Use this article to review wholesale applications on the Wholesale tab: approve, reject or delete them. Applications submitted through your public wholesale form land on the Wholesale tab under Shop+ → Products.
What is on the Wholesale tab?
Pending – new applications waiting for a decision. The badge shows how many.
Approved – applications you have approved.
Rejected – applications you have rejected.
All – all applications.
Search applications… – matches the business name, contact name or phone number.
How do I read a wholesale application?
Each application is a card with everything the business entered.
Business name, the status badge and the date applied.
Contact details – name, email, phone, business type, estimated monthly volume, address and the applicant's message.
Approve – approves the application.
Reject – the × button; rejects the application.
Delete – the bin button; deletes the application.
How do I approve a wholesale application?
To approve an application, click Approve on its card. The change is immediate and a green confirmation appears in the top-right corner.
The card moves to the Approved tab with a green approved badge and the review date.
Approving also creates the applicant as a contact carrying your wholesale customer tag. You can see this under Contacts → All: search for the contact name and check the Tags column.
How do I reject a wholesale application?
To reject an application, click the × button on its card. A window asks for an optional internal note – it is for your team only and is not shown to the applicant. Click Reject.
The card moves to the Rejected tab with the note underneath. You can still approve it later from there with the Approve button.
Note: When you reject a business that was already approved, the window warns that its wholesale tag will be removed.
How do I delete a wholesale application?
To delete an application, click the bin button on its card and confirm with Delete. This cannot be undone.
