Shopify purchase orders support: B2B workflow + copy‑paste templates
Shopify B2B purchase-order support replies for references, agreed payment terms, partial shipments and documentation. Check the actual company account and approved terms before using a template.
Updated 3 October 2026 · CaseKit team
Build a B2B case record
Record the Shopify order number, buyer’s purchase-order reference, company/location and the contact authorised to discuss the order. A PO document is not proof that payment terms were accepted or an order was approved. Confirm those details in the system your business uses for B2B accounts.
- Check ordered quantities against available and fulfilled quantities.
- Verify the agreed due date and payment instructions.
- Identify who can approve changes or cancellations.
- Check which invoice, tax or delivery documents actually exist.
Separate commercial terms from shipping facts
Use the contract or approved company terms for deposits, net terms and late-payment handling. Use fulfilment records for shipped quantities and recorded carrier events. A partial fulfilment should name the items already allocated to a package and the remaining quantities; do not treat every item as shipped.
What CaseKit can and cannot establish
CaseKit can help draft from the Shopify order context available to it. It does not approve a PO, create an invoice, verify ERP balances or authorise credit terms. Add independently verified B2B information during review. Keep commercially sensitive documents within the buyer’s authorised channel.
Copy-paste starters
Replace every placeholder, check the condition above each reply and remove any action or estimate that is not verified. These templates do not send messages or perform order actions.
PO reference received
Use when: the reference is received, but acceptance has not yet been approved.
Hi {contact_name},
We received purchase-order reference {po_reference} for Shopify order {order_number}. We are checking {approval_or_availability_check}.
I will confirm the result and next step by {next_update_date}.
Best,
{agent_name}Agreed payment terms
Use when: the buyer’s actual terms and secure payment instructions are verified.
Hi {contact_name},
The agreed payment terms for order {order_number}, PO {po_reference}, are {approved_terms}.
Amount due: {amount_and_currency}
Due date: {verified_due_date}
Payment instructions: {verified_secure_payment_instructions}
Please contact us if your accounts team needs further documentation.
Best,
{agent_name}Partial fulfilment
Use when: the items and package status are individually verified.
Hi {contact_name},
Update for PO {po_reference}, order {order_number}:
{items_in_first_package}: {verified_package_status}
{remaining_items}: {verified_remaining_status}
{recorded_tracking_information}
Next update: {next_update_date}
Best,
{agent_name}Invoice request
Use when: the document is available and the recipient is authorised.
Hi {contact_name},
The {document_type} for order {order_number}, PO {po_reference}, is available through {secure_document_location}.
Please confirm if your accounts team needs {available_additional_detail}.
Best,
{agent_name}Address change review
Use when: approval and fulfilment timing must be checked.
Hi {contact_name},
I received the address change request for PO {po_reference}. I will verify the authorised contact and check our fulfilment team’s timing before confirming a change.
Please confirm the proposed address through {secure_support_channel}.
Best,
{agent_name}Cancellation request
Use when: the request is received but financial and fulfilment consequences remain unapproved.
Hi {contact_name},
We received your cancellation request for order {order_number}, PO {po_reference}. I will check the current fulfilment state and applicable agreed terms.
I will confirm the available options, including any payment adjustment, by {next_update_date}.
Best,
{agent_name}