Reviewing Applications

Rivio B2B Registration Forms makes it easy to review wholesale and B2B applications before deciding whether to approve or reject them. From the submission details page, you can review the applicant's information, add internal notes, approve or reject the application, or mark it as spam.

Step 1: Open the Application

1. Open Rivio B2B Registration Forms in your Shopify Admin.
2. Go to Submissions.
3. Find the application you want to review.
4. Click the application to open its details.

The submission page displays the form name, current status, submission date, and a unique reference number.

Step 2: Review Business Details

The Business Details section contains the business information submitted by the applicant.

Depending on your form, you may see:

• Business name
• Tax ID / VAT
• Phone number
• Website
• Address
• City
• State / Region
• Postal code
• Country

Review these details to make sure the applicant's business information is complete and meets your requirements.

Step 3: Review Primary Contact

The Primary Contact section shows the contact person provided in the application.

You can review details such as:

• Name
• Email address
• Phone number
• Job title

This information can help you contact the applicant if you need additional details before making a decision.

Step 4: Add an Internal Note

The Internal Note field allows you to add private notes about the application.

For example, you can use an internal note to record:

• Why you approved or rejected an application.
• Information you verified.
• Details discussed with the applicant.
• Follow-up information for your team.

These notes are intended for your internal reference and are not sent to the applicant.

Step 5: Approve the Application

If the application meets your requirements, you can approve it.

1. Review the submitted information.
2. Add an Internal Note if needed.
3. Click Approve.

Once approved, the submission status will be updated to Approved.

Depending on your app settings and form configuration, approval may also trigger configured actions such as customer tagging or B2B company creation.

Step 6: Reject the Application

If the applicant does not meet your requirements, you can reject the application.

1. Enter a reason in the Reason (sent to applicant) field.
2. Click Reject.

The reason entered here is intended to be shared with the applicant, so provide a clear and helpful explanation.

For example:

Your application could not be approved because the required business documentation was not provided.

After rejection, the submission status will be updated to Rejected.

Step 7: Mark an Application as Spam

If a submission appears to be unwanted, irrelevant, or suspicious, you can select Mark as spam.

This helps keep your submissions organized and separates unwanted applications from genuine customer applications.

Internal Note vs. Rejection Reason

Rivio B2B Registration Forms provides two different fields when reviewing an application:

Tip: Use the Internal Note for your team's private comments and the rejection Reason when you want to explain the decision to the applicant.

Recommended Review Process

Before approving a wholesale application, we recommend:

1. Review the Business Details.
2. Verify the Primary Contact information.
3. Check any additional information requested in the form.
4. Review any uploaded documents, if available.
5. Add an Internal Note if your team needs a record of the review.
6. Click Approve if the application meets your requirements.
7. If the application doesn't qualify, provide a clear Reason and click Reject.
8. Mark irrelevant or unwanted applications as Spam.

Tip: Review all required business information and supporting documents before approving an application. This helps you make informed decisions and keeps your wholesale customer approval process organized.