--- title: "How to approve or reject wholesale applications" description: "In Process Wholesale, open Customers > Pending and select Accept B2B or Reject B2B for each wholesale application. Accepting tags the customer B2B, adds auto-assigned discounts and sends the approval email." type: how-to plans: [All plans] keywords: [ approve wholesale customer, accept B2B, reject B2B, pending applications, wholesale application review, B2B approval, bulk approve customers, ] questions: - "How do I approve a wholesale application in Process Wholesale?" - "What happens when I accept or reject a wholesale customer?" - "Can I approve several wholesale customers at once?" - "Does rejecting a customer delete their Shopify account?" - "Where do I see what the applicant filled in on the signup form?" - "Why did the customer not receive an approval email?" - "Can a rejected customer apply again?" - "Can I undo an approval?" last_verified: 2026-11-11 order: 2 --- # How to approve or reject wholesale applications In Process Wholesale, every wholesale application waits on the **Customers** page under the **Pending** tab until you review it. Select **Accept B2B** to make the applicant a wholesale customer (B2B customer) or **Reject B2B** to turn the application down. Accepting replaces the pending tag `B2B_Registeration` with `B2B`, adds your auto-assigned discount tags and sends the "Application approved" email. Reviewing applications works on every plan, and nothing is approved automatically. **At a glance** - **Plan:** All plans - **Where:** Process Wholesale > **Customers**, tabs **Pending** and **Active** - **Applies to:** Customers tagged `B2B_Registeration` (Pending tab) and `B2B` (Active tab) - **Emails:** **Accept B2B** sends "Application approved" and **Reject B2B** sends "Application rejected", when those emails are turned on - **Bulk actions:** Yes, for the customers on the current page ## The Customers page The **Customers** page has two tabs: - **Pending** (opens first): customers tagged `B2B_Registeration`, waiting for review. Columns: **Customer** and **Actions**. - **Active**: approved wholesale customers tagged `B2B`. Columns: **Customer**, **Discount tags** and **Actions**. **Discount tags** lists only the customer's tags that match a Process Wholesale discount. Each tab lists 10 customers per page, with next and previous buttons. Use **Search customers** to search inside the open tab. **Refresh** reloads the open tab. ## Steps to review an application 1. In Shopify admin, open the **Process Wholesale** app and select **Customers**. 2. On the **Pending** tab, find the applicant. 3. Select the pencil button in the **Actions** column, then **View details**. The **Customer details** window shows the name, **Email:**, **Signup notes:** (the answers from the signup form, with links to any uploaded files) and **Tags:**. Select **Close**. 4. Select the pencil button again and choose one action: - **Accept B2B** to approve. The toast reads "Customer approved". - **Reject B2B** to decline. The toast reads "Customer rejected". The customer leaves the **Pending** tab at once. An accepted customer appears on the **Active** tab. ## Steps to accept or reject several applications at once 1. On the **Pending** tab, select the checkbox next to each customer, or the checkbox in the header to select every customer on the page. 2. Select **Accept B2B** or **Reject B2B** in the bulk action bar. The toast reads "Customers approved" or "Customers rejected". Only the customers on the current page can be selected, so repeat for each page. On the **Active** tab the bulk actions are **Return to pending** and **Remove B2B**. ## What each action changes | Action | Tab | Tags | Discounts | Tax exemption | Email to the customer | | ------------------------ | ------- | --------------------------------------- | ----------------------------------------------------------- | ------------------------------------------------- | ----------------------------- | | **Accept B2B** | Pending | Removes `B2B_Registeration`, adds `B2B` | Adds every tag selected under **Auto assign discount tags** | Set to the **B2B customer tax exemption** setting | "Application approved", if on | | **Reject B2B** | Pending | Removes `B2B_Registeration` and `B2B` | Discount tags stay on the customer | Set to the **B2B customer tax exemption** setting | "Application rejected", if on | | **Return to pending** | Active | Removes `B2B`, adds `B2B_Registeration` | Discount tags stay | Set to the setting | None | | **Remove B2B access** | Active | Removes `B2B` and `B2B_Registeration` | Discount tags stay | Set to the setting | None | | **Manage discount tags** | Active | Adds or removes discount tags only | Changes the customer's discounts | Set to the setting | None | When the customer has a note in Shopify, every one of these actions also adds or updates a "(Last modified: YYYY/MM/DD HH:MM:SS)" line in it. When an approval brings your number of wholesale customers (customers tagged `B2B`) to 10, 25 or 50, Process Wholesale sends a milestone email to your store email. **Example.** A pending customer has the tags `B2B_Registeration, vip`, and `gold` is selected under **Auto assign discount tags**. After **Accept B2B**, the customer's tags are `vip, B2B, gold`. The customer receives "Acme Supply - B2B Application Approved!" (with your store name) if the approval email is on. **Rejection does not delete anything.** The Shopify customer account stays, with its order history and note. The customer no longer appears on either tab. ## What the applicant sees - **After applying:** the signup form shows your pending message, such as "Thank you! your wholesale account is currently under review", and the "Application received" email arrives if it is on. - **While pending:** checkout charges retail prices. Some storefront blocks treat any tag containing `b2b` as wholesale, so a pending customer can already see wholesale prices in the Product Wholesale block. See [wholesale customers and tags](wholesale-customers-and-tags.md#which-process-wholesale-features-count-a-customer-as-wholesale). - **After approval:** the customer receives "Application approved", logs in with their usual account, gets wholesale discounts at checkout and sees "You are logged into your wholesale account" on the signup form page. - **After rejection:** the customer receives "Application rejected", shops at retail prices and sees the signup form again, so they can apply again. Email wording and on/off settings are in [wholesale application emails](wholesale-emails.md). ## Limits and things to know - **Approval is manual.** No setting approves applications automatically. - **Tax exemption is rewritten by every action.** Each action in the table sets the customer's tax status to the **B2B customer tax exemption** setting, which replaces a tax exemption you set by hand in Shopify. See [tax-exempt wholesale customers](tax-exempt-wholesale-customers.md). - **Discount tags stay after rejection.** They have no effect without the `B2B` tag, but they come back into effect if the customer is approved later. Remove them with **Manage discount tags** before rejecting if you do not want that. - **The approval email needs the pending tag.** "Application approved" and the auto-assigned discounts are sent and added only for customers who had `B2B_Registeration` when you accepted them, and the email needs an email address on the customer. - **Bulk actions cover one page.** Select and act on each page of 10 customers in turn. ## Troubleshooting | Symptom | Likely cause | Fix | | --------------------------------------------------- | ------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | | An applicant is not on the Pending tab | The tag is missing or spelled differently, or the list has not reloaded | Select **Refresh**. In Shopify admin, check that the customer has the exact tag `B2B_Registeration`. | | The customer did not receive the approval email | "Application approved" is off, the customer has no email, or the customer was not pending when accepted | Check **Settings > Customer settings > B2B customer emails**. See [wholesale emails not being received](../troubleshooting/emails-not-received.md). | | An approved customer has no discount at checkout | No discount tag is assigned, or the customer is not logged in | Use **Manage discount tags** on the **Active** tab, or set up [auto-assigned discounts](auto-assign-discount-tags.md). | | A customer lost a tax exemption after approval | **B2B customer tax exemption** is off, and approval applies it | Turn the setting on, or set the exemption again in Shopify admin after the action. | | "Accept failed", "Reject failed" or "Update failed" | Shopify did not accept the change | Select **Refresh** and try again. | ## Frequently asked questions ### How do I approve a wholesale application in Process Wholesale? Open **Customers**, find the applicant on the **Pending** tab, select the pencil button and choose **Accept B2B**. The customer is tagged `B2B` and moves to the **Active** tab. ### Can I approve several wholesale customers at once? Yes. On the **Pending** tab, select the customers with the checkboxes and choose **Accept B2B** in the bulk action bar. Selection covers the 10 customers on the current page. ### Does rejecting a customer delete their Shopify account? No. **Reject B2B** removes the wholesale tags and sends the rejection email if it is on. The Shopify account, orders and note stay. ### Can a rejected customer apply again? Yes. A rejected customer has neither `B2B` nor `B2B_Registeration`, so the signup form shows to them again and a new application puts them back on the **Pending** tab. ### Can I undo an approval? Yes. On the **Active** tab, select **Return to pending** to move the customer back to review, or **Remove B2B access** to end wholesale access. Neither sends an email. See [removing wholesale access](remove-wholesale-access.md). ## Related articles - [Wholesale customers and customer tags explained](wholesale-customers-and-tags.md) - [Wholesale application emails and how to edit them](wholesale-emails.md) - [How to assign discounts automatically when a customer is approved](auto-assign-discount-tags.md) - [How to remove a customer's wholesale access](remove-wholesale-access.md) - [Wholesale signup forms: which form to use](../signup-forms/signup-forms-overview.md)