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3.7.2024
1 minute
read
onshopify:
20

A weekly bulletin detailing the latest news and updates from Shopify.

3.7.2024
1 minute
read
onshopify logo
20

A weekly bulletin detailing the latest news and updates from Shopify.

Welcome to Superco: On Shopify, a weekly bulletin to keep you up to date with Shopify Plus news and updates. 

Staff Permissions for B2B Sales Reps (Feb 28)

With the Companies staff permissions, you can set unique permissions for each sales rep to:

  • View companies
  • Create and edit companies
  • Delete companies
  • Assign other sales staff to company locations

Streamline the set up process when adding multiple staff members by creating a predefined role within staff permissions. 

Customise the role title and permission settings to align with your internal organisation structure and select this role everytime you add a new staff member (e.g., users with the "Sales Rep" role can only view and place orders for their assigned company locations).

Retain more revenue with built-in exchanges on Shopify (Feb 28)

Shopify has  just released exchanges for online orders, available to all merchants. 

You can now seamlessly create, track and manage exchanges from your Shopify admin, helping you maximise revenue retention. Offer exchanges across your entire product catalogue and easily track and report on fees associated with returns, providing flexibility during the returns experience.

If you are a Plus merchant, you will receive access to this feature through a test drive, giving you the opportunity to test systems and train staff before exchanges are rolled out to your development and production stores. 

Since this feature impacts the financial accounting of returns in third-party and custom apps, we encourage you to review how returns and exchanges are accounted for.

Add new fields FirstName and LastName on CompanyAddress (Feb 29)

Going forward company location addresses will contain ‘FirstName’ and ‘LastName’ fields in addition to the ‘Company/Attention’ field. ‘FirstName’ and ‘LastName’ will be copied to the same fields on ‘Orders’ and the ‘Company/Attention’ field will be copied to ‘Company’ on ‘Orders’.

For existing company addresses the following changes have been made:

  • Content from the previous ‘Attention’ field has been moved into the new ‘LastName’ field. If the content matches a company contact's name, it has been moved into the new ‘FirstName’ and ‘LastName’ fields.
  • The name of the company has been copied into the ‘Company/Attention’ field.

Price after discount for custom discounts (Feb 29)

Introducing the new "price after discount" field in the Custom Discount feature for POS. With this enhancement, setting the desired end price for a line-item becomes a breeze. The new feature will automatically calculate the discount that needs to be applied, making it straightforward for your staff to achieve the correct price.

Checkout draft orders in POS (Feb 29)

You can now create, send, retrieve, edit, save, and checkout draft orders in POS without requiring access to admin. With this improvement, draft orders have become a powerful in-person selling tool, allowing sales associates to create an order on behalf of customers, to be completed at a later time.

The functionality of draft orders has been extended in order to support draft orders moving across multiple devices, locations and sales channels, creating a more efficient process and decreasing cart abandonment and incompletion of open draft orders.

To create a draft order for a customer, build the cart and then tap the ‘More actions’ button to save as a draft order.

To edit the draft order, find the draft in the Orders tab, then tap ‘Edit’ or ‘Check out’. From here you can edit the products in the cart and check out. If the customer wants to save the edited draft order again, tap the trash icon > save changes.

Code Editor for printed POS receipts (Feb 29)

The new Liquid code editor for printed POS receipts gives brands the power to modify and customise the content and layout of printed receipts.

Leveraging Liquid, Shopify’s open-source template language, the code editor is highly flexible. 

Build receipts that reflect your brand identity including customising the layout, logo, font and text. 

Customise at scale by applying settings to all or specific locations. Increase customer engagement by creating your own QR codes with dynamic and tracking links. 

Compare up to four apps at a time on the Shopify App Store (Feb 29)

The Shopify App Store recently introduced an app comparison feature that allows merchants to easily select and compare up to four apps to see how they stack up across pricing, key features, review ratings, and more — so you can make better, faster decisions.

Migrating D2C customers and orders to companies (Mar 01)

Merchants can now migrate existing D2C customers and their order history to an existing B2B company. The migration can be initiated from the Customer Profile page or the Company Profile page. This action will only be applied to D2C orders and cannot be used to move B2B orders.

This feature is ideal for Plus merchants who have previously had B2B operations and buyers flow through their D2C storefront, resulting in B2B buyers not being a part of any company.

Shopify Flow - Retry workflows (Mar 05)

You can now retry workflows from the Flow app. To use retry, go to any workflow run page and choose the ‘Retry’ button.

You can also bulk retry workflows by opening a workflow, going to the workflow run list and selecting multiple runs. You will see a new "Retry runs" option.

How it works: When you retry, Flow will use the current active version of the workflow. It will use the data present in the original trigger, such as a resource ID (like a product ID). Any data that is retrieved by Flow will be retrieved again during the Retry. For example, if you check the product title in a condition, that data will be retrieved again. If it changed since the original run, you will see the updated information in the workflow.

Retrying workflows is useful in a few scenarios, including: 

  • The workflow ran but did not have the desired effect due to a configuration or data error
  • You are building a new workflow and want to run with the same test data

Collective Discovery inspires with tailored recommendations (Mar 05)

Eligible retailers searching Shopify Collective for new brands to collaborate with, and sell, can now explore new tailored product recommendations based on customer behaviour and the retailer’s own store and search history.

These new sections include:

  • ‘Picked for you’
  • ‘Based on your search history’
  • ‘Your customers searched for’

Buyers can now apply discount code with draft orders (Mar 05)

Buyers can now apply discount codes when completing their draft order purchases, meaning discount codes from your online store are now valid for draft order checkouts. 

Please note that this feature is only available on draft orders created after March 5, 2024, and existing invoices will remain unaffected.

3.7.2024
1 minute
read
on brand logo
20

On Shopify is a weekly bulletin detailing the latest news and updates from Shopify

s for superco logo
3.7.2024
1 minute
read
onbrand:
20

A weekly bulletin detailing the latest news and updates from Shopify.

Welcome to Superco: On Shopify, a weekly bulletin to keep you up to date with Shopify Plus news and updates. 

Staff Permissions for B2B Sales Reps (Feb 28)

With the Companies staff permissions, you can set unique permissions for each sales rep to:

  • View companies
  • Create and edit companies
  • Delete companies
  • Assign other sales staff to company locations

Streamline the set up process when adding multiple staff members by creating a predefined role within staff permissions. 

Customise the role title and permission settings to align with your internal organisation structure and select this role everytime you add a new staff member (e.g., users with the "Sales Rep" role can only view and place orders for their assigned company locations).

Retain more revenue with built-in exchanges on Shopify (Feb 28)

Shopify has  just released exchanges for online orders, available to all merchants. 

You can now seamlessly create, track and manage exchanges from your Shopify admin, helping you maximise revenue retention. Offer exchanges across your entire product catalogue and easily track and report on fees associated with returns, providing flexibility during the returns experience.

If you are a Plus merchant, you will receive access to this feature through a test drive, giving you the opportunity to test systems and train staff before exchanges are rolled out to your development and production stores. 

Since this feature impacts the financial accounting of returns in third-party and custom apps, we encourage you to review how returns and exchanges are accounted for.

Add new fields FirstName and LastName on CompanyAddress (Feb 29)

Going forward company location addresses will contain ‘FirstName’ and ‘LastName’ fields in addition to the ‘Company/Attention’ field. ‘FirstName’ and ‘LastName’ will be copied to the same fields on ‘Orders’ and the ‘Company/Attention’ field will be copied to ‘Company’ on ‘Orders’.

For existing company addresses the following changes have been made:

  • Content from the previous ‘Attention’ field has been moved into the new ‘LastName’ field. If the content matches a company contact's name, it has been moved into the new ‘FirstName’ and ‘LastName’ fields.
  • The name of the company has been copied into the ‘Company/Attention’ field.

Price after discount for custom discounts (Feb 29)

Introducing the new "price after discount" field in the Custom Discount feature for POS. With this enhancement, setting the desired end price for a line-item becomes a breeze. The new feature will automatically calculate the discount that needs to be applied, making it straightforward for your staff to achieve the correct price.

Checkout draft orders in POS (Feb 29)

You can now create, send, retrieve, edit, save, and checkout draft orders in POS without requiring access to admin. With this improvement, draft orders have become a powerful in-person selling tool, allowing sales associates to create an order on behalf of customers, to be completed at a later time.

The functionality of draft orders has been extended in order to support draft orders moving across multiple devices, locations and sales channels, creating a more efficient process and decreasing cart abandonment and incompletion of open draft orders.

To create a draft order for a customer, build the cart and then tap the ‘More actions’ button to save as a draft order.

To edit the draft order, find the draft in the Orders tab, then tap ‘Edit’ or ‘Check out’. From here you can edit the products in the cart and check out. If the customer wants to save the edited draft order again, tap the trash icon > save changes.

Code Editor for printed POS receipts (Feb 29)

The new Liquid code editor for printed POS receipts gives brands the power to modify and customise the content and layout of printed receipts.

Leveraging Liquid, Shopify’s open-source template language, the code editor is highly flexible. 

Build receipts that reflect your brand identity including customising the layout, logo, font and text. 

Customise at scale by applying settings to all or specific locations. Increase customer engagement by creating your own QR codes with dynamic and tracking links. 

Compare up to four apps at a time on the Shopify App Store (Feb 29)

The Shopify App Store recently introduced an app comparison feature that allows merchants to easily select and compare up to four apps to see how they stack up across pricing, key features, review ratings, and more — so you can make better, faster decisions.

Migrating D2C customers and orders to companies (Mar 01)

Merchants can now migrate existing D2C customers and their order history to an existing B2B company. The migration can be initiated from the Customer Profile page or the Company Profile page. This action will only be applied to D2C orders and cannot be used to move B2B orders.

This feature is ideal for Plus merchants who have previously had B2B operations and buyers flow through their D2C storefront, resulting in B2B buyers not being a part of any company.

Shopify Flow - Retry workflows (Mar 05)

You can now retry workflows from the Flow app. To use retry, go to any workflow run page and choose the ‘Retry’ button.

You can also bulk retry workflows by opening a workflow, going to the workflow run list and selecting multiple runs. You will see a new "Retry runs" option.

How it works: When you retry, Flow will use the current active version of the workflow. It will use the data present in the original trigger, such as a resource ID (like a product ID). Any data that is retrieved by Flow will be retrieved again during the Retry. For example, if you check the product title in a condition, that data will be retrieved again. If it changed since the original run, you will see the updated information in the workflow.

Retrying workflows is useful in a few scenarios, including: 

  • The workflow ran but did not have the desired effect due to a configuration or data error
  • You are building a new workflow and want to run with the same test data

Collective Discovery inspires with tailored recommendations (Mar 05)

Eligible retailers searching Shopify Collective for new brands to collaborate with, and sell, can now explore new tailored product recommendations based on customer behaviour and the retailer’s own store and search history.

These new sections include:

  • ‘Picked for you’
  • ‘Based on your search history’
  • ‘Your customers searched for’

Buyers can now apply discount code with draft orders (Mar 05)

Buyers can now apply discount codes when completing their draft order purchases, meaning discount codes from your online store are now valid for draft order checkouts. 

Please note that this feature is only available on draft orders created after March 5, 2024, and existing invoices will remain unaffected.

s for superco logo
3.7.2024
1 minute
read
20

On Shopify #20

On Shopify is a weekly bulletin detailing the latest news and updates from Shopify

Welcome to Superco: On Shopify, a weekly bulletin to keep you up to date with Shopify Plus news and updates. 

Staff Permissions for B2B Sales Reps (Feb 28)

With the Companies staff permissions, you can set unique permissions for each sales rep to:

  • View companies
  • Create and edit companies
  • Delete companies
  • Assign other sales staff to company locations

Streamline the set up process when adding multiple staff members by creating a predefined role within staff permissions. 

Customise the role title and permission settings to align with your internal organisation structure and select this role everytime you add a new staff member (e.g., users with the "Sales Rep" role can only view and place orders for their assigned company locations).

Retain more revenue with built-in exchanges on Shopify (Feb 28)

Shopify has  just released exchanges for online orders, available to all merchants. 

You can now seamlessly create, track and manage exchanges from your Shopify admin, helping you maximise revenue retention. Offer exchanges across your entire product catalogue and easily track and report on fees associated with returns, providing flexibility during the returns experience.

If you are a Plus merchant, you will receive access to this feature through a test drive, giving you the opportunity to test systems and train staff before exchanges are rolled out to your development and production stores. 

Since this feature impacts the financial accounting of returns in third-party and custom apps, we encourage you to review how returns and exchanges are accounted for.

Add new fields FirstName and LastName on CompanyAddress (Feb 29)

Going forward company location addresses will contain ‘FirstName’ and ‘LastName’ fields in addition to the ‘Company/Attention’ field. ‘FirstName’ and ‘LastName’ will be copied to the same fields on ‘Orders’ and the ‘Company/Attention’ field will be copied to ‘Company’ on ‘Orders’.

For existing company addresses the following changes have been made:

  • Content from the previous ‘Attention’ field has been moved into the new ‘LastName’ field. If the content matches a company contact's name, it has been moved into the new ‘FirstName’ and ‘LastName’ fields.
  • The name of the company has been copied into the ‘Company/Attention’ field.

Price after discount for custom discounts (Feb 29)

Introducing the new "price after discount" field in the Custom Discount feature for POS. With this enhancement, setting the desired end price for a line-item becomes a breeze. The new feature will automatically calculate the discount that needs to be applied, making it straightforward for your staff to achieve the correct price.

Checkout draft orders in POS (Feb 29)

You can now create, send, retrieve, edit, save, and checkout draft orders in POS without requiring access to admin. With this improvement, draft orders have become a powerful in-person selling tool, allowing sales associates to create an order on behalf of customers, to be completed at a later time.

The functionality of draft orders has been extended in order to support draft orders moving across multiple devices, locations and sales channels, creating a more efficient process and decreasing cart abandonment and incompletion of open draft orders.

To create a draft order for a customer, build the cart and then tap the ‘More actions’ button to save as a draft order.

To edit the draft order, find the draft in the Orders tab, then tap ‘Edit’ or ‘Check out’. From here you can edit the products in the cart and check out. If the customer wants to save the edited draft order again, tap the trash icon > save changes.

Code Editor for printed POS receipts (Feb 29)

The new Liquid code editor for printed POS receipts gives brands the power to modify and customise the content and layout of printed receipts.

Leveraging Liquid, Shopify’s open-source template language, the code editor is highly flexible. 

Build receipts that reflect your brand identity including customising the layout, logo, font and text. 

Customise at scale by applying settings to all or specific locations. Increase customer engagement by creating your own QR codes with dynamic and tracking links. 

Compare up to four apps at a time on the Shopify App Store (Feb 29)

The Shopify App Store recently introduced an app comparison feature that allows merchants to easily select and compare up to four apps to see how they stack up across pricing, key features, review ratings, and more — so you can make better, faster decisions.

Migrating D2C customers and orders to companies (Mar 01)

Merchants can now migrate existing D2C customers and their order history to an existing B2B company. The migration can be initiated from the Customer Profile page or the Company Profile page. This action will only be applied to D2C orders and cannot be used to move B2B orders.

This feature is ideal for Plus merchants who have previously had B2B operations and buyers flow through their D2C storefront, resulting in B2B buyers not being a part of any company.

Shopify Flow - Retry workflows (Mar 05)

You can now retry workflows from the Flow app. To use retry, go to any workflow run page and choose the ‘Retry’ button.

You can also bulk retry workflows by opening a workflow, going to the workflow run list and selecting multiple runs. You will see a new "Retry runs" option.

How it works: When you retry, Flow will use the current active version of the workflow. It will use the data present in the original trigger, such as a resource ID (like a product ID). Any data that is retrieved by Flow will be retrieved again during the Retry. For example, if you check the product title in a condition, that data will be retrieved again. If it changed since the original run, you will see the updated information in the workflow.

Retrying workflows is useful in a few scenarios, including: 

  • The workflow ran but did not have the desired effect due to a configuration or data error
  • You are building a new workflow and want to run with the same test data

Collective Discovery inspires with tailored recommendations (Mar 05)

Eligible retailers searching Shopify Collective for new brands to collaborate with, and sell, can now explore new tailored product recommendations based on customer behaviour and the retailer’s own store and search history.

These new sections include:

  • ‘Picked for you’
  • ‘Based on your search history’
  • ‘Your customers searched for’

Buyers can now apply discount code with draft orders (Mar 05)

Buyers can now apply discount codes when completing their draft order purchases, meaning discount codes from your online store are now valid for draft order checkouts. 

Please note that this feature is only available on draft orders created after March 5, 2024, and existing invoices will remain unaffected.

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