In wholesale you do not sell to just anybody. If you have approval enabled, a buyer who registers waits for your go-ahead and only then sees prices and can buy.
Step by step
- When a new registration comes in, an approval request email arrives at your business's order mailboxes.
- In the side menu, go to Sales → Customers.
- Above the table a yellow N Clients to approve button appears. Tap it: the list is filtered down to the pending ones.
- Click the customer to open their record. You will see the Pending... label next to the name.
- If your store has registration questions, the answers are in the Registration answers card. Use them to decide.
- Tap the green Approve button, right at the top of the record.
- The customer receives the welcome email and can now sign in and buy.
To go back to the full list, tap Back to Approved.
There is no separate button to reject a registration: you delete the record with Delete customer, which works because a pending customer has no orders yet.
Where approval is turned on and off
It depends which store version you have.
New store (v2): tap EDIT STORE at the top right, go to the Login → Registration section and choose under Who can register:
- Open: anybody registers and gets in immediately.
- Requires approval: they register, stay pending and wait for your approval.
- Closed (only admin creates accounts): there is no registration form. You create the accounts yourself from the customer record.
Classic store: in the side menu, Configuration → Customer registration, the Approve registration switch. On the same screen there is Without Registration, which hides the store's registration button so nobody can sign themselves up.
What happens if I turn approval off
The pending status is fixed at the moment of sign-up. Turning approval off changes the behaviour of new registrations: from then on they come straight in.
Those already pending stay pending. They do not approve themselves. If you have an old queue waiting, you have to go into each one and tap Approve, even though you switched the toggle off.
Blocking a customer
On the customer's record, at the top right, there is the Block Customer switch. Turning it on stops them operating in your store. In the list, the row turns red and the Blocked label appears.
It is reversible: turn the switch off and you give them their access back. The history stays intact.
Use it for customers with debts, commercial disputes, or when you want to suspend the relationship without losing anything.
Deleting a customer
The red Delete customer button on the record opens a confirmation.
The rule people ask about most: a customer with orders attached cannot be deleted. The system rejects it with the message "Error deleting customer. They have associated orders". The sales history is untouchable.
For a customer with orders who you no longer want operating, the tool is Block Customer, not delete.
Deleting is reserved for records with no activity: rejected pending registrations, duplicate sign-ups and test records.
If you cannot find it
- You don't see the "N Clients to approve" button. It only appears when there is at least one pending registration. If there are none, there is no button, and that means you have nothing waiting.
- Registrations come in without passing through you. Approval is off. Check where it is turned on, depending on your store version.
- You cannot approve or delete. Both actions require the Customers permission. If your user does not have it, the record will not let you.
- There is no bulk approval. Approve is a button inside each record, one at a time. There is no bulk blocking or bulk deletion either: the only bulk change in the customers module is classification.
- There is no longer an "unverified" filter or an email verification code. If you saw that in an old guide, it is gone. The only work queue is the pending approvals.
Tips
- Review the pending queue daily. A wholesaler who waits several days for approval buys somewhere else.
- Registration questions are your first commercial filter: ask for tax ID, sector and sales channel so you can approve with judgement.
- Assign the seller and the price list at the same moment you approve. That way the first order arrives notified to whoever will handle it, and with the right prices.
- Blocking instead of deleting preserves the history and the agreed terms, in case the relationship resumes.