Wholesale & Trade Inquiry Form

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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.

Please remove this mandatory questions recommendation before publishing.

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.