Wholesale signup forms

• Wholesale signup forms: which form to use

  Process Wholesale has four wholesale signup forms: a standard and a custom form for legacy customer accounts, and a standard and a custom form for new customer accounts. Pick the one that matches your Shopify account type.

• How to add the wholesale signup form to your theme (legacy customer accounts)

  Add the Process Wholesale Wholesale Signup Form app block to a page in the Shopify theme editor so visitors can apply for a wholesale account. Works on every plan; built for legacy customer accounts.

• How to add the wholesale signup form to new customer accounts

  On stores using Shopify's new customer accounts, Process Wholesale adds a wholesale signup page to customer accounts for signed-in customers, plus a Wholesaler Information block on the profile page. Theme block forms can also take guest applications.

• How to build a custom wholesale signup form

  On the Enterprise or Professional plan, Process Wholesale lets you build your own wholesale signup form on the Custom Signup Form page, with your own fields, file uploads and a consent checkbox, for theme pages and new customer accounts.

• How file uploads work on the wholesale signup form

  Process Wholesale's custom signup form can ask applicants to upload a file, such as a resale certificate. Files are stored in your Shopify Files, and links appear in the app's customer details, the customer note and the B2B Signup Files block.

• How the wholesale signup form blocks spam

  Process Wholesale's theme signup forms include a built-in captcha that needs no setup. Applicants complete it before Submit; customer account signup forms need the customer to be signed in instead.