Streamlining Complex Corporate Orders with Multi-Destination Fulfillment
Cocoa Dolce
Streamlining Complex Corporate Orders with Multi-Destination Fulfillment
Introduction
As Shopify expanded its B2B functionalities for Shopify Plus users, a significant limitation became evident—each order could only be shipped to a single address. For businesses managing large corporate orders requiring deliveries to multiple locations, this posed operational and logistical challenges.
Cocoa Dolce, a leading premium chocolatier, needed a solution to enable multi-location shipping within a single order while ensuring accurate state-specific tax calculations. MLVeda developed a customized, automated fulfillment solution, allowing Cocoa Dolce to streamline operations, improve accuracy, and scale their corporate gifting business.
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.
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.
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.
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.
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.
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.
.png)
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.
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.
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.
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.
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.
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.
Challenges
1. Shopify's B2B Limitations
While Shopify supports B2B transactions, its default functionality restricts orders to a single shipping destination per transaction. Cocoa Dolce required a flexible system to support corporate orders with multiple delivery addresses.
2. Multi-Location Shipping Complexity
Corporate clients often place large orders requiring distribution across different locations. Cocoa Dolce needed an intuitive solution to manage partial shipments, including options for pick-ups from warehouses or retail outlets.
3. Accurate State-Specific Tax Calculations
Since orders were being delivered across multiple states, each with distinct tax rates, Cocoa Dolce required a system capable of automatically calculating and applying accurate tax amounts based on the destination address.
Solution
Cocoa Dolce partnered with MLVeda to develop a comprehensive, automated solution that enabled multi-destination order processing while maintaining Shopify's seamless user experience. The solution included:
- Order Approval Workflow – Introducing a pre-approval step before finalizing orders.
- Automated Multi-Address Shipping – Allowing corporate clients to upload shipping details via CSV.
- Tax Calculation Automation – Ensuring accurate tax adjustments based on destination.
- Order Segmentation – Splitting main orders into separate transactions per destination.
Key Components
1. Order Approval Process
- Clients place unpaid orders in Shopify, triggering a confirmation email.
- The email contains an approval button, which, when clicked, tags the order and adds a meta field to signal approval.
2. Multi-Address Upload System
- Corporate clients upload a CSV file containing shipping destinations and product quantities.
- MLVeda’s system validates the data and uploads it into Shopify for processing.
3. Automated Tax Calculation & Payment Processing
- Taxes are automatically computed for each destination using Shopify’s tax APIs.
- The customer receives a payment link reflecting the correct tax amounts before finalizing the purchase.
4. Individual Order Segmentation
- The primary order is divided into separate transactions per shipping address.
- Cocoa Dolce processes each as an independent order, streamlining fulfillment tracking.
Implementation
Discovery & Requirement Analysis – Understanding Cocoa Dolce’s workflow and Shopify’s constraints.
Custom Development & Integration – Developing a robust order management system within Shopify’s framework.
Testing & Validation – Running test cases for various order sizes and shipping destinations.
Deployment & Staff Training – Implementing the solution and training the Cocoa Dolce team on the new workflow.
Results
1. Increased Operational Efficiency
- Automation eliminated the need for manual order entry, reducing processing time significantly.
- Streamlined workflows enabled faster order processing and fulfillment.
2. Enhanced Accuracy & Compliance
- Automated tax calculations minimized human errors, ensuring correct state-wise taxation.
- Order segmentation reduced discrepancies in order fulfillment and tracking.
3. Scalable Corporate Gifting Solution
- The new system allowed Cocoa Dolce to handle larger corporate orders effortlessly.
- The improved customer experience fostered stronger B2B relationships.
We’re Listening
We’d love to hear from you, whether you have a partnership inquiry or just want to discuss ways to improve your online store.
Please reach out to our team at services@mlveda.com for general questions, or simply fill in the form to start the conversation. We're here to help bring your ecommerce vision to life.
