• FORM TEMPLATES • SETUP GUIDE

How to Use the Retailer / Stockist Application 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 Retailer / Stockist Application template in Rivio B2B Registration Forms to collect Shopify applications from shops and online sellers that want to carry your products.

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.

Collect stockist information your team can assess

The Retailer / Stockist Application template helps brands review stores and online sellers that want to carry their products. Ask for business identity, the store or website, sales channels, and relevant supporting information.

Its documented starting tags are wholesale and reseller, with company creation enabled in the template configuration. Review those settings for your Shopify setup. A reseller tag is an identifier; any pricing or access behavior must be configured separately.

Set up this workflow

  1. Open the app Templates page.

  2. Find Retailer / Stockist Application and review its purpose.

  3. Select Use template to open the generated form.

  4. Review business identity, contact details, sales channels, store links, and supporting documents; 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 brand collects a retailer’s store website and sales-channel information before approval.

Expected result

The application contains the retailer website and sales-channel answers needed for a stockist review.

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 Retailer / Stockist Application 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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