How to Review and Manage Company Approvals

Review and Manage Company Approvals

All registration forms submitted by customers appear in the Company Approvals section.

Form Submission Sources

Requests can be submitted from:

• Theme App Extension

• Customer Account Extension

• POS Extension

Approving or Rejecting Requests

• Click the View button to review a submitted request

• Merchants can approve or reject each request from the request details screen

When a request is approved:

• A Company is created in Shopify

• A Company Location is created

• The customer is assigned as the Main Contact

When a request is rejected:

• The Company is not created

• The request is marked as rejected for record purposes