Is Shopify Plus required?
Yes. Onboard B2B relies on several of Shopify's native B2B features and primitives, which are only available to merchants using the Shopify Plus plan.
Can customers add new company locations?
Yes. This option can be enabled in the account/checkout editor for the app's self-manage extension. When this option is enabled, users with the Location admin role will be able to add new locations, which will inherit settings (such as catalogs and payment terms) from the company's main location.
Can I customize the look and feel of the application form and self-manage tool?
Yes, at least partially. You can make minor customizations using the styling settings in Shopify's account/checkout editor. Additional styling customizations are being considered for a future version of the app.
Can I edit a company application?
Yes. At the moment, you can only edit a company's address data, but we plan to add support for more edits soon, so stay tuned!
Can I send customer-facing emails from my own domain?
Yes. The app's notifications use an app-owned email address ([email protected]) as the email sender by default. To send emails from a custom domain instead, use the Email notifications page in the app. After specifying the email address you'd like to use, you'll need to verify access and add some DNS records to the domain to ensure the app is an authorized sender.
Do I have to approve each company application manually?
No. You can use a form rule to automatically approve certain (or all) applications. Please note that when a company is automatically approved, they will skip the application process entirely, meaning that no email notifications are sent (no admin-facing emails, and no customer-facing emails), and they will not show up on the Applications page in the app's UI.
Pro-tip: If you wish to send notifications when using auto-approval, we suggest creating an automated workflow via Shopify Flow.