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Sami B2B Onboarding

Develop by Samita
Free plan available

About Sami B2B Onboarding

Launched Oct 12, 2026

Categories

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Introduction Video

Description

Wholesale sign-up forms, one review queue and a store lock. Approved buyers become B2B companies.

Opening a wholesale account usually means emails back and forth, then setting up the company, location, contact, catalog and payment terms by hand. Here buyers apply through a form you design, and each application arrives in one queue with its answers and files. Approve it and the B2B company is set up with the terms you chose. Rules and Flow can decide routine applications, prices or the whole store stay hidden until a buyer is approved, and buyers keep their company details up to date.

Opening a wholesale account usually means emails back and forth, then setting up the company, location, contact, catalog and payment terms by hand. Here buyers apply through a form you design, and each application arrives in one queue with its answers and files. Approve it and the B2B company is set up with the terms you chose. Rules and Flow can decide routine applications, prices or the whole store stay hidden until a buyer is approved, and buyers keep their company details up to date. more
  • Drag-and-drop application forms with pages, conditional fields and file uploads
  • Approval sets up the B2B company with catalog, payment terms and tax exemptions
  • Review in one queue, or let rules and Shopify Flow approve buyers for you
  • Lock your store, hide prices or block checkout until a buyer is approved
  • Buyers edit company details and add contacts and locations from their account

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