Product · four modules
What Copiara adds to Shopify B2B.
Shopify runs the catalog, the checkout and the money. Copiara runs the wholesale work around it: the quote, the approval, the credit call, and the answer a buyer wants before your counter opens.
From RFQ to an order that holds its price.
A Shopify draft order can carry an agreed price, but Shopify has no RFQ or versioned quote record on any plan. The back-and-forth lives in an email thread, and the thread becomes the record. Copiara gives the request, the rounds and the acceptance one place to live.
- A buyer requests a price from your storefront, by a request form or an Add to quote button on a product page, instead of sending an email.
- Negotiation rounds stay on one record, with every version kept.
- A margin floor, worked from your cost per item in Shopify, is enforced by the server, not calculated by hand.
- An accepted quote is placed in Shopify as an order with the agreed prices locked.
Rev 1 · Request from the buyer
Halverson, Akron10 × STV-AVS-048asked $700.00 eaRev 2 · Counter from your team
margin 10.7%10 × STV-AVS-048$735.00 ea“We can do $735 each on all 10. They can ship to Akron this week.”
Accepted · Q-0007
Placed in Shopify- Agreed price, locked
- $735.00 ea
- Payment terms, from Shopify
- Net 60
- Total
- $7,350.00
Routing slip
Order total $6,200.00- Submitted by Dale BrennanBuyer, Halverson Mechanical Supply
- Rule: orders over $5,000.00 go to an ApproverOrder total exceeds the $5,000.00 approval threshold.
- Approved by Nadia KowalskiFrom her own Shopify customer account
- Placed in ShopifyThe decision stays on the order
The policy your buyer already has, finally visible to your store.
Every buying company has a spend policy whether or not your store knows about it. Shopify has no buyer-side approval step on any tier, so the policy runs on email.
- Spend limits per buyer
Set on the person, so the rule travels with the buyer rather than with your rep's memory.
- Chains that route themselves
Anything over a limit goes to the right approver, without anyone forwarding anything.
- A record, not an inbox
When someone asks who approved it, the answer is on the order.
- Cleared before it is placed
Approval finishes before the order is placed in Shopify, not after the goods are on a truck.
The credit decision belongs at submission, not at collection.
Shopify payment terms let a company buy on Net 30 and mark the invoice overdue when it is late. They do not hold an order against a credit limit. That call is still yours, and for most distributors it lives in a spreadsheet.
What counts toward a company's credit
- In approval
- Approved
- Placed, not yet paid
For an order placed in Shopify, the amount is what Shopify says is still owed, so a paid order frees the credit.
When an order would go over the limit
- Let it through with a warning (the default)
- Refuse it at submission
- One limit per buying company
An account with no limit is never held back.
- Exposure, counted from orders
Counting only what has already been billed would always give the optimistic number.
- Decided when it is submitted
The decision lands at submission, not at collection.
- The buyer sees it too
Their payment terms, the credit left, and whether each order is paid, read back from Shopify.
On your storefront
Self-serve ordering that still knows the rules.
Quick order
Paste a list or upload a CSV. Each line is matched by your SKU or product name, at that buyer's price.
Add to quote
A button on your product pages. Signed-in trade buyers add to a quote request and stay on the page. Retail shoppers see nothing.
Shipping and tax, up front
Shopify's own rates and tax for the ship-to branch, shown on the quote before the buyer commits.
Ship in parts
Split an order into two to six dated shipments, up to 60 days out. Each becomes its own Shopify order on its date.
Lists and reorders
Saved lists a buyer orders from again, without retyping a single SKU.
Trade account
Quotes, approvals and lists inside Shopify's own customer accounts.
Copiara does not rebuild your store.
Companies, payment terms, price lists, draft orders and B2B checkout are Shopify's. Copiara configures them and hands the money path straight back. Your team works in an app inside the Shopify admin. Your buyers stay on your own theme, where the concierge is an app embed rather than a chatbot on someone else's domain.
Get on the early access list.
Tell us what you sell wholesale and how your buyers order today. We will tell you which parts of Copiara would earn their place on your store, and let you know when it is listed.