--- title: "Forms (B2B-application)" url: "https://support.turis.app/en/article/forms-b2b-application" language: "en" last_updated: "2025-06-11T07:05:37.970Z" --- # Forms (B2B-application) ## What is it? The **form tool** allows you to easily create and manage applications from potential new retailers. This feature enables you to efficiently handle incoming applications and create new retailer accounts. * * * ## Where Can I Find It? You can access this feature in *Tools* > *Forms*. [![](https://downloads.intercomcdn.eu/i/o/19910764/84077923f2507fb3f64616a9/image.png?expires=1727942400&signature=9aa0260ba36a9ca91022952f1327c93b448e3d1e4e40638962afac84aab0597d&req=0dxmxFj9qjNk2hL085ZhobWXUSoWcAFEiJjED4FPCgXUgJQ%2Fj4JLLAI1bnjJ%0A416JfpuLyW%2Bzl2U3%0A)](https://downloads.intercomcdn.eu/i/o/19910764/84077923f2507fb3f64616a9/image.png?expires=1727942400&signature=9aa0260ba36a9ca91022952f1327c93b448e3d1e4e40638962afac84aab0597d&req=0dxmxFj9qjNk2hL085ZhobWXUSoWcAFEiJjED4FPCgXUgJQ%2Fj4JLLAI1bnjJ%0A416JfpuLyW%2Bzl2U3%0A) * * * ## B2B form application Set-Up - **Creating a New Form** To create a new form, click the **green Plus (+)** button. [![](https://downloads.intercomcdn.eu/i/o/19911177/c6610738063f15cef9cd5cd7/image.png?expires=1727942400&signature=69e591ff8e9aec413ba2b4968a0b339fe34639b75b8be237e56af8d2ba9c9a21&req=0dxmxFn7qzBk2hL085ZhoRicRHynIW645QIf2RKI59U5dDeqpxC64yx0FCMg%0AHqGGd7za%2BgYtaymL%0A)](https://downloads.intercomcdn.eu/i/o/19911177/c6610738063f15cef9cd5cd7/image.png?expires=1727942400&signature=69e591ff8e9aec413ba2b4968a0b339fe34639b75b8be237e56af8d2ba9c9a21&req=0dxmxFn7qzBk2hL085ZhoRicRHynIW645QIf2RKI59U5dDeqpxC64yx0FCMg%0AHqGGd7za%2BgYtaymL%0A) - **Form Creation Screen** After clicking the Plus button, you will be taken to the form creation screen where you can configure your new form. [![](https://downloads.intercomcdn.eu/i/o/19911372/2ec89234e815b209a9d95375/image.png?expires=1727942400&signature=cbd47b92446dba3e5104b3b0e4de12f86df67bd00061d9c63ad6b705b61125df&req=0dxmxFn5qzVk2hL085Zhoa4UaQpE6HlVwn08Mm%2B42ozcB9i3%2BclzmY2lTKYo%0AZCyLQ2xA1JOtVdat%0A)](https://downloads.intercomcdn.eu/i/o/19911372/2ec89234e815b209a9d95375/image.png?expires=1727942400&signature=cbd47b92446dba3e5104b3b0e4de12f86df67bd00061d9c63ad6b705b61125df&req=0dxmxFn5qzVk2hL085Zhoa4UaQpE6HlVwn08Mm%2B42ozcB9i3%2BclzmY2lTKYo%0AZCyLQ2xA1JOtVdat%0A) * * * ## Application fields These fields are required when setting up your application form: [![](https://downloads.intercomcdn.eu/i/o/19911514/80dd292da43912820d6ecdf2/image.png?expires=1727942400&signature=a5e0e8de9fb68292207fca86f704c235649544ec06e58f5e3f89c660aa71ebb6&req=0dxmxFn%2FrTNk2hL085ZhoQPC11ef%2Fe%2FTjYssgQHCWEar86cVW8cAAgNxpOlC%0Agw%2Fw1%2BXKn7eAHvu6%0A)](https://downloads.intercomcdn.eu/i/o/19911514/80dd292da43912820d6ecdf2/image.png?expires=1727942400&signature=a5e0e8de9fb68292207fca86f704c235649544ec06e58f5e3f89c660aa71ebb6&req=0dxmxFn%2FrTNk2hL085ZhoQPC11ef%2Fe%2FTjYssgQHCWEar86cVW8cAAgNxpOlC%0Agw%2Fw1%2BXKn7eAHvu6%0A) - **Application Title (internal):** This is the internal title of your form (for your reference). - **Application Form URL:** This is where you can set the URL for the form. - **Application Header:** The header displayed to potential retailers when they view the form. - **Application Introduction Text:** This field allows you to provide an introduction to the form. *Note: All these fields are required and must be filled in.* *Example of Application Fields Filled:* [![](https://downloads.intercomcdn.eu/i/o/19912449/eaa5ac1684853d872f242bf8/image.png?expires=1727942400&signature=69e8100a25d5b12c5cfa4108837399c3aceba596b21ca904660004395873eb8c&req=0dxmxFr%2BqD5k2hL085ZhoV5a8oZiZneLbkVdUSXpCzKBpKPZrqA5zv7ZeJfq%0AZd3IvJxL8wzDgJ6D%0A)](https://downloads.intercomcdn.eu/i/o/19912449/eaa5ac1684853d872f242bf8/image.png?expires=1727942400&signature=69e8100a25d5b12c5cfa4108837399c3aceba596b21ca904660004395873eb8c&req=0dxmxFr%2BqD5k2hL085ZhoV5a8oZiZneLbkVdUSXpCzKBpKPZrqA5zv7ZeJfq%0AZd3IvJxL8wzDgJ6D%0A) * * * ## Confirmation Fields These fields control the confirmation message displayed to the retailer after submitting their application: [![](https://downloads.intercomcdn.eu/i/o/19911548/d3d4dcad6993e173252728d7/image.png?expires=1727942400&signature=790c849f5261691d046929da5eed1478353c2b5dd68736d3de57a3bae0252b72&req=0dxmxFn%2FqD9k2hL085ZhocmEA09vRDEuFezOz9piOv0RsqkylSkimjap%2F%2Fw7%0AxH%2FHxaSeSLRC7R1p%0A)](https://downloads.intercomcdn.eu/i/o/19911548/d3d4dcad6993e173252728d7/image.png?expires=1727942400&signature=790c849f5261691d046929da5eed1478353c2b5dd68736d3de57a3bae0252b72&req=0dxmxFn%2FqD9k2hL085ZhocmEA09vRDEuFezOz9piOv0RsqkylSkimjap%2F%2Fw7%0AxH%2FHxaSeSLRC7R1p%0A) **Confirmation Message Header:** Customize the header for the confirmation message. **Confirmation Message Text:** Modify the text of the confirmation message. **Confirmation Message Button Label:** Edit the text of the confirmation button. **Tip:** Personalize the confirmation message by matching the tone of your brand and adding emojis to make it more engaging. *Note: These fields are optional and can be left as default if you don’t wish to customize them.* *Example of Confirmation Fields Filled:* [![](https://downloads.intercomcdn.eu/i/o/19913970/33e947fb9085d81e2d6fbec7/image.png?expires=1727942400&signature=4afa8d43920410928787f147cb7695a6687d335fcc13a478272a089723d4848c&req=0dxmxFvzqzdk2hL085ZhoYDI0Vq1aS2n%2F4D8SqH8UOrFK1BWZH2GVdYfW8Mv%0AyHeuzkIxaHHamVlw%0A)](https://downloads.intercomcdn.eu/i/o/19913970/33e947fb9085d81e2d6fbec7/image.png?expires=1727942400&signature=4afa8d43920410928787f147cb7695a6687d335fcc13a478272a089723d4848c&req=0dxmxFvzqzdk2hL085ZhoYDI0Vq1aS2n%2F4D8SqH8UOrFK1BWZH2GVdYfW8Mv%0AyHeuzkIxaHHamVlw%0A) * * * ## Input fields These are the pre-added fields required for adding a retailer. They cannot be removed but can be customized if necessary. Some examples of these fields include: [![](https://downloads.intercomcdn.eu/i/o/19911589/756748861cdf9874c4b9a377/image.png?expires=1727942400&signature=8e2130aff0038f2c62990628197ef8bad47707f03875feb2ab4a95ce367b3ba8&req=0dxmxFn%2FpD5k2hL085Zhob91lIbPbZ7u3etnoNFeq3j28JH%2F4t33xWl4dpf0%0Avl3XcB0FbLL%2B9htg%0A)](https://downloads.intercomcdn.eu/i/o/19911589/756748861cdf9874c4b9a377/image.png?expires=1727942400&signature=8e2130aff0038f2c62990628197ef8bad47707f03875feb2ab4a95ce367b3ba8&req=0dxmxFn%2FpD5k2hL085Zhob91lIbPbZ7u3etnoNFeq3j28JH%2F4t33xWl4dpf0%0Avl3XcB0FbLL%2B9htg%0A) These fields are mandatory for adding a retailer to the system. * * * ## Add Extra input fields If you need additional fields for specific information, you can add them here. Extra fields can either be your own custom fields or chosen from pre-made options. *Example of extra fields added:* - **Company Registration Number (VAT No.)** (If you have an integration that requires this, for example.) [![](https://downloads.intercomcdn.eu/i/o/19911651/6305fa818caec6d8cc6bbb53/image.png?expires=1727942400&signature=fe544ac9011896560537dd52e5332f19d429d4e3796ca2dc68d6c723b9d20d01&req=0dxmxFn8qTZk2hL085ZhoeS8QW4fWWPlahzWe044%2B3OuWK81h0XH4lOpxci2%0AXjOFvN3K49pTtjg0%0A)](https://downloads.intercomcdn.eu/i/o/19911651/6305fa818caec6d8cc6bbb53/image.png?expires=1727942400&signature=fe544ac9011896560537dd52e5332f19d429d4e3796ca2dc68d6c723b9d20d01&req=0dxmxFn8qTZk2hL085ZhoeS8QW4fWWPlahzWe044%2B3OuWK81h0XH4lOpxci2%0AXjOFvN3K49pTtjg0%0A) [![](https://downloads.intercomcdn.eu/i/o/19918074/ee57784f454040f7861de3c4/image.png?expires=1727942400&signature=41f3ddcefa19d13e136282bfc51837f7818306489fa3688ab2dd25b5802127b4&req=0dxmxFD6qzNk2hL085Zhoale7B6ABu8pf3%2Bp2EwCKUdNZ77FWoNXFMnDiumf%0AHI3Vq%2BZ2IJIxp2xr%0A)](https://downloads.intercomcdn.eu/i/o/19918074/ee57784f454040f7861de3c4/image.png?expires=1727942400&signature=41f3ddcefa19d13e136282bfc51837f7818306489fa3688ab2dd25b5802127b4&req=0dxmxFD6qzNk2hL085Zhoale7B6ABu8pf3%2Bp2EwCKUdNZ77FWoNXFMnDiumf%0AHI3Vq%2BZ2IJIxp2xr%0A) * * * ## Customization You can personalize the form’s appearance to match your brand: [![](https://downloads.intercomcdn.eu/i/o/19911715/a40a3a66c12b19af2e90a34c/image.png?expires=1727942400&signature=79a76d8634fbd94e9ec282e35d9968079b687a3904c93b3061b13cdb5e3652a7&req=0dxmxFn9rTJk2hL085Zhocpja8Wb0WWX9S%2BqX9I%2B3X087AsXxxeKhSbHpMHW%0Ajxjy6FkLTz6sLIXl%0A)](https://downloads.intercomcdn.eu/i/o/19911715/a40a3a66c12b19af2e90a34c/image.png?expires=1727942400&signature=79a76d8634fbd94e9ec282e35d9968079b687a3904c93b3061b13cdb5e3652a7&req=0dxmxFn9rTJk2hL085Zhocpja8Wb0WWX9S%2BqX9I%2B3X087AsXxxeKhSbHpMHW%0Ajxjy6FkLTz6sLIXl%0A) - **Add Your Logo:** Upload an image file of your logo. - **Add Background Image:** Choose a background image that reflects your brand, or select a solid color. - **Primary Color (Header + Button):** Select the color for your form header and submit button. - **Edit Button Text:** Change the submit button’s text (e.g., “Submit Application”). - **Add Upload File Button:** If you require new retailers to upload one or multiple documents, add this option. - **Link to Your Website:** Insert a link to your business website. - **Display Application Link to Users on My Login Page:** If you wish to display this form on your Turis login page, enable this option. - **Select Default Special Price List:** Choose a default price list for new retailers (this can also be set during retailer creation). *Note: All fields marked with (*) are required to complete the form.\* *Example of Customized Fields Filled:* [![](https://downloads.intercomcdn.eu/i/o/19919715/30c42df1377bcf4de4ff016b/image.png?expires=1727942400&signature=536fc095954f1cbc20db20d5a370e5bb8a16d9dfb189c5f591ebccd699feff48&req=0dxmxFH9rTJk2hL085ZhocS8PO9pzbP%2BGNILjqx6MPukRurD1IwHSO3D6YTw%0AuJvuo7u7rLWBtKvW%0A)](https://downloads.intercomcdn.eu/i/o/19919715/30c42df1377bcf4de4ff016b/image.png?expires=1727942400&signature=536fc095954f1cbc20db20d5a370e5bb8a16d9dfb189c5f591ebccd699feff48&req=0dxmxFH9rTJk2hL085ZhocS8PO9pzbP%2BGNILjqx6MPukRurD1IwHSO3D6YTw%0AuJvuo7u7rLWBtKvW%0A) * * * ## What Does the Form Look Like for My Potential Retailers? Here’s an example of what the form might look like when finished: [![](https://downloads.intercomcdn.eu/i/o/19920035/ef2c0f28a76c3d84830ec5ad/image.png?expires=1727942400&signature=caed26e288d6b2e62c574b8f202fe6092cd6837073ef755e774bb7e4ae1cdd78&req=0dxmx1j6rzJk2hL085ZhoUSwSYioqmZ3OUD4jI5cVpBUOqZXJs%2Fu4lXAi%2Bvx%0AqebFurDead8Xxstw%0A)](https://downloads.intercomcdn.eu/i/o/19920035/ef2c0f28a76c3d84830ec5ad/image.png?expires=1727942400&signature=caed26e288d6b2e62c574b8f202fe6092cd6837073ef755e774bb7e4ae1cdd78&req=0dxmx1j6rzJk2hL085ZhoUSwSYioqmZ3OUD4jI5cVpBUOqZXJs%2Fu4lXAi%2Bvx%0AqebFurDead8Xxstw%0A) If you choose to display the form on your login page, it will appear beneath the sign-in button. [![](https://downloads.intercomcdn.eu/i/o/19920848/d0b73e37f55f7286bd3e404a/image.png?expires=1727942400&signature=e48927866e004c8163f9aaa8548f582e6a0b96b9ba95a80a937b11d2882f971d&req=0dxmx1jyqD9k2hL085ZhoWfKficU7gnEENiB7HHlZGZMUoGBoZQ%2FY9LO3AQX%0AkzmG94H25ic2UPmF%0A)](https://downloads.intercomcdn.eu/i/o/19920848/d0b73e37f55f7286bd3e404a/image.png?expires=1727942400&signature=e48927866e004c8163f9aaa8548f582e6a0b96b9ba95a80a937b11d2882f971d&req=0dxmx1jyqD9k2hL085ZhoWfKficU7gnEENiB7HHlZGZMUoGBoZQ%2FY9LO3AQX%0AkzmG94H25ic2UPmF%0A) * * * ## How Do I Handle Form Submissions? **Receiving New Form Submissions** You can view all form submissions in *Tools* > *Forms*, under the **Submissions** tab. Submissions will be marked as: - **New!** - For new submissions that haven’t been handled yet. - **Pending** - If the submission has been opened but not yet responded to. - **Declined** - If the submission has been rejected. [![](https://downloads.intercomcdn.eu/i/o/19921632/45dae546a4830568aee6abc2/image.png?expires=1727942400&signature=413d4874d5e4552f9e909ffe195435be92f00130f2d848a2ac4c62745d19d209&req=0dxmx1n8rzVk2hL085ZhoW3HGn09xd5cRvUJdB1MV0nq7hEo%2Br3YwlgcwLtw%0AMvCsFcHaQSRFPNOb%0A)](https://downloads.intercomcdn.eu/i/o/19921632/45dae546a4830568aee6abc2/image.png?expires=1727942400&signature=413d4874d5e4552f9e909ffe195435be92f00130f2d848a2ac4c62745d19d209&req=0dxmx1n8rzVk2hL085ZhoW3HGn09xd5cRvUJdB1MV0nq7hEo%2Br3YwlgcwLtw%0AMvCsFcHaQSRFPNOb%0A) * * * ## Creating a Retailer from a Form Submission When you open a new form submission, a pop-up will appear with the details the potential retailer has submitted. [![](https://downloads.intercomcdn.eu/i/o/19922298/0d54b3ab73cba6d8f217bfaf/image.png?expires=1727942400&signature=3500fdbd9495b93c7eba114cfa9ee171fa2a7faa5d0835009fab19b7eb1d8a01&req=0dxmx1r4pT9k2hL085ZhoQJOvrxWYEl3ETNR2OIpRXg92%2FkkHfv8mYPFyRNK%0ABy8ycDp%2F2jpvg4mm%0A)](https://downloads.intercomcdn.eu/i/o/19922298/0d54b3ab73cba6d8f217bfaf/image.png?expires=1727942400&signature=3500fdbd9495b93c7eba114cfa9ee171fa2a7faa5d0835009fab19b7eb1d8a01&req=0dxmx1r4pT9k2hL085ZhoQJOvrxWYEl3ETNR2OIpRXg92%2FkkHfv8mYPFyRNK%0ABy8ycDp%2F2jpvg4mm%0A) From here, you can choose to **Decline** or **Accept** the request: - **Decline:** The potential retailer will not receive any notification from Turis. - **Accept:** You will be taken through the standard retailer creation flow. The form will pre-fill most of the fields, and you’ll only need to check and fill in the remaining details. [![](https://downloads.intercomcdn.eu/i/o/19923142/44032280c44a02338230f862/image.png?expires=1727942400&signature=8f575786c5a36ea96d18010f916ed226c60dc7b428a8c82bbf978126219459ec&req=0dxmx1v7qDVk2hL085ZhoTfBK6IygrdtW6ubJlIKDACPu1o3hsYA0P6ueVY7%0A7oWBDi7zL6LSGY5d%0A)](https://downloads.intercomcdn.eu/i/o/19923142/44032280c44a02338230f862/image.png?expires=1727942400&signature=8f575786c5a36ea96d18010f916ed226c60dc7b428a8c82bbf978126219459ec&req=0dxmx1v7qDVk2hL085ZhoTfBK6IygrdtW6ubJlIKDACPu1o3hsYA0P6ueVY7%0A7oWBDi7zL6LSGY5d%0A) After accepting the request, you will be prompted to create a login for the new retailer: - **Yes, send invite:** An invite will be sent to the retailer to create their password, and a buyer will be created for you. - **No, I’ll create this later:** The retailer will not receive an invite to create a password, and you will need to create the buyer yourself in *Users* > *Buyers*. [![](https://downloads.intercomcdn.eu/i/o/19923302/c104d9a77d6a22edf82de711/image.png?expires=1727942400&signature=b7e5d8a7f41dd6f76fe34163077b4d11e99c2a3244d0368d990b28da2ab2bcca&req=0dxmx1v5rDVk2hL085ZhoWHaRqmRb%2FMVeVvEEdGa6CG6i%2BrRCOt9yopjXahw%0A72Mmbi9lECqpzZQT%0A)](https://downloads.intercomcdn.eu/i/o/19923302/c104d9a77d6a22edf82de711/image.png?expires=1727942400&signature=b7e5d8a7f41dd6f76fe34163077b4d11e99c2a3244d0368d990b28da2ab2bcca&req=0dxmx1v5rDVk2hL085ZhoWHaRqmRb%2FMVeVvEEdGa6CG6i%2BrRCOt9yopjXahw%0A72Mmbi9lECqpzZQT%0A) * * * ## Other Good-to-Know Information - **Can I Use This Form Elsewhere?** Yes, you can copy the form’s link and use it on your B2C website or elsewhere. [![](https://downloads.intercomcdn.eu/i/o/19924027/ccb8094676663355ab4b2479/image.png?expires=1727942400&signature=1707386be3024681d806b31ac6f629b23fdd78c0d0bdd8658b2d37c2162453d8&req=0dxmx1z6rjBk2hL085ZhoZTfURYKEo0CTdNgl%2F%2FMpD9f4IEdVdnFDIjM037Z%0AJoateTN1DI2WarqD%0A)](https://downloads.intercomcdn.eu/i/o/19924027/ccb8094676663355ab4b2479/image.png?expires=1727942400&signature=1707386be3024681d806b31ac6f629b23fdd78c0d0bdd8658b2d37c2162453d8&req=0dxmx1z6rjBk2hL085ZhoZTfURYKEo0CTdNgl%2F%2FMpD9f4IEdVdnFDIjM037Z%0AJoateTN1DI2WarqD%0A) - **Can I Have Multiple Forms?** Yes, you can create multiple forms, but only one form can be linked to your login page at a time. Simply create additional forms using the green Plus (+) button in the top right corner. [![](https://downloads.intercomcdn.eu/i/o/19924244/dcacd613f7539d52b7e7cce6/image.png?expires=1727942400&signature=3b95a844da140378f13473a1147b18e9654e5755b3ad235c473ab5e142767918&req=0dxmx1z4qDNk2hL085ZhoWWio%2Fl7mV6GqFfhIK69wcgrIRC17ur8KIXAdrAR%0Aujku5wNt4zocW8%2B4%0A)](https://downloads.intercomcdn.eu/i/o/19924244/dcacd613f7539d52b7e7cce6/image.png?expires=1727942400&signature=3b95a844da140378f13473a1147b18e9654e5755b3ad235c473ab5e142767918&req=0dxmx1z4qDNk2hL085ZhoWWio%2Fl7mV6GqFfhIK69wcgrIRC17ur8KIXAdrAR%0Aujku5wNt4zocW8%2B4%0A) * * * ## **Any Other Settings Related to Forms?** - **Notifications** You can enable notifications to receive an email every time a new form is submitted. This setting is available under **Notifications**. [![](https://downloads.intercomcdn.eu/i/o/19924544/1c8a17179c63fe10dec75128/image.png?expires=1727942400&signature=525c9d80ec5d7ba07f3f5ab15893f68a1f4f84d0079fe4c3699c07233d273f0a&req=0dxmx1z%2FqDNk2hL085ZhoWkMnUEppxBrsuFsYlbZIeIJAxQjc7p2Vug613to%0A%2Fuqt9cdF4S0zwyDD%0A)](https://downloads.intercomcdn.eu/i/o/19924544/1c8a17179c63fe10dec75128/image.png?expires=1727942400&signature=525c9d80ec5d7ba07f3f5ab15893f68a1f4f84d0079fe4c3699c07233d273f0a&req=0dxmx1z%2FqDNk2hL085ZhoWkMnUEppxBrsuFsYlbZIeIJAxQjc7p2Vug613to%0A%2Fuqt9cdF4S0zwyDD%0A) - **Emails** There’s an email template for form submissions in *Tools* > *Emails* > *Email Editor*. Here, you can edit the notification emails sent to account owners when a form is submitted. [![](https://downloads.intercomcdn.eu/i/o/19924834/36b91feed4a0a645ff4c3b36/image.png?expires=1727942400&signature=a814270e15a387921c011f86b5c20fbb006051dc5f5df7d2ffd9c575a2384136&req=0dxmx1zyrzNk2hL085ZhoYqQwTirJHbg8UCeZ6aZy0Fln6MVMLh5%2FI5RQk5u%0A7gtWrgtUWFJVcD6d%0A)](https://downloads.intercomcdn.eu/i/o/19924834/36b91feed4a0a645ff4c3b36/image.png?expires=1727942400&signature=a814270e15a387921c011f86b5c20fbb006051dc5f5df7d2ffd9c575a2384136&req=0dxmx1zyrzNk2hL085ZhoYqQwTirJHbg8UCeZ6aZy0Fln6MVMLh5%2FI5RQk5u%0A7gtWrgtUWFJVcD6d%0A)