Auto-create missing customers
PDF to Order can now create the customer in Shopify automatically when no matching record exists, so orders from new buyers don't get stuck.
Shipped September 2026
PDF to Order roadmap
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PDF to Order can now create the customer in Shopify automatically when no matching record exists, so orders from new buyers don't get stuck.
Shipped September 2026
Draft orders can now use the price written on the purchase order instead of the Shopify price, when you turn this option on.
Shipped September 2026
The purchase order number now appears directly on the Shopify draft order, making it easy to match orders to your customer's own records.
Shipped September 2026
See every purchase order PDF to Order has processed in one list, right inside your Shopify admin, instead of searching through emails.
Shipped September 2026
The original purchase order file is now saved in Shopify Files and linked directly on the draft order, so you can always find the source document.
Shipped August 2026
Match orders to customers using company name, contact name, account number or email domain, not just an exact email address. Also maps multiple senders to the right parent company and location.
Expected Q4 2026
Choose whether the PDF or your Shopify records control the shipping address, and prioritize the forwarding email over addresses found inside the PDF. Also handles drop-ship orders and names without a company.
When no match is found, PDF to Order creates the full B2B company in Shopify, not just a customer. It assigns the catalog and payment terms, and uses the ship-to as the company address.
Create sales orders directly in Oracle NetSuite from the purchase orders you receive, matched to your NetSuite customers and items, not just in Shopify.
Expected Q1 2027
Receive orders directly through SPS Commerce EDI instead of downloading PDF files from the SPS portal. Orders flow straight into PDF to Order for processing.
Map terms like 'ground' or 'standard shipping' from the purchase order to your Shopify shipping methods, and read carrier account numbers. Shipping cost always comes from Shopify, never from the PO.
Choose exactly who gets notified about each order: send results back to whoever submitted the PO, or route them to a group of sales reps.
Process several purchase orders or PDFs sent together in the same email. Each one becomes its own draft order in Shopify.
Extract orders from image files like photos or screenshots, not just PDFs. Useful when a customer snaps a picture of a paper order instead of scanning it.
Match products using old or retired part numbers, the customer's own part number, the vendor's part number or a UPC barcode, then translate it to your product automatically.
Convert automatically when a customer orders by unit but you sell by case or pallet. The draft order reflects the correct quantity in your selling unit.
Set rules like minimum order quantities, full pallet or layer quantities, free goods past a threshold, or products restricted by country. Orders that break a rule get flagged.
See a confidence score on every line of an extracted order so you know exactly what to double-check before approving. Focus your review time where it matters.
Automatically flag when a price on the purchase order differs from the agreed quote or price list, so nothing gets approved at the wrong price.
Let clean orders go straight through to Shopify and only send the ones with exceptions for review. Ramp up automation gradually as you gain confidence.