A trade account application filters real businesses from curious visitors, without making professionals wait. Here is what to ask and how to handle each application.
The form
- Company name (required).
- VAT or company registration number: the fastest way to check a business.
- Contact name and email (required).
- Phone, for a quick call if needed.
- Website or shop address, to see what they sell.
- A few words about the business: type of shop, number of locations, expected volume.
Keep it under a minute to fill in. Ask for documents later, only if needed.
Checking
- Look up the company number in your country’s business register.
- Check the website or the shop address.
- Make sure their products match yours (a café for coffee cups, a gift shop for candles).
Approve or decline within a day
A professional who waits a week buys elsewhere. Approve in one click, and send a welcome email with a link to set the password, the minimum order and your trade conditions.
Automatic approval?
Possible for low-risk catalogs: trade prices are shown immediately and you check afterwards. For high-value products, keep manual approval.
Tradely includes the application form, a Trade column and an “Approve trade account” link in Users, and the welcome email with the password link. Fill in the form on the demo and read the wholesale guide.
Frequently asked questions
What should a wholesale application ask for?
Company name, VAT or company number, contact details, website and a short description of the business.
Should wholesale accounts be approved automatically?
Manual approval is safer for most stores; automatic approval suits low-risk catalogs.
How do approved customers log in?
They receive an email with a link to set their password, then see trade prices when logged in.