ApproveCart B2B
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ApproveCart B2B docs

Getting started

Set up a small test company first, complete the full request flow, and then expand the policy to production buyers.

Before installing

You need a Shopify store using Shopify B2B companies and locations, plus new customer accounts. The test buyer must be associated with a company and company location.

Install from the Shopify App Store

Configure the first workflow

  1. Install and approve the Shopify permissions. Open ApproveCart B2B from the Shopify admin.
  2. Choose a plan. Starter provides core approvals and up to 50 new requests per rolling 30 days. Growth adds unlimited requests, advanced rules, approver self-management, and expiry.
  3. Set the merchant default. Choose whether buyers inherit a default threshold, have no threshold, or require a custom policy.
  4. Sync or review company profiles. Confirm the test buyer appears in the expected company context.
  5. Assign an approver. The approver must be an active manager for the same company. The Shopify B2B main contact can be selected automatically as the first approver where available.
  6. Set an operational alert address. This merchant address receives only routing and email-delivery problems; normal request and decision emails go directly to approvers and buyers.
  7. Add exceptions. Configure a company limit or individual buyer override only when it should differ from the default.
  8. On Growth, configure rules and expiry. Start with one narrow rule and a practical expiry window.

Run an end-to-end test

  1. Sign in to the storefront using the test buyer's new customer account.
  2. Build a cart that exceeds the buyer's effective limit or matches a rule.
  3. Submit the cart to the company approver and confirm the approver receives an email linking to that request.
  4. Follow the email link, sign in as the approver, and inspect the products, variants, quantities, subtotal, and note.
  5. Adjust a quantity or add a company-catalog product, then save the cart changes.
  6. Approve the final saved request.
  7. Confirm the buyer receives the decision email, then return as the buyer, restore the approved cart, and continue toward checkout.
  8. After approval, change a quantity to confirm the approval no longer unlocks the changed cart.

Roll out safely

Start with one company and representative users. Document who owns approver assignment, how exceptions are requested, how long an approval should remain valid, and who handles support before adding more buyers.

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