Getting started
Requirements
Section titled “Requirements”- A Shopify store on any plan (Basic, Grow, Advanced, or Plus)
- Shopify’s B2B features turned on (see below)
- A staff account with permission to install apps and manage customers
New to Shopify B2B?
Section titled “New to Shopify B2B?”Since April 2026, every Shopify plan includes native B2B: companies (business customers with their own pricing and payment terms) and B2B checkout. If you’ve been running wholesale through discount codes or a separate store, this is the built-in replacement. Enable it in Settings → B2B – it takes a minute and changes nothing for your retail customers. Shopify’s own guide: Getting started with B2B. Transactful is built entirely on this foundation.
Starting wholesale for the first time?
Section titled “Starting wholesale for the first time?”Use the Recommended setup at install and read starting wholesale from scratch – it makes the terms-and-limits decisions for you with sensible UK defaults.
Already have wholesale customers?
Section titled “Already have wholesale customers?”You don’t start from zero and your stockists never re-apply – see importing existing accounts after install.
1. Install the app
Section titled “1. Install the app”Install Transactful from the Shopify App Store. At install you’ll approve the app’s access to companies, customers, orders, and checkout validation – this is what powers approval and credit tracking (full list of scopes). Nothing is written to your theme at any point.
2. Configure your application form
Section titled “2. Configure your application form”Under Transactful → Application form, choose what you require from buyers: which fields are mandatory, how many trade references, which document types (with expiry dates), and whether a VAT number is required to submit. See the application form for every option.
3. Publish the form
Section titled “3. Publish the form”Transactful hosts your form at
https://apply.transactful.com/your-store, or on your own subdomain (e.g.
wholesale.your-store.com) by adding a CNAME record shown in settings. Add
the link to your store navigation – “Wholesale”, “Trade accounts”,
“Stockists” – from Online Store → Navigation. This is a normal menu link;
no theme edits.
4. Review your first application
Section titled “4. Review your first application”Applications appear in Transactful → Review queue with VAT numbers already validated and documents attached. Approve, reject, or request more information – the review queue explains each path.
5. Approve with a credit limit
Section titled “5. Approve with a credit limit”On approval you pick three things: the catalog (wholesale price list), the payment terms (e.g. Net 30), and the credit limit. Transactful then creates the Shopify Company, location, and contact, assigns everything, and starts tracking exposure. From this moment enforcement is live: an order that would exceed available credit is blocked at checkout with a message you control.
Verify it end to end
Section titled “Verify it end to end”- Approve a test application with a small limit (e.g. £100).
- Log in as the buyer contact and add items over £100 to the cart.
- Attempt checkout – you’ll see the block message with the exact remaining credit.
- Reduce the order below the limit – checkout proceeds on your payment terms.