POinbox Reviews

POinbox Description

POinbox is a specialized app designed for Shopify retailers focused on wholesale and B2B transactions, enabling them to efficiently process customer purchase orders received via email or file uploads. This application is capable of interpreting various formats including PDFs, Excel files, CSVs, Word documents, as well as images and scanned documents, subsequently generating a draft order in Shopify for staff assessment. It facilitates the identification of buyers by linking them to existing Shopify customers, B2B accounts, and their respective locations, while also aligning order items with products listed in the catalog, incorporating customer-specific item identifiers when applicable. By default, the drafts utilize the pricing from the Shopify catalog and highlight any discrepancies with the original purchase orders for further consideration. Any lines that present ambiguous matches are flagged for staff resolution prior to the draft’s finalization, and the corresponding purchase order number is documented within Shopify’s designated field. Once the draft receives approval, the Shopify platform takes over to manage payment processing, invoicing, and order fulfillment. It is important to note that POinbox is specifically tailored for transforming customer-generated purchase orders into draft sales orders, rather than functioning as a tool for supplier purchase orders, an EDI system, or a wholesale ordering portal. This ensures a streamlined approach to handling B2B transactions while maintaining clarity throughout the process.