Operations / SETUP & MONTHLY CARE
Dealer onboarding
Turn an approved dealer application into a usable commerce account with the right company, contact and account setup.
30-minute call. Setup and monthly care scoped together.
At a glance
- Best fit
- Wholesalers and manufacturers onboarding approved business buyers.
- Tools to assess
- Shopify B2B, Dealer application system, Operations review queue
Available actions depend on your accounts, permissions and integrations.
How it works
Starts when: A dealer is approved or an eligible approved record is saved.
Verify approval and the configured account eligibility rules.
Find and reuse the matching company and contact records before creating anything.
Provision missing account relationships and run the required readiness checks.
Record the outcome and route failed or ambiguous applications to an onboarding owner.
In practice
Illustrative scenario: an approved buyer already belongs to a commerce company, so the workflow reuses that relationship and completes the missing account setup.
Illustrative example. We test against your tools, rules and representative cases.
Where your team steps in
Staff approve the dealer and its commercial terms; unresolved identity or provisioning failures require review.
Setup & monthly care
What to have ready
- Documented dealer approval criteria
- Required commerce plan and account access
- A mapped account structure and exception owner
What happens after launch
We review failed or incomplete runs, maintain agreed connections and adjust approved rules as your process changes.
Your proposal defines the workflow owner, review schedule, support coverage, usage costs and included changes.
Explore operations services and our South Florida service areas.
What we track
Set a baseline with your workflow owner. Review targets against your process and volume.
- Approved dealers reaching ready status
- Time from approval to usable account
- Onboarding exceptions awaiting resolution
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.