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
      • Set up Wholesale Registration Form
      • Set up 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
      • Set 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
  • 1. Manage and approve your customers
  • 2. Notify of new registration and account approvals
  • 3. Manually create customers

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  1. Customer Management
  2. Registration Forms

Manage, approve and notify your customers

Last updated 5 months ago

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If you have a Registration Form on your store, you'll need a place to manage all of your registrations. Especially if your form requires you to manually approve every registration.

If you haven't had a new Registration Form on your store, refer to this tutorial.

1. Manage and approve your customers

From our B2B/Wholesale Solution app, head to Registration Form > Register Management.

Here, you can view all of your registered customers. You can filter for a specific criteria:

And if your form requires you to manually approve, this is the place to make approval.

There are 2 methods you can approve a registration:

In this page, you can review the registration, decide if the customer is tax exempt and approve the customer.

While viewing customer info, you can resend the email to them according to their account status.

2. Notify of new registration and account approvals

In Registration Management, there's a tab to configure the emails notifying your customers of account approval.

There's configuration to notify you of new registration too.

In Email Configuration, there are 5 emails to configure:

  • Click on the Pen Icon to start customizing your email as well as enabling/disabling the email:

If you need help setting up your emails, reach out to us at support-sbc@bsscommerce.com or via Live Chat.

Also in Email Configuration, you can set up the Name and Email address of emails sent to your customers.

  • By default, the Name is no-reply and Email address is no-reply@email-bsscommerce.com.

3. Manually create customers

In the Registered Customers tab, you can Create new customers manually, or mass import/export customer list.

In Create New Customers, you are presented with a list of created Registration Forms and you can fill out information accordingly

In Import Customers, you are also presented with a list of created Registration Forms, and click on Download a sample CSV to download a CSV file with the corresponding fields.

Once the CSV file is filled out, you can import back the list to your store.

Depending on your setup, customers already existed on your Shopify Admin, or in the Registered Customers list from our app will not be imported.

Method 1: Click on the Check icon to approve:

You can also mass approve/reject by tick on the checkbox:

Method 2: Click on the Pen icon to review the registration and approve:

The Bin Iconwill delete a registration of your list.

If you want more field options, or have trouble creating your registration form, reach out to us at or .

support-sbc@bsscommerce.com
Live Chat
Choose a registration form
Fill out information