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B2B Triage
- by Human After All
- $29/month. Free trial available.
- by Human After All
- $29/month. Free trial available.
Turn wholesale applicants into approved B2B companies with payment terms, product catalogs, and tax settings configured automatically.
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About the B2B Triage
B2B Triage helps you manage wholesale applications and turn them into approved B2B companies on Shopify. Add a registration form to your store without touching theme code, then review applicants in a simple approval queue.
When you approve an application, the app creates a native Shopify company with location and contact details. You can set payment terms, tax exemption, and catalog access all in one step. Since these are native Shopify records, they remain on your store even if you uninstall the app.
The app saves applicant details as metafields and lets you import existing wholesale buyers from CSV files. You can also ask Sidekick about pending applications, approval rates, and decision times to stay on top of your B2B workflow.
Launched: August 7, 2026
Key features
- 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.
Integrations with:
- Shopify Flow
Category:
Pricing of B2B Triage
Standard
$29 / month
or $290/year and save 17%
- Unlimited forms and applications
- Native companies, locations and contacts
- Payment terms, catalog and tax set autom
- Multi-step forms with conditional fields
- CSV import of existing wholesale buyers
- Applicant and staff email notifications
