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Intake B2B: Wholesale Approval
- by Intake Labs
- $39/month. Free trial available.
- by Intake Labs
- $39/month. Free trial available.
Approve wholesale buyers into Shopify B2B Companies. Customize forms, prevent duplicates, and track resale certificates.
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About the Intake B2B: Wholesale Approval
Intake B2B simplifies wholesale buyer onboarding with a customizable public application form that replaces email chains and manual data entry. The app helps you approve wholesalers directly into native Shopify B2B Companies while preventing duplicate company records.
Review applications in a centralized queue with document expiration tracking for resale certificates. The match panel checks for existing Companies before creating new records. One-click approval automatically creates the Company with contact details, location, customer tags, and maintains a complete audit history with timestamps and status changes.
Launched: May 25, 2026
Hauptmerkmale
- 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.
Category:
Pricing of Intake B2B: Wholesale Approval
Standard
$39 / month
or $390/year and save 17%
- Match new buyers to existing Companies
- Customizable form with document uploads
- Approve into native B2B Companies
- Track resale certificate expirations
- Full audit trail on every application
