What is POinbox?
POinbox is an innovative application tailored for Shopify merchants dealing with wholesale and B2B sales, streamlining the processing of customer purchase orders submitted through email or file uploads. It adeptly handles a variety of formats such as PDFs, Excel spreadsheets, CSV files, Word documents, images, and scanned files, creating draft orders in Shopify for team review. The app enhances buyer identification by connecting them to current Shopify customers, B2B profiles, and their locations, while ensuring that order items correspond with catalog offerings and include specific identifiers for individual customers when needed. Drafts automatically apply pricing from the Shopify catalog and flag any inconsistencies with the original purchase orders for further evaluation. Lines that are not clearly matched are marked for staff intervention before the draft can be finalized, with the relevant purchase order number recorded in the appropriate Shopify field. After receiving approval, the Shopify system takes charge of payment processing, invoicing, and fulfilling orders. Additionally, it is crucial to highlight that POinbox is specifically designed to convert customer-generated purchase orders into draft sales orders, and it is not meant to serve as a tool for managing supplier purchase orders, EDI systems, or wholesale ordering portals. This distinction helps ensure that B2B transactions are handled efficiently and clearly, making the entire process more effective for retailers. Furthermore, POinbox’s user-friendly interface allows for easy navigation, ensuring that users can quickly adapt to the software and streamline their order management processes.