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Intake B2B: Wholesale Approval

Develop by Shopify

$39

/ Month

Streamline wholesale onboarding with automated approvals and Shopify integration.

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About Intake B2B: Wholesale Approval

Launched May 24, 2026

Categories

Wholesale Workflow automation

Built by Shopify

Address

151 O’Connor St, Ottawa, ON, ON, CA

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

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.

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. more
  • 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.

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