How to Review Customer Applications?

In Smind B2B, prospective wholesale customers apply for a B2B account by submitting your Registration Form on your storefront. As the store owner, you review each application in Customer Management, approve the customers you want to work with, and grant them access to your wholesale pricing.

In general, the process is simple: a customer completes and submits the registration form on your storefront. The application is then sent to your store, and a notification email is sent to your admin email address to let you know that a new application is waiting for review.

Note: You only need to review applications when the Approval mode of your Registration Form is set to Manual. If the approval mode is set to Automatic, customers are approved immediately after submitting the registration form.

This guide walks you through the complete registration and approval process, including how to handle applications from customers who already exist in your Shopify Admin.

1. Approve B2B Registration

As a store owner, follow these steps to approve a customer’s B2B registration:

1. Go to Apps > Smind B2B > Registration.
2. Click Customer Management > All Customers.
3. Find the customer with the Pending status then click to open their customer detail page
4. Review the information they submitted.
5. Click Approve to approve the application.

Once approved, the customer will immediately receive an Application Approved email. After logging in, they will have access to your wholesale pricing and other B2B benefits across your storefront.

Sometimes you can’t approve an application directly — this happens when the customer already exists in your Shopify Admin. In that case, add them by importing their information instead:

• Go to Apps > Smind B2B > Registration.
• Click Customer Management > All Customers
• Click Import to upload the customer’s information as a CSV file..
• Finish

2. Reject B2B Registration

Same as approve, just click Reject on Customer overview

1. Go to Apps > Smind B2B > Registration.
2. Click Customer Management > All Customers.
3. Find the customer with the Pending status then click to open their customer detail page
4. Review the information they submitted.
5. Click Reject to reject the application.

The customer will immediately receive an Application Rejected email. They will not be able to access your wholesale pricing or any other B2B benefits on your storefront.