How to Add a Wholesale Form on Shopify (With vs Without App)
If you’re running a B2B business on Shopify, setting up a wholesale form is essential for streamlining bulk orders and managing customer registrations efficiently. A wholesale form allows businesses to collect necessary details like company information, tax IDs, and order preferences before granting access to wholesale pricing.
In this guide, we’ll cover:
✅ Why you need a wholesale form for Shopify
✅How to create a wholesale form without an app (no coding required)
✅ How to add a wholesale form using the Snap B2B Wholesale Pricing app
✅ FAQs on Shopify wholesale setup
🚀 Why Do You Need a Wholesale Form?
A wholesale form helps you:
- Screen B2B customers before granting wholesale access
- Offer custom pricing based on customer type or order volume
- Automate customer tagging for better segmentation
- Improve order efficiency with bulk ordering options
Instead of manually approving and tagging wholesale customers, a well-configured form can automate the process, making your business run more smoothly.
How to Add a Wholesale Form Without an App (No Coding Required)
#1 Using Google Forms (The Easiest Way)
Google Forms is an easy, no tech required alternative for creating a wholesale registration form and collecting customer data.
Step 1: Create a Google Form
- Go to Google Forms
- Click Blank Form and name it “Wholesale Application”
- Add fields like:
✅ Business Name (Short Answer)
✅ Business Email (Email)
✅ Tax ID / VAT Number (Short Answer)
✅ Minimum Order Preferences (Dropdown or Short Answer)
✅ Message / Additional Info (Paragraph) - Enable Email Notifications to get alerts for new submissions
This is an example of a Wholesale form created with Google Forms by GORUCK. If you want to see more examples, head to this article: Shopify B2B Examples: Real Success Stories of Combining B2C & B2B
Step 2: Embed the Form in Shopify (No Code Required)
- Click Send in Google Forms
- Select the Embed (<> HTML) option
- Copy the iframe link
- In Shopify Admin → Pages, edit the Wholesale Application page
- Paste the link in the content section (no coding needed)
- Click Save
📌 Bonus: All responses are stored in Google Sheets, making it easy to manage and track applications.
#2 Using Shopify’s Built-in Contact Form (No Code Required)
Shopify has a built-in contact form that you can customize for wholesale applications.
1️⃣ Create a Wholesale Application Page
- Go to Shopify Admin → Online Store → Pages → Add Page
- Title it “Wholesale Application”
- Add an intro:
“Apply for a wholesale account by filling out this form. We will review your application and respond shortly.”
- Under Template, select “page.contact” (if available)
- Click Save
2️⃣ Customize the Contact Form
- Since Shopify’s default form only collects Name, Email, and Message, ask customers to include business details in the Message field, like:
✅ Business Name
✅ Tax ID / VAT Number
✅ Minimum Order Preferences
3️⃣ Review & Approve Customers
- Shopify sends form submissions to your store email (check Settings → Notifications to update)
- In Shopify Admin → Customers, tag approved customers as “wholesale-approved”
4️⃣ Grant Access to Wholesale Pricing
- Option 1: Create a Wholesale Collection only visible to tagged customers
- Option 2: Send discount codes to approved wholesalers
✅ Best for small businesses who don’t mind manual approvals
🛠️ How to Add a Wholesale Form Using Snap B2B Wholesale Pricing
One of the easiest ways to add a wholesale form in Shopify is by using a FREE app called Snap B2B Wholesale Pricing app. This app allows you to create a custom registration form and manage wholesale customers effortlessly.
Step 1: Access the Registration Form Builder
- Install Snap B2B Wholesale Pricing from the Shopify App Store
- In the Shopify Admin panel, go to Apps → Snap B2B Wholesale Pricing
- Navigate to Registration section > Registration form builder
- Click Create Form
Run a Whosale Business on Shopify More Easily With Snap B2B App
Step 2: Customize the Form Fields
- Snap B2B offers various field types like:
✅ Business Name
✅ Tax ID / VAT Number
✅ Contact Information (Email, Phone, Address)
✅ Minimum Order Preferences
✅ Custom Fields (Tailor it to your needs) - You can choose different response types like text fields, multiple-choice questions, or dropdowns to capture relevant customer information.
Step 3: Configure Form Settings
- Set a custom URL for your wholesale sign-up page
- Customize the CTA button (e.g., “Apply for Wholesale Access”)
- Enable automatic tagging for wholesale customers
- Set approval preferences (auto-approve or manual review)
Step 4: Save & Test Your Form
- Click Save and preview the form to ensure everything looks good
- Share the form link with potential wholesale customers
- Set up email notifications to stay updated when new customers register
Wholesale Form: With vs. Without an App
| Feature | Without App (Manual) | With App (Snap B2B) |
|---|---|---|
| Setup | Uses Shopify contact form | One-click form builder |
| Customization | Limited fields | Fully customizable fields |
| Approval | Manual review & tagging | Auto-approve & auto-tagging |
| Wholesale Pricing | Manual discounts or restricted collections | Automated pricing for B2B customers |
| Ordering | Slower (customers request pricing) | Instant bulk order & price display |
| Notifications | Manual emails | Automated confirmations |
| Best for | Small businesses, minimal wholesale needs | Growing B2B businesses, automation needed |
| Cost | Free | Free (Snap B2B), some apps may charge |
🚀 Which Method is Best?
- ✅ Use Manual Method → If you have a small number of wholesale customers and don’t mind manual approvals
✅ Use an App → If you want a fully automated solution for customer approvals, pricing, and bulk ordering
Need help setting up wholesale pricing rules? 😊 Read this: The Ultimate Guide to Shopify B2B Pricing for Wholesale Businesses
🌿 Final Words: Walking the Path of Wholesale Success
The journey of selling wholesale on Shopify can take many paths. Whether you choose the manual way, like the steady hands of an elder crafting with patience, or the automated way, like the swift currents of a river flowing with ease, both lead to the same destination—growth and prosperity.
If your path is small and careful, the manual method will serve you well. If your vision is wide as the open plains, an app like Snap B2B Wholesale Pricing will help your business run strong like the buffalo.
May your store be bountiful, your customers loyal, and your trade ever prosperous. 🦅✨
Would you like guidance on setting up your wholesale pricing? I am here to walk with you. 🚀
Run a Whosale Business on Shopify More Easily With Snap B2B App
Sophia Dao is a Shopify Conversion Specialist at WizzCommerce, specializing in e-commerce and Shopify solutions. With a passion for digital marketing and a keen eye for detail, Sophia creates engaging content that helps businesses thrive online. When she’s not writing, she enjoys exploring the latest trends in tech and commerce. Follow Sophia for practical e-commerce tips and the latest marketing insights!
