B2B Triage

Turn wholesale applicants into approved B2B companies. Terms, catalog, and tax are set on approval.

B2B Triage manages wholesale applications on top of Shopify's native B2B. Merchants add a registration form to their store, then review each applicant in an approval queue. Approving an application creates the buyer as a native Shopify company with a location and contact, and sets that account's payment terms, tax exemption, and catalog in the same step. These are native Shopify records, so they stay on the store even if the app is uninstalled. Applicant details are saved as typed metafields.

• Approve applicants into native Shopify companies, locations, and contacts.
• Set payment terms, tax exemption, and catalog in a single approval.
• Add a wholesale registration form to your store — no theme code required.
• Ask Sidekick about pending applications, approval rate, and time to decide.
• Import existing wholesale buyers from CSV, with rules for terms and catalogs.