Auto-approve

With auto-approve on, an application that passes every rule is approved the moment its checks finish, and the account is set up straight away. Everything else waits in Customers → New customer requests for a person, with the reason shown on the application.

Open Customers → New customer requests → Approve requests automatically. The store owner and admins can change the rules; everyone else can see them.

Rules

Always required:

• no possible duplicates (tax ID, address, website or email of an existing company, contact or application)
• no spam signals (for example, an email domain that can’t receive mail)

You choose:

• EU VAT number confirmed by VIES. If VIES is unavailable, the application waits for a person. An invalid VAT number always stops auto-approve, whether or not you require this.
• Email domain matches the website.
• Not a personal email address (Gmail, Outlook and so on).
• Only these countries: shipping countries, as two-letter codes. Leave empty for any.
• At most this many a day: a safety limit (50 by default). Past it, applications wait for a person until the next day in your store’s time zone.

If approving would go over your plan’s company limit, the application waits too, marked Over plan limit.

Set up with

New accounts get:

• a new company named after the business, with one location of the same name
• the price list, payment terms and credit limit you pick (orders over the limit are held for review)
• the contact role you pick: Location admin or Ordering only

Turning it off

Untick Approve trusted applicants automatically and save. The next application goes to the queue.

Every automatic approval is recorded in the activity log with the rules in force at the time.