How to create a retailer application for verifying buyers

At Candid we verify new retailers by requesting they fill out a brief registration form with details such as full name, business name, email, phone number, and where they sell wholesale goods. If you would like to collect additional information from retailers before they can shop from your catalog(s), we have an application form that you can require them to fill out before they can view your products and place orders from you.

To get started, click where it says Customers in your account:

Then click on Application in the sub-menu:

From here you can customize the form by selecting what information you want to collect. You can require your customers to fill in all or some of the options on the form.

Note that when you check the asterisk box this also places an asterisk on the form which will make that field a requirement before the buyer can submit their application:

To change the layout on the form, you can use the three dots (seen on the left in the image below) to drag and drop the fields into a different order:

You can also create your own custom verification fields:

When you have your form built the way you like it click "Enable" to set it live:

Now when a customer goes to shop from your store they will need to fill out the application before they can view your products and place an order with you.

You will be notified immediately by email when a buyer submits an application. New applications will also appear at the top of your Customers page for you to approve or reject:

Q&A

Will reps need to fill out the application form?

No. If you have sales reps they will not need to fill out the application. Only buyers will need to complete the form.

What does my catalog look like to an unapproved buyer?

Your customers won't be able to view any of your catalog's products until they submit the application and you approve them. Your catalog will look similar to the image below: