Intake B2B: Wholesale Approval

Approve wholesalers into native B2B Companies. Customize forms, prevent duplicates, track documents.

Wholesale buyer onboarding often relies on email chains, ad-hoc forms, and manual data entry — leading to duplicate company records and lost documents. Intake B2B replaces that with a customizable public application form, a review queue with document expiration tracking, and one-click approval into native Shopify B2B Companies. The match panel surfaces existing Companies before creating new records. Each approval creates the Company with contact, location, tags, and a full audit history.

• Match new buyers to existing Shopify Companies before creating duplicates.
• Customize the buyer form with custom fields and required documents.
• One approval creates the Company with contact, location, and customer tags.
• Track resale certificate expiration and surface upcoming renewals.
• Every application logs status changes, timestamps, and reasons.