ApproveCart B2B docs
Buyer workflow
The buyer builds the cart in the storefront, submits it for company approval when required, and returns to the protected cart after approval.
1. Sign in with the company account
The buyer signs in through Shopify's new customer accounts. The customer must be associated with a Shopify B2B company and company location so ApproveCart can resolve the right company role and policy.
2. Build the cart
The buyer adds the required products, variants, and quantities. ApproveCart evaluates the effective spend limit and active Growth rules to determine whether approval is required.
If no approval trigger applies, the buyer can continue through the normal checkout path.
3. Submit the request
When approval is required, the buyer reviews the cart, chooses an available company approver, and adds an optional note. Creating the request records the current cart context and sends it into the pending state.
4. Track or withdraw the pending request
The buyer can return to the request view to see its status. A pending request can be withdrawn. A withdrawn request cannot later unlock checkout.
5. Respond to the decision
| Status | Buyer action |
|---|---|
| Approved | Restore the approved cart and continue to checkout before any configured expiry. |
| Rejected | Review the decision, update the cart if appropriate, and create a new request. The rejected request itself cannot be reopened. |
| Expired | Create a new request for the current cart. |
| Withdrawn | Create a new request if the purchase is needed again. |
6. Restore and check out
The approved buyer restores the approved cart. At checkout, ApproveCart checks that the approval belongs to the buyer, remains usable, and matches the protected variant IDs, quantities, currency, and subtotal.
When no approver is available
Ask the merchant to confirm that an active manager is assigned to the same company. Approvers are company-scoped; a manager in a different company does not satisfy the requirement.