BSS B2B Solution: Manual Orders

Manual Orders in BSS B2B Solution: Draft Orders with B2B Prices

Manual Orders is an admin order builder in BSS B2B Solution. You pick a customer and products, and the app applies Price List, Custom Pricing, Volume Pricing, shipping rates, discount codes, tax exemption and payment terms into a Shopify draft order. It needs Advanced or Platinum. Extra Fee, Order Limit and Quantity Increment are not applied.

  • By BSS B2B Team
  • Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed
  • Last updated
Install BSS B2B Solution Back to BSS B2B Solution Needs the Advanced or Platinum plan. BSS B2B Solution has a 14-day free trial on paid plans. 4.9 out of 5 from 1,189 reviews on the Shopify App Store (as of October 10, 2026).

How do I build a manual order?

Open the app and go to B2B orders & discounts > Manual Orders. Turn on Enable Manual Order the first time. Your Shopify staff role must be allowed to create and edit draft orders.

  1. Create the order and pick the customer

    Click Create order, then choose an existing customer or create a new one. The app reads the customer's tags and tax-exempt status and loads the rules that match.

  2. Add products and quantities

    Search by title and tick the variants. Each line shows the original price and the B2B price. When a quantity reaches a Volume Pricing tier, the line recalculates. If a price does not update after you change the customer or quantity, click Reload above the product list.

  3. Add a discount if the order needs one

    Choose a B2B discount code rule, checked against the products in the order, or a custom discount as a percentage or amount with a reason.

  4. Choose shipping

    Click Add shipping and pick Free shipping, Custom (your own name and rate), B2B shipping rates (calculated from your Shipping Rate rules) or Shopify shipping rates (needs a customer with a full address).

  5. Set taxes and payment terms

    Taxes are calculated for you. For a customer who is not tax exempt, click Tax and clear Charge Taxes to remove tax from this order only. Tick Payment due later to choose due on receipt, within 7, 15, 30, 45, 60 or 90 days, custom days (1 to 366) or a fixed date, and set the issue date. The due date is calculated for you. With payment due later ticked, Send invoice and Mark as paid are turned off.

  6. Preview and finish

    Use Preview invoice to check totals. Click Create order to save the draft in Shopify, then send the invoice so the customer pays online, or mark it as paid.

Manual Orders Select products dialog with variants, quantities
Select products: search by title, tick variants and enter quantities.
Manual order line: 30.00 struck through, 20.00 Custom Pricing
The line shows the original price struck through and the rule that applied.
Select shipping rates dialog with four shipping options
Four shipping options in the builder.

Build your first manual order on an Advanced or Platinum plan. The listing shows a 14-day free trial on paid plans.

What a manual order applies and what it skips

The builder runs pricing rules for the chosen customer. It does not run rules that depend on a storefront cart.

ModuleOn a manual orderHow it behaves
Price ListAppliedChecked first. If it matches the customer and variant, Custom Pricing is skipped for that line.
Custom PricingAppliedSets the line price when no Price List matches.
Volume PricingAppliedTier discounts by quantity or value are applied on top of the price above.
Discount codesAppliedB2B discount code rules are checked against the products in the order.
Shipping RateAppliedAvailable as the B2B shipping rates option.
Net terms (payment terms)AppliedDue on receipt, 7, 15, 30, 45, 60 and 90 days, custom days or a fixed date.
Tax exemptAppliedFollows the customer's tax-exempt flag in Shopify, or you set it by hand on the order.
Extra FeeNot appliedThese work on the storefront cart. Add the lines yourself if the order needs them.
Order Limit, Quantity IncrementNot appliedCheck minimums and multiples yourself before you send the invoice.

Source: BSS user guide for Manual Orders and the app code, checked October 9, 2026.

Import, edit and finish draft orders

You do not have to start from scratch. On the Create order page, Import draft order offers two modes. Import to create copies the customer, addresses and lines of an existing Shopify draft order into a new order and applies your current B2B rules. Import to edit opens a draft order for changes, and saving recalculates every line from your current rules.

The Manual Orders list shows each draft order as Open, Invoice sent or Completed. Sync Order Data refreshes totals and statuses from Shopify, and the pen icon beside an order opens it for editing. For completed orders, the Sufio integration can download an invoice.

  • Add notes to the order so the warehouse has context.
  • Draft orders and invoices follow your store's normal notification settings.
Manual order Payment section: due later, 30 days, due date
Payment terms with an issue date and a calculated due date.

What are the limits of manual orders?

499 line items

The builder blocks an order with more than 499 line items. Split a larger order in two.

Cart-only rules are skipped

Extra Fee, Order Limit and Quantity Increment are not applied. Order Limit and Quantity Increment will not stop a bad quantity on a manual order.

Re-saving overwrites a hand-edited price

If you change a line price in Shopify's draft order editor, do not reopen and re-save the order from Manual Orders. The app recalculates every line from your rules and replaces your edit.

No tax ID check

Tax exemption follows the customer's flag in Shopify or a manual switch. A manual order does not validate a tax ID.

Shopify shipping rates need an address

The Shopify shipping rates option needs a customer with a full address.

Plan

Advanced or Platinum. Essential does not get the module. Free gets it on development stores only.

How it connects to the rest of the app

Manual Orders reads the same rules as the storefront, so a customer who sees $20 online is priced at $20 on the draft order. The rule order is the same too: Price List first, then Custom Pricing, then Volume Pricing on top. A Price List price of $7 with a 10% Volume Pricing tier at 20 units gives $6.30 per unit for 25 units.

Net terms set when the order is created appear as Shopify payment terms on the draft order.

Who should use it

Sales reps, account managers and support staff who take orders by phone or email. If the buyer orders on the storefront, nothing here is needed, since the same rules apply in the cart.

Which plan includes manual orders?

Manual Orders is on the Advanced and Platinum plans. On the Shopify App Store listing, as of October 9, 2026, Advanced is $49 per month and Platinum is $99 per month, with 10% off on yearly billing. The listing shows a 14-day free trial on paid plans.

Use cases for manual orders

Each use case shows one setup with screenshots. Browse all use cases.

Payment section of a manual order with Payment due later ticked, the payment terms Within 30 days and a payment due date
  • BSS B2B Solution

Place Orders on Behalf of Customers

Build draft orders in the Shopify admin with each buyer's custom prices, volume tiers, net terms and tax status applied using Manual Orders in BSS B2B Solution.

Explore use case: Place Orders on Behalf of Customers
BSS B2B Quote Quote Automation, Auto Convert to Draft Order tab, status Enabled with Approve button and Reject button ticked
  • BSS B2B Quote

Approve a Quote and Turn It Into a Draft Order

Send a proposal email with Approve and Reject buttons, and when a logged-in buyer approves, BSS B2B Quote converts the quote into a Shopify draft order and emails the invoice, with no manual order entry.

Explore use case: Approve a Quote and Turn It Into a Draft Order

Guides and glossary

Each topic has one page that owns it. Start from these.

Glossary

Draft orderSales repNet termsTax exemption

User guides on docs.bss-b2b.solutions

More BSS B2B Solution features

Each feature has its own page. See also all BSS B2B Solution features.

Take orders for customers with the right price

Install BSS B2B Solution from the Shopify App Store, with a 14-day free trial on paid plans.

Also: BSS B2B Lock for hidden prices for guests and BSS B2B Quote for quotes and quick order.

Frequently asked questions

What does Manual Orders in BSS B2B Solution do?

It builds a Shopify draft order for a customer from the app admin. The app applies the customer's Price List, Custom Pricing and Volume Pricing, plus discount codes, shipping rates, tax exemption and payment terms. You then send the invoice or mark the order paid.

Which plan includes Manual Orders?

Advanced or Platinum. As of October 9, 2026 the App Store listing shows Advanced at $49 per month and Platinum at $99 per month. It works in the admin, so no theme change is needed.

Does a manual order apply Extra Fee or Order Limit rules?

No. Extra Fee, Order Limit and Quantity Increment work on the storefront cart, and a manual order has none. Add fees yourself and check minimums before you send the invoice.

How many line items can a manual order have?

Up to 499. The builder blocks an order with more lines than that.

Can I edit a price by hand on a manual order?

Yes, in Shopify's draft order editor. Do not reopen and re-save the order from Manual Orders afterwards, because it recalculates every line from your rules and overwrites the edit.

Sources, method and update log

Feature behavior follows our review of the BSS B2B Solution app code on October 3, 2026 and the BSS user guides, and where the guides and the code differ we follow the code. Prices and ratings come from the App Store listing on the date shown. We make BSS B2B Solution, BSS B2B Lock and BSS B2B Quote.

Sources

  1. BSS user guide: Create an order in the backend with discounts (Manual Orders), read . Steps, applied and not-applied modules, plan, payment terms.
  2. BSS user guide: Manual Orders, read . Module overview and import.
  3. BSS user guide: Editing orders from the backend, read . Edit methods.
  4. Shopify App Store listing: BSS B2B Wholesale Pricing, read . Plan prices and trial.

Update log

  • : First version.
  • : Added a mid-page install button.
Install BSS B2B Solution 14-day free trial on paid plans