B2B Desk help center
Step-by-step guides for the application form, approvals, the Order Pad and catalogs.
New to B2B Desk? Start here
- 1Set up B2B DeskFollow the guided setup or the setup guide on the B2B Desk Home page, from adding the application form to approving your first wholesale buyer.
- 2Add the application form to your storePut B2B Desk's wholesale application form on its own page of your Shopify store, publish your form fields to it, and link buyers to it.
- 3Save your approval settings as presetsSave the payment terms, pricing tier, tax setting, contact role and tags you give most buyers as a preset, so approving takes one click.
- 4Approve an applicationReview a wholesale application and approve it in one step, with payment terms, tax, pricing tier and contact role set as B2B Desk creates the Shopify company.
Browse by topic
Getting started
Check your Shopify B2B setup, install B2B Desk and work through the setup guide.
Application form
Put the wholesale application form on your store, choose its fields and validation, and match your brand.
Reviewing applications
Approve, decline or ask for more information, handle duplicates, and finish approvals that stopped.
Presets and rules
Save the settings you give most buyers as presets and approve trusted applicants automatically.
Notifications and emails
Choose who hears about new applications, edit the emails applicants get, and connect Shopify Flow.
Order Pad and wholesale bar
Give B2B buyers a quick order form at their own prices and point visitors to your application form.
Catalogs and pricing
See which catalog every company location gets, fix pricing warnings and move locations in bulk.
Plans, data and privacy
What B2B Desk costs, where it stores data, how long it keeps it, and what uninstalling removes.