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Prepare for a wholesale call with one Shopify B2B review
For account managers who want a Shopify B2B company's locations, terms, contacts and recent orders in one place, by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
A wholesale account is spread across a dozen screens
Before a call with a wholesale customer you need its locations, terms, catalogs, contacts and recent orders, and in Shopify those sit on separate screens. Orders are not even filed under the company, so you search contact by contact for what is outstanding.
Without PopdockAI
- Open each location for terms and catalogs
- List contacts and the roles they hold
- Search orders contact by contact
- Miss unpaid orders and setup gaps
With PopdockAI
- Locations are read with terms, tax status and catalogs
- Contacts and their roles by location are listed
- Recent orders are traced through each contact
- Unpaid orders and setup gaps are called out, read-only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Produce an account review for the B2B company `{company-name}`, including orders placed by its contacts in the last `{lookback-days}` days (default 90).
**Step 1: Identify the company**
Call `shopify-get-company` filtered by `name`. If nothing matches, retry with `name.contains`. If more than one company matches, list them (name, external-id, customer-since, total-spent) and stop. Keep company-id, customer-since, total-spent, orders-count, locations-count, contacts-count, main contact and note.
**Step 2: Locations and catalogs**
* Call `shopify-get-company-location` filtered by `company-name` for each location's name, shipping city and country, payment-terms-template-name, tax-exempt, total-spent and orders-count.
* Call `shopify-get-company-location-catalog-map` filtered by `company-location-id` for each location's catalogs, status and price-list-name.
**Step 3: People**
* Call `shopify-get-company-contact` filtered by `company-id` for each contact's name, email, title, is-main-contact and customer-id.
* Call `shopify-get-company-contact-role-assignment` filtered by `company-id` for which contact holds which role at which location.
* Call `shopify-get-company-event` filtered by `company-id` and `created-date.from` and pick out critical alerts.
**Step 4: Recent orders**
Orders are not filtered by company, so go through the contacts: for each contact's customer-id, call `shopify-get-order` filtered by `customer-id` and `created-at.from`. Note unpaid or outstanding orders and unfulfilled ones.
**Step 5: Report**
* Header: company, customer since, lifetime spend, lifetime orders, main contact
* Locations: a table of location, city and country, payment terms, tax exempt, catalogs and price lists, spend
* Contacts: a table of name, email, title, roles by location, main contact yes or no
* Recent orders: count and value in the window, then a table of open issues (order, contact, amount outstanding, fulfillment status)
* Gaps worth fixing: locations with no catalog, locations with no contact assigned, contacts with no role, and critical alerts
**Rules & Guidelines:**
* This prompt is read-only. Do not call `shopify-update-company`, `shopify-update-company-location`, `shopify-update-company-contact`, `shopify-add-company-contact` or any other add or update tool.
* Report amounts in the currency returned. Do not convert.
**Validation:**
* If the company has no contacts, say orders could not be traced and skip Step 4.
* If a section's read returns nothing, say it is empty rather than omitting it.Who it's for
One answer, three teams that use it
B2B account managers
Prepare for a wholesale call in minutes
Get locations, terms, contacts and recent orders on one page before you pick up the phone.
Review the Shopify B2B company Contoso Retail for the last 90 days.
Sales operations
Fix setup gaps on B2B accounts
Locations with no catalog and contacts with no role are listed, ready to fix.
What setup gaps does Northwind Traders have in Shopify, like locations without catalogs?
Accounts receivable
See unpaid wholesale orders
Unpaid and unfulfilled orders are traced through every contact, so nothing outstanding is missed.
Which orders from Fabrikam Inc in the last 30 days are unpaid or unfulfilled?
How it works
What PopdockAI does when you ask
You name the company and a lookback, and your AI assistant gathers everything Shopify holds about it. It only reads and says when a section is empty rather than leaving it out.
01
Ask
You name the B2B company and a lookback period.
02
Read
It reads locations with terms, tax status and catalogs, plus contacts and roles.
03
Trace
It traces recent orders through each contact, calling out unpaid and unfulfilled.
04
Report
You get the review and the gaps worth fixing.
What PopdockAI provides
The tools behind the answer
Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.
shopify-get-company
shopify-get-company-location
shopify-get-company-location-catalog-map
shopify-get-company-contact
shopify-get-company-contact-role-assignment
shopify-get-company-event
shopify-get-order
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
The full company picture before every call
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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