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 through a centralized queue that tracks document expiration, including resale certificates. The match panel checks for existing Companies before creating new records, so you avoid duplicates. With one-click approval, the app automatically creates the Company with contact details, location, customer tags, and maintains a complete audit history of all status changes and timestamps.