The missing layer between Shopify and your ERP.
Pocketknife is the B2B customer portal and live ERP sync built for Shopify. Quotes, approvals, recurring orders and two-way sync, without the inbox and the spreadsheets.
+ You
Beyond standard B2B: building for enterprise commerce on Shopify.
Sales lives in the inbox. Invoices and contract pricing live in the ERP. Reps chase spreadsheets while someone re-keys it all by hand, and customers wait. It doesn't have to work like that.
Without Pocketknife
- × Invoices chased down over email and manual bank transfers
- × Reps place orders over the phone with prices pulled from memory
- × Contract pricing and stock drift out of date on the storefront
- × Orders re-typed into the ERP by hand
With Pocketknife
- ✓ Invoices and balances live in the portal: pay online, synced to the ERP
- ✓ Reps order on a customer's behalf with contract pricing applied
- ✓ Customer-specific pricing stays current via live sync
- ✓ Orders flow to the ERP automatically, no re-keying
Every transaction, kept in sync across Shopify and your ERP.
We solve the problem of B2B commerce data drifting apart: orders flow out, invoices flow in, and contract pricing, inventory, customer accounts and terms stay matched between Shopify and your ERP.
Purpose-built for complex ERP environments. One source of truth, all in real time.
Built for enterprise B2B. The suite that extends Shopify.
Live Sync keeps the data moving. Pocketknife also gives your customers and reps the B2B workflows Shopify doesn't handle out of the box, starting with invoices, rep ordering, impersonation and contract pricing.
The fastest way to get paid. Customers see every open invoice and their live account balance, then pay online: one invoice, a whole batch, or any amount on account. Every payment reconciles straight back to your ERP.
- ✓ Balances, due dates and overdue flags pulled live from your ERP
- ✓ Pay one invoice, settle several at once, or pay any amount, with overpayments landing as account credit
- ✓ Card and bank payments reconcile back to the ERP, with receipts emailed automatically
Let your reps sell, not chase paperwork. They log in and securely impersonate any customer they manage, placing orders and building quotes as that customer, with their exact pricing, catalogue and terms.
- ✓ Impersonation access mapped to each rep's accounts and synced from your ERP
- ✓ Order and quote on a customer's behalf with their contract pricing applied
- ✓ Discounts capped per rep, with a clear "acting as…" banner and full audit trail
Every customer sees the right contract pricing, negotiated rates and price lists. Pocketknife pulls pricing directly from your ERP the moment they log in, ensuring accuracy throughout the buying journey.
- ✓ Customer-specific price lists, price codes and regions synced continuously from your ERP
- ✓ Handles the complex stuff: contract rates, volume breaks and tiered, per-product pricing
- ✓ Account discounts, promotions and coupons applied automatically at cart and checkout
Everything else you'd otherwise build yourself.
The day-to-day B2B features your buyers expect, already built, already synced.
Standing orders that run themselves.
Buyers set a cadence; Pocketknife places, prices and syncs the order on schedule, pausing if stock runs short.
Spend limits per buyer & cost centre
Teams, branches & SSO
One login across every branch, with roles and spend rules per buyer.
Statements, terms & pay online
Self-service RMAs, synced as credits
Buyers raise a return; the credit note lands in the ERP automatically.
- ↻ Previously purchased
- ★ Saved carts
- ⇄ Punchout & PO upload
Bulk reorder by SKU or CSV
Tell us what your business needs and we'll map the right next step.
Everything a B2B store needs, in one portal.
The features you'd otherwise stitch together from a dozen apps, built in and synced to your ERP from day one — with custom B2B features built to match your specific workflow.
B2B pricing
Show every customer their own account-specific price.
Account impersonation
Let support and sales view the portal as a customer.
Multi-account login
Switch between branches in one click.
Invoice payments
Pay open invoices straight from the portal.
Returns & RMAs
Self-service returns synced to the ERP.
Previously purchased
Reorder from full purchase history.
SSO / OIDC
One secure login via your identity provider.
CXML punchout
Plug into procurement systems.
POS
In-store and online on one ledger.
Role management
Granular permissions for every buyer.
B2B registration
ABN lookup and business onboarding for trade accounts.
BI & Metabase
Metabase dashboards for live sales, customer and sync reporting.
Marketing integrations
Klaviyo sync today, provider-ready for Mailchimp and other tools.
PIM-ready product data
Bring rich product, image, category and attribute data into Shopify.
External integrations
Connect your ERP, PIM, 3PL, CRM and internal systems.
Discounts & promotions
Create, reconcile and sync campaign codes into Shopify.
Fulfilment tracking
Sync fulfilments, tracking numbers and customer status updates.
Alert centre
Monitor sync failures, integration health and operational alerts.
Recurring orders
Set-and-forget reordering on a schedule.
+ Everything else you'd otherwise build yourself.
After a highly competitive pitch, we engaged Pipelabs to develop a new omni-channel ecommerce platform for FILA Australia, helping to re-invision our eCommerce business.
Part of the reason for choosing Pipelabs was their easy, collaborative style during their pitch, and we were pleased to see this transfer into the project, where they have worked closely and effectively with our whole team to build out a solution that we're confident will help us build revenue, reduce costs and manual labor and provide us with a store we can be proud of.
Pipelabs were engaged to develop a new ecommerce platform for Thirsty Camel that added value for users, franchisees and the business overall.
We were impressed with Pipelabs dedication to ensuring that they both understood our business and our users, and with the final ecommerce platform solution - which is easy to use, highly functional, fit for purpose for the franchisees and scalable for the future.
Since launch, we've seen excellence growth in transaction volumes and loyalty memberships, driving significant growth in value to franchisees.
We really feel as if the Pipelabs team is simply an extension of our own team.
Pipelabs were required to integrate Shopify front end not only with our own ERP system (inclusive of POS, Financials, Warehouse Management, etc) but also the systems of the Global Head office of Gant, for access to all imagery, product details, etc.
This was not an out of the box solution and required innovative thinking and adoption by Pipelabs to achieve a seamless solution.
Connect to the systems that run your business.
Pre-built integrations for the ERPs enterprise merchants rely on, with a flexible integration framework for custom environments.
Complex problems. Genuine partnership.
Enterprise commerce is never one-size-fits-all. That's why you'll work with a team that understands both Shopify and ERP systems, providing practical advice, technical expertise and long-term support as your business evolves.
See it in action on your stack.
A 20-minute walkthrough of the portal and the live sync, set up with your ERP in mind.