Auto-tag orders with company metafield
D
Discourse Marketing
Auto-tag an order with the text from a company metafield.
Sample use case: create a company metafield with dropdown select for "Sales Rep" with each person's name as an option, and then have the sales rep's name autotagged on all orders placed for the company, regardless of which user places the order.
Company metafield is a component of the new Shopify Plus native B2B features. The company metafield is better than company tags because you can create dropdown list called "Sales Rep" that appears on every company page. On the orders, it has to be converted to a tag to be used for filtering orders and sales reports.
Brad H (Tekhaus)
Hey Damien, this is an intriguing use case. I'm curious though, in my dev shop and in a Plus sandbox, I don't yet see metafields exposed on the Company page, even though I was able to create a metafield definition through the API.
Are you seeing something different in your shop?