BSS B2B Solution
  • 🚀Getting Started
    • App Overview
  • Wholesale Pricing
    • Quantity/Amount Break
      • Set different price for different quantity range
      • Settings for Quantity/Amount Break
      • Display discounted prices
      • Import/Export Quantity/Amount Break rules
    • Custom Pricing
      • Set different prices for Wholesale customers
      • Display Custom Pricing prices
      • Import/Export Custom Pricing rules
    • Price List per Customer
      • Set customized pricing per product per customer
      • Display Custom Pricing prices
      • Import/Export Price List rules
    • More
      • Shipping Rate
        • Set up your Wholesale shipping rate
      • Extra Fees
        • Add fee to your customer's orders
        • Settings for Extra Fee
  • Customer Management
    • Registration Forms
      • Create Wholesale Registration Form
      • Create Multi-step form
      • Publish form to the storefront
      • Manage, approve and notify your customers
      • Email sender settings
      • Import Customers
      • Translate form for cross-border wholesalers
    • Auto Tags Orders/Customers
      • Automatically tag orders and customers
  • Tax
    • Tax Incl/Excl Display
      • Display prices with and without taxes
    • Tax Exempt
      • Tax exempt for eligible customers and orders
  • Order management
    • Manual Orders
      • Create an order in Backend with discounts
      • Edit an order from Backend
    • Order Limits
      • Set minimum or maximum quantity/amount your customer can buy
    • Quantity Increments
      • Make your product buy-able in only increments
    • Orders Custom Fields
      • Allow customers to add custom notes to the orders
    • Net terms
      • Setting up Net terms
      • Email notifications
  • Other modules
    • Discount Code
      • Set Discount Codes on your orders
    • Buy One Get One
      • Set discounted price for a product when buying another product
    • Multi Currency
      • Show prices in different currencies
  • API Integration
    • Public APIs
      • Public APIs for Uploading
      • Public APIs for Quantity Breaks (QB)
      • Public APIs for Custom Pricing (CP)
      • Public APIs for Price List (PL)
      • Public APIs for Registration form (RF)
  • Integration
    • Shopify POS
    • Klaviyo
    • EasyCSV
    • Sufio
    • Order Printer Pro
    • Zapiet Pickup + Delivery
    • Shopify theme
  • Use case & FAQ
    • General
      • Can I get a discount on special cases?
      • Can I get a trial for the app?
      • Can I subscribe to an annual plan?
      • Can I cancel the app at any time?
      • How to uninstall the app and remove the code?
      • Can I request a refund?
      • Can I change my plan?
      • Do you offer free installation and support?
      • What are your supporting hours?
      • Does it cost an extra fee for support?
      • Does our app support all Shopify themes?
      • How to submit a request for additional customization?
      • How can I grant access to our app for BSS Commerce?
      • How to fix display problem in Dashboard?
      • How to see the store's collaborator code
    • Usecases
      • How do Quantity Increment Calculation and Quantity Limit work in your Shopify store?
      • How to calculate the total price when customers are qualified for Custom Pricing and Quantity Break?
      • How can I restrict customers to access the page? After approving, how can I show the custom pricing?
      • How to exempt tax for non-registered VAT customers?
      • Can my customers still use discount codes at checkout?
      • How to limit order quantity/amount and offer tiered pricing with Order Limit and Quantity Break?
      • How to add notes/additional information to Orders created by the B2B/Wholesale Solution app?
      • How to avoid duplicated discount if I create b2c discount rule with another app?
      • How to limit order quantity/amount and set product increment with Order Limit and Quantity Increment
  • Policy
    • Discount policy
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On this page
  • Step 1: Enable the feature
  • Step 2: Customize the Wholesale Registration Form
  • Step 3: Advanced Settings (optional)
  • Step 4: Publish a form to the storefront

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  1. Customer Management
  2. Registration Forms

Create Wholesale Registration Form

Integreate with Legacy Customer Login

Last updated 2 months ago

Was this helpful?

If you want to create a dedicated registration form to verify a Wholesale company (business name, address, license, etc.), then our Registration Form feature would be your go-to solution.

This type of form is well-integrated with the

Step 1: Enable the feature

  • Go to Customer management and enable Registration Form

  • After enabling, go to Configuration

  • Press Create form > Select template to start

Step 2: Customize the Wholesale Registration Form

  • Enter the Form Name

  • There are a lot of fields that you can choose from and customize your form.

  • You can click on the "Add field" button to add custom fields to the form

  • Also, the Upload File field allows file types .csv, .doc, .docx, .gif, .jpeg, .jpg, .png, .pdf, .wav, .xls, .xlsx, .zip, .txt, .mp4, and the file must not exceed 2MB.

  • The preview part is on your right-hand side

Step 3: Advanced Settings (optional)

  • You can choose tags to attach to customers who registered via this form

  • You can attach the privacy policy to the form

  • To prevent spam, you can set up a reCAPTCHA option

The reCAPTCHA function of B2B/ Wholesale Solution app can cause conflict when simultaneously turned on. Therefore, we strongly advise enabling only one spam protection method when using B2B Solution’s Registration Form.

You can turn off Shopify’s reCAPTCHA by going to Online store > Preference and locate the checkboxes under Spam Protection.

  • In Registration approval options, you can choose among

    • Will be auto-approved: every account signing up will be approved.

      • You can choose whether customers can sign up with inactive accounts.

    • Will need to be manually approved: you can manually approve which accounts can become your customers

      • If you check the "Show password field on registration form", notification emails will be sent to the customers, and they can access your store from there

      • If you uncheck the "Show password field on registration form", invitation emails will be sent to the customers, and they can set up their account from there.

Step 4: Publish a form to the storefront

You can do that by adding the App block to your theme. Watch the video below to know more:

If you want more field options, or have trouble creating your registration form, reach out to us at support-sbc@bsscommerce.com or via Live Chat

Note:

If you own some version 1 forms and want to switch them to version 2, you can do it by clicking this button

Before taking this action, please note that any of your customizations will be returned to default. To customize form v2, you can contact our support team; we are always ready to assist.

To set up email so you and your customers can be notified, head to

Email configuration
Legacy Customer Account