Approval presets

A preset is a named set of approval terms in Sami B2B Onboarding. When an application is approved with a preset, the app writes those terms to the buyer’s new Shopify company and its location. You don’t have to set the catalog, payment terms and tax settings by hand for each company.

You can use a preset in three places:

• When you approve an application yourself. The default preset is picked for you.
• In a rule that approves applications automatically.
• In the Approve application action of a Shopify Flow workflow.

Note

Most terms (catalog, payment terms, deposit, checkout, tax, contact role and assigned staff) are set on the Shopify company location. They only reach Shopify when the approval creates a company there, and creating a company in Shopify needs a plan that includes B2B. Without a company, the app puts the tax setting on the buyer’s Shopify customer instead. Customer tags go on the customer either way.

Create a preset

1. Open the Presets tab

   In the Shopify admin, open Sami B2B Onboarding and click Automation in the app menu. The Presets tab opens first.

   Click Create preset at the top of the page. If you have no presets yet, the button is in the middle of the page instead, under No presets yet. The New preset page opens, and the save bar appears at the top.

2. Name the preset

   • Name: what your team sees in the approve dialog and in rules, for example Wholesale standard. A name is required.
   • Default preset: choose Yes to have this preset picked for you whenever you approve an application. Only one preset can be the default. Making this one the default takes the title from the one that had it.
   • Description: an optional note. Only your team sees it.

3. Set pricing

   In the Pricing card on the right:

   • Catalog: pick one of your B2B catalogs. Archived catalogs aren’t listed, and draft catalogs end in “(draft)”. If the note under Catalog reads “No B2B catalogs in this store yet”, create one in Shopify under Products › Catalogs first, then reload the page.
   • Payment terms: pick No payment terms or one of your store’s payment terms, for example Net 30.
   • Require deposit on orders created at checkout: appears once payment terms are chosen. Tick it and enter a Deposit from 1 to 99 percent of the order total, due at checkout.

4. Set checkout and tax

   In the Checkout card:

   • Allow customers to ship to any one-time address: tick it to let the company’s buyers type a shipping address at checkout instead of using the location’s address.
   • Order submission: choose Automatically submit orders, or Submit all orders as drafts for review to have every order arrive as a draft order you review first.

   In the Tax settings card, choose Collect tax, Collect tax unless exemptions apply or Don’t collect tax. With Collect tax unless exemptions apply, pick one or more Shopify tax exemptions under Exemptions. The buyer’s tax ID from the form is saved on the company location as well.

5. Set the customer

   In the Customer card:

   • Default contact role: the role the buyer gets at their company location. Choose Location admin or Ordering only.
   • Customer tags: type a tag and press Enter, or pick one of your store’s existing tags from the suggestions. The tags are added to the buyer’s Shopify customer when an application is approved with this preset.

   A new customer always gets the tags. A customer who already existed gets them only when the form’s Shopify panel has If the customer already exists set to Update with application data. A buyer who was signed in to their customer account when they applied doesn’t get them. See Existing Shopify customers.

6. Assign sales staff

   In the Assigned staff card, click Add staff and pick up to 10 people. On approval, they’re added as sales staff on the company’s location in Shopify. Staff whose Shopify permissions are limited to assigned locations see only their own companies and orders.

   Only people who have opened the app can be picked. To add someone, give them access to the app in Shopify, then ask them to open it once.

7. Save

   Click Save in the save bar. You see Preset saved, and the page title changes to the preset’s name. To go back to the list, click Automation in the breadcrumb beside the title.

The deposit option appears only after you choose payment terms.

Preset settings

Setting	What it does	Default
Name	The name shown in the approve dialog, in rules and in Shopify Flow.	None (required)
Default preset	Picks this preset for you when you approve an application.	No
Description	A note for your team.	Empty
Catalog	The B2B catalog assigned to the company location.	None
Payment terms	The payment terms set on the company location.	No payment terms
Deposit	The percentage of the order total due at checkout (1–99). Only with payment terms.	Off
Allow customers to ship to any one-time address	Lets buyers enter a different shipping address at checkout.	Off
Order submission	Submit orders as usual, or as drafts for you to review.	Automatically submit orders
Tax settings	Collect tax, collect it unless exemptions apply, or don’t collect it.	Collect tax
Exemptions	The tax exemptions that apply. Only with Collect tax unless exemptions apply.	None
Default contact role	The buyer’s role at their company location.	Location admin
Customer tags	Tags added to the buyer’s Shopify customer on approval.	None
Assigned staff	Up to 10 people added as sales staff on the company location.	None

To approve applications automatically with a preset, add a rule whose action is Approve automatically and choose the preset there. See Rules that decide applications.

Manage your presets

The Presets tab lists every preset. Type in the search box to find one by name or description, or click Sort to order the list by Name or Last updated. Two columns show where a preset is used:

• Companies: how many companies were approved with it.
• Rules: how many rules apply it.

Click a preset’s name to edit it. Changes apply to approvals from then on. Companies that were already approved keep the terms they got.

Click the … button at the end of a row for more actions:

• Set as default: makes this the default preset. You see Default preset updated, and the Default badge moves to this row.
• Duplicate: creates a copy with “copy” after its name, for example “Wholesale standard copy”, and opens it. Change what differs and save.
• Delete: asks you to confirm first (see below).

Each row’s … menu lets you make a preset the default, duplicate it or delete it.

Delete a preset

1. Open the delete dialog

   On the Presets tab, click … on the preset’s row, then Delete.

2. Read what changes

   The dialog tells you:

   • Companies already approved with the preset keep their terms in Shopify.
   • If rules use the preset, those rules will approve without terms until you pick another preset. In the rule, the preset now reads Deleted preset.
   • If it’s the default preset, the oldest remaining preset becomes the default. The dialog names it.

3. Confirm

   Click Delete preset. You see Preset deleted, and the row leaves the list.

Caution

After you delete a preset, open Automation › Rules and pick another preset in each rule that used it. Otherwise those rules keep approving applications with no terms.

Next steps

• Rules that decide applications — approve applications automatically with this preset.
• Approve an application — see the default preset in the approve dialog.
• Manage a company — check the terms a company got after approval.