Operational EfficiencyMedium Difficulty

Automate Wholesale Account Approval

Review and tag incoming wholesale accounts automatically based on form or company criteria.

The Problem

Wholesale onboarding often relies on slow manual review, inconsistent rules, and delayed access to B2B pricing.

Use Flow to evaluate new company accounts, flag edge cases, and approve or route them for review.

You manage wholesale applications.

You need faster B2B onboarding.

Approval logic varies by region or company type.

Map the approval inputs.

Decide auto-approve vs manual review rules.

Apply tags or permissions after approval.

Shopify Plus B2B

Native B2B capabilities for company accounts and pricing.

Ready to implement? Open the Shopify Flow app and use this page as your setup blueprint.

Manual tax exemption handling creates errors, slows finance teams, and complicates the B2B checkout process.