For the complete documentation index, see llms.txt. This page is also available as Markdown.

Review and approve applications

View submissions

  1. Go to Registration → Submissions in the app

  2. See all pending applications with status: Pending, Approved, or Rejected

  3. Click a submission to open the detail view


Approve an application

  1. Open a pending submission

  2. (Optional) Assign the customer to a Customer Group

  3. Click Approve

What happens automatically:

  • A Shopify customer account is created (if the customer doesn't have one)

  • The group's tag is added to their account

  • A B2B Company profile is created in Shopify if relevant

  • An approval email is sent to the customer

The customer can now log in and see wholesale prices immediately.


Reject an application

  1. Open a pending submission

  2. (Optional) Add a note explaining the rejection

  3. Click Reject

What happens automatically:

  • A rejection email is sent to the customer

  • The email contains a secure edit link so they can correct their application and resubmit


Resubmission flow

When a customer receives a rejection email:

  1. They click the edit link

  2. Their original form data is pre-filled

  3. They edit the fields that need correction

  4. They submit again — the submission returns to Pending in your queue


In the Submissions list, you can:

  • Filter by status (Pending / Approved / Rejected)

  • Search by customer name or email

  • Sort by submission date

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