Sales Order from Purchase Order (B2B)
Shopify → SAP B1
Apps Required
No-code and low-code platform
Explore how the templates work
Fetch newly created orders from Shopify
The workflow starts when new orders are created in Shopify, using a scheduled trigger to check for new records every 3 minutes.
Check payment status
Filter incoming orders to process only those with a valid payment status.
Decision: PO Number Exists
Check whether the order contains a valid purchase order (PO) number. If a PO number exists, proceed to merge and process the B2B order. If not, create a draft order and send a notification.
Merge paid order with PO data
Merge the filtered paid order with PO number data using an inner join to combine both datasets for downstream processing.
Fetch business partner by email from SAP B1
Look up the business partner in SAP Business One using the customer's email address from the Shopify order.
Fetch open invoices from SAP B1
Retrieve existing open invoices for the business partner from SAP Business One to assess credit exposure.
AI-powered credit validation using OpenAI
Use OpenAI to perform credit control analysis by evaluating outstanding balances, new order amount, total exposure, and payment terms compliance. Returns a decision: approve, approve with warning, or apply credit hold.
Convert AI response to JSON
Convert the OpenAI chat completion response into structured JSON for downstream decision-making.
Decision: Order Validation
Based on the AI credit validation result, decide whether to create a sales order with a credit hold flag or create a standard sales order.
Create sales order with credit hold flag in SAP B1
If the credit check indicates risk, create a sales order in SAP B1 with a credit hold flag and send an alert email to the customer regarding the credit hold.
Create new sales order in SAP B1
If the credit check passes, create a standard sales order in SAP B1, update the Shopify order notes with the SAP document number, and send a confirmation email to the customer.
Handle invalid PO: Create draft order and notify
If no valid PO number exists, fetch the business partner by email, create a draft order in SAP B1, and send a notification to Microsoft Teams alerting the team about the invalid PO number.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Products updated | On products updated in Shopify. |
| New Abandoned Checkout | Triggers when a new abandoned checkout is created in Shopify. |
| New Company Created | Triggers when a new company is created in Shopify. |
| New customers created | On new customers created in Shopify. |
| New products created | On new products created in Shopify. |
| Customers updated | On customers updated in Shopify. |
| New orders created | On new orders created in Shopify. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Refund Created | Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items. |
| Orders Cancelled | Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Return Created | Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return. |
Streamline Your Order Process with Automation
Automated B2B order processing
Automatically process Shopify B2B orders into SAP Business One sales orders, eliminating manual data entry and reducing order processing time.
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AI-powered credit control
Leverage OpenAI to intelligently assess customer credit risk by analyzing open invoices, outstanding balances, and payment terms before order approval.
PO number validation
Automatically validate purchase order numbers on incoming orders, routing invalid POs to draft status with team notifications via Microsoft Teams.
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Proactive customer communication
Automatically send credit hold alert emails or order confirmation emails to customers via Gmail based on the credit validation outcome.
1
Automated B2B order processing
Automatically process Shopify B2B orders into SAP Business One sales orders, eliminating manual data entry and reducing order processing time.
2
AI-powered credit control
Leverage OpenAI to intelligently assess customer credit risk by analyzing open invoices, outstanding balances, and payment terms before order approval.
3
PO number validation
Automatically validate purchase order numbers on incoming orders, routing invalid POs to draft status with team notifications via Microsoft Teams.
4
Proactive customer communication
Automatically send credit hold alert emails or order confirmation emails to customers via Gmail based on the credit validation outcome.
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