Yes! You can manually approve wholesale customers who register through the Wholesale Signup Form.
You can also set up email notifications to get alerted whenever a customer registers through the Wholesale Signup Form.
Manual approval with Legacy Customer Accounts
Note: The manual approval feature using account invites is only supported with Legacy Customer Accounts.
We have an option for manual approval available in the Wholesale Signup Form so you can control which customer accounts to approve.
- Notifications: Receive email notification in the below address when a new customer signs up (add more emails separated by comma)
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Approval: Approve wholesale signups manually
- Tag(s) to identify customers for manual approval: ex: manual-wholesale-customer
- Message shown to customers on signup: ex: Thank you for choosing to be our wholesale partner. We will review your application and get back to you soon.
You can search for the specific customer in the "Customers" section of your admin account, review their details, assign any tags that you deem fit and then click on "Send account invite" option as shown below. This is an option that shows up on the top right corner of the customer account if manual approval is set.
Clicking on this option would send your customer an email from Shopify to select their password to complete the registration process and log in.
The switch from Legacy to New Customer Accounts from Shopify
Our Wholesale Pricing Discount app does not control the login options on the storefront. Shopify made an update that removed Legacy Customer Accounts for merchants. Please see the link below for your reference:
🔗 Legacy customer accounts are now deprecated – Shopify Changelog
How do merchants with New Customer Accounts manually approve wholesale customers registering through the Wholesale Signup Form?
If your store uses Shopify's new customer accounts, the account invite flow is not available. Instead, you can use customer tags as your approval mechanism since Wholesale Pricing Discount applies discounts based on tags.
Here is how to manage approvals using tags:
For manual approval (recommended if you want to vet each applicant):
Disable automatic tagging in the app so that customers who register through the signup form do not immediately receive wholesale access. Once you have reviewed a registration, manually apply the relevant wholesale tag to that customer in Shopify to grant them access to discounted pricing. This gives you full control over who receives wholesale pricing.
For automatic approval:
If you enable auto-tagging, the wholesale tag will be applied immediately upon registration, granting instant access to wholesale pricing without any manual review. Only use this if you do not need to vet applicants first.
Note: Make sure no discount-triggering tags are set to auto-apply to signup form registrations if you want to retain manual control.
If you have any further questions, please feel free to contact our support team at themes@wholesalehelper.io.