The TradeCheck Business details form is the block buyers fill in with their business details. You set it up on the app's Settings page, in Steps 1 and 2. Changes show the Shopify save bar, and nothing goes live until you press Save. The What buyers see preview beside the settings updates as you change them.
Who sees the form
Step 1, Choose who sees the form, picks one group of buyers. Everyone else checks out as normal.
| Option | Who sees the form |
|---|---|
| Everyone | Every buyer. This is the default. |
| B2B customers | Logged-in customers who can buy for at least one company location in Shopify B2B |
| Tagged customers | Logged-in customers with one of the tags you enter |
| Larger orders | Orders with a subtotal at or above the amount you enter |
- B2B customers: set up companies and add customers to them in Customers › Companies.
- Tagged customers: separate tags with commas, up to 100 tags. Capital letters don't matter. Add a tag to a customer under Tags on the customer's page. Buyers must be logged in for tags to match.
- Larger orders: the subtotal is the cart total before shipping and tax. If checkout can't read the subtotal, TradeCheck shows the form anyway.
- Guests never see the form under the B2B customers or Tagged customers options.
Fields
Step 2, Choose the details to ask for, sets each field to Off, Optional or Required.
| Field | Default | What the buyer enters |
|---|---|---|
| ABN | Optional | 11-digit Australian Business Number |
| Business name | Optional | Name of the business placing the order |
| PO number | Optional | The buyer's purchase order number, up to 50 characters |
| PO document | Off | The purchase order file: PDF, JPG or PNG, up to 10 MB |
| Cost centre | Optional | Team, site or project paying for the order |
| Approver | Off | Email of the person who approved the purchase |
- Optional fields show "(optional)" after the label.
- After the ABR finds an ABN, the form fills in the business name with the registered name, unless the buyer already typed one.
- For B2B buyers, the approver field suggests contacts from the buyer's own company. Buyers can still type any email.
- If every field is Off, the settings page warns Buyers won't see the form.
- When a field is required by the checkout rule in Step 3, it shows Required by Step 3 and can't be changed until you change the rule.
Where buyers fill it in
On Shopify Plus, the form can sit inside checkout. Buyers can change the fields until they pay. On other plans, the form sits on the Thank you and Order status pages, and buyers press Save details to add the details to their order. Buyers who skip the Thank you page can add their details later from the Order status page.
Required fields: on the Thank you and Order status pages, the buyer can't save until every required field is filled in. Inside Plus checkout, required fields don't stop the buyer paying. Only the checkout rule can stop payment, and only for a PO number or an ABN. See Checkout rules.
Guests and logged-in buyers
TradeCheck saves details on the order, so guest buyers are covered. A guest can add details on the Thank you or Order status page for up to 2 hours after placing the order.
When a logged-in buyer's ABN is verified, TradeCheck saves it to their customer record. Next time, the form fills in that ABN and the registered business name. It doesn't fill in the ABN if your store now blocks it.
Changing details after saving
Buyers can't change details once they're on the order. The Thank you and Order status pages show a summary with "To change these details, contact the store." Staff can change details from the order page. See Order details in the Shopify admin.