Company account requests

Plan requirement

The B2B feature is available only to stores on the Shopify Plus plan. For information about Shopify Plus plan pricing, contact us.

Company customer requests let your customers submit a form on your online store to request access to buy from your business as a B2B company. After your customer submits the form, a company, a company location, and a customer are created in your Shopify admin. You can review the request and choose whether to approve the company to buy B2B from your business.

Set up a company account request form

1. From the Shopify App Store, install the Shopify Forms app.
2. Create a form:
   1. From your Shopify admin, go to Apps > Forms.
   2. Click Create form.
   3. Select whether to create a Popup form or an Inline form.
   4. Enter a name for the form.
   5. Click Create.
3. For each field that you want to add to the form, do the following:
   1. In the Fields section, click Company and customer.
   2. Click Add new field.
   3. Either select an existing field or click New field to create a custom input.
4. Configure the rest of the form based on your preferences.
5. Click Save.

Typically, popups are used for short forms. Inline forms are best suited for longer forms or when you want to have a dedicated sign up page on your online store.

Custom input fields

Note

Metafields that you create by using the Forms app can be edited only in the Forms app.

When you create a custom input field on a form, you can store as a local field, or a customer or company metafield.

When you add a custom field to your form, you need to give the corresponding field a name. Optionally, you can set specific requirements for each field. Learn more about managing form fields.

Local fields

Fields stored locally are used only on the specific form that you add it to. To reuse a local field, you can duplicate an existing form that uses that field.

You can change a locally stored field to a customer or company metafield at any time by checking Also store as metafield. However, only data submitted after the date that you changed the local field to a metafield is stored in the metafield.

Customer or company metafields

Fields stored as customer or company metafields are saved in the form field picker, and can be reused on other forms. After you save a custom input field as a metafield, the Also store as metafield checkbox no longer displays, and it can't be changed to a local field.

After you store a form field as a metafield, it's saved in the Custom data settings of your Shopify admin, in the Customers or Companies section. You can use this metafield data to assess B2B company requests or to create customer segments.

If a customer fills in a field that's already linked to their customer profile more than one time, then their customer profile displays metafield data only from the most recent form submission.

Custom input field data types

A custom field can be any of the following data types:

Custom input field data types

Field data type	Description
Single-line text	A short text field appropriate for a single sentence.
Dropdown list	A list of options presented as a dropdown menu that the user can select one option from.
Radio buttons	A list of options presented as a series of buttons that the user can select one option from.
Multi-line text	A longer text field appropriate for a paragraph.
Multiple choice	A list of options presented as a series of checkboxes. Unlike the Dropdown list and Radio buttons, users can select more than one response.
Date	A specific date.
Number	A single number.
File upload	A single file attachment of 20 MB or less. The file must be one of the following accepted file types: GIF HEIC JPEG PDF SVG WebP XML

For example, suppose that you want to know how many locations an organization has before you approve them as a company in Shopify. You create a form and add a custom field and select Number. If you want to ensure that you receive applications only from companies with more than one location but fewer than nine, then you can set the field to accept values from 2-8.

Review company account requests

After the form is published to your online store, companies can submit the form to request access to buy B2B. When they do, a company with an associated customer is created in your Shopify admin to review. By default, companies created through the form don't have access to B2B ordering or pricing until they're approved.

You can review company account requests in the Ordering column and choose whether to approve companies in the Shopify admin.

Steps:

1. From your Shopify admin, go to Customers > Companies.

2. Click Ordering not approved.

3. Click the name of the company to review.

4. In the Metafields section, review the information that the company contact has submitted by using your form:

   • To reject an application, delete the company.
   • To approve a company, do the following:
     1. Click Manage permissions.
     2. Select locations and assign permissions.
     3. Click Next.
     4. Optional: Select Notify customer that they can start placing B2B orders to send an email to the company contact.