Can I change a customer's status after approval or rejection?

Yes, you can revisit a customer's profile and update their status. Move them between Approved and Rejected as your business needs change.

Is a rejection reason required?

Yes, when rejecting a customer you must provide a reason. This helps maintain clear records and can be communicated to the customer.

What happens to a customer's tag when they are approved?

When approved, the customer automatically receives the default customer tag configured in your registration form settings, enabling them to access wholesale pricing.

Can I bulk approve or reject customers?

Currently, customers are reviewed individually to ensure proper vetting. This allows you to carefully review each application before making a decision.

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Customer Management

Accept or Reject Customers

Learn how to review, approve, or reject wholesale customer applications to manage your B2B onboarding

Start Guide

Prerequisites: Ensure you have BMT B2B Wholesale Pricing app installed, administrative access to your Shopify store, and a registration form configured.

Video Tutorial

Watch this step-by-step video guide to accept or reject customers

Step-by-Step Guide

Follow these steps to approve or reject customer applications

Step 1

Go to Customer Management

Navigate to the Customer Management section in the BMT B2B Wholesale Pricing dashboard.

Open your Shopify admin dashboard
Navigate to the BMT B2B Wholesale Pricing app
Click on 'Customer Management' in the app menu

Step 2

View Customer Tabs

Once in Customer Management, you'll see four tabs: Approved, Pending, and Rejected.

Review the tab layout to understand customer statuses
Approved tab shows accepted customers
Pending tab shows customers awaiting review
Rejected tab shows declined customers

Step 3

Open the Pending Tab

Click on the Pending tab to view customers awaiting approval.

Click the 'Pending' tab
Review the list of customers waiting for approval
Each entry shows basic customer information

Step 4

Open Customer Actions Menu

Find the customer you want to review. Click the three dots beside their name to open the actions menu.

Locate the customer in the pending list
Click the three-dot menu icon beside their name
The actions menu will appear with available options

Step 5

Preview Customer Details

Select Preview to check the customer's details including status, customer tag, and additional information.

Click 'Preview' from the actions menu
Review the customer's status (Pending)
Check the assigned customer tag
Review any additional registration information

Step 6

Approve or Reject the Customer

Choose to Approve or Reject the customer. If you click Reject, you must provide a reason for the rejection.

Click 'Approve' to grant wholesale access
Click 'Reject' to decline the customer
If rejecting, enter a clear reason for the rejection
Submit your decision to update the customer's status

Step 7

Verify Updated Status

After submitting, the customer moves to the appropriate tab. Rejected customers appear under Rejected, approved customers under Approved.

Check the Approved tab for newly approved customers
Check the Rejected tab for declined customers
Verify the customer's status has been updated correctly
Use the tabs to monitor customer statuses at a glance

Common Issues and Solutions

Resolve common customer approval issues

Customer not appearing in Pending tab

Solutions:

Verify the customer has submitted a registration form
Check if the customer was already approved or rejected previously
Refresh the Customer Management page
Ensure the registration form is active and linked correctly

Unable to approve or reject a customer

Solutions:

Ensure you have admin permissions in the app
Try refreshing the page and attempting again
Check your internet connection
Contact support if the issue persists

Approved customer not seeing wholesale prices

Solutions:

Verify the customer has the correct wholesale tag assigned
Check that pricing rules target the customer's tag
Ensure the customer is logged into their account
Review wholesale pricing rule configuration

Frequently Asked Questions

Common questions about the customer approval process

Need Help with Customer Management?

Our support team is ready to help you manage your wholesale customer approvals

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