Draft Orders: The Unsung Hero of Shopify's B2B Ecosystem

If you are new to Shopify B2B, you might look at “Draft Orders” and think, “I don’t need drafts, I need real orders!”

But in the world of B2B, the Draft Order is actually your most powerful tool. It is the “Staging Area” of your business logic.

The Difference Between B2C and B2B

• B2C (The “Checkout” Model): The customer adds to cart -> Pays -> Order is Created. The money is captured before the order exists.
• B2B (The “Negotiation” Model): The customer sends a PO -> You confirm stock -> You confirm price -> You Invoice -> They Pay (Net 30).

Shopify’s “Draft Order” perfectly mimics this B2B flow.

Why Extraction + Draft Orders = Magic

When a tool like PO2Order extracts data from a PDF, it shouldn’t create a Final Order immediately. Why?

1. Inventory Flux: The PDF says they want 500 units. You might only have 480. A Draft Order lets you edit the QTY before finalizing.
2. Price Disputes: The PDF lists an old price ($10). Your new price is $12. A Draft Order highlights this discrepancy for a human to review.
3. Shipping Quotes: B2B shipping is complex (freight, LTL). A Draft Order allows you to calculate shipping costs after the items are packed but before the invoice is sent.

The Workflow of the Future

The ideal Shopify B2B workflow isn’t “Order Created.” It is:

PDF -> AI Extraction -> Draft Order Created -> Human “Thumbs Up” -> Invoice Sent.

This workflow gives you the speed of automation with the safety of human oversight. It protects you from committing to bad data while removing the manual labor of typing it in.