TradeCheck asks trade and wholesale buyers for their ABN, purchase order and other business details, checks each ABN against the Australian Business Register (ABR), and saves the details to the Shopify order. This article covers which Shopify plans TradeCheck runs on and the setup steps in the app.
Shopify plans
| Shopify plan | Where buyers enter details | Can block checkout |
|---|---|---|
| Starter | Not supported | No |
| Basic and other plans | Thank you and Order status pages, after they pay | No |
| Plus | Inside checkout, and the Thank you and Order status pages | Yes |
Shopify's Starter plan doesn't support the Thank you or Order status page blocks, so TradeCheck can't run there.
Setup steps
The app's Home page lists three steps under Get set up. They take about five minutes, and the third is optional. The list doesn't track which steps are done.
- Choose what to ask for. In Settings, pick which buyers see the form and which details it asks for. See The checkout form.
- Add the form to your checkout. In the Shopify checkout editor, add the TradeCheck Business details form block. On plans without Plus, add it to the Thank you and Order status pages. The Open checkout editor button on the Home page opens the editor.
- Block checkout without a PO or ABN (Plus). Optional. Turn on the TradeCheck checkout rule so buyers can't pay until they enter a PO number or a valid ABN. See Checkout rules.
Opening the app once
Open TradeCheck from Apps in the Shopify admin at least once after installing. The first visit connects the checkout blocks to TradeCheck. Until then, the blocks show the default fields, ABN lookups fail, and buyers can't save their details.
TradeCheck only opens from inside the Shopify admin. A bookmarked or copied app link shows the page Open TradeCheck from your Shopify admin, with a Go to Shopify admin button. Log in to the Shopify admin and go to Apps › TradeCheck instead.
App pages
The app has four pages in the Shopify admin sidebar:
- Home: the setup steps, the store's connection status and Shopify plan, and a summary of the checkout form.
- File storage: where PO documents are stored. See PO documents and file storage.
- Blocked ABNs: ABNs your store won't accept. See Blocked ABNs.
- Settings: the checkout form and the checkout rule.