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Customer approval feature for shopify B2B website

  • Posted:
  • Proposals: 52
  • Remote
  • #4509730
  • OPPORTUNITY
  • Open for Proposals
Muhammad F.Robin S.Óscar P.Isaac J.Awais A. + 47 others have already sent a proposal.
  • 2

Description

Experience Level: Entry
We have a Shopify store for B2B customers. Following recent Shopify updates, anyone can now sign up and create an account without us being able to confirm that they are a genuine trade customer.
We need a Shopify developer to create a custom approval process for new account registrations. New customers should only be able to access their account once we have reviewed and approved their application.
This must be completed using custom code, without any paid apps.

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Clarification Board Ask a Question

  • Emmanuel O.

    How do you currently want to approve new trade customers—through the Shopify admin, or would you prefer a simple custom approval page where you can approve or reject applications?

  • CYTNHIA W.

    Since you're using the New Customer Accounts, are you also on Shopify Plus with Checkout Extensibility enabled? The implementation is quite different because file uploads and custom checkout fields have different capabilities depending on the plan.

    Is the Purchase Order simply supporting documentation for an order that's already being paid online, or do some customers use the PO as the payment authorization itself (i.e. payment terms such as Net 30 or Net 60)? That changes where the validation and approval logic should sit.

    Where would you prefer the uploaded Purchase Order documents to be stored long-term? Shopify Files isn't designed for confidential business documents, so I'd normally recommend secure external storage with signed URLs and controlled access.

    Once a customer has been approved, should they remain permanently approved, or do you need the ability to suspend or re-verify accounts if a trade account expires or becomes inactive?

    Are your B2B orders synchronized with an ERP, accounting package, or warehouse system? If so, should the PO number and uploaded document be included in those integrations as well?

    Do you need an audit trail showing who approved each B2B account and when? That's often useful if multiple administrators are managing trade accounts.

    Is the Purchase Order upload intended to be the first step towards a procurement workflow for example quote requests, order approval, or credit limits or is it intended to remain purely as supporting documentation?

    Will every approved company have a single buyer, or do you expect multiple users from the same organisation to share one trade account with different permission levels?

    Would you prefer the uploaded PO document to be attached directly to the notification email, or would a secure expiring download link be more appropriate from a security and deliverability

    Looking at both requirements together, would you prefer these to be developed as one unified B2B application that manages customer approvals, trade permissions, and Purchase Order workflows from a single codebase, or would you rather keep them as completely separate features? I ask because building them together would eliminate duplicated logic and make future B2B enhancements much easier to maintain.perspective?

  • Muhammad H.

    Are you currently using Shopify's Classic Customer Accounts or the New Customer Accounts? (I can work with either, but the template structure is slightly different for each).

    David W.4 hours ago

    We are using the New Customer Accounts. We also have a second job we are looking to get done, and we plan to work with the programmer that can offer the competitive rate for doing both jobs. The second job is as follows: "B2B Purchase Order Upload Feature – Development Brief
    We would like to add a Purchase Order submission feature to the B2B ordering process on our website.
    Required Functionality
    During checkout, approved B2B customers should be shown an optional tick box with wording such as:
    “Is this order linked to your organisation’s Purchase Order?”
    When the customer ticks this box, the following fields should appear:
    Purchase Order Number
    A required text field for the customer to enter their PO number.
    Purchase Order Document Upload
    A required file-upload field allowing the customer to attach their official Purchase Order document.
    Accepted formats should include PDF, JPG, PNG, DOC and DOCX.
    A reasonable maximum file size should be applied, for example 10 MB.
    Order and Email Requirements
    The PO number should be stored against the relevant website order and clearly visible to our administrative team.
    The uploaded PO document should:
    Be linked to the corresponding customer order.
    Be included as an attachment, or provided through a secure download link, within the order notification email sent to our team.
    Not be added to the order as a product, line item, variant, charge or physical item.
    Not affect the order subtotal, VAT, shipping charges, stock levels or product quantities.
    The order notification email should clearly display:
    Customer or organisation name.
    Website order number.
    Purchase Order number.
    Attached PO document or secure document link.
    Validation
    When the Purchase Order tick box is selected, the customer should not be able to complete the order unless both the PO number and PO document have been provided.
    When the tick box is not selected, the additional fields should remain hidden and the customer should be able to proceed through checkout normally.
    Administrative Considerations
    The uploaded document should be stored securely and only be accessible to authorised staff.
    The implementation should work across desktop and mobile devices and should not interfere with the existing checkout, payment, order-processing or notification systems.
    Please advise whether the proposed solution requires a custom application, checkout extension, Shopify Flow integration or changes to our current Shopify plan."

    Muhammad H.3 hours ago

    Hi David,
    Thanks for confirming that you are using New Customer Accounts! The short answer is yes, we can absolutely do this. By leveraging Shopify’s modern checkout extensibility and Order Metafields, we can ensure the PO upload is completely secure, runs native validation at checkout, and has zero impact on your product inventory, pricing, or line items.

    Please check your inbox/workstream for the full breakdown. I look forward to discussing the details with you there!

    Best regards,