How to add the wholesale signup form to new customer accounts
On a store that uses Shopify's new customer accounts, Process Wholesale adds a wholesale signup page inside customer accounts. You add the Wholesale signup Form extension (or Wholesale custom signup Form on Enterprise or Professional) in Shopify's checkout and accounts editor, and the Wholesaler Information block on the customer's profile page links to it. Only customers who are signed in can see and submit this form. To take applications from guests too, add the theme block form with Use new customer flow set to Yes.
At a glance
- Plan: Wholesale signup Form on all plans. Wholesale custom signup Form on Enterprise or Professional.
- Where: Shopify admin > checkout and accounts editor (while the Signup form card on the Process Wholesale Dashboard shows OFF, its Enable link opens the theme editor instead)
- Account type: New customer accounts. Shopify admin labels them Customer accounts under Settings > Customer accounts; the older type is labeled Legacy.
- Who sees the form: Only signed-in customers who are not yet pending or wholesale
- 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 Customer accounts (new customer accounts). For Legacy, use the theme block signup form instead.
- Choose a plan in Process Wholesale. Without a plan, the form answers "Feature not enabled on the store".
- For the custom form, build your fields first on the Custom Signup Form page. See how to build a custom wholesale signup form.
Steps to add the customer account signup form#
- In Shopify admin, open the checkout and accounts editor. The Enable link on the Signup form card of the Process Wholesale Dashboard opens the theme editor, not this editor, while the card shows OFF.
- In the editor, add the Process Wholesale extension for your form:
- Wholesale signup Form for the standard form (all plans).
- Wholesale custom signup Form for the form you built in Custom Signup Form (Enterprise or Professional).
- Set the extension's settings (see the tables in this article).
- On the customer account Profile page, add the Wholesaler Information block. Its Sign up button opens the signup form.
- Save in the editor.
Opening the signup form in the editor marks the Setup Signup Form step of the Dashboard's quick guide as done. In the editor, the form shows "Submitting is not possible in theme editor due to missing customer data!" and cannot be submitted.
Wholesale signup Form settings (standard form)#
Each field setting takes one of three values: show (optional), required or hide. An empty field setting shows the field as optional.
| Setting | Values or default | What it controls |
|---|---|---|
| Customer name | show, required, hide |
First Name and Last Name fields |
| Business name | show, required, hide |
Business Name field |
| Business Address | show, required, hide |
Business Address field |
| Tax ID | show, required, hide |
Tax ID field |
| Phone Number | show, required, hide |
Phone Number field |
| Website | show, required, hide |
Website field |
| Additional Info | show, required, hide |
Additional Info field |
| Registration form heading | "Create wholesale account" | Heading above the form |
| Text to show for pending approval B2B customers | "Thank you! your wholesale account is currently under review" | Message for pending customers and after submitting |
| Text to show for existing B2B customers | "You are logged into your wholesale account" | Message for wholesale customers |
| Browse products link for B2B Members | Empty | When set, wholesale customers also see a Browse Products link |
The Wholesale custom signup Form has the last four settings only. Its fields come from the Custom Signup Form page.
Fields on the customer account signup form#
Standard form. First Name and Last Name (filled in and read-only when the account already has a name), Email (always the customer's account email, read-only), Phone Number (locked when the account already has one), Business Name, Tax ID, Website, Business Address and Additional Info, then Submit.
Business Address lets the customer pick one of their saved addresses or Use different address, which opens Country, Address, Apartment, suite, etc (optional), City, State and Zip Code. When the address is required, every part except the apartment line is required.
A missing required field shows "
Custom form. The fields you built on the Custom Signup Form page, in the same order, without the password field. Required fields are marked with an asterisk. The custom form also supports file uploads and the consent checkbox; Submit stays disabled until the consent box is ticked. On a plan other than Enterprise or Professional, the custom form shows "This feature is only available for Enterprise plan." (it is available on Enterprise or Professional) and no Submit button.
The customer account forms do not show a captcha. They are only available to customers who are already signed in.
What your customers see#
- Not signed in: customer accounts require sign-in, so a guest never sees the form. They sign in (or create an account) first.
- Signed in, not wholesale: the form.
- Pending (
B2B_Registeration): an info banner with the pending message. - Wholesale (
B2B): a success banner with the existing-customer message and, if set, a Browse Products link.
After Submit. A spinner shows while the application is sent. On success, the form is replaced by the pending banner. On failure, a red banner shows the reason, for example "There was an error processing your request. Please try again." The customer can correct and submit again.
What happens when the form is submitted#
- Any uploaded file is stored in your store's Shopify Files (custom form only). See how file uploads work.
- The customer's existing account gets the tag
B2B_Registerationadded, keeping their other tags. Empty first name, last name or phone on the account are filled from the form. - The answers are added to the customer note as lines such as "Business Name: Acme Supply", with a "Last modified" date. You see them under View details on the Customers page.
- You get the New Wholesale Application email at your Shopify store email.
- The customer gets the Application received email right away, if it is turned on in Settings > Customer settings.
A customer who is already pending or wholesale is not changed. Approval is manual: see how to approve or reject wholesale applications.
The Wholesaler Information block on the profile page#
The Wholesaler Information block sits on the customer account Profile page. It is available on every plan.
| Setting | What it does |
|---|---|
| Wholesaler information | Heading shown to every customer. Default "Wholesaler information". |
| Register Wholesaler Header | Heading for customers who have not applied. Default "Register a wholesaler account". |
| Register Wholesaler Body | Text for customers who have not applied. Default "To become a wholesaler of the store, please signup via registeration form." |
| Register Wholesaler Button | Button label. Default "Sign up". |
| Use Custom Registeration Form | On: the button opens the Wholesale custom signup Form. Off: it opens the Wholesale signup Form. The custom form needs Enterprise or Professional. |
| Custom Signup URL | Optional. When set, the button opens this URL instead, for example a theme page with the signup block. |
| Pending Account Message | Message for pending customers |
What the block shows:
- Not applied: an info banner with the header, body and sign-up button.
- Pending: the pending message.
- Wholesale: a table of the customer's discounts with the columns Discount Tag, Amount off / tiers and Applies To. A flat discount reads like "20% OFF", "5 OFF" or "40 (Fixed Price)". A tier discount lists its condition ("Based on cart value", "Based on product quantity", or for loyalty "Based on total orders amount in 90 days") and each range, for example "(10 -> 49) : 10% OFF" and "(50+ ) : 20% OFF". A price list reads "Custom wholesale prices"; cost plus markup reads like "Cost + 30%". Without discounts it shows "No Discounts assigned yet".
Using the theme block forms on new customer accounts#
The Wholesale Signup Form and Wholesale Custom Signup theme blocks also work on new customer accounts, and they accept guests. Use them when you want people to apply before they have an account. Conditions:
- The block setting Use new customer flow must resolve to Yes. Set it to Yes explicitly. Auto acts as Yes only when Process Wholesale recorded new customer accounts at install or the last time you saved Settings in the app, so it can be wrong after you switch account types.
- With the new customer flow, the form has no password field. Process Wholesale creates the customer account from the email and name, tagged
B2B_Registeration, and saves the other answers in the customer note. - After Submit, the form is replaced by the pending message, with no page reload. The customer later signs in to the store with the same email.
- If the email already belongs to an account that has not applied, the form shows "An account already exists with this email." with the link "Please log in to your existing account to apply for wholesale". After signing in, the customer applies again.
Setup steps for the theme block are in how to add the wholesale signup form to your theme.
Limits and things to know#
- Sign-in required. The customer account forms are never shown to guests. Use a theme block form for guest applications.
- No captcha on the customer account forms.
- File uploads only on the custom form. The standard customer account form has no upload, consent or custom fields.
- Field order. If the custom form shows fields in an old order, open Custom Signup Form in Process Wholesale and save it again.
- Plan for extra fields. On plans other than Enterprise or Professional, only the six standard business fields are saved from a customer account application.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| Guests cannot find the signup form | Customer account forms need sign-in | Add a theme block form with Use new customer flow set to Yes, or link guests to the sign-in page |
| The form says "Feature not enabled on the store" | The store has no Process Wholesale plan | Choose a plan under Plan in the app |
| The custom form shows "This feature is only available for Enterprise plan." | The store is not on Enterprise or Professional | Upgrade, or use the standard Wholesale signup Form |
| The Sign up button opens the wrong form | Use Custom Registeration Form or Custom Signup URL is set differently than intended | Change the Wholesaler Information block settings |
| The theme block still asks for a password | Use new customer flow resolves to No | Set it to Yes |
Frequently asked questions#
Why can't guests see the customer account signup form?#
Because customer account pages require sign-in. Guests sign in first, or you add a theme block form with Use new customer flow set to Yes for guest applications.
Can I use the theme signup block on a store with new customer accounts?#
Yes. Set Use new customer flow to Yes on the block. The form then hides the password field and Process Wholesale creates the account from the applicant's email.
Does the customer account signup form have a captcha?#
No. The customer account forms do not show a captcha; only signed-in customers can open them. Theme block forms have a built-in captcha.
What does the Wholesaler Information block show to a wholesale customer?#
A table of the discounts the customer has, with each discount tag, the amount off or tiers, and what it applies to. Without discounts it shows "No Discounts assigned yet".
Is the application approved automatically?#
No. The customer waits in Customers > Pending until you select Accept B2B or Reject B2B in Process Wholesale.