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Business Rules

Rules that govern how orders are created in B2B Plus, how they split, and how exports work.

In this guide:

Order Creation Rules​

Shopify Order Creation​

A B2B Plus order always originates from a real Shopify order — placed by a customer, a sales rep on their behalf, or created as a draft order that is later completed. See Draft Orders.

B2B Order Generation​

B2B Plus reads the resulting Shopify order and, if splitting is enabled, generates the corresponding shipment rows based on the configured property.

Delivery Window Assignment​

Each line item's delivery window comes from its inventory record's Available From/To dates at the time of order placement.

Order Splitting Rules​

Products with Different Ship Dates​

Become separate shipments when the store splits by delivery window or requested ship date. See Order Splitting.

Season-Based Splitting​

When Season is the configured split property, line items from different seasons never share a shipment.

Delivery Window Logic​

The exact date fields compared depend on whether Inventory Dates is configured for a single date or a start/end range. Changing the split setting does not retroactively re-split existing orders.

Export Rules​

Export Permissions​

Row-level and page-level exports are available to any staff account with access to the Orders module; no separate export-specific permission exists today.

File Generation​

Row and header-button exports generate synchronously in the browser. There is no background export queue for Orders the way there is for Inventory uploads.

Report Availability​

Page Export is limited to the current page of results (25 rows). A full filtered export requires paging through results or using per-order downloads. See Exporting Orders.