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Allowing Customers to Apply for a B2B Company Account

 

Note: This feature is only available to stores on the SHOPLINE Enterprise plan.

 

Previously, if you want to do a B2B or wholesale business with other companies, you have to first collect essential information from them and then create a company profile for them manually.

To help you avoid manual entry and enhance efficiency, SHOPLINE launches the Company account application feature. With this feature, If companies wish to purchase your products as a B2B customer, they can now submit an application form to you during sign-up within your online store. The system will then create a company profile with a company location and a customer in your store's admin panel. You can review the company information provided by the company and make edits to it like assigning it a catalog and managing customers, and associating them with company locations.

 

In This Article

 


 

Enabling the Company Account Application Form

To enable this feature, follow these steps below:

  1. From your SHOPLINE admin panel, go to Settings > Customer account.
    1-1 customer account.png
  2. Scroll down to the bottom of the page and click the Edit button in the Company account application block.
    1-2 Edit button.png
  3. The Allow company account application option appears. Check the box to enable this feature and reveal relevant configurations. This will automatically add the portal to the application form to the customer sign-up page. If you disable this feature later, the form will still be accessible, but submitting the form will not create a company profile.
    1-3 allow comapny application.png
  4. In the URL section, click Copy to copy the link to the application page. You can add this link to any location in your store, such as the navigation bar or footer, to allow customers to submit the company account application form.
  5. In the Display position section, check the box in front of the Show on new customer account option if you want to display the form on the sign-in page for new customer accounts. Customers will see the form when they visit the new customer account URL. Click Preview to see how it looks. 
    Note: If you are currently using the New customer account type, it is recommended to enable this configuration.
  1. In the Form fields section, you can customize which fields to be included in the form. The default fields include email, company name, company shipping address, and company billing address. You can optionally display fields for first name and last name.
  2. Click Update to save your changes.

 

You can provide customers with access to the application form in the following ways:

  • Once you enable this feature, the form will automatically be displayed on the sign-up page for classic customer accounts. No additional setup is required.
  • If your store is using the new customer account type, the classic customer account sign-up page will be redirected to the new customer account sign-in page. Therefore, we recommend enabling the Show on new customer account option.
  • You can also add the application form URL to your store's navigation bar, footer, or a custom B2B introduction page to guide customers to the form.

 

Below are how the application form looks like on the storefront:

  • On the sign-up page
    1.1 sign up page.png
  • The application form
    1.2 application form.png

 


 

Reviewing Company Account Applications

When customers submit the application form to apply for B2B purchasing privileges, the system will create a company profile for you to review. The newly created company will be automatically associated with the customer who submitted the form (as the main contact) and have a default location.

Initially, customers are not able to access the companies created through the application form and place orders. You need to associate the customers with company locations to grant them B2B purchasing permissions.

  1. From your SHOPLINE admin panel, go to Customers > Companies.
  2. In the company list, locate companies marked as Disallow Ordering. These companies have been created but no customers have been added to its location, meaning no customers can place orders at that location as a B2B customer. Click to review them on the company details page.
    2-2 disallow ordering.png
  3. On the details page, you can view the company name and default location. The customer who submitted the application form is the main contact for the company and the only customer at the beginning. Here, you can also add more locations to the company.
  4. To associate the customer with a location, click Add in the Ordering is not approved section. Then, in the pop-up window, click the three-dot icon and select Add customer to company.
    2-4 add customer.png
  5. From the location list, select the location(s) where the customer can visit and place orders. Click Save once finished. You can also choose to send email notifications to the customers.
    2-5 location association.png
  6. To add more customers to the company, click +Add customer in the Customers section and follow the instructions on screen.
    2-6 add more customers.png
  7. If you disapprove of the application, click Delete company at the bottom of the page.

 

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