How Do I Set Up a Wholesale Store from Scratch?

You want to accept wholesale applications, vet each applicant, automatically tag approved accounts, and immediately show those customers discounted wholesale prices - all without touching code. This walkthrough combines Registration Form, Custom Pricing, and the App Embed.

What your customers see on the storefront.

Note

On a brand-new install you will meet a short guided setup first. After installing, the app opens a four-step onboarding - what you want to achieve > your first rule > plan > book a demo - and the second step creates a real, working rule for you rather than just explaining one. If you pick the wholesale-pricing option there, you will already have a Custom Pricing rule live on the storefront when you arrive at Step 2 below; open B2B Pricing > Custom Pricing and edit it instead of adding a second one.

You can also skip onboarding and follow this walkthrough from scratch - nothing here depends on it.

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Step 1: Create a wholesale application form

Set up a Registration Form that collects the information you need from applicants and applies a tag on approval.

1. Go to B2B Customers > Registration Forms and click Create new form.
2. Give it a name (e.g. “Wholesale Application”) and a URL handle (e.g. wholesale-apply). The form will live at https://your-store.com/pages/wholesale-apply.
3. Add the fields you need: drag in Company (company-field), Phone (phone-field), and any custom fields (e.g. a “Business type” Dropdown).
4. Under Customer settings, set Approval mode to Manual approval and check Hide password field - applicants submit without a password; you send a Shopify invite on approval.
5. In Assign tag when customer is approved, enter wholesale-approved. This tag is applied to every customer you approve.
6. Enable Email notification so applicants receive a “pending review” email automatically.
7. Save the form.

See Set Up Registration Form for every field option and the full approval workflow.

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Step 2: Enable and configure Custom Pricing

Create a price-list rule that targets the wholesale-approved tag.

1. Go to B2B Pricing > Custom Pricing and toggle the module on.
2. Click Add rule and work through the wizard:

• Step 1: Name the rule (e.g. “Wholesale 20% off”), priority 5, status enabled.
• Step 2: Customer condition > Customer tags > wholesale-approved. Product condition > All products.
• Step 3: Discount type > Decrease in percentage, value > 20.
• Step 4: No end date (always-on).

3. Save. The rule is published to your storefront immediately.

See Set Up Custom Pricing for the full list of targeting and discount-type options.

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Step 3: Enable the App Embed on your theme

Both Registration Form and Custom Pricing render through the BSS B2B Solution app embed. Without it, neither the application form block nor the wholesale prices will appear on the storefront.

1. In your Shopify admin go to Online Store > Themes > Customize.
2. Click App embeds (usually in the left-side panel or the top-right eye icon).
3. Toggle BSS B2B Solution (or BSS B2B Solution) on and click Save.

Caution

If the embed is off, shoppers see nothing - even with rules saved and enabled. This is the most common reason a freshly configured feature appears not to work on the storefront.

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Step 4: Place the Registration Form block on a page

1. In the Shopify admin, go to Online Store > Pages. You will find a page named “Wholesale Application” (automatically created by BSS B2B Solution when you saved the form).
2. In the Theme Editor, navigate to that page and add the Registration Form app block. Set Registration Form ID to the numeric ID shown on the form’s detail page in admin.
3. Link to the page from your navigation (e.g. “Apply for a wholesale account” in the header menu).

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Step 5: Review and approve applicants

As applications arrive, go to B2B Customers > Registration Forms > Registration management - one store-wide list covering every form, with the originating form shown as a filterable column. Pending applicants appear with status Pending. Open an applicant, verify their details, and click Approve.

On approval:

• The Shopify customer account is created and the wholesale-approved tag is applied.
• Because your Custom Pricing rule targets that exact tag, the customer’s prices update to −20% across all products immediately - no further action required.

See Approval Workflow for status codes, email templates, and bulk actions.

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# Example

A merchant sells industrial cleaning supplies. Their list price on a gallon of product is $25.00.

Step	What happens
Applicant submits form	Pending record created; merchant receives notification
Merchant reviews company info and approves	Customer gets tag wholesale-approved; activation email sent
Customer logs in and visits any product page	Storefront JS reads the Custom Pricing rule; shows $20.00 (−20%) with the original $25.00 struck through
Customer adds to cart	Cart reflects $20.00 per unit

Without any further configuration, 100% of the catalog is repriced for every customer who carries the wholesale-approved tag.

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# Summary

Feature	Role in this scenario	Notes
Registration Form	✅ Captures applicant data; triggers manual approval workflow	Form at /pages/wholesale-apply; handles field collection, privacy, and email notifications
Custom Pricing	✅ Delivers wholesale prices to wholesale-approved customers	Rule priority 5; 20% off all products; published to your storefront on save
App Embed	✅ Required - both features render through it	Must be enabled in Online Store > Themes > Customize > App embeds

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