Skip to main content

Review wholesale applications

What does this do for me?

Signed-in shoppers submit a wholesale application from the storefront form. Applications arrive in Applications for you to approve, which provisions a company and contact, or reject.

Review an application

  1. Open Applications. The section Wholesale applications lists applications submitted through the storefront form at /apps/b2b-toolkit/register.
  2. Use the Search applications by company, customer, or contact field to narrow the list. Columns are Company, Customer, Contact, Status, and Actions.
  3. Select Approve on a row to provision the company and contact and sync the customer’s B2B metadata.
  4. Select Reject and confirm with Reject application to remove it from the pending queue without creating a company.

Read the status

Each application shows a badge of Approved, Rejected, or Pending. A decided application cannot be decided again. Empty cells read Unnamed company or Not set, and rows without an available action read No actions.

Notes

  • Approving creates the company and links the applicant so they can receive B2B pricing.
  • The applicant’s entries are preserved if the form had validation errors, and errors are shown beside each field.