What you need
- The Scale B2B plan
- Companies in Shopify B2B, with locations, catalogs and payment terms. Loyalo uses what you have set up there
Switching standing orders on
- Switch the feature onGo to Subscriptions > B2B settings and switch on standing orders for business customers.
- Choose the frequenciesTick which frequencies a customer may choose: every week, every 2, 3, 4, 6 or 8 weeks, or every 1, 2 or 3 months.
- Decide what the customer may doWith 'Customers make changes themselves in their account' the customer may change quantities, products and the frequency, and stop. When it is off, they can only skip, reschedule and pause.
- Set the reminder, terms and timeThe number of days beforehand on which the customer gets a reminder (0 = no e-mail), the payment terms for locations that have none of their own (0 = due immediately) and the hour at which Loyalo places the orders.
- Switch it on in your theme and customer accountIn the theme editor, under App embeds for Loyalo, switch on repeating an order, and add the standing orders page to the menu of the customer account.
How a standing order starts
| Way | Who | How |
|---|---|---|
| In the cart | The buyer | Chooses to repeat the order and picks a frequency |
| From an earlier order | The buyer | In the customer account an order has a button to repeat it |
| In the dashboard | You | Under Standing orders (B2B) enter the order number and choose how often. Loyalo takes over the products, the company and the location |
Managing a standing order
The list under Subscriptions > Standing orders (B2B) shows per company and location the products, the frequency, the next date and the last order. You search by company, location or number and filter on active, paused and stopped.
| Part | What you do there |
|---|---|
| Products | Change quantities and add a product from that company's price list |
| Schedule | Change the frequency and move the next order to another date |
| Placed orders | The result per date: placed with an order number, or skipped |
| History | What was changed and by whom |
At the top of the list a message shows how many standing orders could not be placed. Open the standing order for the error message of the last attempt.
Prices and payment
The price per item and the minimum quantities come from the company's catalog in Shopify. If you change a price there, it applies to the next order. The order is placed on account, with the payment terms of the location; Shopify sends the invoice. No direct debit and no mandate are needed.
What the customer arranges
| Action | Always | Only when changes by the customer are on |
|---|---|---|
| Skip once, reschedule or pause | Yes | |
| Change quantities and products | Yes | |
| Choose another frequency | Yes | |
| Stop | Yes |
The customer does this in the customer account, under Standing orders. A few days before every order they get a reminder, so they can still change something.
Points and tiers for business customers
With the Customer Loyalty add-on business customers earn points too. You give them a rate and tiers of their own, for example on volume. See the article Tiers and customer groups.
Why not an ordinary subscription for business customers?
Shopify does not allow subscriptions for business buyers. A standing order does the same in a different way: Loyalo places an ordinary B2B order on the agreed day.
When is the order placed?
On the day of the standing order, at the hour you choose in the settings.
Which payment terms apply?
The terms of the location in Shopify. If a location has no terms, the default terms from the settings apply.
Can I serve B2B and consumers in the same shop?
Yes. Consumers take a subscription, business customers a standing order on account. Both are in the same dashboard.
Tiers and customer groups
Set up tiers on amount spent, orders, points or volume, give a discount and free shipping per tier, and keep consumers and business customers apart.
Setting up selling plans
Create subscription plans with frequencies, discounts and products. Loyalo puts them on your products as native Shopify Selling Plans.
Team and shops
Give colleagues a role (owner, admin, staff or viewer), work with several shops and follow every change in the activity log.