New Wholesale Application Form Template

Must Ask New Wholesale Application Questions

1. What is your legal business name, DBA, and tax ID (EIN)?

   This confirms the entity you will invoice and helps you run credit checks and meet tax rules. It also prevents mismatched records and reduces fraud risk.

2. Do you hold a valid resale certificate or tax-exempt permit? Include the number and issuing state/province.

   This clarifies sales tax treatment and gives you auditable proof. Missing or invalid details delay approval and can expose you to penalties.

3. Which sales channels do you use (storefront address, website URL, marketplaces)?

   Knowing where they sell helps you confirm brand fit and enforce channel or MAP policies. You can tailor pricing and support to the channels that matter most.

4. What purchase volume do you expect in the next 90 days, and which product categories will you stock?

   Clear demand signals let you plan inventory, set MOQs, and forecast revenue. Accurate estimates speed up account setup and the right pricing tier.

5. What payment terms are you requesting, and who are two to three trade references?

   These details drive your credit decision and whether to offer net terms or require prepaid. Strong references reduce risk and help you approve faster.