Module B2B Registration Form
Company registration with data from GUS and manual account verification
The module replaces the standard form with a version for businesses: data retrieved from GUS by tax ID, customer group selection and assignment of an account manager. Every application goes to verification, so only vetted trading partners get access to wholesale prices.
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Module benefits
Control over accounts
Accounts are activated by the administrator, so nobody gets wholesale terms off the street.
Data without typos
The company name and address come from the register, not from the customer typing them in.
The right price group from day one
The customer lands in the right group at registration, without tidying up the database later.
An assigned account manager
Every trading partner has their own sales rep from the start, which shortens the path to the first order.
A shorter form
The customer enters their tax ID instead of retyping full company details.
An organised customer structure
From the start, the database is divided into groups and account managers instead of one list of accounts.
A business customer is different from a retail customer
The standard registration form was designed for a person buying one thing for themselves.
A company has a tax ID, a billing address, often several users, and expects someone to check who they are dealing with. At the same time, the store doesn’t want wholesale prices to be seen by anyone who ticks the company box.
Combining automatic data retrieval with manual approval solves both at once. The customer fills in fewer fields, and the store keeps control over who gets partner terms.
Practical applications
Only accounts approved by a sales rep get access to the price list.
Data retrieved from the register goes onto the invoice without corrections by accounting.
A new trading partner gets an account manager straight away, so they don't get passed around the company.
Technical specification
Registration settings
- Retrieving data from GUSAutocomplete by tax ID via the Company Info API module.
- Customer groupsA list of groups to which a newly registered company can be assigned.
- Account managersAssigning the person responsible for a given trading partner.
- VerificationA requirement for manual account approval before access is granted.
Registration process
- The customer enters their tax ID, and the module retrieves the company's data from the register.
- The application goes to the panel and waits for administrator approval.
- Once approved, the account gets an assigned price group and account manager.
Get in touch to talk about your needs
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