Application rules

Settings › Application rules holds four store-wide rules in Sami B2B Onboarding: the format of each application’s reference code, what happens when a company applies twice, whether locations that buyers add wait for you, and how long finished applications are kept. Only admins can open it.

Note

Nothing on this page saves on its own. Each change waits in the save bar at the top of the screen until you click Save. If you move to another Settings section with unsaved changes, the app asks whether to discard them first.

Set the reference format

Every application gets a reference code, such as APP-20261005-K7Q2M. Your team sees it in the New application email. Signed-in buyers see it on the notice that tells them their application is being reviewed, and on the application page in their customer account. You can add it to any application email with the {{reference}} merge tag. The code has three parts: your prefix, the date the application arrived, and a random part that makes it unique.

1. Open Application rules

   In the app, click Settings, then click Application rules in the list on the left. The Reference card is at the top.

2. Type your prefix

   In Prefix, type 2 to 8 letters or digits, for example WS for wholesale. Letters turn into capitals as you type, and spaces or symbols are dropped. Leave it empty to keep APP.

3. Pick the length of the random part

   In Random length, pick a number from 4 to 8. This is the part that makes each code unique.

4. Check the preview and save

   The Preview line at the bottom of the card shows a code in your new format, with today’s date. Click Save in the save bar. The next application that arrives gets a code in the new format.

   

   The Preview line shows how the next application’s code will look before you save.

Setting	What it does	Default
Prefix	The letters or digits at the start of the code. 2 to 8 characters.	APP
Random length	How many random characters end the code. 4 to 8.	5

Applications you already have keep their codes. Only new applications get the new format. The random part never uses characters that are easy to misread, such as 0 and O or 1 and I.

Catch duplicate companies

When a buyer applies, the app can check whether their company is already a customer of yours or has already applied. It compares the new application with your companies, except those removed from B2B, and with other applications that aren’t rejected or abandoned.

1. Turn the check on

   In Settings › Application rules, find the Duplicate companies card. Turn on the Duplicate companies switch. It’s on by default.

2. Choose what counts as the same company

   Under Treat as the same company when these match, tick one or more boxes. The app tries them in this order and stops at the first match.

   Box	Counts as a match when	Default
   Tax ID	The answer to the form’s tax ID field is the same. On the Wholesale application this is Tax registration ID. Spaces and punctuation are ignored.	On
   Email domain	The buyer’s email ends in the same domain, for example @example.com. Free webmail addresses that anyone can sign up for are ignored.	On
   Legal name, ignoring case and suffixes like Co., Ltd	The company name is the same once capitals, punctuation and words like Co., Ltd, Inc or LLC are set aside. “Acme Supply Co.” and “ACME SUPPLY” match.	Off

3. Choose what happens on a match

   Pick one option under When a match is found.

   Option	What happens
   Flag it and show the existing company side by side	The application arrives as usual. Its page shows a Possible duplicate card that compares the two, and your automation rules leave it for a person to decide. This is the default.
   Offer to add the buyer to the existing company	The same as flagging. When the match is one of your companies, the card also has an Add buyer to button named after that company, for example Add buyer to Acme Supply Co. It makes the buyer a contact of that company in Shopify, with the Ordering only role, instead of creating a second company.
   Block the submit and tell the buyer to contact sales	The buyer can’t send the form. They see “Your company already has an account with us. Contact us and we’ll add you to it.”

   

   Tick what counts as the same company, then choose what the app does when it finds one.

4. Save

   Click Save in the save bar. The check applies to applications sent from now on.

When an application is flagged, Settings › Activity log records the match, for example “Looks like Acme Supply Co., a company you already have”, with the reason, such as Same tax ID. A blocked submit isn’t recorded, because no application is created. To reword the message blocked buyers see, or translate it, open Translate and edit Company already has an account under Server messages.

Decide whether new locations need approval

Approved buyers can add company locations from their customer account, when the location account form is turned on. This rule decides whether those locations wait for you.

1. Find the New locations card

   In Settings › Application rules, find the New locations card.

2. Set the switch

   Next to Locations added by buyers, set the Needs merchant approval switch. It’s on by default.

3. Save

   Click Save in the save bar.

Switch	What happens when a buyer adds a location
On	The location waits in Change requests. When you approve it there, the app creates it in Shopify.
Off	The location goes live in Shopify straight away.

If buyers can’t add locations, the switch is greyed out and the card says so, with a link to Account forms → Location, where you can turn the location form on. This switch is the same setting as the one on the location account form, so changing it in either place changes both. See Account change requests.

Choose how long applications are kept

The Data retention card closes applications that buyers never finish, and deletes old ones you no longer need.

Setting	What it does	Options	Default
Abandoned applications	An application waiting on the buyer, after you asked for more information, closes as abandoned when nothing happens on it for this long. Its update link stops working.	Expire after 30 days, Expire after 14 days, Never expire	Expire after 30 days
Rejected applications	Rejected and abandoned applications are deleted for good after nothing has happened on them for this long, with their files and timeline.	Keep for 1 year, Keep for 90 days, Keep indefinitely	Keep for 1 year

Abandoned applications close after the first period, and rejected and abandoned ones are deleted after the second.

Pick an option in each list and click Save in the save bar. The app checks once a day. Each run that closes or deletes something adds an Applied data retention line to the activity log, with how many applications expired and how many were deleted. An abandoned application’s timeline says “Closed Acme Supply Co.: the buyer didn’t answer”.

Caution

Deleted applications can’t be brought back. If you need records for longer, export them from Companies › Applications first, or choose Keep indefinitely.

Next steps

• Review an application — see the Possible duplicate card on a flagged application.
• Request more information — how an application ends up waiting on the buyer.
• Rules that decide applications — what your rules do with a flagged application.
• Activity log — find duplicate matches and retention runs.