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Review a Shopify B2B company
Report

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.

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Review a Shopify B2B company
Review the Shopify B2B company Fabrikam Inc for the last 60 days.
Fabrikam Inc has 3 locations, 4 contacts and 9 orders in 60 days. - Terms: Net 30 at all locations - Outstanding: 2 unpaid orders, 3,120.00 - Unfulfilled: order #1047 - Gap: the Denver location has no catalog Want the full review by location?
Shopify
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Shopify

Shopify
Run it on your own Shopify data.

Connect Shopify, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It reads locations with terms, tax status and catalogs, plus contacts and roles.

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

03

Trace

It traces recent orders through each contact, calling out unpaid and unfulfilled.

shopify-get-order

04

Report

You get the review and the gaps worth fixing.

Your AI tool

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.

get-data

shopify-get-company

Returns Shopify B2B companies with their order count and total spent. Filter by name, company id, external id, customer since date, order count and total spent.
get-data

shopify-get-company-location

Returns the locations of Shopify B2B companies with their shipping address and total spent. Filter by company, location name, external id, city, province and country.
get-data

shopify-get-company-location-catalog-map

Returns the catalogs and price lists assigned to each Shopify B2B company location. Filter by location, catalog title, price list and status.
get-data

shopify-get-company-contact

Returns the contacts of Shopify B2B companies. Filter by company, contact name, email, job title and whether they are the main contact.
get-data

shopify-get-company-contact-role-assignment

Returns the role each Shopify B2B contact holds at each company location. Filter by company, location, contact name or email, and role.
get-data

shopify-get-company-event

Returns the activity history of Shopify B2B companies. Filter by company, action, critical alerts and created date.
get-data

shopify-get-order

Returns Shopify orders with their financial status, fulfillment status and total. Filter by order number or name, customer, email, financial status, fulfillment status, created date and total price.
Read only.Nothing in Shopify Changes

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.

How Popdock AI secures your data

The outcome

The full company picture before every call

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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