Onboard B2B: Company Profiles

Streamline B2B onboarding with company applications, account approval, and self-management for users

Simplify your B2B sign-up process! Onboard allows you to create and manage Companies using native Shopify Plus B2B features. Using our customizable wholesale application form, you can gather exactly the information you need to approve (or reject) prospective retailers and assign catalogs. You can also allow company contacts to invite and manage other company buyers at that location. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders.

• Create companies in Shopify B2B with simple approval flows
• Customize your wholesale inquiry form to collect essential info from retailers
• Incomplete application? Request revisions without requiring a new application
• Company self-management: location admins can invite team members to place orders
• Access Control: prevent unauthorized checkout or block storefront access