• FORM TEMPLATES • SETUP GUIDE

How to Use the Distributor / Bulk Buyer Template

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Use the Distributor / Bulk Buyer template in Rivio B2B Registration Forms to collect Shopify applications from distributors and high-volume buyers.

Before you begin

Choose the template that matches your audience, then inspect its questions, approval tags, and company-creation defaults. Decide which information your reviewer actually needs before adding more required questions.

Assess territory and purchasing fit

The Distributor / Bulk Buyer template is for businesses seeking distribution or high-volume purchasing. Regions served, product categories, licensing information, and anticipated purchasing help your team assess whether the relationship fits.

Its documented tags are wholesale and distributor. Review company creation independently rather than assuming every business template needs it. A quote or submitted volume is qualification information, not an order or payment.

Set up this workflow

  1. Open the app Templates page.

  2. Find Distributor / Bulk Buyer and review its purpose.

  3. Select Use template to open the generated form.

  4. Review company, primary contact, distribution regions, product categories, and licensing information; adjust required fields and validation for your workflow.

  5. Review the after-approval customer tags and company-creation option. Keep only the settings appropriate to this form and save.

  6. Preview the saved form and submit a test to confirm the collected answers support your review process.

Example

A manufacturer asks which regions a distributor serves and which categories they plan to carry.

Expected result

The reviewer can compare the served regions and selected categories with the distribution program criteria.

Limits and important behavior

  • Template fields and settings can be customized before publication.
  • Customer tags identify applicants but do not automatically grant a price list or catalog.
  • Add an Email field or Customer block if the workflow needs applicant emails or email-marketing integrations.

Troubleshooting and verification

If the form collects responses but does not grant wholesale access, inspect the application status and after-approval settings. A template supplies a starting configuration; pricing, catalogs, and access in your other tools still need their own setup.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Use the Distributor / Bulk Buyer Template” after completing the setup. Show the controls used to open the app Templates page. Add a second screenshot showing the result of this check: Preview the saved form and submit a test to confirm the collected answers support your review process. Use dummy applicant details and mask any secrets.

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