Simplify Shopify Plus B2B Onboarding with Wholesale Goat

Shopify’s B2B tools introduced a more native way to sell wholesale without relying on draft orders or separate storefronts. You can create companies, assign catalogs, set custom pricing, and control payment terms.  All directly in Shopify.

But what happens before that? There’s no built-in way for customers to apply for trade access or for merchants to easily approve, deny, or collect the information needed to set up a company profile.

Most brands still rely on:

• Google Forms or Typeform for applications
• Manual email follow-ups for approvals
• Spreadsheets for tracking wholesale accounts

That’s fine when you’re onboarding a handful of customers, but not when you’re managing dozens or hundreds.

With the new update, Wholesale Goat brings self-serve onboarding and approval workflows to Shopify Plus B2B.

1. Add a customizable onboarding form to your site

Create branded, on-site forms that capture exactly what your business needs: company name, tax ID, resale certificate uploads, regions served, and more. No coding required.

2. Review and approve applicants from your dashboard

All submissions appear in your Wholesale Goat dashboard. You can review, approve, or deny them with one click.

3. Automatically create B2B companies in Shopify Plus

When you approve a customer, the app can automatically create a Company in your Shopify Plus B2B settings, assign them to the correct catalog, and link the approved contact. Keeping everything inside Shopify’s native system.

4. Manage expirations and keep customer data current

Wholesale Goat also helps maintain account accuracy over time. You can set expiration dates for approved customers: for example, to prompt re-verification of resale certificates or business licenses. When an account expires, you can automatically pause their wholesale pricing until they renew.

This ensures your data stays accurate and compliant without endless manual upkeep.

A clean, efficient onboarding workflow isn’t just about saving time - it’s about creating a professional first impression for your B2B buyers.

With Wholesale Goat:

• You eliminate repetitive admin work.
• Customers onboard themselves without friction.
• Your Shopify B2B data stays accurate and organized.
• You can scale wholesale without relying on spreadsheets or patchwork tools.

It’s the missing automation layer that makes Shopify Plus B2B truly self-serve.

While this feature was designed for Shopify Plus merchants who want to automate onboarding and company creation, the same b2b tools still work perfectly for non-Plus stores running wholesale or trade programs.

Whether you’re using Shopify’s native B2B suite or need a more flexible solution, Wholesale Goat gives you the control and workflow your team’s been missing.

If you’re already using Shopify Plus B2B and want to streamline how new customers apply, get approved, and stay current. Wholesale Goat makes it simple.

Learn more and install Wholesale Goat on the Shopify App Store