Intake B2B: Wholesale Approval

Approve wholesale buyers and match existing B2B Companies

di Intake Labs · Lancio: maggio 2026

0.0 su Shopify

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Approve wholesalers into native B2B Companies. Customize forms, prevent duplicates, track documents.

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Informazioni su Intake B2B: Wholesale Approval

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. 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. Mostra di più Mostra di meno

Ultima verifica: July 22, 2026 · Fresh