Can customers be required to submit tax documents for wholesale purchases?

Btdwholesale
Visitor
2 0 0

Can I make my customers submit documents some how for wholesale? When they create their account if they don’t submit the tax info they can’t purchase. Please tell me how. 

Replies 4 (4)

gr_trading
Shopify Partner
1674 141 173

Hi @Btdwholesale ,

 

Where you want this file upload feature to be implemented.

 

At product page or at login??

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Btdwholesale
Visitor
2 0 0
Probably one time login / making their customer account
gr_trading
Shopify Partner
1674 141 173

Hi @Btdwholesale ,

 

Instead of having it in multiple places would suggest placing it on the successful login of the user.

 

We will enable a popup for asking to become a wholesaler once the agreed field will come up asking to upload the document.

 

Will it be fine??

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Brett_Helium
Shopify Partner
211 39 82

This is not something that Shopify has built in, but you can definitely accomplish this by having a developer custom build the features you need, or by using an app such as Helium Customer Fields,

The Customer Fields app allows you to create custom registration forms and includes features such as uploading files, and manual account approval which are popular wholesaler features.

Feel free to check it out, or let me know if you have other questions.

Brett | Helium
Helium builds apps that thousands of merchants depend on:
- Customer Fields ✪✪✪✪✪ (330+ reviews)
- Meteor Mega Menu ✪✪✪✪✪ (250+ reviews)