How file uploads work on the wholesale signup form
Process Wholesale can ask wholesale applicants to upload a file, such as a resale certificate, tax exemption certificate or business license, through a File Upload field on the custom signup form. The file is stored in your store's Shopify Files, and a link to it is saved in the customer note. You find it in Process Wholesale under Customers > View details, in the customer's note in Shopify admin, and in the B2B Signup Files block on the Shopify customer page. File uploads need the Enterprise or Professional plan.
At a glance
- Plan: Enterprise or Professional (part of the custom signup form)
- Forms that support uploads: Wholesale Custom Signup theme block and Wholesale custom signup Form customer account extension. The standard forms do not.
- Account types: Both new customer accounts and legacy customer accounts (Shopify admin labels them Customer accounts and Legacy)
- Files per field: One
- Stored in: Shopify admin > Content > Files
How to add a file upload field#
- In Process Wholesale, select Custom Signup Form.
- Select Add new field.
- Type a label in Display Name, for example "Resale certificate".
- Set Field Type to File Upload. The ? button next to it opens File Upload Field Info: "Uploaded files will be stored in your store. Links will be available in customer details in the app and in the Shopify customer profile."
- Check Required ? if every applicant must upload a file.
- Select Save, then reopen the page and confirm Required ? is still checked.
You can add more than one File Upload field, for example one for a certificate and one for a business license.
What the applicant can upload#
The file picker accepts these types:
- Images: JPEG, PNG, GIF, WebP
- Documents: PDF, Word (DOC, DOCX), Excel (XLS, XLSX), CSV
- Audio: MP3, WAV, OGG
- Video: MP4, WebM, OGG video
- Archives: ZIP, RAR
Each File Upload field takes one file.
What the applicant sees#
On a theme page (Wholesale Custom Signup block). The field is a file input with your label. When the applicant selects Submit, the button reads "Uploading..." while the files are sent, and then the application is submitted. If the upload fails, the applicant sees the alert "There was an error uploading your files. Please try again." and can submit again.
In customer accounts (Wholesale custom signup Form). The field is a drop zone. After choosing a file, the applicant sees the file name with a delete icon (Remove file) to change it. A file the drop zone does not accept shows "File type not supported or file is too large".
Where the uploaded file is stored#
Process Wholesale uploads the file to your store's Shopify Files when the application is submitted. In Shopify admin, find it under Content > Files. The file name starts with PW_uploaded_file_ and the field name, and ends with the original file name.
The link saved for you is a Shopify admin link. Only you and your staff, signed in to Shopify admin, can open it; the applicant does not get a link back.
Where you find the uploaded file#
| Place | What you see |
|---|---|
| Process Wholesale > Customers > View details | In Signup notes, a line with the field name followed by "Link" and the file's Shopify admin address (https://admin.shopify.com/store/<your-store>/content/files/<number>). The address is clickable and opens in a new tab. |
| Shopify admin > the customer's page > note | The same line as plain text |
| Shopify admin > the customer's page > B2B Signup Files block | One link per uploaded file, named after the field |
How to add the B2B Signup Files block#
B2B Signup Files is a Process Wholesale admin block for the customer details page in Shopify admin. Open any customer in Shopify admin, and if the B2B Signup Files card is not shown, add it from the app blocks available for the customer page. Once added, it appears on every customer page.
The block shows only for customers tagged exactly B2B (wholesale) or B2B_Registeration (pending). It lists every file link found in the customer note. For a rejected customer, who no longer has either tag, the block is hidden; the link stays in the note and the file stays in Content > Files.
Worked example#
Your custom form has a required File Upload field "Resale certificate". An applicant selects a PDF named certificate.pdf and selects Submit. The button reads "Uploading...", the file is saved to Content > Files, and the application is submitted. In Customers > Pending, View details shows a "Resale certificate Link" line with a link to the file. On the customer's page in Shopify admin, the B2B Signup Files card shows a link named after the same line. You open the PDF, check it, and select Accept B2B.
Limits and things to know#
- Custom form only. The standard Wholesale Signup Form block and the standard customer account form have no upload field.
- One file per field. Add another File Upload field for a second document.
- Files are kept. Rejecting or removing a customer does not delete the uploaded file from Content > Files. Delete it there if you no longer need it.
- Not in the alert email. The New Wholesale Application email for a theme form does not include file links. Open View details to see them.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| No upload field on the form | The form is the standard form, or the custom form was not saved after adding the field | Use the Wholesale Custom Signup block or Wholesale custom signup Form, and select Save on Custom Signup Form |
| The applicant sees "There was an error uploading your files. Please try again." | The upload did not complete | Ask the applicant to submit again, or send the file another way |
| The applicant cannot pick a file | The file type is not in the accepted list | Ask for one of the accepted types, such as PDF or JPEG |
| The B2B Signup Files card is not on the customer page | The block was not added, or the customer has neither B2B nor B2B_Registeration |
Add the block; for rejected customers, read the link in the customer note |
Frequently asked questions#
Can wholesale applicants upload documents like a resale certificate?#
Yes, on the Enterprise or Professional plan. Add a File Upload field to the custom signup form, and applicants can upload a PDF, image, Office document, CSV, audio, video or archive file.
Where are files uploaded on the wholesale signup form stored?#
In your store's Shopify Files, under Content > Files in Shopify admin. The file name starts with PW_uploaded_file_.
Where do I find the files an applicant uploaded?#
In Process Wholesale under Customers > View details (Signup notes), in the customer note in Shopify admin, and in the B2B Signup Files block on the customer page.
Can the applicant see or download their uploaded file later?#
No. The saved link is a Shopify admin link that only you and your staff can open.