For any B2B Shopify store, having a wholesale registration form is crucial. It helps streamline the onboarding process for bulk buyers, ensures only qualified businesses gain access to wholesale pricing, and enhances customer segmentation. With a well-optimized registration form, you can automate approvals, collect necessary business details, and simplify the wholesale buying experience.
In this guide, we’ll cover why a B2B wholesale registration form is essential, how to set one up on Shopify, and optimize it for conversions.
Why Do You Need a B2B Wholesale Registration Form?
1. Gatekeep Your Wholesale Pricing
Not every visitor should see wholesale prices. A registration form ensures that only verified businesses can access exclusive B2B pricing.
2. Faster Registration Process
By using a form, businesses can quickly submit their details, reducing the back-and-forth typically involved in onboarding wholesale customers.
3. Automate or Manually Approve Customers
With workflows, you can either manually approve applications or set up auto-approval based on predefined criteria, streamlining the process.
4. Segment Customers Efficiently
Once registered, you can tag customers as wholesalers and apply specific pricing, shipping rates, and minimum order quantities accordingly.
5. Ensure Compliance & Verification
Collect important business details like tax ID, reseller certificates, and company information to maintain legitimacy and prevent misuse of wholesale privileges.
How to Set Up a Wholesale Registration Form on Shopify
1. Install and Configure the App
To set up a wholesale registration form, start by installing Kumo ‑ B2B Wholesale Tools, the best Shopify app for managing wholesale customers. It integrates seamlessly with Shopify’s B2B features and offers extensive customization options.
2. Create a New Form
- Navigate to the Forms section of the app and click on Add Form.
- Provide a Name and Description for the form to indicate its purpose.
- Customize fields to collect essential information, such as:
- Business Name
- Tax ID / Reseller Certificate
- Contact Information
- Company Website
3. Design the Form
- Add a Title and Content to explain the purpose of the form.
- Include a Submit Button with a clear label like “Apply Now.”
- Customize the Success Message to confirm the submission and provide next steps.
4. Configure the Workflow
- Choose between Manual Approval or Automatic Approval for form submissions.
- Add Customer Tags to classify approved applicants as “Wholesale” customers.
- Enable additional options such as:
- Customer Email Marketing to sign them up for newsletters.
- Tax Exemption for eligible businesses.
- Company Setup to create or update a B2B company profile in Shopify.
5. Add the Form to Your Store
- Place the form on a dedicated Wholesale Signup page.
- Link the page in your navigation menu and footer for easy access.
- Add a Call-to-Action (CTA) such as “Apply for Wholesale Access” to encourage signups.
6. Manage Submissions
- When a customer submits the form, review their application under the Submissions section.
- Approve or disapprove the application based on the provided details.
- Approved customers are tagged and can immediately access wholesale pricing.
Conclusion
A B2B wholesale registration form is an essential tool for any Shopify store catering to bulk buyers. The Kumo ‑ B2B Wholesale Tools app serves as an all-in-one solution for managing registration forms, volume pricing, and other wholesale needs. By setting up an optimized form using this app, you can streamline your wholesale onboarding process, automate customer approvals, manage pricing efficiently, and provide a seamless buying experience.
