> 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

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.

The part that makes this more than a contact form: **approving an application can create the Shopify customer and apply your customer tags automatically**. That tag is the same tag your [price list](/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md) uses, so approval is what turns wholesale pricing on for that buyer. No manual tagging, no Shopify Flow required.

## The loop

```
Buyer submits  →  Application lands in your queue  →  You approve
                                                          ↓
                              Customer created and tagged in Shopify
                                                          ↓
                              They sign in and see wholesale prices
```

## Where to start

1. [Build your form](/dollarlabs-b2b-custom-pricing/wholesale-forms/build-your-form.md) — fields, layout, and the builder to use
2. [Conditional logic & multi-step](/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md) — show fields only when relevant, split long applications into pages
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

## Two builders

Forms open in one of two editors.

**Flow builder** is the current one — a canvas where you add fields, drag to reorder, insert page breaks for multi-step forms, and draw conditional logic between fields.

**Basic editor** is a simpler list view, kept for straightforward forms.

{% hint style="danger" %}
The basic editor cannot represent conditional logic. **Opening a form built in the flow builder in the basic editor and saving it will drop its conditions.** If a form uses conditions, always edit it in the flow builder.
{% endhint %}

## Enabling and disabling

Each form has an **enabled** state. Disable a form to close applications without deleting anything — visitors see your "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

Nothing stops you running several — a general trade application and a distributor application, each with its own fields and each applying a different tag on approval. Since the tag drives pricing, two forms is how you route applicants into two [price list columns](/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md).