Managing wholesale applications

ShipWave provides a wholesale application form that potential B2B customers can fill out to request wholesale access. The form collects business information like company name, contact details, tax ID, and estimated order volume. When a customer submits an application, it appears in your admin dashboard for review. You can approve or reject applications with a single click.

The wholesale signup form is available as a Shopify theme block and through an app proxy. The theme block loads its configuration dynamically from your ShipWave settings, so any changes you make in the admin are reflected on the storefront immediately. To configure the form, go to Admin → Wholesale → Applications and click Form Settings. You can customize:

Active — Toggle the form on or off. When disabled, the storefront block shows a message that applications are not currently being accepted.

Title — The heading displayed on the form.

Description — Instructions or eligibility criteria shown above the form fields.

Submit Message — The confirmation message shown after submission.

Required Fields — Choose which optional fields are mandatory. Available optional fields include: phone, website, tax ID, address (line 1, city, state, ZIP, country), business type, estimated volume, and notes.

Custom Fields — Add your own fields to collect additional information. Each custom field has a label, type (text, textarea, or select dropdown with options), required/optional toggle, placeholder text, and help text.

Notify Email — The email address that receives notifications when new applications are submitted.

Go to Admin → Wholesale → Applications to see all submissions. Applications are organized into three tabs: Pending, Approved, and Rejected. Each application card shows the company name, contact name, email, phone, business type, estimated volume, and the date it was submitted.

When you approve an application, ShipWave automatically:

1. Creates a Shopify customer account for the applicant (if one doesn't already exist).
2. Adds the group's Shopify tag to the customer so they receive wholesale pricing.
3. Sets the appropriate customer metafields for the Shopify Function to identify them.
4. Sends an approval email to the applicant notifying them of their new wholesale account.

You can choose which customer group to assign the applicant to using the group dropdown on the approval action.

Click Reject on a pending application. You can optionally add review notes explaining the reason. ShipWave sends a rejection email to the applicant. Rejected applications are moved to the Rejected tab for your records. You can re-review a rejected application later if circumstances change.

If you want to skip manual review, enable Auto-Approve in the form settings. When enabled, every new application is automatically approved and assigned to the default customer group. The applicant receives an approval email immediately. This is useful when you want to offer wholesale pricing to anyone who applies, without a vetting process.