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Presets and rules

Save the settings you give most buyers as presets and approve trusted applicants automatically.

3 articles

  1. Save your approval settings as presets

    Save the payment terms, pricing tier, tax setting, contact role and tags you give most buyers as a preset, so approving takes one click.

  2. Create an auto-approve rule

    Approve, decline or route wholesale applications automatically based on email domain, billing country, tax ID, expected volume or your own questions.

  3. How rules run

    When B2B Desk runs auto-approve rules, how it picks one, the safety checks before approving, how to test a rule, and where each decision is logged.