Velocity now runs an MCP server, so you can connect AI tools such as Claude and ChatGPT to your Velocity data. Ask about reps, teams, ownerships, and commissions in plain language, or have the AI tool make changes for you. Every action in the Velocity API is available as a tool.

There is no key to copy: add https://api.velocity.shop/mcp as a custom connector in your AI tool and approve the connection in Shopify Admin. Review and revoke connections under Settings > Integration Settings > MCP. Part of the Premium plan. Existing API keys and integrations are unaffected. Learn more

The Customers tab on the Ownerships page has a new Filter button that narrows the list by Shopify customer tag. Use it to find a group of customers and assign owners without preparing an import file.

Reps can now delete a draft order from the Rep Portal. Open the draft order, select Delete draft order from its actions menu, and confirm. Draft orders that are open or have had an invoice sent can be deleted, and the draft order is removed from your store as well as the Rep Portal. Learn more

When a rep builds a draft order for a company location, the Rep Portal now uses the location's billing address for billing. Previously the location's shipping address was used for both.

For stores that sell in more than one currency with Shopify Markets, Velocity now shows amounts in the currency the customer was charged in, alongside your store's currency.

In the Rep Portal, draft orders and orders show totals in the customer's currency, and reps see their commission in that currency too. In the Velocity app, Recent Commissioned Orders on the home page has Shop Commission Amount and Presentment Commission Amount columns, and the commissions report adds Order Presentment Total and Presentment Amount next to the store-currency figures.

Commission is still calculated, stored, and edited in your store's currency. The customer-currency figures are converted from it at the rate in effect when the order was placed. No changes are needed to existing integrations. Learn more

A new setting under Settings > Rep Portal Settings, Pin "Placed By Rep" Metafields, controls whether the metafields recording which rep placed an order are pinned on orders and draft orders in Shopify Admin. They were previously always pinned. Learn more

Adding a customer is now easier to find on a company's details page in the Rep Portal, following the usual flow of creating a company, adding its customers, then placing orders. Forms for companies and locations in the Rep Portal now lock while saving, which prevents duplicate submissions.

Reps can now view and edit metafields in the Rep Portal on customers, companies, locations, draft orders, and orders. Choose which metafields appear under Settings > Rep Portal Settings > Portal Metafields, setting each one to Read and write, Read only, or Off.

A metafield owned by another app that does not allow other apps to write to it can only be shown as read only. Learn more

A new setting under Settings > Rep Portal Settings. When it is on, which is the default, reps cannot place orders containing a product that a catalog applying to the customer or location excludes. Turn it off if your buyers qualify for more than one market and you want reps to order products that one catalog excludes but another includes. Learn more

Product rules can no longer be added to a Program that has no commissionable products. In the Rep Portal, choosing an address from the address book now also updates the country on mailing address forms.

The rep permission Can open draft orders as a Shopify Admin has been removed, along with the button in the Rep Portal that opened a draft order directly in Shopify Admin. The permission no longer appears when you add or edit a rep.

Nothing replaces it. Reps who used that button now work with draft orders in the Rep Portal itself. The three order completion flows are unaffected: completing with an admin's approval, completing with a customer's approval, and completing independently.

The Velocity API now covers teams, including each team's hierarchy, and ownerships. Use it to assign customers, companies, and locations to reps from your own systems, such as a CRM, instead of importing them by hand. Learn more

The Ownerships page has a new Export button that produces a CSV of every customer, company, and location alongside the rep who owns it on each team. The export runs in the background, and the same button lists running and finished exports with a Download Export link when each one is ready.

Each team gets its own column, showing the owning rep followed by the reps above them. The Ownerships import ignores the extra readable columns the export adds, so you can export the file, edit it in a spreadsheet, and import it back.

Velocity now decides whether an order is fully refunded using the currency the customer was charged in, rather than your store's currency. On stores using Shopify Markets, a full refund taken in another currency could previously go unnoticed, leaving the commission in place.

Clawbacks may now appear on older orders that were affected. Commission amounts themselves are still calculated in your store's currency. Learn more

Velocity now has a REST API for working with reps, commissions, and other Velocity data from your own code. Generate a key under Settings > Integration Settings. API access is part of the Premium plan. Learn more

A rep who can see a company can now see that company's locations as well, without needing a separate assignment for each one. Learn more

Territories can now be mapped in countries beyond the United States, including the UK, Ireland, and the Netherlands. Additional countries are available on request.

A customer's default address now appears first in the Rep Portal, both in the address list and when picking an address on a draft order. Country and state dropdowns on address forms show the full list of options instead of a shortened one.

The Sales Manager banner no longer shows an active filter for managers who have no reps beneath them, and company detail pages in the Rep Portal no longer hang when opened directly or refreshed.

You can now search for Locations within the Company Details page, which is useful for Companies that have a large number of Locations.

The Rep Portal now has a Companies tab, where reps can view, create, and manage B2B locations, including their addresses, customers, and orders. Learn more

Velocity now writes metafields to every order in Shopify, recording the commissioned rep, the commission amount, and the Program each commission came from. These are available in Shopify's report builder. Learn more

Sales managers can now view the activity of the reps below them in the team structure. Set this from the rep's Actions menu, under Edit. Learn more

You can now enable order notifications for a rep, so they are emailed when an order they are commissioned on is placed.

Two new settings under Settings > Commission Settings. Hold For Order Payment Terms holds commission on a terms order until the order is fully paid. Clawback For Order Refunds reverses commission when an order is fully refunded. Learn more

Added the Can create customers permission, which Admins assign to a rep from the rep's Actions menu under Edit.

The in-app help content was reworked to improve onboarding for new users.

You can now add bookmark links for your reps in the Rep Portal, giving them quick access to marketing materials, training modules, and other resources. Set these under Settings > Rep Portal Settings > Bookmarks. Learn more

Added the Can apply line-level discounts and Can apply order-level discount codes permissions for reps.

Added Customer Notes to the customer onboarding form in the Rep Portal. The note is written to the customer's record in Shopify.

You can now build Commission Programs directly on a team's detail page, including adding commissionable products and collections and setting commission rates for each level. Learn more

The new Automatic Ownership setting gives a rep ownership of any customer, company, or location they onboard in the Rep Portal, so they are commissioned on that account's future orders. Enable it under Settings > Commission Settings. Learn more

You can now assign reps to customers outside their territories using Ownerships. An ownership affects both what the rep can see and how commission is allocated. Learn more

Reps can now see order status in real time in the Rep Portal, including fulfillments, refunds, returns, and exchanges.

You can now assign a negotiated rate to an individual rep, paying them a different percentage from the rest of their level. Set this from the rep's Actions menu, under Negotiated Rates. Learn more