Settings

Settings are in B2B Registration Form & Approval > Settings in your Shopify admin.

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Registration form

Form enabled

Default: on

Enables or disables the registration form. When disabled, the form block shows an error and submissions are rejected. Existing applications are unaffected.

Turn this off if you want to pause new registrations without uninstalling the app.

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Review behaviour

Auto-approve

Default: off

Every valid submission is approved immediately. The customer is tagged and the applied Flow trigger fires. The approved trigger does not fire on auto-approve.

Use this when your form already filters applicants tightly enough that manual review adds no value.

Create customer on submit

Default: on

When on, B2B Registration Form & Approval creates or finds the Shopify customer as soon as the form is submitted, and applies the pending tag. When off, the customer record is only created on approval.

Turn this off if you want to avoid creating unverified accounts in Shopify before you’ve reviewed the application.

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Customer tagging

Pending tag

Default: b2b-pending

The tag added to the Shopify customer when a form is submitted. Removed on approval or denial.

You can use this tag in theme conditions, Shopify markets access rules, or Flow to identify applicants waiting on review.

Accepted tags

Default: b2b

One or more comma-separated tags applied to the customer when approved. You can add multiple tags if you need to identify different tiers of wholesale customer.

These tags are the bridge between B2B Registration Form & Approval and the rest of your Shopify setup. What they unlock (price lists, market access, theme conditions) is defined elsewhere.

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Approval actions

Tax-exempt on approval

Default: on

When on, the customer’s taxExempt flag is set to true in Shopify at the moment of approval. Useful for B2B customers who should not be charged VAT on orders.

Store VAT ID as customer metafield

Default: off

When on, the validated VAT number is written to a customer metafield on approval.

Metafield key — default: b2b.vat_id

Format is namespace.key. The namespace and key are configurable; they default to b2b and vat_id. The metafield type is always single_line_text_field.

You can read this metafield in Liquid with:

{{ customer.metafields.b2b.vat_id }}

Or access it via the Storefront API:

{
  customer(customerAccessToken: "...") {
    metafield(namespace: "b2b", key: "vat_id") {
      value
    }
  }
}

Create B2B Company on approval

Default: off — requires Shopify Plus

When on, approving an application creates a Shopify B2B Company with the applicant’s company name and links it to their customer account as a Company Contact.

The Shopify Company GID is passed in the b2b-customer-approved Flow trigger payload as companyShopifyId, so you can reference it in downstream automations.

This uses the write_companies API scope, which is only available on Shopify Plus.