This is my first post. We are new to Shopify and our store is not yet opened for web activity. I am not sure if I am missing something simple, need to learn Liquid or need to hire an expert to customize this for me.
We have both a retail and wholesale business. The wholesale side requires business to have a secure account with us to conduct business. Essentially a members only store. This document https://docs.shopify.com/manual/configuration/store-customization/controlling-access/members-only was helpful for all but one of our needs.
When a new customer sets up their account we DO NOT want that account to be active. We need to review and approve a customer before they are allowed to see product pricing and submit orders.
I have a simplistic solution using a new page prompting them with a MAILTO form for name, address … etc and then they can click and send us an email asking for access
Ideally I would love to have a way for a new customer to set up a customer record WITHOUT specifying a password. We can add a tag saying “Needs review” and then we can review new customer records. Once we approve them we can send them a password reset email.
Has anyone done this? Am I over complicating Shopify? Just wanting to hear ideas
Thank you ! – Al
Mark K here - I hope you're keeping well!
Good question, I can certainly see the logic behind what you're trying to do!
Using a Shopify Expert might be the answer, but there are a couple of other options to explore first. One of which would be the Locksmith app (linked below). It may very well provide just the functionality you need, and there's a 15 day trial to find that out!
I'd consider going down the Shopify Expert route, more info on that here - http://experts.shopify.com
Hopefully that's helpful to you, but if not, feel free to contact us at email@example.com and we can look into it in more detail!:)
You are not overcomplicating it... this is not easy to accomplish on Shopify without a third-party app.
We've developed an "account approval" into the Customer Fields app to help simplify this process: