Set up new wholesale accounts consistently
Retailer applications arrive with missing locations, terms, or commercial details.
For brands qualifying retailers and configuring buyer access or negotiated terms.
What good looks like.
Approved buyers have the right account, locations and commercial settings with verified access.
- Starts when
- A retailer application is submitted.
- Accountable owner
- Sales operations lead
Where AI could help.
AI could flag missing application details. Sales approves the relationship and finance approves commercial or credit terms.
How the work could move.
A suggested process to adapt to your team. Each handoff needs a clear owner and a visible check.
Review the application
Account manager
Verify business identity, intended channels, locations and assortment fit; collect required documents securely.
Ready when: Missing information and channel conflicts are resolved or assigned.
Approve terms
Sales + finance
Record approved assortment, prices, payment terms and relevant restrictions.
Ready when: Approvals cover the proposed company and locations.
Configure the account
Sales operations
Map company, locations and buyer contacts to the approved settings.
Ready when: Each contact has only the intended scope and terms.
Verify readiness
Sales operations
Test buyer access and order visibility; retain a setup checklist and account-owner handoff.
Ready when: The intended buyer sees the correct catalog and no other retailer records.
Explore the setup, checks, and exceptions
Start with your tools.
Use an application checklist linked to CRM and account configuration. Check wholesale-platform features and plan eligibility for the specific setup.
When things go wrong.
- Multiple locations may require different shipping or payment settings.
- A shared contact does not imply access to every account.
- Incomplete required documentation leaves approval pending.
A useful first step.
Set up a fictional retailer with two locations and test each buyer role against the approved account map.
What to measure
Track application-to-ready time, missing documents and access or pricing setup defects.
Want this working with your team and tools?
Build it yourself, adapt what you already have, or work with us. We can help you choose where to start and handle the technical build.