Wholesale Application Form Template
Vet and onboard wholesale customers with a comprehensive application capturing business credentials, volume expectations, and payment preferences.
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What is a Wholesale Application Form?
A wholesale application form screens businesses seeking wholesale pricing and terms. It collects business credentials, order volume estimates, and payment preferences.
Wholesale relationships require verification. Tax ID, business type, and online presence help validate legitimate retail operations.
Volume estimates and payment preferences help structure appropriate terms and assess account potential.
Key Features
Business Credentials
Legal name, tax ID, address
Business Profile
Type, years, product lines
Online Presence
Website and social verification
Volume Estimates
Expected order frequency
Payment Terms
Preferred payment options
Discovery Source
How they found you
Why Use This Template?
Legitimate Accounts
Verify real businesses
Appropriate Terms
Match terms to volume
Channel Growth
Build wholesale channel
Fraud Prevention
Screen for fake accounts
What's Included in This Template
Business Name
textLegal business name
Tax ID/Resale Certificate
textVerify legitimate business
Business Type
selectRetailer, distributor, etc.
Years in Business
numberStability indicator
Website URL
urlOnline presence verification
Monthly Order Estimate
selectVolume expectations
Payment Terms Preference
selectNet 30, prepay, etc.
How did you find us?
selectChannel tracking
Perfect For
Consumer Brands
Screening retail partners
Manufacturers
Distributor applications
Food & Beverage
Restaurant and store accounts
Fashion & Apparel
Boutique buyer applications
Frequently Asked Questions
What volume minimums should I set?
Depends on your margins and operational costs. Common: $500-$2,000 minimum order. Minimum annual volume for best pricing tiers.
Should I verify resale certificates?
Yes, for tax compliance. Collect and validate. Responsibility is yours for tax-exempt sales. Keep on file.
What payment terms for new accounts?
Start with prepay or credit card. Offer Net 15/30 after payment history established. Consider credit check for larger terms.
How do I prevent consumer accounts?
Require tax ID, business verification, minimum orders. Review website/social. Spot check orders. Clear wholesale-only messaging.
What about dropship accounts?
Separate application if you offer dropship. Different terms, minimums, and margins. Require blind shipping capability disclosure.
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