Applications

Every application a buyer sends through your form lands in one list in Sami B2B Onboarding. From there you review it, then approve it, ask the buyer for more information or reject it.

To open the list, open the app in the Shopify admin and click Companies in the app menu. The page opens on Applications, the first of three tabs at the top: Applications, Companies and Documents.

The button at the start of the search bar switches views; each row shows the application’s status and, when it needs attention, a note under the company name.

Views

The button at the start of the search bar shows the view you’re in. It reads All at first. Click it to switch views; each view shows how many applications it holds.

View	What it lists
All	Every application.
Needs your action	Pending and Resubmitted applications. The buyer is waiting for your decision.
Waiting on buyer	Needs info applications. The buyer was asked for more and hasn’t answered yet.
Overdue	Applications still open (Pending, Resubmitted or Needs info) more than 3 days after they were submitted.
Decided	Approved, Rejected and Abandoned applications.

Statuses

Status	What it means	View
Pending	A new application. Nobody has decided yet.	Needs your action
Resubmitted	The buyer sent the application again, after you asked for more information or after a rejection that let them update it.	Needs your action
Needs info	Someone on your team, a rule or a Shopify Flow workflow asked the buyer for more.	Waiting on buyer
Approved	Approved by your team or by a Shopify Flow workflow.	Decided
Approved with Auto-applied beside it	Approved by one of your automation rules.	Decided
Rejected	Rejected by your team, a rule, the tax ID check or a Shopify Flow workflow.	Decided
Abandoned	The buyer never answered your request, so the app closed it. You set how long it waits in Settings › Application rules › Data retention.	Decided

Under the company name, a row can also show a short note:

• Waiting on buyer in blue: the application is in Needs info.
• Overdue · 6d in red: the application is still open more than 5 days after it was submitted. The number is the days since then. This note replaces Waiting on buyer.

The Overdue view and the red note use different limits. An open application joins the view more than 3 days after it was submitted, but the red note appears only after more than 5.

Find an application

• Search: type in the search bar. It matches the company name, the contact’s name and email, and the application reference.
• Filter: click in the search bar and pick Country or Form, then tick one or more values. The filter stays in the bar as a token, for example Country is US. Click its × to remove it, or the clear button at the end of the bar to remove everything.
• Sort: click the sort icon at the end of the bar. Under Sort by, pick Urgency (applications in the Overdue view first, then by date), Date submitted or Company. Under Order by, pick the direction, for example Most urgent first or Oldest first. You can also click the Company and Submitted column headers.
• Export: click the export icon beside the sort icon to download the list as a CSV file. See Decide several applications at once.

The list shows 25 applications per page. Click a row to open the full application, or the eye icon at the end of it for a quick look.

Note

Admins and reviewers can both review and decide applications. Approving also writes to Shopify, so it needs the Companies and Customers permissions on your own Shopify staff account. Without them, a banner on this page says which permission is missing, and the store owner can add it in Shopify under Settings › Users. See Team and roles.

In this section

Review an applicationUse the quick review drawer and the full application page, edit answers, assign a reviewer and leave comments.Approve an applicationSet the terms and create the buyer's company and customer in Shopify.Request more informationAsk the buyer for a missing document or detail, and review what they send back.Reject an applicationTurn an application down, with a reason, and choose whether the buyer can try again.Decide several applications at onceApprove or reject a batch, handle the ones that are refused, and export to CSV.

Next steps

• Review an application — open your first application and check it.
• Approval presets — set up the terms you’ll approve with.
• Rules that decide applications — let the app approve, assign or flag applications for you.