Orders Guide

1. Overview

The Orders page in the OrderFlow admin shows every order placed through your quick order page. You can view order details, expand line items, track order status, and export your data. For Shopify Plus merchants on the Plus plan, a Draft Orders tab handles B2B order approvals.

Navigate to Orders in the sidebar to access the page. Orders are displayed in a table sorted by date, newest first. The page shows orders placed through OrderFlow specifically — it does not duplicate your regular Shopify orders.

2. Order Table

The order table displays the following columns:

Orders are paginated. Use the Previous and Next buttons at the bottom of the table to navigate between pages. If no orders have been placed yet, the table displays an empty state message: "Orders will appear here once customers start placing orders through your quick order page."

3. Order Details

Click the "N items" link on any order row to expand the line item details inline. The expanded view shows each product in the order with:

• SKU — The product variant's SKU code
• Product — The product title and variant name
• Quantity — How many units were ordered
• Unit Price — The price per unit
• Line Total — Quantity multiplied by unit price

Click "Hide items" to collapse the detail view. You can expand multiple orders at the same time to compare line items across orders.

Clicking the order number (e.g., #1042) opens the full order in your Shopify admin in the same browser tab. From there you can manage fulfillment, refunds, and customer communication through Shopify's native order management tools.

4. Status and Source Badges

Each order displays two color-coded badges for quick visual scanning:

Status Badges

Source Badges

The source badge helps you distinguish which orders came through OrderFlow versus your standard storefront checkout. This is useful for measuring OrderFlow's impact on your B2B ordering volume.

5. Exporting Orders

Click the "Export" button in the top-right corner of the Orders page to download your order data as an XLSX spreadsheet. The export includes all orders placed through OrderFlow with full line item details.

When you click Export:

1. A processing banner appears at the top of the page
2. The export runs in the background (you can continue using the app)
3. When complete, a success banner appears with a download link
4. Click the download link to save the XLSX file

The download link is valid for 14 days. Recent exports are listed in Settings under the Advanced tab so you can re-download previous exports.

6. Draft Orders (B2B)

If you're on the Plus plan with Shopify Plus, a "Draft Orders" tab appears next to the Orders tab. This is where B2B orders that require approval are listed.

Draft orders are created automatically when a B2B company buyer places an order above the approval threshold. Instead of going straight to Shopify checkout, the order is held as a draft for your review. The threshold can be set globally in Settings or per-company via Shopify admin.

How Thresholds Work

• Global threshold — Set in OrderFlow Settings under B2B Order Approval (e.g., $2,000). Applies to all B2B companies by default.
• Per-company threshold — Set via a custom metafield on the company in Shopify admin (Customers → Companies → select company → "Approval Threshold" field). Overrides the global threshold for that specific company.
• No threshold — If no threshold is configured, all B2B orders go through normal checkout regardless of amount.

The Draft Orders tab shows a pending count badge (e.g., "Draft Orders (3 pending)") so you can see at a glance how many orders need attention. Each draft order shows the company name, buyer name, order total, and when it was submitted.

Non-B2B customers always use normal Shopify checkout regardless of any threshold settings. Draft order approval only applies to authenticated B2B company buyers.

7. Approving and Rejecting Drafts

Each pending draft order has two actions:

• Approve — Converts the draft into a real Shopify order. The B2B buyer's payment terms apply (e.g., Net 30). The order appears in your regular Shopify orders list for fulfillment.
• Reject — Opens a dialog where you enter a rejection reason. The draft is marked as rejected and the buyer is notified. Rejected drafts remain visible in the list with a "Rejected" status badge so you have a complete audit trail.

Once approved or rejected, the draft order's status updates immediately. Approved orders move to Shopify's order management where you handle fulfillment, shipping, and invoicing as usual.

Draft order approvals are logged in OrderFlow's audit trail. You can see who approved or rejected each order and when, which is useful for compliance and internal accountability.

8. Plan Access

The Orders page is available on all plans including Free. You can always view orders, expand line items, and export data regardless of your plan.

Draft order management requires the Plus plan. Standard plan merchants have access to B2B market-based pricing but not the company-based draft order approval workflow.