Can wholesalers agree to terms during sign-up or on invoice?

Denfield
Visitor
1 0 0

We would like wholesale customers to agree to our terms and conditions before they are able to complete an order with us. We currently enable wholesalers to sign-up to our wholesale channel and then we approve them. Is it possible to add a stage during the sign-up process where they have to consent to these terms and conditions? If not, could we add a short disclaimer to the draft invoice notification template?

Reply 1 (1)

WholesaleHelpe
Excursionist
17 0 7

Hi Denfield,

 

[Wholesale Pricing Discount app], has a [Sign-up Form feature]. It can add a custom box for Terms and Conditions there. Customers are required to select that checkbox in order to submit the sign-up form to create an account in your store.

 

On the backend of your store, you can see if a customer has agreed to the Terms of Services.

 

Another thing that you can do is introduce a manual approval process for each submission. If a customer ends up submitting a form to have a Wholesale account in your store, they will only get access if you approve their request. You can also ask them to agree to the Terms then.

 

Full disclosure: I am a customer success specialist at Wholesale Helper. Happy to walk you through too if you’d like a personalized demo.

I hope this helps 🙂

Ahmed Talha

Wholesale Helper