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.