Trade account numbers
Your wholesale and trade customers already order on account in person. Trade Account Checkout adds an account number field to the Shopify Plus checkout, validates what they type, saves it to the order as a metafield, and tags the order — so every trade order arrives matched to the right account, with no manual chasing.
Install on ShopifyRequires Shopify Plus · Free plan available
Quick answer
Yes — a checkout UI extension like Trade Account Checkout adds a trade account number field to the Shopify Plus checkout. The field can be required or optional, validated with regex, saved to the order as a metafield, and used to auto-tag the order for filtering, export, and Shopify Flow. It captures the reference only — it is a field-capture extension, not a payment method or gateway, so your existing checkout and payments stay exactly as they are.
Last updated: 16 June 2026
The problem
On a standard Shopify checkout there is nowhere for a trade customer to enter their account number, so it ends up missing or buried.
Customers drop their account number in the order notes, email it after the fact, or leave it off entirely. Staff then re-key it by hand, match orders to accounts manually, and chase the missing reference before they can invoice.
The account number is entered in a proper checkout field, format-checked as the customer types, pinned to the order as a metafield, and the order is tagged — ready to filter, export, and reconcile against the trade account automatically.
How it works
Four steps, no theme code, on any Shopify Plus store.
Add a trade account number field and give it your own label and helper text — for example “Trade account number” or “Member number”.
Choose required or optional and add a regex pattern so only correctly formatted account numbers are accepted at checkout.
At checkout, the trade customer types their account number into the field alongside their contact and shipping details.
The value is written to the order as a pinned metafield and the order is auto-tagged, so you can filter, export, and reconcile trade orders.
In your Shopify admin
The account number lands on the order as a tag and a pinned metafield — visible to your whole team and exportable like any order data.
Tags — auto-applied at checkout
trade-accountMetafields — pinned
FAQ
What merchants ask before adding the field.
Yes. Each field can be set to required or optional. Required means the customer cannot complete checkout until they enter a valid account number; optional lets non-trade customers check out normally.
Yes. You can add a regex pattern so only correctly formatted numbers are accepted — for example a fixed prefix, a set length, or letters-and-digits. The check runs as the customer types.
On the order. It is saved as a pinned order metafield and the order is auto-tagged, so it is visible on the order page and available in exports, the Admin API, and Shopify Flow.
Yes. It runs on the Shopify Plus checkout and captures the account number regardless of whether the buyer is a standard customer or a B2B company, so you can layer your own trade reference on top of Shopify B2B.
No. Trade Account Checkout is a field-capture extension, not a payment method, processor, or gateway. It records the account reference only. To offer pay-on-account, pair it with Shopify's own manual payment method.
No. It adds a field to the checkout and writes data to the order. Your payment providers, shipping, and the rest of your checkout stay exactly as they are.
Add a validated trade account number field to your Shopify Plus checkout and tag every trade order automatically.
Install on Shopify