Wholesale Application Form

Wholesale application forms help you collect information from businesses interested in purchasing your products at wholesale prices. This guide covers the wholesale form templates available in Qivra Form Builder.

Why Use Wholesale Forms?

Wholesale forms help you:

Benefit	Description
Qualify Leads	Screen potential wholesale customers
Collect Business Info	Get necessary company details
Streamline Process	Standardize applications
Protect Pricing	Control who sees wholesale rates

Available Wholesale Templates

Wholesale Application Form

A comprehensive form for new wholesale accounts.

Included Fields:

Field	Type	Required
Business Name	Text	Yes
Contact Name	Text	Yes
Email	Email	Yes
Phone	Phone	Yes
Business Type	Dropdown	Yes
Tax ID / VAT Number	Text	Yes
Business Address	Text Area	Yes
Website	Text	No
Years in Business	Dropdown	No
Annual Revenue	Dropdown	No
Product Interest	Multi-Select	Yes
Expected Order Volume	Dropdown	Yes
Additional Comments	Text Area	No

Best For:

• B2B businesses
• Manufacturers
• Distributors
• Brands seeking retailers

B2B Inquiry Form

A simpler form for initial wholesale inquiries.

Included Fields:

Field	Type	Required
Company Name	Text	Yes
Contact Person	Text	Yes
Email	Email	Yes
Phone	Phone	Yes
Products Interested	Multi-Select	Yes
Message	Text Area	No

Best For:

• Initial inquiries
• Smaller businesses
• Quick screening

Reseller Application Form

For businesses wanting to resell your products.

Included Fields:

Field	Type	Required
Business Name	Text	Yes
Contact Name	Text	Yes
Email	Email	Yes
Phone	Phone	Yes
Business Type	Dropdown	Yes
Store Type	Dropdown	Yes
Store Address	Text Area	Yes
Website / Social Media	Text	Yes
Current Brands Carried	Text	No
Why Our Products	Text Area	Yes
References	Text Area	No

Best For:

• Retail partnerships
• Brand expansion
• Selective distribution

Using a Wholesale Template

Step 1: Access Templates

1. Go to Qivra Form Builder
2. Click Templates
3. Filter by “Wholesale” category

Step 2: Preview and Select

1. Preview available templates
2. Choose one that fits your needs
3. Click Use this template

Step 3: Customize

Modify for your business:

• Adjust required fields
• Add product-specific options
• Include your terms
• Update branding

Customizing Wholesale Forms

Business Type Options

Common business type options:

Option	Description
Retail Store	Physical storefront
Online Store	E-commerce only
Distributor	Sells to other businesses
Manufacturer	Makes products
Service Provider	Uses products in services
Other	Catch-all option

Volume Categories

Help applicants estimate volume:

Category	Range
Small	Under $1,000/month
Medium	$1,000 - $5,000/month
Large	$5,000 - $20,000/month
Enterprise	Over $20,000/month

Product Interest

List your product categories:

1. Create a Multi-Select field
2. Add your product categories
3. Allow multiple selections
4. Helps with qualification

Required Documents

Add file upload for verification:

Document	Purpose
Business License	Verify legitimacy
Tax Certificate	Tax exemption
Resale Certificate	Sales tax exemption
Product Photos	Current retail setup

Multi-Step Wholesale Forms

Break long forms into steps:

Recommended Structure

Step 1: Contact Information

• Business Name
• Contact Name
• Email
• Phone

Step 2: Business Details

• Business Type
• Tax ID
• Years in Business
• Annual Revenue

Step 3: Business Address

• Street Address
• City
• State/Province
• Postal Code
• Country

Step 4: Order Information

• Product Interest
• Expected Volume
• Preferred Payment Terms

Step 5: Additional Information

• Website
• References
• Comments
• Document Upload

Benefits of Multi-Step

Benefit	Why It Matters
Less overwhelming	Easier to complete
Progress tracking	Users see progress
Conditional logic	Show relevant fields
Better completion	Higher finish rate

Wholesale Form Best Practices

Qualification Questions

Include questions that help you qualify leads:

Question	What It Reveals
Business type	Fit with your model
Years in business	Stability
Order volume	Revenue potential
Current brands	Competition
Target market	Audience alignment

Required vs. Optional

Make Required	Keep Optional
Contact info	Website
Business name	Social media
Tax ID	References
Product interest	Comments

Clear Expectations

Set expectations in the form:

After submitting:
- We'll review your application within 2-3 business days
- Approved accounts receive login credentials via email
- Minimum first order: $500
- Payment terms: Net 30 for approved accounts

Processing Wholesale Applications

Notification Setup

1. Route to sales team email
2. Include all key information
3. Add internal notes section

Application Workflow

1. Receive - Get notification
2. Review - Check qualification criteria
3. Verify - Validate business info
4. Decide - Approve or decline
5. Respond - Contact applicant

Response Templates

Approval Email:

Dear {business_name},

Congratulations! Your wholesale application has been approved.

Your account details:
- Login URL: [wholesale portal]
- Username: {email}
- Password: [temporary password]

Minimum order: $500
Payment terms: Net 30

Welcome to our wholesale program!

Decline Email:

Dear {business_name},

Thank you for your interest in our wholesale program.

After careful review, we're unable to approve your application at this time.

We encourage you to:
- Continue shopping at our retail store
- Reapply in 6 months if circumstances change

Thank you for your understanding.

Displaying Wholesale Forms

Dedicated Wholesale Page

Create a professional wholesale page:

1. Explain your wholesale program
2. List requirements and benefits
3. Include the application form
4. Add FAQ section

Access Control

Control who sees the form:

Method	How
Password page	Shopify password protection
Hidden page	No public navigation
Customer login	Only logged-in customers

Link in Navigation

Add wholesale link:

• Footer links
• About page
• Contact page

Video Tutorial

Play

Related Docs

• Using Form Templates
• Multi-Step Forms
• Email Notification Settings
• File Upload Field