> 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/build-your-form.md).

# Build your form

Create a wholesale application form and choose its fields and settings.

Use the form editor to add fields, arrange them and configure the application.

## Creating a form

1. Go to **Wholesale Forms**.
2. **Create form**.
3. Give it a **name** and **description** — both are shown to applicants.
4. Add your fields.
5. Set **Status** to **Active** and save when you are ready to take applications. **Draft** keeps the form hidden.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-e7eb8bfbb003bfc7f9d4ad39c9aa4f4988a8f30a%2Fform-editor-overview-annotated.png?alt=media" alt="Wholesale form editor with the Status select, four settings chips, the field list and a live preview."><figcaption><p>The form editor: status and settings on the left, a live preview on the right.</p></figcaption></figure>

## Field types

Choose **Add field** at the end of the field list to open the picker.

| Field                               | Use for                                       |
| ----------------------------------- | --------------------------------------------- |
| First name / Last name              | Name on the applicant’s customer account      |
| Short answer / Long answer          | Business details and longer responses         |
| Email                               | Applicant’s email address                     |
| Phone / URL / Date                  | Contact number, website or a relevant date    |
| Number                              | Numeric answers, with the validation you need |
| Dropdown / Choose one / Choose many | One or several choices                        |
| Yes or no                           | A ready-made question with Yes and No options |
| Toggle / Consent                    | Confirmation or consent                       |
| Country                             | Applicant’s country                           |
| File upload                         | Supporting documents                          |
| Section header / Description        | Headings and explanatory text                 |

**Common wholesale fields** adds a ready-made question in one click: **Website**, **Business type**, **Resale certificate**, **Expected monthly volume** or **Terms consent**.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-379818adbeaa63f8c65f37fc17058ded445d71fd%2Fform-add-field-picker-annotated.png?alt=media" alt="Add a field panel listing Yes or no, First name, Last name, Email, Number, Short answer, Phone, Dropdown, Choose one, Choose many, Toggle, Long answer, Date, File upload, Country, URL, Consent, Section header, Description, and ready-made wholesale fields." width="594"><figcaption><p>The field picker groups field types by how often a wholesale form needs them.</p></figcaption></figure>

Use the labels offered by the field picker. For a longer application, [add steps](/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md#add-steps-to-a-form).

## Field settings

Each input field has:

* **Label** — what applicants see. Write it as a question.
* **Required** — tick **Applicants must answer this field** to stop the form being submitted without it.
* **Display** — optional **Placeholder** text inside the field and **Help text** under the label.
* **Validation** — limits such as character counts, where the field type supports them.

Choice fields (Dropdown, Choose one, Choose many) also take their list of options.

## The primary field

Choose the Email field that identifies the applicant’s Shopify account. In that field’s settings, select **Use this email to create the customer account**. If the form has only one Email field, it is selected automatically.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-25ee6056e7983906f30cb20696045f47d96fe11c%2Fform-account-email-annotated.png?alt=media" alt="Expanded Email field with the checkbox Use this email to create the customer account and a lock icon instead of a delete button." width="662"><figcaption><p>The selected Email field creates or matches the Shopify customer.</p></figcaption></figure>

Keep that email required for a form open to signed-out applicants. Other email answers are saved with the application, but the selected account email is used for matching the customer.

{% hint style="warning" %}
You can't remove the account Email field while signed-out visitors can apply — their email is the only way to create the customer. To remove it, first require sign-in under **Access rules**, or turn on **Require customers to be logged in to submit** under **Submission limits**.
{% endhint %}

## File uploads

**File upload** fields let applicants attach documents. Uploads are stored securely and viewable from the submission — PDFs and images render inline in the admin, so you can check a certificate without downloading it.

{% hint style="info" %}
Each File upload field takes up to 3 files, images or PDF, up to 10 MB each. You can set a lower size limit and the accepted file types under the field's **Validation**.
{% endhint %}

## Check before publishing

Preview the form, then submit a real test application from your storefront. Check required fields, email validation, any uploads and the success message. Find the submitted answers in the app.

## Keep the form short

* Ask only for information you need to review the business.
* Put contact and business details first.
* Make optional questions clearly optional.
* Explain what happens after submission and how long review usually takes.

See [multi-step forms](/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md) to split a longer application into steps.