Streamlining Complex Corporate Orders with Multi-Destination Fulfillment

Introduction:

In response to Shopify's expansion of B2B functionalities for Shopify Plus users, a critical limitation emerged: orders could only be shipped to one address per transaction. Recognizing this, our client sought a sophisticated solution to enable partial shipment of a single order to multiple locations, ensuring accurate tax calculations pertinent to each destination.

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Client Profile:

Established in 2005 in Wichita, Kansas, Cocoa Dolce has distinguished itself as a premier chocolatier, renowned for its exquisite, handcrafted chocolates. Guided by the Voegeli family, the company is lauded for its innovative and collaborative spirit in producing superior confections. With a dedicated team of expert chocolatiers and pastry chefs, Cocoa Dolce excels in creative exploration and meticulous ingredient sourcing, offering an array of chocolates, macarons, and assorted gifts, distributed nationwide.

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Challenges:

Shopify's B2B Limitations: While the platform supports B2B transactions, it restricts orders to a single shipping destination. Additionally, the client required a quotation system for pre-approval before finalizing orders.

Multi-Location Shipping: The client needed a system to partially distribute single orders to various locations, including options for partial pickups from warehouses or retail outlets.

State-Specific Tax Calculations: Since shipping destinations spanned multiple states, each with unique tax rates, accurate tax calculation for each address was essential.

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Solution:

Cocoa Dolce partnered with MLVeda to develop an advanced, automated solution for multi-address corporate order processing. The solution encompasses:

Order Approval Process: Unpaid orders, inputted into Shopify, trigger a quote-like confirmation email with an approval button. Clicking this button tags the order and adds a metafield, signaling approval.

Multi-Address Upload: Corporate clients submit a CSV file detailing each destination and corresponding products. MLVeda's system validates and uploads this information.

Tax Calculation and Order Finalization: Taxes are computed based on each shipping address. The client is then sent a payment link for the order with the adjusted tax amounts.

Individual Order Segmentation: The main order is split into individual orders per address. Cocoa Dolce processes these as independent orders. Completion of all individual orders signifies fulfillment of the main order.

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Results:

Operational Efficiency: Automation significantly reduced manual order entry and tax computation, streamlining the process.

Accuracy Enhancement: System-driven operations minimized human error in order creation and tax calculations.

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Conclusion:

Cocoa Dolce's adoption of MLVeda's custom solution transformed a labor-intensive, error-prone process into an efficient, automated system, ensuring accuracy and expedience in handling complex corporate orders.