We understand that sign ups, onboarding and qualifying information are super important aspect of any b2b program. That's why we've designed applications the flexible way that we have, to support any use case.
When someone fills out your sign-up form, it will show up in the B2B Wholesale & Trade Discount application dashboard under the Manage Applications tab on the left hand side of the Shopify admin.
Reviewing Applications
In this table you can filter by pending, approved and denied applications, or search by customer details.
Assign Applications to Customers and Companies
In order to update an application, it must be assigned to a customer in Shopify. If the customer doesn't already exist in Shopify, you're given the option of creating the customer and sending an account invitation.
Our application also supports assigning applications to Companies. While an application does not need to be assigned a company, this can be useful for organizational purposes.
Note: Companies in our application are not the same as Shopify Plus B2B channel companies. Our application is intended to work with any Shopify Plan, so as a result Companies live independently in our system.
Application Approval
After reviewing the details of the submission, it is important to update the status of the application. Status is useful for easily identifying how an application submission was received and if further action is required (gather more information, expiry etc.).
It is important to note that updating the status of the application to Approved or Rejected does not immediately grant or remove customer access or discounts. This is intentional, we designed our application to be as flexible as possible understanding that certain b2b programs require that customers / companies reapply after a certain amount of time has elapsed to keep their status active. As a result customers and companies can possibly have multiple applications associated.
Discounts and tax exempt status must be managed at the Customer or Company level.