Wholesale & Trade Inquiry Form

Important Note:

This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes.

AI-Generated Content: This template and its accompanying guidance are AI-generated to provide a practical starting point for your form-building needs. Please review and customise the content to ensure it is accurate, appropriate and suitable for your intended use.

This guide is provided for general informational and planning purposes only. It does not constitute professional, legal, financial, medical, employment, privacy, regulatory, or advice of any other kind, nor does it certify that this template is suitable or compliant for any particular jurisdiction or purpose.

Laws, regulations, industry practices and business requirements vary. You are responsible for reviewing and customising the template to suit your intended use and obtaining advice from appropriately qualified professionals where necessary.

Please delete this section before publishing your form. See our Terms of Service for further information.

Functional Breakdown of the Inquiry Form

1. Verification of Business Identity

The first section is designed to prove the applicant is a legitimate entity rather than a retail customer looking for a discount.

• Tax ID/Resale Number: This is the most critical field. It confirms the buyer is an authorized reseller.
• Online Presence (URL/Social Media): This allows you to perform a "digital drive-by" to see if their brand voice aligns with yours. It helps you decide if your products will be represented well.

2. Market Positioning & Conflict Check

Knowing where a potential partner is located and who else they sell helps you manage your "brand footprint."

• Other Brands Carried: This gives you a snapshot of their price point. If they carry high-end luxury goods and your product is budget-friendly (or vice versa), the partnership might not be a fit.
• Physical vs. Digital Presence: Businesses often have different rules for "Brick & Mortar" (physical shops) compared to "Online Only" shops to prevent digital price wars.

3. Logistical Planning

These fields help your production team forecast demand.

• Estimated Order Volume: This filters out shops that might only want to buy one or two items. It sets the expectation that wholesale involves bulk quantities.
• Order Frequency: Helps you understand if this is a one-time "pop-up" event or a long-term recurring revenue stream.

Important Note:

This section explains why certain fields in this form are marked as required and provides general guidance on how these requirements may support the collection of complete, accurate and relevant information.

Required fields and information-collection obligations may vary depending on your industry, jurisdiction, business operations and intended use of the form. A field marked as required in this template does not necessarily mean that collecting the information is legally mandatory.

Please review each required field to determine whether it is necessary, appropriate and lawful for your particular purpose. Consider applicable privacy, data protection, consent and industry-specific requirements, and consult an appropriately qualified legal, privacy or compliance professional where necessary.

Please delete this section before publishing your form. See our Terms of Service for further information.

Mandatory Field Analysis

Here are the essential questions that should be marked as required and the operational reasons behind them.

1. Registered Business Name & DBA

• Why: You need to know exactly who you are invoicing. Many businesses have a "Creative Name" (the shop sign) that differs from their "Registered Name" (the entity paying the bills). This ensures your records match their payment method.

2. Tax ID / Resale Certificate Number

• Why: This is the primary filter. In a B2B context, this number proves the applicant is a professional entity. It allows you to sell goods at a wholesale rate without charging sales tax, as the tax will be collected when the item is eventually sold to the end consumer. Without this, the applicant is effectively a retail customer.

3. Business Website or Social Media Handle

• Why: This acts as a digital storefront. You need to verify that the brand aesthetic aligns with your own. It allows you to see how they display products, their photography style, and how they interact with their community. It is the fastest way to perform a "brand fit" check.

4. Business Type (Dropdown Menu)

• Why: Different business models require different support. An Interior Designer might buy a large volume once for a specific project, whereas a Boutique might buy smaller amounts every month. Knowing the type allows you to send the correct pricing tier or terms immediately.

5. Primary Contact Email

• Why: Wholesale is a relationship-based business. You need a direct line to the person making the purchasing decisions. Using a personal or direct business email (rather than a generic info@ address) ensures your catalogs and invoices don't get lost in a general inbox.

6. Shipping Address

• Why: This is necessary for calculating shipping quotes and checking for "territory protection." If you already have a loyal stockist two blocks away from the applicant, you might choose to decline the new inquiry to protect your existing partner's sales territory.