Running a B2B business efficiently requires more than just offering wholesale pricing. A smooth, automated process for onboarding customers, managing approvals, and applying pricing rules is essential to scaling your wholesale operations. Kumo – B2B Wholesale Tools provides the complete solution to streamline your B2B workflow with registration forms, approval automation, and dynamic pricing management.
With the right automation tools in place, businesses can eliminate manual customer approvals, reduce administrative workload, and ensure wholesale buyers get seamless access to the right pricing. In this guide, we’ll walk you through how to set up registration forms and workflow automation to enhance your B2B selling experience.
Why Automating B2B Workflows is Essential
1. Seamless Customer Onboarding
A structured registration process ensures that only verified wholesale buyers get access to exclusive pricing. By automating approvals, businesses can eliminate manual intervention and speed up onboarding.
2. Time-Saving Approval Workflows
Instead of manually reviewing every application, workflow automation enables automatic approvals based on predefined conditions, such as business verification details, tax IDs, or reseller certificates.
3. Automated Wholesale Pricing Rules
With automation, businesses can set custom pricing rules for different customer groups, apply volume discounts, and ensure the correct pricing is shown based on predefined conditions.
4. Centralized Submission Management
A dedicated submission dashboard allows businesses to track, approve, or reject applications while keeping customer records organized and up to date.
By implementing Kumo – B2B Wholesale Tools, businesses can transition from manual to automated B2B operations, ensuring greater efficiency and scalability.
Step-by-Step Guide: Setting Up Registration Forms & Workflow Automation
Step 1: Install Kumo – B2B Wholesale Tools
To automate your B2B workflow, install Kumo – B2B Wholesale Tools and gain access to registration forms, approval automation, and pricing management.
Once installed, you can begin setting up your custom onboarding and pricing automation.
Step 2: Create a Custom B2B Registration Form
- Go to Admin > Apps > Kumo – B2B Wholesale Tools
- Click on Forms and select Create New Form
- Use the drag-and-drop builder to include necessary fields:
- Business Name
- Tax ID / Reseller Certificate
- Contact Information
- Business Type
- Custom Fields (e.g., Purchase Volume, Special Requirements)
- Customize the form layout and branding
- Publish the form on your B2B Signup Page
This ensures that only verified wholesale customers can proceed to the next stage.
Step 3: Automate Approvals & Customer Onboarding
Once the registration form is live, approval automation allows you to process customers efficiently:
- Navigate to Workflow Settings
- Choose between:
- Manual Approval: Review and approve applications manually
- Automatic Approval: Customers are auto-approved if they meet predefined conditions (e.g., valid Tax ID)
- Assign customer tags (e.g., “Wholesale Buyer” or “VIP Wholesale”)
- Enable email notifications to inform customers about approval status
By implementing automated workflows, businesses can eliminate manual approvals and onboard wholesale buyers faster.
Step 4: Apply Automated Pricing Rules for Wholesale Customers
Once a customer is approved, they need to receive the correct wholesale pricing automatically.
- Go to Pricing Settings in Kumo – B2B Wholesale Tools
- Configure Volume Discounts to enable tiered pricing based on order quantity
- Use Customer Tags to show different pricing for wholesale groups
- Apply Product Conditions to assign discounts to select products or collections
- Save settings, and pricing updates will now apply automatically based on approval and tags
This ensures that businesses can manage wholesale pricing with zero manual intervention.
Step 5: Manage & Track B2B Customer Submissions
- Navigate to Kumo – B2B Wholesale Tools > Submissions Tab
- View pending, approved, and rejected registrations
- Update customer tags and adjust pricing rules as necessary
- Keep track of registration history for easy customer management
With a centralized submission management system, businesses can maintain complete control over their B2B customer records and approvals.
Bonus: Automate Further with Advanced Triggers
For even more efficiency, Kumo enables businesses to:
- Trigger Automated Emails for new form submissions
- Send Customer Approval Notifications upon account activation
- Automatically Assign Tags based on customer behavior and order history
With these additional automation features, businesses can create a fully streamlined B2B operation without manual intervention.
Conclusion
A successful B2B selling strategy requires automation in customer registration, approval workflows, and pricing management. With Kumo – B2B Wholesale Tools, businesses can:
✅ Create and manage registration forms for wholesale customers
✅ Automate customer approvals and onboarding
✅ Apply dynamic pricing rules for different customer groups
✅ Easily manage and track submissions
✅ Save time and scale B2B operations with workflow automation