Sami B2B Onboarding
- by Samita
- Free
- by Samita
- Free
Automate wholesale sign-ups with custom forms, approval workflows, and store lock. Turn approved buyers into B2B companies instantly.
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About the Sami B2B Onboarding
This app simplifies wholesale B2B onboarding by replacing back-and-forth emails with customizable sign-up forms. Buyers apply through drag-and-drop forms featuring conditional fields, file uploads, and multiple pages. Each wholesale application arrives in one review queue where you can approve buyers and automatically set up their B2B company with catalog access, payment terms, and tax exemptions.
Use rules or Shopify Flow to handle routine applications automatically. Lock your store, hide prices, or block checkout until buyers are approved. Once approved, B2B companies can manage their own company details, add contacts, and create locations directly from their account. The entire wholesale account setup process becomes faster and more organized, giving you complete control over who accesses your B2B store and under what terms.
Launched: October 12, 2026
Key features
- Drag-and-drop application forms with pages, conditional fields and file uploads
- Approval sets up the B2B company with catalog, payment terms and tax exemptions
- Review in one queue, or let rules and Shopify Flow approve buyers for you
- Lock your store, hide prices or block checkout until a buyer is approved
- Buyers edit company details and add contacts and locations from their account
Integrations with:
- Checkout,
- Customer accounts,
- Shopify Flow