Hi, I want my site to have a “Create Trade Account” option so that Trade Customers can create an account. I want to be able to capture all the typical business information as well as a few customs fields and to allow them to get a discount. I would have thought that creating accounts and account types is a fairly standard capability but I cant find this anywhere - can anyone help me please?
Topic summary
A user seeks to implement a trade account system on their Shopify store with specific requirements beyond standard functionality.
Core Requirements:
- Trade customers can create accounts requiring manual approval (not automatic)
- Custom mandatory fields during registration to capture business information
- Automatic percentage discount applied to all purchases for approved trade accounts
- Referral system allowing trade customers to invite others via email links
- Tracking capabilities for referrals and their sources
Current Status:
One respondent suggested third-party apps like Wholesale Pricing Now, B2B Wholesale Seller, or customer account apps. However, the original poster reports that none of the apps reviewed offer the complete feature set needed—particularly the combination of custom fields, manual approval, and integrated referral tracking.
Discussion Outcome:
The issue remains unresolved. Two additional users have expressed interest in finding the same solution, indicating this is a common need without a clear existing answer in the Shopify ecosystem.
Hello, @Neeko99 !
Thank you for reaching out. I can definitely help you with that. To create a “Create Trade Account” option for your Shopify store, you can use a third-party wholesale or customer account app like Wholesale Pricing Now or B2B Wholesale Seller. These apps allow you to create a separate registration form for trade customers, capture all the necessary business information, and offer discounts to them.
Once you have installed the app, you can create a new customer group for trade customers and set up the discount rules for that group.
You can also customize the registration form to include any custom fields you need to capture. Or use a customer account app that allows you to create more customized forms.
If you need any assistance with the setup or customization of the app, you can reach out to the app developers directly so they can give you an idea of how to set it up for your use case specifically.
I’m curious to know more about your business and how we can tailor the wholesale pricing or form setup for your needs. Knowing more about your business can help me provide more personalized recommendations and ensure that we can solve your specific use case, @Neeko99 .
Thanks Rio, I am still struggling to find the exact solution, I have look through so many Apps and they all offer lots of functionality but non can deliver what I want. What I want is simply this:
- The ability for my trade customers to create Trade Account.
- I want to be able to approve Trade Account requests (they are not auto set).
- I want to be able to create custom fields for my Trade Account set up that must be completed when the customer sets ups up the Trade Account. Some of these custom fields need to be mandatory.
- When a customer has a Trade Account they get a x% discount on everything they buy.
- I want a Trade customer to be able to refer a friend (another Trade Customer).
- When they refer a friend the system sends an email to the friend with a link for the new customer to create their Trade Account.
- I want to be able to track how many “refer a friend” my customers make.
- I want to see which new customers my existing customers have referred.
Do you know any apps that do this please?
Hello @Neeko99 @Rio Did you have any success with this? I am also looking to achieve the same as above.
Any joy with this @Neeko99 could use this on my own site?