👥 Manage, Approve, and Notify Your Wholesale Customers

Once your registration form is live, you can manage incoming wholesale applications directly in your B2B & Wholesale Solution dashboard. This section helps you review, approve, and stay connected with every new customer efficiently.

🗂️ View and Manage Registrations

After customers submit their registration forms, their data appears in the Registration Form → Submission List tab. Here, you can:

• View all submissions along with the details each customer provided.

• Filter or search by name, email, tags, or approval status to find the exact customer you’re looking for.

• Export registration data as a CSV file if you want to review or back up information externally.

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✅ Approve or Reject Customers

You can control how new customers are approved:

1. Manual Approval:

   • Review each submission carefully.

   • Click Approve to grant them access to wholesale pricing and B2B features.

   • Click Reject if the applicant doesn’t meet your business requirements.

   • Approved customers automatically receive a confirmation email (if notifications are enabled).

2. Auto Approval:

   • Set the system to automatically approve customers once they submit their form.

   • This is ideal for stores that want fast onboarding and fewer manual checks.

3. Conditional Approval:

   • You can define rules like “Auto approve customers whose email contains a specific domain (e.g., @company.com).”

   • Perfect for pre-verified partners or repeat clients.

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🔔 Send Notifications Automatically

Keep everyone in the loop with built-in email notifications:

• To Admins: Receive an email when a new registration is submitted, so you can review it promptly.

• To Customers: Send confirmation emails for successful registration, approval, or rejection.

You can customize these email templates to match your tone and branding — ensuring a consistent professional experience from signup to approval.

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🏷️ Use Tags for Better Organization

When customers are approved, you can automatically add tags (e.g., “Wholesale,” “VIP,” “Distributor”) to their profiles in Shopify. Tags help you:

• Segment customers for pricing rules or marketing campaigns.

• Filter and apply specific B2B rules more easily in other modules (like Custom Pricing or Quantity Break).

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💡 Tips

• Combine approval status and tagging to automate pricing or visibility rules.

• Always test your registration and email flow once before going live.

• For larger teams, assign staff roles to handle customer approvals efficiently.

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This section ensures your B2B onboarding is not only secure and efficient but also leaves a professional first impression on every new customer.

Depending on your setup, customers already existed on your Shopify Admin, or in the Registered Customers list from our app will not be imported.

If you want more field options, or have trouble creating your registration form, reach out to us at [email protected] or Live Chat.