Welcome to Sami B2B Onboarding

Sami B2B Onboarding turns your Shopify store into a place where businesses can apply for a wholesale account. A buyer fills in an application form on your storefront. You review it in the app. When you approve it, the app creates the customer and the company in Shopify, applies your terms and emails the buyer that their account is live.

The app is ready to use the moment you install it. It comes with a published Wholesale application form and a page on your store that shows it. Turn on the app embed, and you can take your first application in a few minutes.

Who it’s for

Stores that sell to businesses, alongside retail or instead of it. Take a café-supply wholesaler: cafés apply, you check who they are, and only approved cafés see wholesale prices and reach checkout.

Your team works in the app in two roles. Admins set the app up. Reviewers work through the applications.

What you can do

• Collect applications. Edit the ready-made form or build your own, with rules, uploads and several pages. Share its page, or place it anywhere in your theme.
• Review in one place. Every application lands in Companies › Applications. Approve it, ask the buyer for more information, or reject it, one at a time or several at once.
• Approve into Shopify. Approval creates the Shopify customer and company with the details the buyer gave. An approval preset adds the terms: catalog, payment terms, checkout and tax settings.
• Control who buys. Hide prices and add to cart, lock the store, and block checkout until a buyer is approved.
• Automate the routine. Rules decide clear-cut applications for you. Tax ID checks verify EU VAT numbers. Shopify Flow, Klaviyo and webhooks pick up each event.
• Look after approved buyers. Buyers follow their application and manage their own company from their customer account.

Requirements

• Online Store. The form and the store access rules run in your theme through the app embed. Shopify doesn’t switch app embeds on for you, so you do it once. See Turn on the app embed.
• A plan that includes B2B, for companies. Shopify only creates companies on plans with B2B. Without it, approval still creates the customer and turns on B2B approved on their customer page, the company stays in the app’s Companies list, and your store access rules treat the buyer as approved.
• Customer accounts, for the account pages. The pages the app adds to your buyers’ accounts need Shopify’s customer accounts, not legacy customer accounts.

Explore the docs

QuickstartGo from opening the app to an approved test buyer who can check out.Application formsBuild the form buyers fill in, map its answers to Shopify and put it on your store.Reviewing applicationsApprove, ask for more information or reject, one at a time or several at once.CompaniesManage approved companies, put them on hold, and bring in the ones you already have.AutomationSave approval terms as presets, let rules decide, check tax IDs and use Shopify Flow.Store accessDecide who can see prices, browse the store and check out.Customer accountsLet buyers follow their application and manage their company from their account.IntegrationsConnect Klaviyo, webhooks, captcha and address autocomplete to a form.HelpFix common problems, find quick answers, or get in touch with support.

Next steps

• Quickstart — set the app up and approve your first test application.
• Turn on the app embed — the one theme step the app needs.
• How it works — follow an application from submit to an approved company.