Route Wholesale Orders by Customer Tag
Route wholesale and B2B customer orders to your bulk fulfillment center the moment they’re placed. By default, this workflow looks for customers tagged wholesale or B2B and orders with a financial status of pending or paid (all of which can be customized). When a match is found, MESA updates the fulfillment location, notifies your team in Slack, and adds tracking tags—keeping retail and wholesale operations cleanly separated without manual sorting.
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How it works
16 steps to automate this task automatically.
Order Created
Order Created
Retrieve Shop
Retrieve Shop
Retrieve Customer
Retrieve Customer
Retrieve Order
Retrieve Order
Check for Customer Tags and Order's Financial Status
Check for Customer Tags and Order's Financial Status
Retrieve Order's Fulfillment Orders
Retrieve Order's Fulfillment Orders
Order Add Tag
Order Add Tag
Loop
Loop
Line Items
Line Items
Get List of Inventory Levels
Get List of Inventory Levels
Check for Available Inventory at the Desired Location
Check for Available Inventory at the Desired Location
Move Fulfillment Order (Only if there is Available Inventory)
Move Fulfillment Order (Only if there is Available Inventory)
Loop End
Loop End
Loop End
Loop End
Check if the Location Moved Successfully
Check if the Location Moved Successfully
Send Message
Send Message
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Frequently asked questions
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.
Make this template your own!
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