How to Use Registration Forms & Workflow Automation for Shopify Plus B2B Feature

Shopify Plus offers built-in B2B features that make selling to wholesale buyers easier. However, these features still require manual management of customer onboarding, approvals, and pricing rules. To fully automate your B2B workflow, you need Kumo – B2B Wholesale Tools, an app designed to enhance Shopify's native B2B functionality.

In this guide, we’ll explore how Shopify Plus B2B users can use registration forms and workflow automation to improve customer onboarding, streamline approvals, and optimize pricing strategies.

Why Shopify Plus Users Need Registration Forms & Workflow Automation

1. No Built-In Registration Forms in Shopify B2B

Shopify Plus lacks native registration forms for B2B customers. This means you need a third-party solution to collect business details and approve wholesale accounts efficiently.

2. Manual Customer Approvals Are Time-Consuming

Shopify’s built-in B2B feature requires manual customer approvals, making it difficult to scale your wholesale operations.

3. No Pricing Automation Based on Customer Status

Shopify Plus B2B does not dynamically adjust pricing based on approval status or customer groups. Without automation, applying volume discounts and tiered pricing requires significant manual work.

4. Lack of Submission Tracking & Management

There’s no way to track, manage, or review B2B customer registrations within Shopify’s default system.

With Kumo – B2B Wholesale Tools, Shopify Plus users can overcome these limitations by integrating registration forms and workflow automation into their B2B operations.

Step-by-Step Guide: Enhancing Shopify Plus B2B with Registration Forms & Workflow Automation

Step 1: Install Kumo – B2B Wholesale Tools

To enable automated registration forms and workflow management, install Kumo – B2B Wholesale Tools from the Shopify App Store.

This app seamlessly integrates with Shopify Plus B2B, allowing you to manage registrations, automate approvals, and streamline pricing adjustments.

Step 2: Create a Custom B2B Registration Form

1. Go to Shopify Admin > Apps > Kumo – B2B Wholesale Tools
2. Click on Forms and select Create New Form
3. Use the drag-and-drop builder to add essential fields:
   • Business Name
   • Tax ID / Reseller Certificate
   • Contact Information
   • Business Type
   • Custom Fields (e.g., Annual Purchase Volume)
4. Customize the form design to align with your brand
5. Publish the form and add it to your B2B Signup Page

This ensures that only verified businesses can apply for wholesale pricing.

Step 3: Automate Approvals & Onboarding Workflows

1. In Kumo – B2B Wholesale Tools, navigate to Workflow Settings
2. Choose between:
   • Manual Approval: Review and approve each registration manually
   • Automatic Approval: Approve customers automatically if they meet predefined conditions (e.g., valid Tax ID)
3. Assign customer tags (e.g., “Wholesale Buyer” or “VIP Wholesale”)
4. Enable automated email notifications to inform customers about approval status

By using workflow automation, Shopify Plus users can reduce admin workload and accelerate customer onboarding.

Step 4: Apply Automated Pricing Rules for B2B Buyers

Once a customer is approved, they should see wholesale pricing applied automatically.

1. Navigate to Kumo – B2B Wholesale Tools > Pricing Settings
2. Configure Volume Discounts to enable tiered pricing based on order quantity
3. Use Customer Tags to show different pricing for various groups
4. Apply Product Conditions to assign special pricing to specific products or collections
5. Save changes, and pricing updates will now automatically apply based on customer approval

This ensures that Shopify Plus B2B users can manage wholesale pricing without manual intervention.

Step 5: Manage & Track B2B Submissions

1. In Kumo – B2B Wholesale Tools, go to the Submissions Tab
2. View pending, approved, and rejected registrations
3. Update customer tags and adjust pricing rules if necessary
4. Track submission history to ensure efficient B2B customer management

This tab serves as a central dashboard for managing all B2B registrations and approvals in Shopify Plus.

Bonus: Automate with Shopify Flow for Even More Efficiency

For Shopify Plus users looking for advanced automation, Kumo integrates with Shopify Flow to:

• Trigger Automated Emails for new form submissions
• Send Customer Approval Notifications upon account activation
• Automatically Tag Customers based on approval or order history

By integrating Shopify Flow, Shopify Plus B2B users can create fully automated customer journeys with minimal manual work.

Conclusion

Shopify Plus provides a solid foundation for B2B selling, but it lacks critical tools for registration management, automated approvals, and dynamic pricing. By integrating Kumo – B2B Wholesale Tools, you can unlock powerful features that streamline your B2B workflow.

✅ Create and customize registration forms for wholesale buyers

✅ Automate customer approvals and onboarding

✅ Apply dynamic pricing rules based on customer groups

✅ Manage and track submissions in one place

✅ Leverage Shopify Flow for full B2B automation