Detect the new order
appse ai picks up a new Shopify order, including approved draft orders with a PO number.
eCommerceB2B OrderseCommerce to ERP
Shopify B2B Order to Dynamics 365 Sales Order with PO Number
Create a Dynamics 365 Finance and Operations sales order header and lines from each new Shopify B2B order, carrying the buyer PO number and notes, with a duplicate check
Apps used in this template
About this template
What This Workflow Does
B2B web orders are retyped into the ERP and the buyer's PO number often gets lost, which leads to invoice disputes. When a new Shopify order arrives, including approved draft orders, this template checks Dynamics 365 Finance and Operations for an existing order by reference, creates the sales header with the PO number and notes, and adds every line with mapped item codes.
Key benefits
- PO number carried over — The buyer PO maps to the ERP sales header.
- No duplicate orders — A reference lookup stops repeat orders.
- Every line posted — Each cart item becomes a sales line tied to the header.
- Notes preserved — Checkout notes and delivery instructions reach the ERP.
Inside the flow
How the template works
The flow starts on a new Shopify order and splits into header and line branches. The header branch checks for an existing order and creates the sales header with the PO number, and the lines are mapped to ERP item codes and posted to that header.
Check for an existing order
The flow looks up sales headers by reference number and stops if one exists.
Create the sales header
The header is created with the PO number, customer details and checkout notes.
Split the cart
The order's products are separated into individual line items.
Create the sales lines
SKUs are mapped to ERP item codes and each line is posted to the new header.
Business Benefits
Get B2B web orders into the ERP with the buyer's reference intact
01
Faster order to cash
Web orders reach the ERP ready for fulfillment.
02
Clear PO traceability
Finance and procurement always have the buyer's PO number.
03
No duplicate orders
Repeated webhooks or checkout refreshes do not create a second order.
04
Instructions kept
Delivery notes reach the right ERP fields.
01
Faster order to cash
Web orders reach the ERP ready for fulfillment.
02
Clear PO traceability
Finance and procurement always have the buyer's PO number.
03
No duplicate orders
Repeated webhooks or checkout refreshes do not create a second order.
04
Instructions kept
Delivery notes reach the right ERP fields.
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does shopify b2b order to dynamics 365 sales order work?
When a new Shopify order arrives, appse ai creates the sales header in Dynamics 365 Finance and Operations with the PO number, then adds every line.
Where does the PO number go?
How are duplicate orders prevented?
Does it include draft orders?
What needs to be in place before it runs?
Why businesses love appse ai
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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