Approvals & rejections
Approving
Section titled “Approving”Approval is one screen with three decisions:
- Catalog – which wholesale price list the company sees.
- Payment terms – Net 15/30/60/90, or deposit + remainder (e.g. 25% at checkout).
- Credit limit – the maximum outstanding you’ll carry. The screen shows suggested starting points based on terms and any order history.
On confirm, Transactful creates in Shopify: the Company, a company location (from the trading address), and a company contact (the applicant, invited to activate their customer account). It assigns the catalog, payment terms, and tax exemption (if their VAT validation supports it), and opens the credit account. The buyer receives the approval email. Elapsed time: seconds.
If the applicant matches an existing Shopify company (by VAT number or domain), you’ll be offered “attach to existing company” instead of creating a duplicate.
Review queue › Fenwick & Daughters
Approve Fenwick & Daughters
Rejecting
Section titled “Rejecting”Rejection asks for a reason from your configurable list (e.g. “insufficient references”, “outside our territory”) plus optional free text. The buyer email contains only what you choose to share – the internal reason stays internal. Rejected applicants can reapply after a cool-down you set (default 90 days).
Re-review
Section titled “Re-review”Trust decays; Transactful watches for it. A company is flagged for re-review when:
- a required document passes its expiry date (buyer gets renewal emails at 30 and 7 days before),
- quarterly VAT revalidation fails,
- or you set a manual review date (“check this account in 6 months”).
Re-review is a queue like applications: you see what changed, then confirm the account, adjust the limit, or place a credit hold. Nothing changes automatically except the flags – decisions stay yours.