If you use a wholesale pricing app, you probably rely on adding customer tags to make sure your customers are shown the correct pricing.
Here's how the Customer Fields app helps merchants manage wholesale/B2B customers:
Add additional fields to your registration form to collect business information (business license, tax-exempt status, business address, etc.)
Install your wholesale registration form on a new page (such as /pages/wholesale-signup) separate from your retail customer registration form (optional)
Automatically add customer tags either conditionally based on form inputs, once certain data is validated, or to everyone who submits a certain form
We’re also working on our most-requested feature by wholesalers… we’ll be rolling out account approval workflows in ~2 weeks which will prevent the customer record from being created in Shopify and streamline the process of approving new wholesale customers when more information is needed
Here's a video on how to automatically add customer tags in Shopify using Customer Fields:
Michael | Business Development @ Helium - Was my reply helpful? Click Like to let me know! - Was your question answered? Click Accept as Solution Helium builds apps that merchants depend on: Customer Fields app (since 2015) Meteor Mega Menu app (since 2014)