B2B Orders Review
Summarizes wholesale orders for a period by company: revenue, order count, unpaid invoices and overdue terms.
B2B Not yet verified
Create a B2B Company
/new-company Creates a B2B company record with location, payment terms and a main contact, then assigns the right catalog.
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:/new-company Create a B2B company record for [COMPANY NAME] with [PAYMENT TERMS] payment terms. ## Steps 1. Check that B2B is available on this store. If not, stop and say what plan or feature is needed. 2. Ask for anything missing in one message: billing and shipping address, main contact name and email, tax ID if required, and which catalog or price list applies. Default to the store's existing wholesale catalog if only one exists. 3. Show the company record you will create: name, location, payment terms, checkout settings (invoice or card), contact, catalog. 4. Ask for approval. Only after a clear yes, create the company, location, contact and catalog assignment. Send the contact an invitation only if I confirm. ## Output The proposed record as a short list, then "Create this company?", then the confirmation with a link. Do not create duplicate companies; search first and stop if one matches the name or contact email.
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 shortcutnew-company, paste the text as the instructions, and save. - To run it, type
/new-companyin Sidekick. Sidekick keeps up to 25 skills; manage yours from the skills menu.
What you get
A complete company setup in one pass instead of five screens, with a duplicate check first.
When to use it
Every new wholesale account.
Variations
- “Also create a draft first order for the products they asked about”.
Limits
B2B features depend on your plan. The skill checks and stops if the feature is not available.
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
Wholesale Quote Email
Drafts a wholesale quote email with a priced product table from your catalog, terms and next steps.
B2B Not yet verified