How to add the wholesale signup form to your theme (legacy customer accounts)
Process Wholesale adds a Wholesale Signup Form app block to your Shopify theme so visitors can apply for a wholesale (B2B) account. You place it in the theme editor on a page, collection, product or home page template, choose which business fields it asks for, and every submission lands in Process Wholesale under Customers > Pending for you to approve. The block is available on every plan and is built for stores on legacy customer accounts; it also works on new customer accounts when Use new customer flow is set correctly.
At a glance
- Plan: All plans
- Where: Shopify theme editor > a page, collection, product or home page template > Add block > Wholesale Signup Form
- Account type: Legacy customer accounts. Shopify admin labels them Legacy under Settings > Customer accounts; the newer type is labeled Customer accounts.
- Who sees the form: Guests and logged-in customers who are not yet wholesale or pending
- Result: A pending customer tagged
B2B_Registeration, approved by you
Before you start#
- In Shopify admin, open Settings > Customer accounts and confirm the store uses Legacy accounts. For Customer accounts (new customer accounts), read how to add the signup form to new customer accounts first.
- Your theme must be an Online Store 2.0 theme (one that supports app blocks). See blocks missing from the theme editor if you cannot find the block.
- To ask for your own fields or file uploads, use the custom form instead: how to build a custom wholesale signup form.
Steps to add the Wholesale Signup Form block#
- In Shopify admin, go to Online Store > Pages and create a page for the form, for example "Wholesale signup". Save it.
- Go to Online Store > Themes and select Customize on your live theme.
- Open the page you created from the page selector at the top of the theme editor.
- In a section on that page, select Add block, then select Wholesale Signup Form under the apps.
- Set the block settings described in the next section.
- Select Save.
- Add a link to the new page in your store navigation or footer so applicants can find it.
You can also put the block on a collection, product or home page template. The Signup form card on the Process Wholesale Dashboard only detects the block on page templates, so placing it on a page is recommended.
Video walkthrough: Setup Signup Form, from the Dashboard's quick guide (watch on Vimeo).
Wholesale Signup Form block settings#
| Setting | Default | What it does |
|---|---|---|
| Use new customer flow | Auto | No: the form asks for a password and Shopify creates the account (legacy customer accounts). Yes: no password, and Process Wholesale creates the account (new customer accounts). Auto: acts as Yes when Process Wholesale recorded new customer accounts when the app was installed or when you last saved Settings in the app, and as No otherwise. |
| Registration form heading | "Create wholesale account" | Heading above the form |
| Text to show to logout customers above login button | "Or login, If you already have an account." | Text above the Login button under the form |
| Text to show for pending approval B2B customers | "Thank you! your wholesale account is currently under review" | Message shown to pending customers and after a successful submission |
| Pending approval message color | #30383f | Color of the pending message |
| Text to show for already logged in B2B customers | "You are logged into your wholesale account" | Message shown in place of the form to wholesale customers |
| Browse products link for logged in accounts | Empty | When set, wholesale customers also see a Browse products button to this link |
| Business Name | Required | Required, Optional or Hidden |
| Business Address | Optional | Same choices |
| Phone Number | Optional | Same choices |
| Tax ID | Optional | Same choices |
| Website | Optional | Same choices |
| Additional Info | Optional | Same choices |
| Enable customization | Off | Turns on the design settings below, which appear only while this is on. Off, the form uses the default styling. |
| Text color | #5a5a5a | Form text color |
| Background color | Transparent | Form background |
| Field background color | #ffffff | Input background |
| Field text color | #5a5a5a | Input text and labels |
| Field border color | #c0c0c0 | Input border |
| Field border width | 1 px (0 to 4) | Input border width |
| Field & button border radius | 0 px (0 to 24) | Corner rounding |
| Button background color | #000000 | Submit button background |
| Button text color | #ffffff | Submit button text |
On a store that uses legacy customer accounts, set Use new customer flow to No if the form does not show a Password field. Auto relies on the account types the app recorded, which can be out of date if you switched account types.
Fields on the standard signup form#
The fields appear in this order. The ones marked with an asterisk are always on the form and always required:
- First Name *
- Last Name *
- Business Name
- Business Address: Country (starts at the visitor's country, otherwise your store's country), Address, Apartment, suite, etc (optional), City, State (a list when the country has states or provinces), Zip Code. When Business Address is required, every part except the apartment line is required. The parts are saved as one line.
- Phone Number (digits only)
- Tax ID
- Website
- Additional Info
- Email *
- Password * (only when the form does not use the new customer flow)
- The built-in captcha, then Submit
Under the form, visitors see the login text and a Login button to your store's login page. The field labels are translated into the storefront languages Process Wholesale supports; the text settings you type are shown as entered.
What your customers see#
The block shows different content depending on who is looking:
- Guest, or a logged-in customer who is not wholesale: the heading and the form.
- Logged-in customer tagged
B2B_Registeration(pending): the pending message. - Logged-in wholesale customer tagged
B2B: the message from Text to show for already logged in B2B customers, plus a Browse products button if you set a link.
After Submit (legacy customer accounts, guest). The applicant completes the captcha and selects Submit. Shopify creates the customer account with the email and password, the page reloads, and the pending message appears in the form. If Shopify rejects the form (for example a missing required field), Shopify's errors are listed under "Please adjust the following:".
After Submit (new customer flow, or any logged-in customer). The form disappears and the pending message appears without a page reload. If something goes wrong, a red message appears under the form for about eight seconds. See signup form not working for each message.
What Process Wholesale creates in Shopify#
For each successful application:
- Customer account: On legacy customer accounts, Shopify creates it from the form. With the new customer flow, Process Wholesale creates it from the email and name, with no password; the phone number answer goes into the note. A logged-in customer keeps their existing account.
- Customer tag:
B2B_Registeration(spelled this way). A logged-in customer keeps their existing tags and gets this one added. - Customer note: The business answers (Business Name, Business Address, Phone Number, Tax ID, Website, Additional Info). For a logged-in customer, the answers are added under the existing note with a "Last modified" date. You can read them in Process Wholesale under Customers > Pending > View details (Signup notes).
The customer appears in Customers > Pending. Approval is always manual: see how to approve or reject wholesale applications.
Emails sent after a submission#
| Sent to | When | |
|---|---|---|
| New Wholesale Application | Your Shopify store email | Right after a successful submission. Always on. |
| Application received | The applicant | Legacy customer accounts, guest: after a short delay, once the new account exists (checked about 1, 3 and 13 minutes after submitting). New customer flow or logged-in customer: right away. Only when turned on in Settings > Customer settings. |
See wholesale emails not being received and how to edit wholesale application emails.
Customers who are logged in or already have an account#
- Logged-in customers can apply. Their first name, last name and email are filled in and locked. On a legacy customer accounts store, the form still shows a Password field; the customer enters at least 5 characters with no spaces, and Process Wholesale does not change their account password.
- Already pending: the block shows the pending message instead of the form.
- Already wholesale: the block shows the logged-in message instead of the form.
- Guest using an email that already has an account: with the new customer flow, the form shows "An account already exists with this email." and a link, "Please log in to your existing account to apply for wholesale". After logging in, the customer submits the form again. On legacy customer accounts, ask these customers to log in first and then fill in the form.
You can also move existing customers into Pending yourself with Import customers: see how to make an existing Shopify customer a wholesale customer.
Limits and things to know#
- Fixed fields. The standard form cannot add fields, file uploads or a consent checkbox. Use the custom signup form on Enterprise or Professional.
- New customer flow needs a business field. With the new customer flow, and for logged-in customers, keep at least one of the six business fields set to Required or Optional. With all six on Hidden, submissions fail with "We couldn't create your wholesale account. Please try again later." (or "We couldn't submit your wholesale application. Please try again later." for a logged-in customer).
- Password rule. Passwords must be at least 5 characters and contain no spaces.
- Dashboard detection. The Signup form card on the Process Wholesale Dashboard reads ON when this block or the Wholesale Custom Signup block is on a page template of your published theme, or when a wholesale signup form is added in new customer accounts.
- Theme editor. Opening the block in the theme editor marks the Setup Signup Form step of the Dashboard's quick guide as done.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| Wholesale Signup Form is not in the Add block list | The theme is not an Online Store 2.0 theme, or the template is not a page, collection, product or home page template | Use an Online Store 2.0 theme and add the block on one of those templates |
| The form has no Password field on a store with legacy customer accounts | Use new customer flow resolves to Yes | Set Use new customer flow to No and save |
| A logged-in customer sees a message instead of the form | The customer is already pending or wholesale | No fix needed. Check the customer's tags in Shopify admin. |
| An applicant submitted but is not in Pending | Shopify did not accept the form (for example a required field or an email problem) | Ask the applicant to submit again and read the errors under "Please adjust the following:" |
| The Dashboard Signup form card shows OFF | The block is on a collection, product or home page template, or the theme is not published | Place the block on a page template of the live theme |
Frequently asked questions#
Which templates can the Wholesale Signup Form block go on?#
Page, collection, product and home page templates. A dedicated page is recommended, because the Dashboard's Signup form card only detects the block on page templates.
What does the Use new customer flow setting do?#
It decides whether the form is built for legacy or new customer accounts. No shows a password and lets Shopify create the account; Yes hides the password and lets Process Wholesale create the account; Auto acts as Yes when the app recorded new customer accounts at install or at your last Settings save.
Can a customer who already has an account apply for wholesale?#
Yes, when they are logged in. A logged-in customer sees the form with their name and email filled in, and submitting adds the B2B_Registeration tag to their existing account.
Are applicants approved automatically?#
No. Every applicant waits in Customers > Pending until you select Accept B2B or Reject B2B.
Can I translate the signup form?#
Partly. The field labels and Submit button follow the storefront language for the languages Process Wholesale supports. The heading, messages and other text settings are shown exactly as you type them.