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Intake B2B: Wholesale Approval
Approve wholesale buyers and match existing B2B Companies
por Intake Labs · Launched: mayo 2026
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Acerca de 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. Ver más Ver menos
Última verificación: July 22, 2026 · Fresh
Detalles de la app
- Desarrollador
- Intake Labs
- Categoría
- Store management
- Precio
- De pago
- Lanzamiento
- mayo 2026
- Valoración
- 0.0 on Shopify
Funciones principales
- 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
1 plan · prueba gratis de 14 dias
Standard
$39/month
Planes y precios segun el Shopify App Store.
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