Available customizations
PDF to Order works out of the box with sensible defaults. If your business needs different behavior, the following customizations can be enabled on request.
Open a support ticket or email support@levelops.co to request any of these.
Auto-create customers
Section titled “Auto-create customers”By default, if the sender’s email is not found in your Shopify customer database, the draft order is tagged LevelOps-Customer-Not-Found and you link the customer manually.
With this customization enabled, a new Shopify customer is created automatically from the sender’s email and any contact details extracted from the document.
Use PDF pricing instead of Shopify pricing
Section titled “Use PDF pricing instead of Shopify pricing”By default, pricing always comes from Shopify — including Shopify Plus B2B price lists. Prices on the PDF are ignored.
With this customization enabled, line-item prices are taken from the purchase order document instead of your Shopify catalog.
Use PDF addresses instead of Shopify addresses
Section titled “Use PDF addresses instead of Shopify addresses”By default, shipping addresses are resolved from your Shopify company locations first, falling back to the address scraped from the document only when no Shopify match is found.
With this customization enabled, the address on the purchase order document is always used, even when a Shopify company location exists.
Case/unit UOM conversion
Section titled “Case/unit UOM conversion”By default, quantities are taken as-is from the purchase order. If your customers order in cases but your Shopify catalog uses individual units (or vice versa), quantities will be wrong.
With this customization enabled, LevelOps converts between cases and units automatically based on the pack size configured for each product.