Reviewing applications
Approve, decline or ask for more information, handle duplicates, and finish approvals that stopped.
7 articles
Approve an application
Review a wholesale application and approve it in one step, with payment terms, tax, pricing tier and contact role set as B2B Desk creates the Shopify company.
What approval creates in Shopify
Each step B2B Desk runs when you approve a wholesale application, what it writes to the Shopify company, location and contact, and when a step is skipped.
Handle duplicates and existing companies
How B2B Desk spots applicants who may already be in Shopify, what each match means, and how to add an applicant to an existing company instead.
Decline an application
Decline a wholesale application with a reason, choose whether the applicant gets an email, and know what happens if they apply again.
Ask an applicant for more information
Send an applicant a private link to upload a missing document, see what they get, and pick their application back up when they reply.
Manage the applications list
Filter applications by status, search them, mark spam in bulk, export everything to CSV, and know what each status means.
Finish an approval that stopped
What to do when an approval fails partway or stops making progress, how Retry remaining steps works, and the most common causes.