Your new customer form

Breww Trade Store Updated 22/08/2026 3 mins read

Your new customer form is what a business fills in to apply for a trade account with you. It's the page anybody without access sees when they reach your store's web address, and you can also email it to someone directly.

You can run a store that is only a new customer form, with no shop attached. See Creating and setting up a trade store.

Building your form

Go to Settings & tools → New customer form. A live preview of the real branded page sits beside the builder, including for a store that isn't switched on yet.

The new customer form builder, with a live preview of the branded page beside it

The built-in questions

Every form starts with these, and you can reorder them, reword their labels, add help text and change whether they're required:

Business name
Contact name
Contact email address
Contact phone number
Delivery address
Billing address
General comments

Adding your own questions

Click Add question and choose what the answer should do:

Fill in a customer field. Choose from customer type, how they heard about you, VAT number, AWRS URN, company number, company registrar, EORI number and website. The answer is written onto the customer when you approve them.
Fill in a customer custom field. Any custom field you've set up on customers.
A question for this form only. The answer is kept against the application but doesn't write anywhere. Pick the answer type: short text, long text, whole number, decimal number, date, yes/no, choose one, or choose any. The last two let you write the options.

For each question you set the label your customers see, optional help text, whether it's required, and where it sits in the order.

Note: Whether an application becomes a customer or a lead is your decision when you approve it, so it isn't something you can ask on the form.

An address only has to be worth having, not complete. Somebody who doesn't know their full postcode is better off applying and being asked for the rest.

Emailing the form to someone

You can send the form to a business you've met rather than waiting for them to find it. Email new customer form appears in three places: the New customer dropdown on the Customers page, the list of forms you've received, and Growth on your store's dashboard.

The wording is yours to set, under Trade store emails.

Applications you receive

Applications arrive under Growth → New customer forms/access requests, and the oldest few also sit at the top of your store's dashboard, so they don't get missed. The Trade store item in the main menu carries a badge while any are waiting.

Open one and you see who has applied, their answers, and both addresses, with a note of whether the billing address matches the delivery address.

Answers are stored exactly as they were given. Deleting a question later, or renaming one of its options, doesn't change what an old application says it was asked.

Approving or declining

Three choices on an application:

Grant access to an existing customer. Use this where they're already on your books.
Create new customer and grant them access. Their answers are copied onto the new customer, including anything you mapped to a customer field or custom field.
Decline access to trade store.

Where you're approving onto a customer you already hold, and an answer disagrees with what's on record, Breww asks you which to keep. Nothing is overwritten without you picking it.

Approving sends them the access granted email, so they can set a password and start ordering.

If somebody applies again

An applicant who has already sent you a form sees a message rather than the form, so they can't send the same thing twice by accident. That message carries a button to fill the form in again if they need to, which matters where you've declined them and they want another go.