Forma Strata sells to interior designers as well as private customers. Designers need to see their trade pricing without waiting for a quote by email. We connected the application, account approval and buying experience so eligible customers see the right pricing throughout the store. The public catalogue stays clear for everyone else.
Interactive demo
See what each customer sees
Move from a public shopper to an approved trade buyer. Explore how the product and checkout experience follow the account.
Illustrative storeFurniture collection
Curved sofa
Behind the purchase
One store, different ways to buy.
- Account
- Public shopper
- Checkout
- Retail pricing stays in place until the account is approved.
- For your team
- Review applications once. Give approved buyers a consistent journey.
An illustration of the experience. No live cart, account or order is changed.
How it works
- A designer applies on the store. A trade page with a short business form. The store creates the customer, tags them as pending, records their consent, subscribes them to the trade list, logs the application in a sheet the team already uses and sends two emails: a confirmation to the applicant and a heads up to the team.
- The team approves with one tag. Approve or decline is a tag in Shopify admin, nothing else to learn. A job notices the change within minutes, sends the approval or decline email and updates the sheet row.
- The right price shows everywhere. Once approved, product pages, collections and search show the trade price for that customer, from the same catalogue everyone else sees. Nothing is duplicated and nothing goes out of sync.
- The discount applies itself at checkout. An automatic discount keyed to the approved tag takes care of the price on Shopify's own checkout. It cannot stack with other codes and it skips the variants the brand excludes, such as samples.
- The account says where they stand. Pending, approved or declined is visible in the customer account, with a line that says trade pricing applies automatically at checkout.
What becomes easier for your team
- Letting trade buyers find their own prices.
- Keeping retail and trade in one catalogue.
- Recognising approved trade customers at checkout.
- Sending approval emails automatically.
- Keeping application status visible to the customer.
What we connect
Customer accounts, eligibility, product pricing, checkout and approval emails work together. The team keeps a clear record of applications and decisions. Forma Strata's implementation was built around its existing Shopify setup. For another brand, the approach follows its requirements and the platform capabilities available at the time.
Good for
Furniture, lighting, rugs, materials, fashion with a stockist programme, any brand where professionals buy at a different price. Add presale access and trade customers can reserve incoming stock before it goes public.
Get it on your store
Included in a Systems Build and available on any store we run. Tell us who your trade customers are and what they expect, and we will tell you how it fits. Discuss trade buying on your store.
