B2B Triage — Help

B2B Triage turns wholesale sign-ups into real Shopify B2B records. A visitor applies through a form you build, you review the application, and approving it creates a native Shopify company, location, and customer contact — the same objects you would create by hand, which means they keep working whether or not this app is installed.

Four steps, start to finish: install → build a form → place it → approve.

1. Install

Install from the Shopify App Store. The app asks for two permissions and no more:

• Customers — to create the customer, company, and contact records an approval produces.
• Products — to let you pick which catalog an approved company is assigned to.

Requirements: your store needs the Online Store sales channel, because the registration form is placed on your storefront theme. Shopify Plus is not required — Shopify’s native B2B has been available on all paid plans since April 2026, and this app is built for exactly that. A few Shopify features remain Plus-only and the app tells you when you hit one rather than failing quietly (for example, non-Plus stores can have at most three catalogs).

2. Build a form

Open the app and go to Forms → Create form. The editor runs in four stages: Basics → Form editor → Settings → Publish.

• Fields. Add what you actually need to qualify a buyer — company name, business address, and typically a tax or VAT registration number. Tax identifiers are stored so only your admin can see them; they are never exposed to your storefront.
• Multiple steps. Split a long application so it does not read as a wall of inputs.
• Conditional fields. Show a field only when an earlier answer calls for it — ask for a reseller certificate only when the applicant says they are a reseller.
• Bot protection. A honeypot is always on and needs no setup: it is a hidden field real applicants never see and simple bots fill in. It is paired with a rate limit. There is no CAPTCHA, and nothing third-party loads on your storefront. Your approval queue is the real backstop — no application becomes a company account until you read it and approve it.

Publish when you are done. Publishing gives the form an ID — you need it for the next step.

3. Place the form on your storefront

Create the page the form will live on (Online Store → Pages — “Wholesale application” is the usual choice), then:

1. Go to Online Store → Themes → Customize and open that page.
2. Choose Add section or Add block, and look under the Apps heading for B2B registration form.
3. Paste your Form ID into the block’s settings, and save.

The block is under “Apps” in Add section / Add block — not under App embeds. This app has no app embed on purpose: an embed loads on every page of your storefront whether or not it is used, and this block loads only on the page you put it on.

The form is also served directly at /apps/b2b-triage/form/<your form ID> on your own domain — so https://your-store.com/apps/b2b-triage/form/abc123 is a working link you can send to a buyer or point a “Wholesale” menu item at, without touching the theme at all. It is your domain, not ours: nothing about the form is hosted somewhere your customers can see.

4. Review and approve

Applications land in Submissions in the app. Open one to see every answer, then Approve or Decline.

Approving builds the B2B records in your store:

• A customer, if that email is not one already
• A company and a company location, with the applicant attached as a company contact
• The catalog, payment terms, and tax exemptions your form’s settings specify
• Tags and metafields carrying the application’s details

Approving twice does nothing twice. Each application carries a stable identifier that becomes the company’s external ID, and Shopify enforces that it is unique — so a double-clicked Approve cannot produce two companies.

If a step cannot complete — a catalog limit on a non-Plus plan, for example — the app reports Shopify’s own error, marks that step skipped, and keeps the rest. It does not invent a reason and it does not roll back work that succeeded.

Letting the buyer in

Tick Send an account invitation when you approve on the form’s Settings step and approving sends the buyer Shopify’s own account invitation — from your store, with your sending domain behind it, carrying the link they use to set a password and log in. The app asks Shopify to send it; the app does not send it itself, which is why it looks exactly like every other email your store sends.

That invitation only exists for legacy (classic) customer accounts. If your store uses new customer accounts, the approval will tell you it skipped the invite, and why. Your buyer is not locked out: with new customer accounts there is no password to set, so they sign in from your storefront with a one-time code Shopify emails them at login.

Telling an applicant you declined

Tick Email the applicant when you decline and write the message you want them to receive. Your words, not ours — the app never invents a reason on your behalf, and sends nothing at all if you leave the toggle off. A declined application is also tagged b2b-declined in your store, so you can drive anything else from Shopify Flow off that tag.

These emails come from B2B Triage on your behalf, shown as “Your store (via B2B Triage)”, with replies going to your store’s contact address. The app does not send email as your own domain: doing that would mean you handing over DNS control of your email, and we would rather label the sender honestly than ask for that. Shopify’s account invitation above is the exception — that one really does come from your store, because Shopify sends it.

Uninstalling

Every company, location, contact, and catalog assignment the app created is yours and stays. They are ordinary Shopify records, not app-owned ones, so uninstalling does not touch them and your B2B buyers keep working exactly as before. What stops is the registration form.

What happens to the app’s own data — your forms, applications, and audit record — is set out in the privacy policy.

Still stuck?

Support — email, and what to include so the first reply is the useful one.