Set up Cart form

The Wholesale cart can show a custom form so you can collect additional information from customers before they check out.

Steps to manage

1. Turn on the Wholesale cart

   Open the app, click Add-on Features, turn on the Wholesale cart toggle, then click Customize to open its editor.

2. Enable the cart form

   Click the Cart form tab, then enable Enable cart form.

   

3. Choose who sees the form

   Set Apply to Customers to control who sees the form:

   • All customers — everyone sees it.
   • Logged-in customers — only customers logged in to your store see it.
   • Customer tags — only logged-in customers with the tag you specify see it.

   If you choose All customers but want to hide the form from certain tagged customers, tick Exclude Customers.

4. Add the fields you want

   In the Elements section, add or remove fields to collect exactly the information you need — for example File upload, Purchase Order (PO) Number, Notes to seller, or Payment methods.

   Note

   For a File upload field, customers can upload files up to 20 MB each, with up to 20 files and 25 MB in total per submission. Files are kept as long as the app is installed, and their links are attached to the order under Additional details in your Shopify admin. See File upload limits and retention.

5. Save

   Click Save in the bar that appears at the top of the page, then check the result on your storefront.