Home Orders and PO documents

Orders and PO documents

Business details on orders, and where PO files are stored
Tom Bouquet
By Tom Bouquet
• 2 articles

Order details in the Shopify admin

TradeCheck adds a Business details card to each order page in the Shopify admin. This article covers what the card shows and how staff add or change details. The Business details card The card shows: - The business's registered name, or the name the buyer entered, or "Unverified business" when there's neither. - The ABN and entity type, with badges for ABN status, GST registration and each risk flag. - The PO number, PO document, cost centre and approver. - Name entered, when the buyer's name differs from the registered name. - When the ABN was last verified, and where the details came from: Checkout, Thank you page, Order status page, or Added in admin. An order without details shows "No ABN or PO details on this order yet." and an Add details button. Re-checking an ABN Press Re-verify now to look the ABN up on the ABR again, for example after the ABR was unavailable when the buyer ordered. The button is disabled when the order has no ABN. Downloading the PO document Press the PO document link to download it. Each link works for 60 minutes. Open the order again for a new link. Adding or changing details Press Edit details, or Add details on an order without them, to open the Edit business details form. Use it to correct a buyer's details or to add details for phone orders. The form shows every text field, whatever your checkout form settings are. TradeCheck checks the ABN against the ABR when you save. - Staff can't upload or replace a PO document from the order page. - TradeCheck saves a blocked ABN that staff enter, and flags the order. See Blocked ABNs. Errors - "Couldn't load business details.": refresh the order page. If it keeps happening, open TradeCheck from Apps once, then try again. - "Couldn't re-verify the ABN. Try again.": the ABR may be unavailable. Try again later. - "Couldn't save. Try again.": the change didn't save. Try again.

Last updated on Oct 18, 2026

PO documents and file storage

Buyers can attach their purchase order as a PDF, JPG or PNG file, up to 10 MB, when the PO document field is on. This article covers where TradeCheck stores the files, connecting your own S3 bucket, and moving files between locations. Where files are stored TradeCheck stores PO documents in private storage, not Shopify Files, because Shopify serves Shopify Files from a public network. Staff open a document through a download link on the order page that works for 60 minutes. The File storage page sets where new files go: - TradeCheck storage: TradeCheck's private storage. Nothing to set up. This is the default. - Your own S3 bucket: an Amazon S3 bucket, or a service that works like S3, such as Cloudflare R2 or Backblaze B2. Each file stays where it was uploaded. Changing where new files go doesn't move files already uploaded. Connecting your own S3 bucket Fill in Step 3: Connect your S3 bucket on the File storage page: 1. Enter the Bucket name, Region (a code like ap-southeast-2), Access key ID and Secret access key. 2. For a service other than Amazon S3, or to keep files in a folder, tick Use a custom endpoint or key prefix. Enter the service's https endpoint URL, a key prefix if you want one, and tick Use path-style URLs for MinIO or when your service says to. 3. Press Copy policy and give the access key only the permissions in that IAM policy. The policy allows reading, writing and deleting files under the prefix, and listing the bucket. 4. Leave Send new files to this bucket once it's connected ticked to start using the bucket straight away. 5. Press Test and connect. TradeCheck tests the bucket by writing, reading and deleting a small test file. A bucket only connects when the test passes. The bucket needs no CORS settings, because TradeCheck's server reads and writes every file. TradeCheck stores the secret access key encrypted and never shows it again. The app shows the access key ID with most characters hidden. Connection test errors | Error | What to check | | ------------------------------------------------------------------------- | ----------------------------------------------------- | | Access denied. Check the IAM policy allows s3:PutObject/GetObject… | The access key's policy matches the copied policy | | TradeCheck could write to the bucket but not delete from it… | The policy allows s3:DeleteObject | | That bucket doesn't exist. Check the bucket name and region. | The bucket name and region | | The bucket is in a different region… | The region matches the bucket | | The access key ID isn't recognised… | The key was copied in full and is still active | | The secret access key doesn't match the access key ID. | The secret belongs to that access key | | Couldn't reach the storage endpoint. Check the endpoint URL. | The endpoint URL | | This bucket is already connected | The same bucket and prefix is already in the list | Moving existing files When files sit somewhere other than where new files go, the page shows Step 2: Move existing files. Press Move files to the new location and confirm. TradeCheck copies each file, checks the copy is the same size, then deletes the original. Deleted originals can't be recovered, but you can move files back later. - Downloads keep working while files move, and you can leave the page. - The page shows how many files have moved and failed. Press Stop moving files to stop. Files already moved stay moved. - Files that fail stay in their original location. Press Retry to move them again. - Only one move runs at a time. TradeCheck doesn't send a notification when a move finishes, so check the page. Disconnecting a bucket Press Disconnect in Connected buckets. TradeCheck only disconnects a bucket that new files don't go to, that holds no files, and that no files are moving to. Choose another location and move the files out first. To change a bucket's access keys, contact TradeCheck support. The app has no screen for it yet, and connecting the same bucket and prefix again shows "This bucket is already connected". Errors buyers and staff see - "File must be under 10 MB" or "Upload a PDF, JPG or PNG file": the buyer's file is too large or the wrong type. - "The shop's file storage didn't accept the file": your bucket rejected the upload. Check the bucket's access key and policy. - "This file is unavailable in your storage": staff tried to download a file that's missing from your bucket, or the bucket won't let TradeCheck read it.

Last updated on Oct 18, 2026