Find your way around SparkLayer
Two versions of the same app
Manage SparkLayer in whichever version suits you. Both have the same screens and work on the same SparkLayer account.
- SparkLayer Dashboard: sign in at app.sparklayer.io (opens in a new tab). Areas are groups in the sidebar, and each page has its own menu item.
- Shopify app: in your Shopify admin, open SparkLayer Wholesale under Sales channels. Each area is one menu item, and its pages are tabs under the page title.
These docs show the path for the version you pick with Steps for, under the page title. Your choice is remembered on every page.
Here's each version's menu.
SparkLayer Dashboard (sidebar)
- Home
- Orders
- Pricing: Price lists, Price editor, Discounts
- Customers: Customers, Groups
- Sales agents: Sales agents, Roles
- Forms: Forms, Data tables
- Integrations: Platform, Partners, Product sync
- Storefront: Widgets, Options
- Settings: Configurations, Shipping, API, Templates
- At the foot: Help, Explore features and your plan card
Shopify app (SparkLayer Wholesale)
- SparkLayer Wholesale (opens Home)
- Setup
- Try it out
- Orders
- Pricing: tabs Price lists, Price editor, Discounts
- Customers: tabs Customers, Customer groups
- Sales agents: tabs Sales agents, Roles
- Storefront: tabs Widgets, Options
- Integrations: tabs Platform, Partners, Product sync
- Explore features
- Settings: tabs Configurations, Shipping, API, Templates
- Plan (opens the plans window)
Small differences between the two versions
- Setup and Try it out have no sidebar item in the SparkLayer Dashboard. Open Setup from Home (Open Setup), and Try it out from Orders before your first order (Place a test order).
- The Dashboard calls customer groups Groups in the sidebar. The Shopify app's tab says Customer groups.
- Page titles differ on areas with tabs. In the Dashboard the title is the page, such as Configurations. In the Shopify app it's the area, such as Settings, with the page as a tab.
- Only the Dashboard has a switcher at the top of the sidebar, to change between your SparkLayer accounts and stores. See Create a new team.
What each area is for
Each area of the app covers one part of your B2B setup.
| Area | What you do there | Learn more |
|---|---|---|
| Home (opens in your SparkLayer Dashboard in a new tab) | See this week's sales and pick up setup, plan and store status. | Home |
| Home,Setup (opens in your SparkLayer Dashboard in a new tab) | The five steps to get your first wholesale order, including Theme setup. | Get started |
| Orders,Place a test order | Place a test order as a buyer. | Try it out |
| Orders (opens in your SparkLayer Dashboard in a new tab) | See B2B orders placed through SparkLayer, and your sales compared with the period before. | Orders |
| Pricing | Manage your price lists, edit single prices in the Price editor and set up discounts. | Pricing |
| Customers | Your customers and customer groups: who buys from you and the rules they buy under. | Customers |
| Customers,Agents (opens in your SparkLayer Dashboard in a new tab) | Make someone a sales agent, choose their customers and set what their role lets them do. Starter plan and above. | Sales rep setup |
| Forms | Wholesale registration and other forms, and the data tables they use. SparkLayer Dashboard only. | Forms |
| Integrations | Your platform connection and Shopify order actions, partner apps and product sync. | Integrations |
| Storefront | Add SparkLayer to your theme in Storefront,Widgets (opens in your SparkLayer Dashboard in a new tab), and choose how the storefront looks and behaves in Storefront,Options (opens in your SparkLayer Dashboard in a new tab). | Storefront |
| Settings | Store-wide settings, shipping, API keys and templates. | Settings |
| Explore features | Browse what SparkLayer can do, and preview paid features before you upgrade. | Explore features |
| Plan card | Your plan, this month's usage and the plans to choose from. | Your plan |
Home
Home
Walk through a working copy of Home, step by step. Nothing you do here changes your store.
This week's numbers
The strip at the top shows the last 7 days. Each figure shows its change from the 7 days before:
| Figure | What it shows |
|---|---|
| Wholesale sales | The total of your B2B orders. |
| Orders | How many B2B orders were placed. |
| Average order | The average value of a B2B order. |
| Active buyers | How many buyers placed an order. |
Click the strip to open Wholesale sales, with a chart and filters for the last 7, 30 or 90 days. From there, click View all orders to go to Orders.
Beside the strip, Sales agents shows how many of your plan's agents you use.
Before your first order, the strip says No orders yet.
The cards below
Cards appear when they're useful. You can minimise most of them and dismiss some, and they stay that way when you come back.
| Card | When you see it | What it does |
|---|---|---|
| Get your first wholesale order | Before your first order. | Shows your setup progress and the next step, with Open Setup. See Get started. |
| Your first wholesale order is in | Once, when your first order arrives. | Shows the order, with View the order. |
| Get live with SparkLayer | After your first order, until every setup step is done. | The same steps as Setup. |
| Your SparkLayer briefing | After your first order. | Up to 3 things to review, each with a button to fix it. For example, an order waiting for you, a customer group with no price list or customers that didn't sync. On paid plans, it also shows this month's B2B sales and the time SparkLayer saved you. |
| Plan card, such as Basic plan | Always (starts minimised). | Your plan and this month's usage. See Your plan. |
| Store status | Always (starts minimised). | Whether SparkLayer is live on your theme, with Open theme setup. See Theme setup. |
| Get more from SparkLayer | On plans without every feature. | Paid features you can preview before you upgrade. On Pro, Your SparkLayer features lists what's included. |
| Helpful while you set up | Always. | Guides, FAQs and a free plan review. On paid plans it's called Help and resources. |
Prefer us to set it up for you? Click Book free setup at the foot of Home to book our onboarding team.
Your plan
Your plan and this month's usage are always one click away.
- SparkLayer Dashboard: the plan card at the foot of the sidebar shows your plan, a badge such as Active or Nearly full, and meters for B2B orders this month, Price lists and Sales agents.
- Shopify app: Plan in the menu opens the plans window.
Both also show on Home, in the plan card. See Your plan and usage, and for how you're billed, trials and cancelling, Billing, trials and cancelling.
Staff
Staff in the SparkLayer Dashboard is only for SparkLayer's own team, and merchants don't see it. We use it for billing and support tasks on your account, such as extending a trial or re-running your customer sync. To manage your own team, see Invite team members.
Live data and test mode
The Dashboard works on your live store, and the SparkLayer Dashboard's top bar shows a Live Data pill. On the Pro and Enterprise plans, the Test mode switch moves the Dashboard to your test store instead: see Test mode.
Where things moved
If you used SparkLayer before the new app, or you're following an older guide, this is where things are now.
Shopify only
Can't see Forms in the Shopify app? Forms and Data tables are only in the SparkLayer Dashboard: sign in at app.sparklayer.io (opens in a new tab). See Forms.
Related guides
- Get started: set up SparkLayer and take your first wholesale order.
- Your account and team: your Site ID, password and team.
- Your plan and usage: your plan, usage, free trials and locked features.
- Settings: Configurations, Shipping, API and Templates.
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