We would like wholesale customers to agree to our terms and conditions before they are able to complete an order with us. We currently enable wholesalers to sign-up to our wholesale channel and then we approve them. Is it possible to add a stage during the sign-up process where they have to consent to these terms and conditions? If not, could we add a short disclaimer to the draft invoice notification template?
Topic summary
Collecting wholesale customers’ agreement to Terms & Conditions (T&C) before completing orders.
- The store currently approves wholesale sign-ups and wants a consent step during sign-up; alternatively, a disclaimer on the draft invoice notification (invoice email) was requested.
- A vendor recommends the Wholesale Pricing Discount app, whose Sign-up Form can include a mandatory T&C checkbox. Consent is recorded and visible on the store’s backend.
- Another option is enabling manual approval for each wholesale account request, granting access only after approval and confirming T&C agreement at that stage.
- The responder discloses affiliation with the recommended app and offers a demo.
- The specific question about adding a T&C disclaimer to the draft invoice notification template was not directly addressed. No native/platform setting was confirmed. Outcome unresolved/awaiting further input.
Hi Denfield,
[Wholesale Pricing Discount app], has a [Sign-up Form feature]. It can add a custom box for Terms and Conditions there. Customers are required to select that checkbox in order to submit the sign-up form to create an account in your store.
On the backend of your store, you can see if a customer has agreed to the Terms of Services.
Another thing that you can do is introduce a manual approval process for each submission. If a customer ends up submitting a form to have a Wholesale account in your store, they will only get access if you approve their request. You can also ask them to agree to the Terms then.
Full disclosure: I am a customer success specialist at Wholesale Helper. Happy to walk you through too if you’d like a personalized demo.
I hope this helps 
Ahmed Talha