> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/wholesale-forms.md).

# Wholesale forms

Collect wholesale applications, review them, and add customer pricing tags on approval.

A wholesale form is how buyers apply for a trade account. You collect what you need — business name, tax number, reseller certificate — review the application, and approve or reject it.

**Approval can add the pricing tag automatically.** The app matches or creates the customer as part of processing the application; a customer record by itself does not mean approval. Configure the form's automations to use the same tag as your [price list column](/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md). Shopify Flow is optional.

## How applications work

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-9d647b234035c43ea1dcc8a14b7145136d8519d8%2Fapplication-to-trade-pricing.svg?alt=media" alt="From application to trade pricing: the buyer submits, you approve, the approval automation adds the Wholesale tag to the matched customer, and the buyer signs in and sees trade prices."><figcaption><p>Approval adds the pricing tag; the tag is what shows the buyer wholesale prices.</p></figcaption></figure>

## Where to start

1. [Build your form](/dollarlabs-b2b-custom-pricing/wholesale-forms/build-your-form.md) — fields, layout and settings
2. [Multi-step forms](/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md) — split an application into steps
3. [Approvals & automations](/dollarlabs-b2b-custom-pricing/wholesale-forms/approvals-and-automations.md) — the queue, and automatic customer creation and tagging
4. [Add the form to your store](/dollarlabs-b2b-custom-pricing/wholesale-forms/add-the-form-to-your-store.md) — publishing it on a page

## Form builder

**Create form** opens the form editor. Add fields and configure the form’s settings there.

The form editor supports multiple steps. Conditional branching belongs to an advanced builder that is not available in the standard production editor. If you already have an advanced form, contact support before changing editors.

## Enabling and disabling

Each form has a **Status**: **Active** or **Draft**. Set a form to **Draft** to close applications without deleting anything — visitors see the block's **Form disabled message** and existing submissions stay.

Deleting a form is soft: the form stops working, but its **submissions remain readable**, so you keep the record of who applied and what you decided.

## Multiple forms

You can use separate trade and distributor forms. Give each its own fields and approval tag to assign buyers to different [price list columns](/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md).