Learn how to match incoming customer orders to the right Shopify B2B company and company location using buyer identity, addresses, and confirmed evidence.
Read articleHow to handle customer-specific SKUs in Shopify B2B orders
Learn how to map a buyer's own product codes to the correct Shopify variants, reuse approved mappings, and keep uncertain matches in review.
Read articleHow to interpret cases, packs, and units of measure in Shopify B2B orders
Learn how to interpret cases, packs, and eaches on incoming Shopify B2B orders using buyer-specific mappings and review before draft creation.
Read articleOrder checks
Surface the details that need attention before draft creation.
How to prevent duplicate customer POs in Shopify B2B
Learn how duplicate customer POs reach Shopify B2B order-entry workflows, what signals deserve review, and how to distinguish repeats from legitimate revisions.
Read articleHow to handle PO price discrepancies in Shopify B2B
Learn how to compare buyer-supplied PO prices with applicable Shopify B2B pricing and route legitimate pricing discrepancies for review.
Read articleHow to check inventory before creating a Shopify B2B draft order
Learn how to surface stock shortages on incoming B2B orders before creating Shopify draft orders—without silently changing quantities or fulfillment decisions.
Read articleHow to handle shipping-address changes on Shopify B2B purchase orders
When a customer PO has a ship-to address that differs from its Shopify B2B company location, compare both before creating the draft order.
Read article