B2B Order Automation

Automate Shopify draft order creation from any document

Convert customer emails, PDFs, spreadsheets, and EDI files into accurate Shopify draft orders. No middleware. No per-sender templates. Built for B2B wholesalers and distributors.

Install on Shopify →Book a 15-min demo

What is draft order automation?

A definition you can act on.

Definition

Draft order automation is the practice of programmatically creating Shopify draft orders from external inputs — emails, PDFs, spreadsheets, EDI files — so B2B teams can review, adjust, and ship orders without manual data entry. Each draft is created via the Shopify Admin API with line items, customer, address, and payment terms pre-filled.

How it works

Four steps from inbound document to fulfillable Shopify order.

01 — Capture

Inbound order arrives

Customer sends an order by email or document. LevelOps receives it via auto-forwarding from Gmail, Outlook, or your shared inbox.

02 — Extract

AI reads the document

Line items, customer, shipping address, PO number, and payment terms are extracted from any format — typed PDF, scanned PDF, spreadsheet, plain email.

03 — Match

Resolve to Shopify catalog

Each SKU matches against your products. Customer matches against your B2B companies hierarchy. Pricing always comes from Shopify, never from the document.

04 — Create

Native draft order generated

A Shopify draft order is created and tagged for review. Your team approves, edits if needed, and converts to a confirmed order — same workflow you use today.

What you get

Six things that matter when draft orders are created automatically.

✓

Native Shopify draft orders. Full functionality — discounts, shipping rates, taxes, B2B price lists, payment terms. Nothing custom; nothing brittle.

✓

Confidence score on every extraction. Low-confidence orders are flagged with a LevelOps-Review tag so your team only checks the edge cases.

✓

No templates, no field mapping. Handles new senders and new layouts on day one. The model generalizes; it does not require setup per customer.

✓

Compatible with Shopify B2B. Resolves to your B2B companies, location hierarchies, price lists, and net terms automatically when present.

✓

Same Shopify workflow your team already runs. Drafts behave like any other draft order — your existing fulfillment, ERP sync, and Shopify Flow automations keep working.

✓

Two-minute install. Install on the Shopify App Store, forward your first order, see a draft in your admin. No middleware, no Zapier, no integrator required.

How it compares

Five ways to create draft orders from inbound documents.

Each option has its place. Here is what to expect from each in a B2B Shopify workflow — including the DIY route with Claude.

Note on the DIY route: Claude is excellent at the AI extraction step. The other 80% of the workflow — email ingestion, attachment handling, SKU and customer matching against your live Shopify catalog, confidence scoring, error recovery, draft-order API plumbing, monitoring, and merchant feedback loops — is what LevelOps productizes so your team does not maintain it.

Frequently asked

Common questions about draft order automation on Shopify.

What is a draft order versus a regular order in Shopify?

A draft order is a pre-order draft your team reviews before charging. It supports custom pricing, discounts, B2B price lists, and split fulfillment. LevelOps creates draft orders so you can verify the extraction before charging the customer or releasing to your warehouse.

Can the draft order be auto-completed without review?

Yes. High-confidence orders can be configured to auto-convert to a paid order or a confirmed B2B order. Low-confidence orders are always held for review. Most customers run a hybrid: auto-complete on known senders, review on first-time POs.

What happens if a SKU on the document does not match my Shopify catalog?

The line item is flagged as unmatched and surfaced on the draft order. Your team resolves it manually once and LevelOps remembers the mapping for future orders from the same customer.

Do taxes and shipping calculate correctly on the generated draft?

Yes. LevelOps creates the draft via the Shopify Admin API, so taxes, shipping rates, and applicable B2B price lists calculate the same way they do in your storefront.

Can I trigger Shopify Flow automations after a draft is created?

Yes. Draft orders fire the standard Shopify Flow triggers, so any approval, fulfillment, or notification flow you already run will fire automatically when LevelOps creates a draft.

Do I need Shopify B2B or Shopify Plus to use draft order automation?

No. Draft order automation works on any Shopify plan that supports draft orders. Shopify B2B unlocks additional features — companies, price lists, payment terms, store credit — that LevelOps will use automatically when present.

Stop typing draft orders. Start reviewing them.

Two-minute install on Shopify, or a 15-minute live demo with a real PO of yours.

Install on Shopify →Book a demo

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