Simplify purchasing for schools and institutional buyers.
Give schools, education departments and purchasing teams the visibility and controls they need to quote, approve, save and place orders across multiple users and locations.
Connected trade systems for institutional education commerce
Standard consumer storefronts fail to meet the strict budget requirements of educational organizations. Pocketknife solves these problems with custom approval flows, unified systems, and easy ordering.
Ecosystem Integration
Multi-brand, multi-ERP ecosystems
Orchestrate complex order routing and catalog management across multiple brands and ERP systems behind a unified Shopify store.
Unified multi-brand storefronts.
Direct live ERP connections.
Multi-entity order routing.
Buyer Structures
Multiple buyers per organisation
Enable schools and departments to manage multiple buyers under one consolidated customer account structure.
Centralised account billing.
Nested buyer user profiles.
Shared procurement visibility.
Budget Controls
Departmental approvals
Route transactions to department heads or purchasing managers automatically when school-specific budget limits are met.
Custom spend limit thresholds.
Instant approval routing.
Manager notification flows.
Procurement Standards
Required purchase quotes
Let educational buyers build baskets, request formal quotes, and easily convert approved PDFs into live shop orders.
Self-service quote generation.
Draft approval workflow.
Direct quote-to-order checkout.
Supply Scale
Large & recurring orders
Support high-volume stock ups and recurring deliveries of classroom materials, sports equipment, and administrative supplies.
Bulk SKU quick ordering.
Set delivery schedules.
Copy previous school orders.
Collaboration
Shared lists & saved carts
Allow teachers and staff to build collaborative wish lists, classroom registries, and share saved carts across departments.
Collaborative saved lists.
Shareable department carts.
Reusable inventory templates.
Procurement Systems
Purchase orders & cXML
Support professional procurement workflows including PO checkout, credit terms, and live cXML punchout integrations.
Custom PO number validation.
Live ERP account terms.
Seamless punchout catalogs.
Targeted Pricing
Customer-specific pricing
Provide institutional accounts with negotiated district contract rates, volume pricing, and custom-tailored product catalogs.
Dynamic live ERP rate lookup.
School-specific catalog views.
District volume price breaks.
Account Admin
Invoice & document requests
Empower institutional administrative staff to retrieve historic statements, tax invoices, and order documentation on demand.
24/7 self-service portal.
Historic ERP document downloads.
Streamlined account reconciliation.
How it works
Relevant Pocketknife Workflows
A single unified integration layer to manage every stage of your institutional B2B commerce lifecycle on Shopify.
Account Hierarchies
Organise parent educational departments, individual district hubs, schools, and local branches under a single main account.
Roles & Permissions
Define custom purchaser roles, spending thresholds, and access keys for teachers, administration, and finance staff.
Rep Impersonation
Enable educational sales reps to log in on behalf of specific schools to draft quotes, verify contracts, or place orders.
Quotes & Approvals
Automate multi-tier budget routing. Let staff request formal quotes and forward large carts to purchasing managers for approval.
Saved & Shared Carts
Allow departmental staff to build collaborative carts and share curated materials lists across classrooms before purchasing.
Wish Lists
Enable staff to save classroom essentials, curriculum books, and equipment to active registries for future funding cycles.
Recurring Orders
Schedule deliveries of standard materials, art supplies, or cleaning consumables automatically based on school term calendars.
Contract Pricing
Deliver negotiated district rates, special department pricing tables, and contract-specific volume discount scales on login.
Bulk Ordering
Facilitate high-volume institutional orders. Allow quick order entries by SKU or fast spreadsheet uploads for large school orders.
Invoice Self-Service
Reduce admin emails. Give school bursars and accountants 24/7 access to download past statements, invoices, and payment receipts.
cXML Procurement
Connect directly to external educational procurement platforms, enabling buyers to punch out to Shopify and sync cart data.
Live ERP Sync
Synchronise inventory levels, price groups, PO status logs, and tax data in real time between Shopify and your underlying ERP.
Visual Workflow
How it flows under the hood
A transparent bridge between your storefront buyer and back-office ERP records.
Buyer Sees
Saved Classroom Order (Awaiting Approval)
Primary School Art Pack (Curriculum Assorted)25 packs$45.00 ea $60.00
Ergonomic Classroom Chairs (Blue, Pack of 4)8 sets$120.00 ea $150.00
Interactive Whiteboard Markers (Assorted, Box of 12)15 boxes$18.00 ea $24.00
Behind it
Connected Data Architecture
🏫School Account
→
🔑Permissions
→
🏷️Contract Pricing
→
🛒Shared Cart
→
✅Approval
→
🏢ERP-Connected Order
Customer Proof
Proven at scale
“Pipelabs product, Pocketknife played a key role in orchestrating workflows between Shopify, ERP systems and the broader commerce ecosystem, enabling scalable architecture, omnichannel inventory visibility and multi-brand flexibility. Pipelabs supported complex sales representative workflows during high-volume B2B sales periods, like Modern Star's annual Toy Fair sales event. This event was a high-volume B2B ordering period representing approximately 50% of the company’s annual revenue.”
Modern Star
Shopify, Pocketknife & ERP Integration for Educational Products
See Pocketknife working for your business needs.
Book a walkthrough mapped to your ERP, customer workflows and operational requirements.