App-store listing
About 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.
Listing highlights
- 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.
Features
Customization
Auto-sync data
Custom workflows
Automation tasks
Customer segments
Customer tags
Email responses
