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    FAQ

    Get short answers to the questions merchants ask most about Sami B2B Onboarding.

    Short answers to the questions merchants ask most about Sami B2B Onboarding. Each answer links to the page with the full steps.

    Plans and setup

    Section titled “Plans and setup”

    Do I need Shopify Plus or B2B?

    Section titled “Do I need Shopify Plus or B2B?”

    Only for companies. Shopify creates companies on plans that include B2B. On other plans, approving still creates the customer, turns on B2B approved for them and keeps the company in the app, and your store access rules treat that customer as approved. See Approve an application.

    Does it work with my theme?

    Section titled “Does it work with my theme?”

    The app runs in your theme through an app embed, which you switch on once per theme. Hiding prices and add to cart works with the price and buy-button markup that Dawn and most Online Store 2.0 themes use. If your theme draws them differently, contact support. See Turn on the app embed.

    Do buyers need a customer account to apply?

    Section titled “Do buyers need a customer account to apply?”

    No, not by default. Anyone can apply, and the customer is created when you approve. To ask buyers to log in first, see Ask buyers to log in before applying.

    Forms and languages

    Section titled “Forms and languages”

    Can I have several application forms?

    Section titled “Can I have several application forms?”

    Yes. Create as many as you need in Forms, for example one for resellers and one for distributors. Each published form gets its own page on your store, and one form is your default. See Application forms.

    Can buyers apply in their own language?

    Section titled “Can buyers apply in their own language?”

    Yes. In Settings › Translate, click Add language, pick one of your store’s languages and translate the form, its emails and the storefront messages. Buyers see the form in the language of the storefront they browse, and get their emails in the language they applied in. See Translate.

    Store access

    Section titled “Store access”

    Is hiding prices secure?

    Section titled “Is hiding prices secure?”

    Hiding prices and add to cart changes what your theme shows, so someone determined can still find a price in the page’s code. What can’t be bypassed is Block checkout while pending: Shopify checks it inside checkout, so a buyer who isn’t approved can’t place the order. See Block checkout until approved.

    Can I let a customer buy wholesale without an application?

    Section titled “Can I let a customer buy wholesale without an application?”

    Yes. In Shopify admin, open the customer and turn on B2B approved. Your access rules and the checkout block then treat them as approved. See Block checkout until approved.

    Reviewing and automation

    Section titled “Reviewing and automation”

    Can I import my existing wholesale customers?

    Section titled “Can I import my existing wholesale customers?”

    Yes, two ways. Sync from Shopify brings the companies you already have in Shopify into the app. A CSV import adds companies to the app only, without creating anything in Shopify. See Sync companies from Shopify and Import companies from a CSV file.

    What if a buyer is already a customer in my store?

    Section titled “What if a buyer is already a customer in my store?”

    When you approve, the app finds the customer with the same email and uses them instead of creating a second one. Your form decides whether their details are kept or updated. See Existing Shopify customers.

    Can a rejected buyer try again?

    Section titled “Can a rejected buyer try again?”

    Yes, if you choose Let them update it and send it again when you reject. The buyer can then change their application and send it back. See Reject an application.

    Can I use Shopify Flow?

    Section titled “Can I use Shopify Flow?”

    Yes. The app gives Flow six triggers (Application received, Application revised, Application approved, Revision requested, Application rejected and Company created) and three actions (Approve application, Reject application and Request more information). See Automations and Shopify Flow.

    Who on my team can use the app?

    Section titled “Who on my team can use the app?”

    Staff you give the app to in Shopify. In the app, each person is an Admin, who can change everything, or a Reviewer, who works through applications and companies. See Team and roles.

    Data

    Section titled “Data”

    Where are buyers’ uploaded files kept?

    Section titled “Where are buyers’ uploaded files kept?”

    In private storage, in a folder of their own for your store. Nobody can open a file from a public link: your staff download it through the app, with a link that works for five minutes. See Permissions and data.

    What happens to my data if I uninstall the app?

    Section titled “What happens to my data if I uninstall the app?”

    Shortly after you uninstall, the app deletes everything it holds for your store, including applications, uploaded files and the companies in its list. What the app created in Shopify, such as customers, companies and tags, stays in Shopify. Export anything you want to keep first. See Permissions and data.

    Next steps

    Section titled “Next steps”

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