How to Configure the B2B Registration Form after Installation

When you open the app for the first time, a default B2B registration form is already created.

Default Fields

Default fields are mandatory. These fields ensure that:

• A Company can be created

• At least one Company Location exists (required by Shopify)

Adding Custom Fields Using Meta fields

To collect additional company information:

• Go to Shopify Admin → Settings → Meta fields and metaobjects → Companies

• Create company-level meta fields

• Return to the app

The newly created meta fields will automatically appear as additional form fields.

Managing Form Layout

Custom fields can be:

• Enabled or disabled by clicking the view icon

• Removed by deleting the meta fields from Shopify

Merchants can:

• Drag and drop fields to reorder them

• Resize fields to change the form layout