The Wholesale Application template helps you collect important business information from customers who want to purchase your products at wholesale prices.
This template is designed to help you review and approve wholesale applicants before granting them access to wholesale pricing.
What Does the Wholesale Application Template Include?
The template includes 7 fields to collect the information needed to review a wholesale application.
- Business details: Collect important information about the applicant's business.
- Primary contact: Collect the applicant's contact and communication details.
- Resale certificate or business license: Allow applicants to upload their business documentation.
- Tax-exempt status: Ask whether the applicant is purchasing products tax-exempt for resale.
- Additional fields: The template includes additional fields to help you collect more information about the applicant.
Required Fields
The template includes 4 required fields. Applicants must complete these fields before they can submit their application.
Required fields help ensure that you receive the essential business information needed to review each wholesale application.
File Upload
The Wholesale Application template includes a file upload field. Applicants can use this field to upload documents such as a resale certificate or business license.
These documents can help you verify the applicant's business before approving their wholesale account.
B2B Company Creation
When an application is approved, this template can create a B2B company for the applicant. This helps streamline the process of setting up approved wholesale customers.
Approval Tag
The template applies the wholesale tag when an application is approved. This can help you identify and organize approved wholesale customers.
How to Use the Wholesale Application Template
- Open Rivio B2B Registration Forms in your Shopify Admin.
- Go to the Templates section.
- Find the Wholesale Application template.
- Review the fields included in the template.
- Click Use template to create a new form.
- Customize the fields and settings according to your business requirements.
- Publish the form when it is ready to accept wholesale applications.
Who Should Use This Template?
The Wholesale Application template is ideal for businesses that sell products to retailers, resellers, distributors, or other B2B customers and need to verify applicants before providing wholesale pricing.
Summary
The Wholesale Application template provides a ready-to-use starting point for collecting and reviewing wholesale customer applications. It includes business details, contact information, document uploads, tax-exempt information, and approval settings to help simplify your wholesale onboarding process.
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