Shopify B2B allows merchants to manage wholesale customers using Companies, Company Locations, and Company Contacts. Companies provide a centralized way to manage pricing, payment terms, catalogs, permissions, and other B2B-specific settings. With Simply Forms, you can streamline the entire B2B onboarding process — from collecting company account requests to creating and managing Shopify B2B Companies.
Collect B2B Company Account Requests
Create a Company Account Request form that allows prospective wholesale customers to apply directly from your storefront.
Capture Contact Information
Each application includes information about the primary contact person.
If the contact person is already a Shopify customer, Simply Forms can automatically associate the existing customer record with the submission. Customer information and addresses can be prefilled, reducing duplicate data entry and improving accuracy.
If the contact person is not yet a Shopify customer, Simply Forms can automatically create a customer record when the application is submitted.
Collect Business Information
Use custom fields to gather any information required for your approval process, including, but not limited to Tax ID or VAT Number, Business License Copy, Resale Certificate Copy, Industry Type, Company Website, Annual Purchase Volume, Credit References, Any other business-specific requirements.
Because forms are fully customizable, you can tailor the application process to match your business requirements.
Review and Approve Applications
Every submission includes a status that helps track progress through your onboarding workflow. Merchants can create custom statuses such as:
- Pending Review
- Approved
- Rejected
- Need More Information
- Under Verification
As applications move through the review process, staff can update statuses directly from the submission record. This creates a clear and auditable approval process for wholesale account requests.
Automate Your Workflow with Shopify Flow
Whenever a submission status changes, Simply Forms sends a Shopify Flow trigger containing:
- Submission data
- Customer information
- Previous and current status values
This allows merchants to automate downstream processes such as:
- Sending approval or rejection notifications
- Alerting internal teams
- Assigning sales representatives
- Creating follow-up tasks
- Tagging customers
- Creating Shopify B2B Companies automatically
- Synchronizing data with ERP or CRM systems
Create Shopify B2B Companies
Once an application is approved, a Shopify Company can be created either manually or automatically.
Manual Company Creation
For merchants who prefer a review step, Simply Forms makes it easy to access the associated Shopify customer and create a Company record.
This approach works well when additional validation or account configuration is required before onboarding a customer.
Automated Company Creation
For high-volume B2B operations, Shopify Flow can be used to automatically create Company records when an application is approved. Using the data collected through Simply Forms, merchants can automate Company creation and eliminate repetitive manual work.
Benefits include:
- Faster onboarding
- Reduced administrative effort
- Fewer data-entry errors
- Consistent account setup processes
Configure Company-Specific B2B Experiences
Once a Company has been created, Shopify B2B features can be used to customize the buying experience for each company location. Examples include:
- Company-specific pricing
- Custom product catalogs
- Net payment terms
- Purchase order requirements
- Delivery and shipping options
- Tax exemptions
- Restricted products
- Personalized storefront experiences
These settings can be managed manually or automated using Simply Forms + Shopify Flow and Shopify’s built-in B2B workflow templates.
Build a B2B Onboarding Process That Fits Your Business
Every wholesale business has unique requirements. With Simply Forms + Shopify Flow, merchants can customize:
- Application fields
- Validation rules
- Approval workflows
- Submission statuses
- Automation processes
- Follow-up actions
Instead of adapting your business to a predefined workflow, Simply Forms allows you to build an onboarding process that matches the way your team works.
Start Simple, Automate Later
Many merchants begin with a manual review and approval process. As their business grows, they can gradually introduce automation using Shopify Flow — without changing the customer experience or rebuilding forms.
The same Company Account Request form can support:
- Manual review and approval
- Semi-automated onboarding
- Fully automated Company creation
This flexibility allows merchants to scale their B2B operations at their own pace while maintaining a consistent and professional onboarding experience for wholesale customers.