ApproveThis manages your Candid Wholesale Integration approvals.

When Wholesale Meets Workflow Muscle

Let’s get real – wholesale isn’t just about moving product. It’s about managing a thousand tiny decisions: Who gets access to your catalog? Which orders need extra vetting? When should accounting double-check that six-figure invoice? This is where Candid Wholesale (your B2B transaction hub) and ApproveThis (the approval automation heavyweight) tag-team to knock out bottlenecks.

Connect these two through Zapier, and you’ve got a system that automatically kicks off approval processes exactly when needed – no manual handoffs, no frantic Slack pings, no “I thought you handled it” emails. For teams juggling 50+ SKUs or dealing with picky retail partners, this isn’t just nice-to-have. It’s the difference between scaling smoothly and drowning in spreadsheet hell.

Why This Combo Works (When Other Tools Tap Out)

Candid Wholesale handles the heavy lifting of order management and catalog distribution. ApproveThis handles the decision-making guardrails. Together, they cover the full cycle:

For Brands:

Control who sees your premium products without playing gatekeeper. Automate catalog access approvals so new retailers can’t just waltz into your digital showroom unvetted.

For Retail Buyers:

Get faster responses on orders because your vendor’s approval process isn’t stuck in email purgatory. (Bonus: Their approvers don’t even need a Candid login – huge for external partners.)

For Operations Teams:

Stop being the middleman between Candid’s order data and your CFO’s spreadsheet obsession. Auto-route high-value invoices for approval based on rules you set.

Four Ways This Integration Actually Solves Problems

1. Catalog Access That Doesn’t Leak Like a Sieve

The Setup: New retailer requests your catalog → Zapier triggers ApproveThis → Route to sales lead + legal → Approved? Auto-grant Candid access.

Who Cares: Luxury goods brands preventing discount sellers from accessing high-end lines. Pharma suppliers needing compliance checks before sharing regulated product info.

Secret Sauce: Approval groups in ApproveThis mean both the sales rep (who wants the deal) and legal (who hates risk) must agree. No more unilateral decisions.

2. Paid Orders That Don’t Ghost You

The Setup: Payment hits in Candid → Auto-create approval request in ApproveThis → Route to warehouse manager → Approved? Push to shipping.

Who Cares: Companies with complex fulfillment rules (e.g., “Orders over $10k need manager approval before picking”). Brands that dropship and need to verify supplier inventory first.

Secret Sauce: Approval thresholds in ApproveThis auto-approve small orders but flag big ones. No more manually checking every transaction.

3. Invoices That Don’t Cause Auditor Nightmares

The Setup: Invoice generated in Candid → ApproveThis creates request → Route to AP team → Approved? Sync back to Candid as verified.

Who Cares: Businesses with multi-location budgets (e.g., franchise operations). Companies where certain clients always pay late unless finance greenlights.

Secret Sauce: Calculated fields in ApproveThis can check if the invoice matches the original PO – no more “Oops, we paid for 1000 units instead of 100.”

4. Shipments That Don’t Spark Carrier Disputes

The Setup: Order marked shipped in Candid → Trigger ApproveThis request → Route to logistics manager → Approved? Lock shipping details as final.

Who Cares: Perishable goods sellers needing to validate refrigeration tracking. Companies using multiple 3PLs and verifying carrier compliance.

Secret Sauce: Vacation delegation in ApproveThis means no shipping delays if the usual approver is out – backups get auto-assigned.

Setting This Up Without Losing Your Mind

We’ve all seen “easy integrations” that require a PhD. This isn’t one:

1. Zapier Account: If you’re using Candid, you probably have one already. If not, it’s 5 minutes.
2. Pick Your Trigger: Choose from Candid’s events (new catalog request, payment received, etc.).
3. Map to ApproveThis: Tell Zapier which approval workflow to kick off, add any conditional rules.
4. Test With Real Data: Try a $1 test order before approving that $100k shipment.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag orders that need special handling (e.g., “If order total > $5k AND client is in Canada → Require customs approval”).

Who Actually Benefits (Beyond the Obvious)

Finance Teams:

Get approval audit trails that plug straight into your existing tools. No more herding email receipts.

Sales Ops:

Stop losing deals because catalog access approvals take days. Set SLAs right in the workflow.

Customer Success:

See why an order was delayed (waiting on approval X) without playing 20 questions with logistics.

The Unsexy Stuff That Actually Matters

We could rant about “streamlined synergies,” but let’s talk brass tacks:

No License Headaches:

Your retail partner’s buyer approves the order? They don’t need a Candid login – ApproveThis handles it via email. Same for external vendors or contractors.

Escalation Paths That Work:

Set rules like “If no response in 12 hours, notify supervisor.” Because approvers vacation, forget, or ghost.

Real-Time Dashboards:

Not some pie-in-the-sky analytics. A simple view showing which Candid orders are stuck awaiting what approval. For when the CEO asks “Why isn’t this shipped?”

When to Steer Clear (We’re Honest Here)

This integration isn’t magic fairy dust. Don’t bother if:

• You process under 50 orders/month – manual approvals might still work.
• Your team refuses to set clear approval rules (“We just know when something’s wrong!”).
• You need complex 10+ step approvals – ApproveThis can handle it, but you’ll need custom workflows.

Bottom Line: Approval Friction Kills Deals

Candid Wholesale gives you the sales pipeline. ApproveThis ensures decisions happen at the speed of commerce. Together, they turn “Let me check with my manager” into a solved problem.

Ready to stop being the approval bottleneck? Get started with ApproveThis or schedule a live demo (we’ll show how it plugs into Candid, no generic sales pitch).