I’m hoping someone in the Shopify Community can tell me I’m missing something here, because I’ve now gone through this extensively with Shopify Support and we’ve apparently hit a surprisingly basic limitation.
I run a professional-only beauty supply business on Shopify Grow.
Our customers are licensed/certified beauty professionals. Many are independent professionals rather than traditional companies, but they are still legitimate B2B/professional purchasers.
We currently use a third-party B2B/access-control app, and I’ve been trying to replace it with Shopify’s newer native B2B functionality.
Shopify’s native system is SO close to doing exactly what we need.
The workflow we need is:
Professional submits application + certificate/licence
→ application is pending
→ we review credentials
→ we approve them
→ they receive B2B ordering access
→ they are assigned the appropriate product-access level
We have several different product-access levels because some professional product ranges have additional qualification/approval requirements.
This isn’t primarily about wholesale discounts or different pricing. We need actual PRODUCT ACCESS so that certain products can only be purchased by appropriately qualified and approved professionals.
Shopify already has almost every component needed:
• Shopify Forms Company Account Requests
• Manual B2B approval
• Companies and Company Locations
• Ordering permissions
• Customer Accounts
• B2B Markets
• Catalogs
• Shopify Flow
The problem:
On Grow, catalogs are assigned through B2B Markets.
When creating a Market using Company Locations, Shopify requires the individual Company Locations to be selected.
There appears to be NO Shopify Flow action to:
“Add Company Location to Market”
or
“Remove Company Location from Market”
Market membership also apparently cannot be dynamically determined using a Company/Company Location tag, metafield, segment or approval/access level.
Shopify Support has confirmed to me that Market assignment cannot be automated natively on Grow, and that the missing Flow action doesn’t exist on Plus either.
That means every time we approve a new professional, somebody has to manually maintain their Market membership.
If their product-access permissions change later, somebody has to manually change their Market membership again.
With hundreds or potentially thousands of individually approved professionals, that isn’t a realistic long-term workflow.
The frustrating part is that Shopify has already built 95% of the system.
If Flow simply had:
• Add Company Location to Market
• Remove Company Location from Market
OR if B2B Markets supported dynamic membership based on tags/metafields, the whole system could work.
The other awkward part is Shopify’s assumption that B2B buyers are traditional companies.
Many professional industries don’t work that way. Beauty professionals, dental professionals, medical professionals, tradespeople and other licensed or certified professionals can be independent professional purchasers without operating as a traditional company with multiple employees.
I’m currently having to create each individual professional as essentially a one-person Shopify Company just to access Shopify’s native B2B approval and catalog functionality.
Has anyone found a NATIVE workaround for this that I’m missing?
Specifically:
-
Is there any way to automatically assign a Company Location to a B2B Market after approval?
-
Can Market membership be dynamically controlled by a Company Location metafield, tag, segment or another condition?
-
Is there another way on Grow to securely restrict product access for individual approved professionals without using B2B Markets?
-
Has anyone built a professional-only Shopify store with multiple product-access levels without relying on another paid B2B/access-control app?
I’m specifically looking for a native Shopify solution if one exists, rather than another app recommendation.
I moved to Shopify partly to simplify our technology stack, and I’m getting increasingly frustrated by needing additional paid apps to connect functionality that Shopify already largely provides.
At this point I’m keeping our existing third-party access system running, but I’m also starting to look at other ecommerce platforms because I don’t want to keep adding paid apps for functionality that should reasonably be part of the platform.
If I’m overlooking something in Markets, Flow, B2B or Customer Accounts, I would genuinely love to know.