Wholesale applications submitted by email or through unstructured contact forms give suppliers and distributors an inconsistent picture of prospective wholesale customers. Business details are incomplete. Sales channel and store count information is missing or described vaguely. Product interests are unstated. Without a structured, centralized record of each application, assessing wholesale eligibility and prioritizing follow-up requires manual effort that should not be necessary.
The Wholesale Application template for SharePoint, built with Infowise Ultimate Forms, provides a structured application form that captures the applicant's contact details, full business profile, sales model, operational scale, and product interests. Every submission is stored as a complete, reviewable record in SharePoint.
How it works
Contact and business details
The form captures the applicant's first and last name, email address, and phone number alongside the business name, website, and full business address. Capturing the business website at the point of application gives the reviewing team an immediate reference point for verifying the applicant's legitimacy and assessing their retail presence before reaching out, without requiring a separate research step.
Business profile and sales model
The form captures how the applicant sells products, their primary business focus, the number of stores they operate, and the number of employees in the business. These four fields together provide a structured profile of the applicant's operational scale and sales approach, giving the wholesale team the context needed to assess fit, prioritize applications, and tailor the initial conversation to the applicant's specific business model.
Product interest
A dedicated product interest field captures which products or product categories the applicant is most interested in. Recording this at the point of application allows the sales or account management team to prepare relevant information and product details before the first contact, enabling more targeted and productive outreach from the outset.
What you get
- A structured wholesale application form capturing full contact details, business name, website, and business address
- Sales model, primary business focus, store count, and employee count captured for applicant profile assessment
- Product interest field enabling targeted pre-contact preparation by the sales team
- Every application stored as a complete, reviewable record in a standard SharePoint list
- Filterable by business focus, sales model, or store count for application prioritization and segmentation
- Extendable with automated application acknowledgment notifications and review workflows using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Wholesale Application system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All application records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
