Create a ShopTasks task for wholesale Shopify orders

1. When

   Order created, or order tagged

2. If
   • Order tagged `wholesale`, or
   • Customer is a wholesale / B2B company (your existing Flow condition)
3. Then

   Create ShopTasks task: Process wholesale requirements for order #{{order.name}}

   Confirm payment terms, apply packing instructions, and assign warehouse for any custom presentation.

4. Assign

   Sales operations, then warehouse if packing extras apply

5. Outcome

   Wholesale orders are processed as owned work even when D2C volume is louder. Packing notes are less likely to be skipped at the bench.

Why this workflow exists

B2B orders often need steps Shopify will not finish. If those steps are not assigned, retail fulfilment speed trains the team to ignore the note. Flow creates the task at order time, while the extras still matter.

How to set it up

1. Reuse the wholesale signal you already have — tag, customer tag, or catalogue — rather than inventing a parallel rule.
2. If terms and packing are different people, create two Flows or two tasks on the same order.
3. Put the buyer PO or packing instruction in the task description when Flow can pass order note content.
4. ShopTasks is not a wholesale storefront. It only tracks the operational extras after the order exists.