Installation

This page covers a clean install on a new store. If you’re upgrading from an older version of the app, your data and settings carry over — you only need to re-approve scopes if we’ve changed them.

Requirements

• A Shopify store on Basic, Shopify, Advanced, or Shopify Plus. The app works on Plus, but on Plus you may prefer Shopify’s native B2B catalogs.
• A modern theme (Dawn, Sense, Refresh, or any other recent free or paid theme). The registration form needs a theme that supports app sections — if you’re on an older theme that doesn’t, you can still use the pricing features without the form.
• A Shopify customer account you control, for testing.

Install the app

1. Open the app listing on the Shopify App Store.
2. Click Add app, then Install app on the Shopify approval screen.
3. When Shopify shows the permissions review, click Install to approve.

Shopify's permissions review screen during install.
📸 TODO: save image to public/images/guide/installation-01-approval.png — capture from Shopify install/approval flow

The app only reads what it needs to operate the wholesale features — products and variants for pricing, customers for group membership, and your active theme so we can detect whether the registration form has been placed. It does not read order details for any other purpose.

Activate the checkout discount

The wholesale discount runs at checkout. It’s set up automatically when the app installs, but it needs to be active before it takes effect.

1. From the app dashboard, open Settings → Store Settings.
2. The Checkout discount row should show Active. If it shows Inactive, click Activate and confirm.

The checkout discount activation row in Store Settings.
📸 TODO: save image to public/images/guide/installation-02-discount-function.png — capture from /app/settings — Checkout discount row

Caution

Shopify limits the number of active product discounts per store. If activation fails, you may already be at the limit — disable an unused discount in Shopify and try again.

Add the registration form to your storefront

The registration form lives in your theme as a section you can place through the theme editor. Adding it doesn’t change any theme files.

1. In your Shopify admin, go to Online Store → Themes and click Customize on your live theme.
2. Open the page you want the form on (a new template, your homepage, or a dedicated Wholesale page).
3. Click Add section → Apps, then choose Wholesale Registration.
4. Pick which form to render from the block’s settings panel.
5. Save the theme.

Adding the Wholesale Registration app block in the theme editor.
📸 TODO: save image to public/images/guide/installation-03-theme-block.png — capture from Theme editor → Add section → Apps → Wholesale Registration

Privacy

The app respects Shopify’s customer privacy controls. When a buyer asks you to delete their data through Shopify, any wholesale registration and group membership tied to that customer is removed automatically. When you uninstall the app, all shop-scoped data is scheduled for deletion within 48 hours.

You don’t need to configure anything for this — it’s handled automatically.

Next

Take a look around: Dashboard Overview walks through each section of the app.