📝Wholesale forms

Collect wholesale applications, review them in a queue, and have approval create and tag the customer — which is what switches their pricing on.

A wholesale form is how buyers apply for a trade account. You collect what you need — business name, tax number, reseller certificate — review the application, and approve or reject it.

The part that makes this more than a contact form: approving an application can create the Shopify customer and apply your customer tags automatically. That tag is the same tag your price list uses, so approval is what turns wholesale pricing on for that buyer. No manual tagging, no Shopify Flow required.

The loop

Buyer submits  →  Application lands in your queue  →  You approve
                                                          ↓
                              Customer created and tagged in Shopify
                                                          ↓
                              They sign in and see wholesale prices

Where to start

1. Build your form — fields, layout, and the builder to use

2. Conditional logic & multi-step — show fields only when relevant, split long applications into pages

3. Approvals & automations — the queue, and automatic customer creation and tagging

4. Add the form to your store — publishing it on a page

Two builders

Forms open in one of two editors.

Flow builder is the current one — a canvas where you add fields, drag to reorder, insert page breaks for multi-step forms, and draw conditional logic between fields.

Basic editor is a simpler list view, kept for straightforward forms.

The basic editor cannot represent conditional logic. Opening a form built in the flow builder in the basic editor and saving it will drop its conditions. If a form uses conditions, always edit it in the flow builder.

Enabling and disabling

Each form has an enabled state. Disable a form to close applications without deleting anything — visitors see your "form disabled" message and existing submissions stay.

Deleting a form is soft: the form stops working, but its submissions remain readable, so you keep the record of who applied and what you decided.

Multiple forms

Nothing stops you running several — a general trade application and a distributor application, each with its own fields and each applying a different tag on approval. Since the tag drives pricing, two forms is how you route applicants into two price list columns.