Review an application

Sami B2B Onboarding gives you two ways to look at an application. The quick review drawer lets you work down the list fast. The full application page shows everything the buyer sent and lets you edit it, assign it and comment on it.

Quick review from the list

1. Open the list

   In the Shopify admin, open Sami B2B Onboarding and click Companies in the app menu. The Applications tab opens. To see only the applications waiting for you, click All at the start of the search bar and pick Needs your action.

2. Open the drawer

   Click the eye icon (Quick review) at the end of a row. A panel opens on the right with the company name, its status, the date it was submitted and its place in the list, for example “Submitted Oct 3, 2026 · 2 of 14”.

3. Check the application

   The drawer shows:

   • Contact, Email, Country and Form.
   • Readiness: the checks described in Readiness checks, with a summary line such as Ready to approve.
   • A note on what your automation rules did, for example “No rule matches this application, so it needs a person.”
   • Open the full application, a link to the full page.

4. Decide or move on

   At the bottom, click Reject, Request info or Approve. Use the up and down arrows at the top of the drawer to move to the previous or next application, or the × to close it. A decided application shows “Already decided. Open the full application to change it.” instead of the buttons.

The drawer shows who applied, the readiness checks and the decision buttons, so you can work down the list without leaving it.

Caution

For a Pending or Resubmitted application that the list doesn’t flag in red as Overdue, Approve in the drawer (or the A key) approves at once, with no dialog. It uses only terms someone saved on the application’s Approval card. If nothing was saved there, no preset is applied, even when the card shows your default preset. For a Needs info or overdue application, Approve opens a dialog where you pick a preset. To choose the terms yourself, use the row’s … menu › Approve, or open the full application. See Approve an application.

Keyboard shortcuts

Key	What it does
J or ↓	Next application.
K or ↑	Previous application.
A	Approve, the same as the drawer’s button.
E	Request info.
R	Reject.
Esc	Close the drawer.

When the drawer is closed, J or K opens it on the first row. The arrow keys, A, E and R only work once the drawer is open; until then the arrows scroll the page. A, E and R only act on an application that is still undecided. Shortcuts do nothing while you type in a field, while a dialog or menu is open, or while you hold Cmd, Ctrl or Alt.

Open the full application

Click the row, or Open the full application in the drawer. At the top you see:

• The company name and its status, with a line saying who last changed the application and when.
• Approve application, until the application is approved.
• More actions, with Request info and Reject while the application is undecided, and View customer once the buyer has a customer in Shopify.
• Up and down arrows to open the previous or next application.

The full page holds the answers, files and timeline on the left, and what you need to decide on the right.

What each card shows

Card	What it shows
Possible duplicate	Only while the application is undecided and the duplicate check in Settings › Application rules finds a match. Compares Company name, Contact email, Tax ID and Status with the existing company or application, and marks the row that matched.
Facts row	Submitted, Form, Country and Reference.
Answers	One card per page of your form, with the form’s own headings. Answers shown on the Contact and address cards aren’t repeated here. Blank answers read Not provided. While you wait on the buyer, a required blank answer is flagged Not submitted yet. Answers to questions you’ve since removed from the form appear in a last card, No longer on the form.
Shipping address and Billing address	The addresses the buyer entered.
Attachments	Each uploaded file with its type, upload date, expiry date when it has one, and a Download button.
Timeline	Everything that happened to the application, newest first, and your team’s comments.
Decision readiness	The readiness checks and their summary.
Approval	The terms an approval will apply. See Approve an application.
Contact	The contact’s name, job title, email and phone. The name links to the Shopify customer once there is one. The envelope icon starts an email to them.
Assigned to	The reviewer who owns the application.

Readiness checks

Check	What it tells you
Company information	Complete, or Missing company name.
Tax verification	Appears when the buyer gave a tax ID. Shows the tax ID check’s result, such as Format looks right, “Verified with” the registry that checked it, Not valid, Registry unavailable, “Registered to” another company name, or Not verified when no check ran. See Tax ID checks.
Documents	How many files were uploaded, or None uploaded.
Required answers	Appears when answers your form says must be filled in before approval are blank, listed after “Missing:”. You can’t approve until they are filled in.
Duplicate check	The company or application this one looks like.
Open requests	Waiting on buyer while a request for information is open, otherwise None.

The summary reads Ready to approve, or Not ready — followed by the checks that failed. Only Required answers stops an approval; the others are there to help you judge.

Edit the buyer’s answers

1. Open the editor

   On the first answers card, click the pencil (Edit answers). The Edit answers dialog lists the questions with their current answers.

2. Change the answers

   Fix what you need, then click Done. The save bar appears at the top of the page.

3. Save

   Click Save in the save bar. The message “Answers saved” confirms it. A new company name, contact name, email or country also shows in the list.

Uploaded files can’t be changed here; they stay as the buyer sent them. Answers in No longer on the form can’t be edited. While the save bar is up, Approve application, Request info and Reject are turned off, so save or discard first.

On an approved application, editing answers needs the Companies permission on your Shopify staff account. It updates the company’s details in the app. Of those answers, only a changed tax ID is sent to the Shopify company location.

Assign a reviewer

1. Pick the person

   In the Assigned to card, pick someone from the list, or click Assign to me. If someone is already assigned, click the pencil (Change assignee) first. Pick Unassigned to clear it.

2. Save

   Click Save in the save bar. “Assignee updated” confirms it, and the timeline records the change.

When the application is approved, the person assigned becomes the new company’s sales rep. Rules can also assign applications for you; see Rules that decide applications.

Leave an internal comment

1. Write the comment

   In the Timeline card, type in Leave a comment…. The smiley button adds an emoji.

2. Post it

   Click Post. The comment appears at the top of the timeline with your name and the time.

Comments are internal: “Only you and other staff can see comments”. The buyer never sees them. Click any event in the timeline to see its details, such as who did it, the email it went to or what Shopify answered. Expand all opens every event at once.

Comments sit in the timeline next to the events, and only your staff can see them.

Make the decision

When you’ve checked the application, use the buttons at the top of the page:

• Approve application creates the company and customer in Shopify. See Approve an application.
• More actions › Request info asks the buyer for a missing document or detail. See Request more information.
• More actions › Reject turns the application down. See Reject an application.

Next steps

• Approve an application — set the terms and approve.
• Request more information — ask the buyer for what’s missing.
• Decide several applications at once — work through a batch from the list.