go to the Shopify dashboard > Customers > click the indended customer > add these tags

1. "b2b"
2. "b2b-customer"

example on the right

First you will recieve an email at the inbox orders@proavtechstore.com.au with the order details. Call the customer and ask a bunch of questions, make sure they are real person, not pretending to be someone else and go on google maps to check they have real business address

If order is legit go shopify dashboard > orders > find order in question > Click release hold

First you will recieve an email like the one shown on the right at the sales@proavtechstore.com.au inbox.

Next quote the Deal as usual through the old process into DTools , then pipedrive, then sent Dtools quote to customer

shopify dashboard > orders > Find order in question > tracking number is indicated in red on the image on the right

if you want to investigate how the customer experince is going for a partically order go to Shopify dashboard > orders > find order in question

Then you can see all the emails they have received from the automator

they should recieve these emails

• order confirmation (letting them know we received their order and it is paid)
• shipping confirmation / tracking number (letting them know we have shipped their order)
• order status updates (updating where their order is at in the cycle EG, picked, on route and deliverd)