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Use case

Automate B2B Onboarding Workflows in Shopify Plus

Create a structured B2B registration and approval process to collect the right business information, review applications, and control access to wholesale resources.

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B2B applicant filling out a company registration form

Scenario

Manual B2B Onboarding Creates Delays & Access Risks

For Shopify merchants serving B2B customers, handling company registration and approval manually can make it difficult to collect consistent business information and control when new companies receive wholesale access.

Inconsistent company information

B2B applicants may submit different or incomplete business details, making it harder for merchants to evaluate new companies.

Manual registration and approval

Without a defined application and review workflow, admins have to manage company registrations and approval decisions manually.

Uncontrolled wholesale access

When registration is not tied to an approval process, unverified companies may gain access to B2B pricing before the merchant has reviewed their application.

Solution

Streamline B2B Onboarding & Approval with miniOrange

miniOrange helps merchants automate the path from B2B registration to company approval, while giving admins the information and control needed to evaluate new businesses.

  • Create customizable B2B registration forms to collect information such as GST details, company type, purchase intent, tax IDs, contact details, and addresses.
  • Map business-specific registration fields to Shopify company metafields to maintain relevant company information.
  • Route submitted company registration requests to a centralized dashboard for admin review.
  • Approve or reject applications and grant B2B store access only to verified companies.
  • Configure automated approval workflows and pre-approval rules to reduce manual processing where applicable.
Explore onboarding
Admin dashboard showing B2B company registration requests

Customer Journey

Give B2B Applicants a Clear Path from Registration to Approval

Offer prospective B2B contacts a clear way to request access to the Shopify Plus store while giving merchants the information and review stage needed to approve new companies.

  • Buyers can apply directly from the storefront without separate registration channels.
  • Required company information is collected at the point of application (tax IDs, SIC codes, company name, address, etc.)
  • Applications remain under review until the merchant makes a decision.
  • Approved companies can proceed to the B2B store.
Business contact submitting a B2B registration application

How B2B Onboarding Works in Shopify Plus

Onboarding flow
1

Register

B2B customers submit their business details through a custom registration form.

2

Submit Application

Application is submitted for review with all required company information.

3

Review Application

Admins review the submitted details from the centralized dashboard and verify the business.

4

Approve Company

Approved companies are granted access to the Shopify B2B storefront.

FAQs

FAQs

How can Shopify Plus merchants automate B2B onboarding?

Shopify Plus merchants can automate B2B onboarding by using customizable registration forms to collect business information (GST details, company type, purchase intent, tax IDs, contact details, addresses), routing applications to a centralized dashboard, and using approval workflows to process company registrations.

How does the B2B company approval process work?

A B2B customer submits a registration application with the required company information. The application is then routed to a centralized admin dashboard, where the merchant can review and approve or reject the request.

Can I control who gets access to Shopify B2B pricing?

Yes. Merchants can require company approval before granting B2B store access, helping ensure that only verified companies receive access to wholesale pricing.

Can B2B registration data be mapped to Shopify company metafields?

Yes. Business-specific fields collected through the registration form can be mapped to Shopify company metafields, allowing relevant company information to be maintained with the Shopify B2B company record.

Related

Automate Company & Contact Assignment

Automatically create approved company records and assign new contacts to the right company and location.

View use case

Self-Service Company Management

Let company admins manage users, roles, and company information without merchant support.

View use case

B2B login overview

See the full authentication toolkit for Plus Customer Accounts.

Explore B2B login

Ready to implement B2B login and onboarding in your Shopify store?

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