Settings Guide

1. Overview

Open Settings in OrderFlow to see the Settings overview. Settings are grouped into Order page & access, Catalog & ordering rules, Communications, Storefront look, Integrations, Data & privacy (collapsed; select Show options) and Plan. Every link opens its own page: Order page settings (the order page switch, page content, buyer eligibility, B2B settings and store integration); Product sync and ordering rules (the Catalog and ordering page: product sync, new buyer welcome, category tiles, order minimum, matrix view, minimum order quantities and price display); Notifications and reminders; Email templates; Email branding (your logo, colours and company details in buyer emails); Branding; Integrations (Google Analytics 4 and Shopify Flow); Data export and deletion (under Data & privacy → Show options); and Plans and billing. Use the back arrow to return to the overview. Old links to a settings tab still open the right page.

Notification emails, reorder reminders and the weekly digest have their own Notifications page: Settings → Communications → Notifications and reminders.

Email templates have their own page too: Settings → Communications → Email templates.

Every settings page with fields (Order page settings, Catalog and ordering, Notifications, Email templates, Email branding and Integrations) uses Shopify's save bar: it appears at the top of the admin as soon as you change something. Click Save to apply all your changes at once, or Discard to go back to the saved values. While there are unsaved changes, the admin keeps you on the page until you save or discard. Actions that run immediately — product sync, minimum-quantity rules, data export and the deletion request — never open the save bar. The Data export and deletion page has no save bar. Changes take effect immediately after saving — there is no deploy step or waiting period. The quick order page on your storefront reflects the new settings the next time a customer loads it.

The settings page uses Shopify Polaris components throughout, so the interface feels native to your Shopify admin experience. Form fields include inline validation and helpful descriptions to guide you through each option without needing to reference documentation.

If you are setting up OrderFlow for the first time, we recommend working through the sections from top to bottom. Start with Order Page Settings and Buyer Eligibility to get the basics configured, then move on to email and integrations when you are ready to expand the functionality.

2. Order Page Settings

Find these settings under Settings → Order page settings. The Order Page section controls the core behavior and content of your quick order page. These settings determine whether the page is accessible and what customers see when they visit.

These settings give you basic control over the page's availability and messaging. For visual customization (colors, fonts, layout), use the Branding page instead.

3. Buyer Eligibility

Buyer Eligibility controls who can access the quick order page. This is one of the most important settings for B2B stores that want to restrict the ordering interface to specific customer segments rather than making it available to all visitors.

Three access modes are available:

Regardless of which mode you choose, customers must be logged in to use the quick order page. Anonymous visitors are always redirected to the store's login page first. After logging in, they are returned to the quick order page automatically.

4. B2B Settings

The B2B Settings section is on Settings → Order page settings. It is visible on Standard and Plus plans. On Standard and Plus, it shows the B2B detection status — whether company-based B2B is detected (on a Shopify Plus store with B2B companies), market-based B2B is detected via Shopify Markets and catalog price lists, or no B2B is configured. B2B features require a paid plan.

On a Shopify Plus store with B2B companies, the section additionally shows approval threshold controls (Standard and Plus plans). When enabled, B2B company buyers placing orders above the threshold create a draft order for your review instead of completing checkout immediately. You approve or reject the draft order from the Orders page in the OrderFlow admin.

When no B2B companies are detected on your store yet, an info banner appears explaining that the setting will take effect once you set up B2B companies in Shopify. The feature remains visible so you can pre-configure the threshold before onboarding your first company.

Draft orders created by the approval workflow appear on the Orders page under a "Draft orders" tab (only visible when B2B is active on your store). Each draft shows the buyer's name, company, line items, and total. You can approve it (which converts it to a real order that the buyer can check out) or reject it with a note explaining why. Draft order actions are audit-logged with the actor, timestamp, and outcome.

5. Store Integration

The Store Integration section provides your unique proxy URL and step-by-step instructions for adding the quick order link to your store's navigation. This is the URL customers use to access the ordering page.

Your proxy URL looks like your-store.myshopify.com/apps/orderflow and is generated automatically when you install the app. A copy button next to the URL makes it easy to grab the full address without manual selection.

When your store has a primary custom domain connected in Shopify, the URL uses it (for example shop.example/apps/orderflow); otherwise it uses your-store.myshopify.com. OrderFlow picks up a new custom domain the next time you open the app. If you customise the App Proxy URL in Shopify (Settings → Apps → OrderFlow), OrderFlow picks up the new path after the first customer visit to the order page and then uses it in the links shown in the app, the menu instructions and emails.

Below the URL, step-by-step instructions walk you through adding the link to your store navigation:

1. Go to Content > Menus in your Shopify admin.
2. Select your main menu (or any menu where you want the link to appear).
3. Click "Add menu item".
4. Set the title (e.g., "Quick Order") and paste the proxy URL.
5. Click Save.

The proxy URL works with any Shopify theme. It is served through Shopify's App Proxy on your storefront domain, with its own header and your OrderFlow branding. To show it inside one of your theme's pages instead, add the optional OrderFlow quick order block (see Getting Started). You can add the link to your main menu, footer menu, or any custom navigation structure your theme supports.

6. Notifications

The Notifications page (Settings → Communications → Notifications and reminders) configures the addresses and sender information used for all OrderFlow email notifications. These settings apply to every email template — order confirmations, merchant notifications, issue alerts, and reorder reminders.

These settings are on the Notifications page. When you change a field, the save bar appears at the top of the Shopify admin: select Save to apply every change at once, or Discard to undo them. While you have unsaved changes, OrderFlow asks you to save or discard before you leave the page. If an address isn't valid, nothing is saved and the field shows what to fix.

All OrderFlow emails are sent through Resend, a transactional email service. Deliverability is handled automatically — you do not need to configure DNS records or SMTP settings. Emails are sent from an OrderFlow domain with proper SPF and DKIM authentication.

7. Email Templates

OrderFlow includes four customizable email templates that cover the key communication touchpoints in the ordering workflow. Each template can be enabled or disabled independently, and the subject line and body text are fully editable.

Open Settings → Communications → Email templates and choose a template in the Template list. Your unsaved changes to each template are kept when you switch between templates. When anything changes, the save bar appears at the top of the Shopify admin: Save applies every changed template at once, and Discard undoes them all. If a template has a problem (an empty subject or text, a variable that email doesn't support, or a missing required variable such as {{orderName}} in order emails), nothing is saved and the field shows what to fix.

On the Free plan, every OrderFlow email ends with a short "Sent via OrderFlow" line. Standard and Plus send without it, including test emails. If a template has not been set up for your store yet, OrderFlow sends the built-in default text so order emails still go out; open this page once to create your own editable copy.

Each template lists the variables it supports below the editor. Common ones:

Wrap optional parts in {{#if poNumber}}…{{/if}} so they disappear when the value is empty. New stores get a merchant notification whose subject reads "New order #1042 — Company (DK)" and which ends with a link to the order in Shopify admin. Templates you already saved are never changed; copy the variables into your own template to use them.

In the body, **text** shows as bold and [link text](https://…) becomes a link. Values OrderFlow fills in for variables are always inserted as plain text: a customer name or product title that contains HTML, asterisks or link syntax appears exactly as typed and never becomes formatting or a link. Line breaks in a value are kept. The subject line is plain text. Each email also has a plain-text version for email apps that don't show formatting; there, bold text appears without the asterisks and a link appears as its text followed by the address in brackets.

On Standard and Plus, Insert image uploads a PNG or JPG under 500 KB to your Shopify Files and adds it to the end of the text as a line like ![Alt text](https://cdn.shopify.com/…), which you can move. An image shows full width on its own line. Only Shopify Files links show as images: any other link in that form stays as plain text. Images you add keep showing even if you change plan. In the plain-text version of the email, an image appears as its alt text followed by the link. The first upload may ask you to allow OrderFlow access to Shopify Files, the same prompt as the logo upload under Email branding.

Select Send test email to send the template that's on screen, including unsaved changes, to your notification email with sample values. The test doesn't save anything, and the save bar stays as it was. If no notification email is set, it goes to the address that gets account emails.

8. Email Branding

Open Settings → Communications → Email branding to give the emails your buyers receive your look: order confirmations, order issue emails, reorder reminders and buyer invitations. Your own notification emails stay plain. Email branding is included in the Standard and Plus plans; on the Free plan the page shows every option and a preview, with an upgrade card at the top.

You can set:

• Logo: upload the image in Shopify admin → Content → Files, copy its link and paste it into Logo image URL. Only links that start with https://cdn.shopify.com/ are used; PNG or JPG around 400 px wide works best. Choose Small, Medium or Large. Without a logo, your store name is shown.
• Accent colour: your brand colour from the Branding page, or a custom colour. It colours links and highlights.
• Background: Light, Warm or Neutral.
• Company details: up to 600 characters, for example your legal name, address and VAT number, and up to four footer links (each must start with https://).

To add a logo, drop a PNG or JPG under 200 KB on the logo area. OrderFlow uploads it to your store's own Shopify Files (Content → Files) and fills in the link; select Save to use it. The first time, Shopify asks you to allow OrderFlow to upload files. OrderFlow only adds files and never changes or deletes yours. If your staff account doesn't have permission to manage files, ask the store owner, or upload the image in Content → Files and paste its link.

Nothing changes for your buyers until you choose Turn on branded emails in the banner at the top of the page, or save once. This applies even if you keep every setting at its default. After that, changes are saved with the save bar like on the other settings pages.

The Preview shows exactly what a buyer receives, with sample data, and updates as you type. Pick the email to preview, switch between Light and Dark, and between Desktop and Mobile. Email apps in dark mode get a matching dark version with readable text and links.

To go back to plain emails, select Reset to plain emails and confirm. Your branding settings are removed, and the next emails are plain again.

The Email templates page has a preview too, and its Send test email uses the same branding as a real email: branded once Email branding is turned on for your plan, plain otherwise.

9. Reorder Reminders

Reorder Reminders automatically email customers who have not placed an order through OrderFlow within a configurable time period. This is a lightweight way to re-engage inactive buyers and encourage repeat ordering without manual outreach.

The Reorder reminders section of the Notifications page has two controls: an enable toggle and a reminder interval in days. The interval can be set anywhere from 7 to 365 days, with a default of 30 days. For example, if you set the interval to 14 days, a customer who last ordered 15 days ago will receive the Reorder Reminder email template.

When enabled, OrderFlow checks daily for customers who have exceeded the inactive period. Only customers who have previously placed at least one order through OrderFlow receive reminders — new customers who have never ordered are not included. Each customer receives at most one reminder per inactive period to avoid email fatigue. After a buyer orders again, a new inactive period starts, and they can be reminded once more when it passes. Reminders only go to customers who crossed the inactive period within the last 7 days, so turning the feature on does not email customers who lapsed long ago.

The content of the reminder email is controlled by the Reorder Reminder template on the Email templates page (see above), which must be enabled. Customize the subject line and body to match your brand voice. Common approaches include a friendly check-in ("Time to restock?"), a promotional angle ("New items since your last order"), or a direct prompt ("Your usual order is one click away").

10. Catalog and ordering

Open Settings → Catalog & ordering rules → Product sync and ordering rules to reach the Catalog and ordering page. It keeps your product cache fresh and controls what buyers see on the quick order page, for both first-time and returning buyers.

When anything changes, Shopify's save bar appears at the top of the admin: Save applies every change at once, and Discard reverts them. If a value is invalid (for example a rate percent above 100, a category tile without a label or search query, or a minimum quantity below 1), nothing is saved and the field shows what to fix. Clearing a field and saving removes it. Product sync and the product or collection MOQ rules act immediately and never open the save bar.

11. Integrations

Open Settings → Integrations → Integrations. The page connects OrderFlow with Google Analytics 4 and Shopify Flow. When you change the Measurement ID or the search-term setting, Shopify's save bar appears: Save applies both at once and Discard reverts them. An ID in the wrong format is not saved, and the field shows what to fix.

Use these Flow triggers to build custom automations in Shopify Flow — for example, sending a Slack notification when a large order arrives, tagging customers who place repeat orders, or alerting your team when the monthly limit is reached so they can consider upgrading. See the Flow guide for detailed automation recipes.

12. Data export and deletion

Open Settings → Data & privacy → Show options → Data export and deletion. The page has two immediate actions and no save bar: requesting a data export and requesting deletion of your data.

We recommend exporting your data before you uninstall or request deletion. Once deleted, the data cannot be restored — even by Mentilead support.