Wholesale buyer onboarding often relies on email chains, ad-hoc forms, and manual data entry — leading to duplicate company records and lost docume...

• Match new buyers to existing Shopify Companies before creating duplicates.
• Customize the buyer form with custom fields and required documents.
• One approval creates the Company with contact, location, and customer tags.
• Track resale certificate expiration and surface upcoming renewals.
• Every application logs status changes, timestamps, and reasons.