1. What is B2B registration form?
B2B registration form is a section that lets guests and regular customers submit their company and contact details to request a B2B wholesale account.
Once submitted, you can review the request and approve it, giving that customer access to wholesale pricing and B2B ordering features. It can be added to any page in your store.
2. Section Components
| Section | B2B registration form | Lets guests and non-B2B customers submit their company and contact information to request a B2B wholesale account for approval. |
|---|---|---|
| Default blocks | Company name | Collects the customer's company name. |
| Company tax ID | Collects the company's tax identification number. | |
| Collects the customer's email address. Always required to submit the form - if this block is removed, the submit button is disabled. | ||
| Company phone number | Collects the company's phone number. | |
| Business type | Lets customers select their business type (e.g. Manufacturer, Distributor, Wholesaler, Retailer). Set up as a dropdown by default. | |
| Company address | Collects the company's address. | |
| Contact name | Collects the name of the contact person. | |
| Phone number | Collects the contact person's phone number. | |
| Role | Collects the contact person's role or title. | |
| Additional information | Lets customers add extra notes, such as estimated order quantity or a link to their business license. | |
| Optional block | Form item | A blank, fully configurable field (Text, Dropdown, Radio button, or Checkbox) you can add to collect any information not covered by the default blocks above. |
3. Location & Setup
To add and set up the B2B registration form section:
- Open the Shopify Theme Editor (Online store > Themes > Customize)
- Decide where you want to place the new section.
- Click "Add section".
- Select "B2B registration form".
Note: This section automatically adapts to who's viewing it:
- Guests and customers who don't yet have a B2B account see the registration form, with an "Already have a B2B account? Log in" link shown at the top.
- Customers who are already logged in with an approved B2B account see a "Continue shopping" button instead of the form (this links to your all-collections page by default).
4. Highlight Features
- Collects company and contact details so you can review and approve wholesale customers manually.
- Fully customizable heading, intro text, button label, and success message.
- Optional image with adjustable position and height for desktop and mobile.
- Comes with 10 ready-to-use fields (Company name, Tax ID, Email, and more) that can each be marked required or optional.
- Add unlimited custom fields using the flexible Form item block - supports Text, Dropdown, Radio button, and Checkbox inputs.
- Automatically shows the right experience for guests, pending applicants, and approved B2B customers.
5. Common Use Cases
🤔 How to set up the B2B registration form section?
Don't know where to start with the B2B registration form section? Follow this:
STEP 1: Add the section
At your desired position, click "Add section" and choose the B2B registration form section.
STEP 2: Set the heading and intro text
Click on the B2B registration form section to open its settings panel, then under the Form group, edit:
- Heading (default: "Wholesale account registration"), Heading size (Small / Medium / Large), and Heading tag (H1–H6 or p)
- Text - supporting rich text shown under the heading
- Form content alignment - Left, Center, or Right
STEP 3: Customize the button
Set the Button label, Button size, and Button style (Primary or Secondary).
STEP 4: Edit the success message
Update the Success message text - this is what customers see after they successfully submit the form.
STEP 5: Click "Save" when done.
🤔 How to customize which fields appear on the form?
Want to control which fields show up on the form, whether they're required, and in what order?
STEP 1: Access the form's blocks
Click on the B2B registration form section in the left sidebar to see all its blocks: Company name, Company tax ID, Email, Company phone number, Business type, Company address, Contact name, Phone number, Role, and Additional information.
STEP 2: Edit a field's label or requirement
Click on any block to open its settings. Most blocks (Company name, Company tax ID, Company phone number, Company address, Contact name, Phone number, Role) share the same two settings:
- Label - the field's display text
- Mark as required - toggle on to make the field mandatory
STEP 3: Remove or reorder fields
Click a block and select "Remove block", or drag blocks up/down in the sidebar to change the order they appear on the form.
⚠️ Note: The Email block is required for the form to work. If it's removed, the submit button is disabled until it's added back. Email input is also validated automatically - customers will see "Email is invalid" if they enter an incorrectly formatted address.
STEP 4: Click "Save" when done.
🤔 How to add a custom field to the form?
Need to collect something the default fields don't cover - like an EIN number, referral source, or preferred contact time? Use the Form item block, the same flexible block behind the built-in Business type field.
STEP 1: Add the Form item block
Click on the B2B registration form section, click "Add block", search for "Form item", and add it.
STEP 2: Set the label and requirement
Enter a Label for the field and toggle Mark as required if needed.
STEP 3: Choose the input type
Set Form input type to one of:
- Text - a free-text field
- Dropdown - a select list
- Radio button - single choice from visible options
- Checkbox - multiple choice from visible options
For Dropdown, Radio button, or Checkbox, enter your choices in Options, separated by a semicolon (e.g. Manufacturer;Distributor;Wholesaler;Retailer). For Radio button or Checkbox, you can also set Option direction to Vertical or Horizontal.
STEP 4: Click "Save" when done.
🤔 How to add an image alongside the form?
Want to pair the form with a product or lifestyle image?
STEP 1: Open the Image settings
Click on the B2B registration form section and scroll down to the Image group.
STEP 2: Select an image
Click "Select" (or "Explore free images") to choose an image.
STEP 3: Adjust position and height
Once an image is added, two more settings appear:
- Image position - Left places the image on the left with the form on the right; Right does the opposite.
- Desktop image height and Mobile image height - choose from preset heights, or Natural / Fullscreen.
Note: If no image is selected, the form displays centered within the section.
STEP 4: Click "Save" when done.
🤔 What other customization options can you give your B2B registration form?
| For the whole B2B registration form section: | |
| ✨ Adjust the width, padding, or add a divider line for the section |
Click on the B2B registration form section, then under Section layout:
|
| ✨ Change the color scheme of the section |
Click on the B2B registration form section, then scroll to the Colors group and set the Color scheme for light and dark mode. |
6. Change logs
Version 2.0.0 - August 2026
- New – B2B registration form: Introduced in this release, letting guests and customers submit business details to request a B2B wholesale account for approval.
7. Support Information
Need help? Contact our support team at Omni Themes Support
