Onboard B2B: Company Profiles

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

Do you offer a modern onboarding process for B2B buyers? Onboard B2B allows users to create and manage Companies using native Shopify B2B features. Customize your wholesale application form to collect the data needed to approve prospective retailers, and assign catalogs automatically using conditional logic. You can also allow Location admins to add new locations or contacts. 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, including revisions
• Use custom fields on wholesale application and save data to B2B metafields
• Unlimited CSV bulk import for companies, contacts, and company locations
• Allow company contacts to manage locations, invite team members & define roles
• Prevent unauthorized checkout or block storefront access with access control