Trade Accounts Portal
Trade Accounts Portal
Secure, tiered wholesale environments with rigorous approval workflows.
Mixing B2C retail and B2B wholesale operations on a single storefront often results in operational chaos. The Trade Accounts Portal cordons off a section of your store, enforcing strict authentication and customized purchasing environments for approved enterprise clients.
What's included:
- Lifetime plugin licence key
- 12 months of updates and support
- Installation guide and onboarding SOPs
- Priority email technical support
- Dedicated account manager for setup
Key Capabilities
Secure Authentication
Fully locked-down portals requiring verified login to view pricing or products.
Tiered Price Lists
Assign customers to Gold, Silver, or Bronze tiers with cascading discount logic.
Net Payment Terms
Allow trusted accounts to check out via invoice without upfront payment.
Onboarding Workflow
Custom registration forms with manual or automated approval logic.
Architectural Deep Dive
The application handles the entire lifecycle of a wholesale account. New businesses submit structured onboarding forms requesting trade status. Once reviewed and approved by your team, the customer is assigned to a specific pricing tier, automatically unlocking negotiated rates and unique catalogs upon login.
Crucially, it integrates sophisticated payment protocols. Approved buyers can bypass standard credit card gateways, checking out using 'Net 30' or 'Net 60' terms, generating clean invoices ready for your accounting department.
Technical Specification
| Platform compatibility | Shopify (B2B features recommended but not strictly required) |
| Theme requirements | Liquid and App Block compatibility |
| Licence type | Per-store base |
| Delivery method | Digital download within 24 hours |
