The application form
The application form is the front door of your wholesale program. Transactful hosts it (no theme code) and validates as the buyer types, so applications arrive complete and checkable.
Wholesale application
Tell us about your business — most applications are decided within one working day.
Fields
Section titled “Fields”| Section | Fields | Configurable |
|---|---|---|
| Business | Legal name, trading name, company number, website | Each field: required / optional / hidden |
| Address | Registered address, trading address (if different) | Required by default |
| Contact | Buyer name, role, email, phone | Email always required – it becomes the Shopify company contact |
| Tax | VAT number with live validation | Require valid VAT to submit: on / off |
| References | Trade references: business name, contact, email/phone | Count required: 0–5 (default 2) |
| On submission, Transactful emails each reference a three-question form (how long trading together, typical monthly value, payment reliability). Replies attach to the application automatically; you never chase them. | ||
| Documents | Uploads with a type and optional expiry date | Types you define (e.g. trade certificate, insurance) |
| Terms | Checkbox: agree to your wholesale terms, with a link you set | Optional |
| Extra | Up to 10 custom questions (text, select, yes/no) | Fully yours |
VAT validation at submit
Section titled “VAT validation at submit”If a VAT number is entered, it’s validated live – HMRC for UK numbers, VIES for EU – and the result is shown to the buyer before submission:
✓ GB 987 6543 21 – registered to ALDGATE TRADE SUPPLY LTD
With Require valid VAT on, a failed check blocks submission with:
We couldn’t verify this VAT number with HMRC. Check the number, or continue without one and we’ll follow up.
(The “continue without” path appears only if you allow VAT-less applications.)
Documents and expiry
Section titled “Documents and expiry”Each document type you define can require an expiry date (insurance certificates, licences). Expiry dates drive automatic re-review: 30 days before a required document expires, the buyer gets a renewal email and the company is flagged in your queue.
Uploads accept PDF, PNG, JPG up to 20 MB, stored encrypted; see Permissions & data.
Spam and abuse
Section titled “Spam and abuse”Submissions are rate-limited per IP, protected by an invisible challenge (no CAPTCHA for legitimate buyers), and duplicate applications for the same email or VAT number are merged into one queue entry with a “resubmitted” marker.
Where the form lives
Section titled “Where the form lives”- Hosted page:
apply.transactful.com/your-store– add it to navigation. - The form inherits your logo and a light/dark accent you choose in settings; it’s designed to look like part of your operation, not ours.