With B2B & Wholesale Solution – Registration + Tags

B2B Lock works best when it knows who is B2B and who is not. That’s exactly what B2B & Wholesale Solution is good at: capturing business details, approving applicants, and tagging customers.

Together, they form a full flow:

Registration → Approval → Tags → Catalog & Access Locks

This page explains how to connect those pieces.

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1. High-level flow

1. Customer fills in B2B registration form

   • Company name, VAT/tax ID, website, expected order volume, etc.

2. You (or your team) review and approve

   • Approve, reject, or ask for more info.

3. On approval, the app adds tags to the customer

   • Example: b2b-approved, wholesale, eu-distributor.

4. B2B Lock uses those tags

   • To unlock B2B-only content (collections/pages).

   • To show/hide prices.

   • To separate B2B and B2C catalogs.

Once this is in place, your B2B experience becomes:

• Public visitors → see only public catalog.

• Approved B2B visitors → after login, see all the B2B content unlocked by tags.

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2. Step-by-step: connect registration to tags

In B2B & Wholesale Solution:

1. Set up your B2B registration form (e.g., “Wholesale signup”).

2. Configure the approval workflow:

   • When you approve an application, the app adds tags to that customer.

   • Decide on tag names such as:

     • b2b-approved

     • wholesale

     • silver, gold

3. Test:

   • Submit a test application.

   • Approve it.

   • Check the customer record in Shopify → confirm tags are added.

These tags are now your keys for B2B Lock.

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3. Step-by-step: use tags in B2B Lock

In B2B Lock, for any rule:

1. Go to Locks → Add lock (or edit an existing one).

2. In Step 2 – Control access, choose condition:

   • If the customer is tagged with b2b-approved

   • Or specific tags like wholesale, eu-distributor, silver, gold.

3. Finish Step 3 with messages like:

   • “This area is for approved B2B customers. Please apply for access or log in with your approved email.”

Examples:

• Lock wholesale collection:

  • Tags: wholesale, b2b-approved.

• Lock B2B info page:

  • Tags: b2b-approved.

• Hide prices from non-B2B:

  • Condition: “Customer is tagged with b2b-approved”.

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4. Benefits of this integration

• No double work

  • You only manage approvals in one place (B2B & Wholesale Solution).

  • Tags are automatically updated; B2B Lock just reads them.

• Clean separation of responsibilities

  • B2B & Wholesale Solution → registration, approval, data collection, and tags.

  • B2B Lock → what each tagged customer can see and access.

• Scalable

  • You can add more tags and rules over time: regional B2B, tiers, different catalogs.

Once you think of tags as your “access passes”, integrating B2B Lock with B2B & Wholesale Solution becomes very natural.