Create a B2B Company
Creates a B2B company record with location, payment terms and a main contact, then assigns the right catalog.
B2B Not yet verified
B2B Orders Review
/b2b-orders Summarizes wholesale orders for a period by company: revenue, order count, unpaid invoices and overdue terms.
Add opens your Shopify admin with the skill prefilled; review it there and click Add. If nothing appears, use Copy and follow the steps below.
Personalize before you add
Values come from your store profile when set. Leave a field blank to keep the placeholder and fill it in Sidekick.
The skill
Suggested shortcut:/b2b-orders Review my B2B orders for [TIMEFRAME]. ## Steps 1. List orders placed by company customers in the period. Group by company: order count, revenue, average order value, most ordered products. 2. List orders with payment terms that are unpaid, with the due date and days overdue where past due. 3. Compare total B2B revenue with the previous period of the same length. ## Output A table by company, then a table of unpaid invoices sorted by most overdue, then one line comparing the period with the previous one. Do not send payment reminders or change any order in this skill.
How to add it to Sidekick
- Click Add to Sidekick above. Your Shopify admin opens with the skill ready to review. Click Add. Done.
- If the button does nothing in your store: click Copy skill, open Sidekick in your admin, type
/, choose Create new skill, name the shortcutb2b-orders, paste the text as the instructions, and save. - To run it, type
/b2b-ordersin Sidekick. Sidekick keeps up to 25 skills; manage yours from the skills menu.
What you get
A wholesale dashboard on demand: who ordered, how much, and who owes you money.
When to use it
Weekly, and before calling a wholesale customer.
Variations
- “Draft a polite payment reminder for each overdue invoice” pairs with
/b2b-quote-emailtone.
Limits
Requires B2B on Shopify. Orders placed by wholesale customers without a company record are not grouped.
Related skills
Wholesale Catalog Setup
Creates a B2B catalog with a percentage-off price list and quantity rules for a set of products, after showing the plan.
B2B Not yet verified
Weekly Sales Review
One-screen weekly review: revenue, orders, AOV, top and declining products, and three actions for the week.
Analytics Not yet verified