Settings

Settings has 4 pages: Configurations (feature switches and store details), Shipping (B2B-only shipping methods), API (keys for your ERP or other systems) and Templates (your own emails and invoices). In the Shopify app they're tabs under Settings.
Start at Settings,Configurations (opens in your SparkLayer Dashboard in a new tab). Its cards are Ordering, Quotes and invoices, Pricing and cart and Store.
Quotes need the Pro plan or the Quoting Engine add-on (on Starter and Growth), and Invoices need Growth. The API needs Pro. SparkLayer shipping rates need Starter. Email and translation templates are on every plan, and invoice templates need Growth. See Plans and features.
Auto-complete draft orders has moved to Integrations,Platform,Shopify order actions (opens in your SparkLayer Dashboard in a new tab), and the storefront widgets to Storefront,Widgets (opens in your SparkLayer Dashboard in a new tab).

Settings at a glance

Page	Where	What it's for
Configurations	Settings,Configurations (opens in your SparkLayer Dashboard in a new tab)	Switch features on or off, and set your store details, email domain and purchase IDs.
Shipping	Settings,Shipping (opens in your SparkLayer Dashboard in a new tab)	Optional B2B-only shipping methods, and which method checkout pre-selects.
API	Settings,API (opens in your SparkLayer Dashboard in a new tab)	Connect your ERP or another system to SparkLayer. Pro plan.
Templates	Settings,Templates (opens in your SparkLayer Dashboard in a new tab)	Your own invoice layout, email notifications and translations. Needs a developer.

What moved from the old Settings

Was	Now
Settings > General	Settings,Configurations (opens in your SparkLayer Dashboard in a new tab), in the cards below.
Apply tiered pricing across variants	The Tiered pricing across variants switch, under Pricing and cart.
Auto-complete Shopify Draft orders	Auto-complete draft orders in Integrations,Platform,Shopify order actions (opens in your SparkLayer Dashboard in a new tab).
Stock level display limit	Settings,Configurations (opens in your SparkLayer Dashboard in a new tab). See Set a stock level display limit.
Frontend widgets	Storefront,Widgets (opens in your SparkLayer Dashboard in a new tab). See Storefront interfaces.
API keys	Settings,API (opens in your SparkLayer Dashboard in a new tab).
Onboarding steps on Home	Home,Setup (opens in your SparkLayer Dashboard in a new tab). See Get started.

Settings,Configurations (opens in your SparkLayer Dashboard in a new tab) holds the switches for SparkLayer's features and your store-wide settings. Change the switches and fields you need, then click Save in the save bar that appears. Rows with Edit open a window that saves separately.

Try itSettings > Configurations

Guided tour

Settings > Configurations

Walk through a working copy of Settings > Configurations, step by step. Nothing you do here changes your store.

Need a hand? Click Free setup assistance at the top of the page to book a free call with our team.

A feature your plan doesn't include shows the plan it needs, such as Pro, and an Unlock button instead of a switch. Click Unlock to see what the feature does and start a free trial. See Your plan.

Ordering

These settings control what B2B customers can do when they order.

Setting	What it does	Default
Company users	Customers can create teams that share orders, shopping lists and addresses. See Company users.	On
Multi-location stock	Choose which inventory locations customers can buy stock from. Needs the Growth plan or above. See Stock display.	Off
Recurring orders	Customers can set orders to repeat on a schedule.	Off
Payments visibility	Shows the payment status of orders in the My Account area.	On

Quotes and invoices

These settings cover quotes, invoices and the messages and emails around an order.

Setting	What it does	Plan
Quotes	Customers request quotes from their cart and you reply with prices. See Quoting.	Pro, or the Quoting Engine add-on on Starter and Growth
Quote statuses	The statuses you use to manage quotes. Shown only while Quotes is on.	Pro, or the Quoting Engine add-on on Starter and Growth
Invoices	Send invoices to your B2B customers directly from SparkLayer. See Invoices.	Growth
Timeline and communications	Customers and sales agents can send messages on quotes and orders. See Timeline.	Every plan
Purchase notifications	Who gets an email when a quote or order updates and nobody is assigned to it.	Every plan

Set up quote statuses

In Settings,Configurations,Quotes and invoices (opens in your SparkLayer Dashboard in a new tab), turn on Quotes and save.
Click Edit next to Quote statuses.
Enter a New status, for example "Awaiting approval", and click Add status. To remove a status, click Remove next to it.
Click Done.

New quotes start in the status marked Default, which is Quote Requested unless you change it.

Choose who gets purchase notifications

Click Edit next to Purchase notifications.
Enter one or more Email addresses, separated by commas.
Click Save.

Until you add an address, it says "No one is emailed when quotes and orders update."

Pricing and cart

These settings control how prices are worked out and shown, and how the SparkLayer cart behaves.

Setting	What it does	Default
Tax-inclusive prices	Lets price lists show prices including tax, using a `display_tax_rate` column in the pricing CSV. It changes what buyers see, not what they pay. See How prices are shown.	Off
Tiered pricing across variants	Quantity tiers count every variant of a product together. For example, 6 small and 6 large count as 12 towards a 12+ tier.	On
Hide AI features in the cart	Hides the Intelligent Cart AI features in the SparkLayer cart.	Off
Cart search type	How search works in the SparkLayer cart.	Search

Tiered pricing across variants and Hide AI features in the cart also appear in Storefront,Options (opens in your SparkLayer Dashboard in a new tab), marked Also in Configurations. They're the same settings, so change them in either place.

Store

These settings hold your store's details, the domain SparkLayer emails come from and the format of purchase IDs.

Setting	What it's for
Store details	The store name, address, phone number, email and website that B2B customers see, for example in emails.
Custom email domain	Send SparkLayer's emails from your own domain instead of `no-reply@mail.sparklayer.io`. Needs the Pro plan or above.
Purchase ID prefix and Purchase ID postfix	Added to the IDs of purchases that exist only in SparkLayer, such as quotes and orders awaiting approval. The default prefix is P#, so an ID looks like P#1264.

Change your store details

SparkLayer syncs your store details from Shopify. To override what B2B customers see, change them here.

In Settings,Configurations,Store (opens in your SparkLayer Dashboard in a new tab), click Edit next to Store details.
Change the Store name, Store address, Phone number, Email or Website URL.
Click Save.

Your changes don't sync back to Shopify.

Send emails from your own domain

Sending emails from your own domain needs the Pro plan or above.

Click Edit next to Custom email domain.
Tick Use my own domain for SparkLayer emails.
Enter the Email user (the part before the @) and your Domain, then click Save.

Emails to and from customers then use your domain. Our team helps you verify it.

Shipping

By default, SparkLayer uses your store's own shipping rates, and B2B customers see them at checkout. To charge B2B customers differently, create your own shipping methods, priced by customer group, order total or weight. You turn them on with Use SparkLayer shipping rates at Settings,Shipping (opens in your SparkLayer Dashboard in a new tab). SparkLayer shipping rates need the Starter plan or above.

On the page	What it's for
Shipping rates	Switch between your store's rates and SparkLayer shipping rates. On Shopify, Shopify shipping settings opens your Shopify rates.
Shipping methods	The B2B-only methods customers choose at checkout, each with bands that set its cost.
Automatic shipping selection	On Shopify, which method checkout pre-selects.

For the steps, see Shipping rules: Turn on SparkLayer shipping rates, Create a shipping method, Add shipping bands and Choose which method is pre-selected.

API

The SparkLayer API lets another system, such as an ERP, send SparkLayer your prices, customers and stock. It's on the Pro and Enterprise plans. Below Pro, Settings,API (opens in your SparkLayer Dashboard in a new tab) says The SparkLayer API is on Pro, with Compare plans and Read the API docs.

Connecting a system is a job for your developer or integration partner. Pro includes a guided integration call.

Connect your ERP

Until you've connected a system, Settings,API (opens in your SparkLayer Dashboard in a new tab) starts with Connect your ERP:

Choose Your ERP (NetSuite, Sage, Microsoft Dynamics 365, Xero or QuickBooks, or Something else) and what to Sync first: Prices, Customers and companies or Stock. Most stores start with prices.
Give your developer access. Click Create test key for a key that only works on your test store, and Invite developer to invite them to your account.
Send them the brief. Click Copy brief and send it to your developer. It's written from your store's real setup: price list handles, group tags, and how SKUs and customers match.
Check what's arriving. Once your developer starts sending data, click Run check. SparkLayer checks each push against your catalogue and customers, so problems show up here, not with buyers.

Stuck, or no developer? Click Book integration call.

Once your ERP is connected, the card shows when it last synced. To add another, click Connect another system.

Create an API key

Go to Settings,API (opens in your SparkLayer Dashboard in a new tab) and click Create API key.
Enter a Key name, such as "NetSuite ERP", so you can tell your keys apart, and click Create key.
Copy the Client ID and Client secret with their Copy buttons, then click Done. Your developer uses both to connect to the SparkLayer API.

Copy the client secret straight away

The client secret is only shown once, when you create the key. Store it somewhere safe before you click Done.

API keys lists each key's Name, Client ID, when it was Created and when it was Last used.

To stop a key working, click Revoke next to it, then Revoke key. Anything using it stops working straight away, and you can't undo this.

Templates

Templates change specific content your B2B buyers see. They're an advanced feature that needs a developer, because editing one means working with code (Liquid, HTML and CSS). If you'd like help, book a call with our team.

Email and translation templates are on every plan. Invoice templates need the Growth plan or above.

Template covers	What you can change
Invoices	Your own layout and wording on the invoice PDF customers download.
Email notifications	Order, quote and account emails, such as the order review emails sent with company users and quote notifications.
Translations	Language packs beyond the built-in ones.

Templates only change SparkLayer's emails, PDFs and text, not your website's theme. For the full detail, see Templates in the developer docs.

Create a template

Go to Settings,Templates (opens in your SparkLayer Dashboard in a new tab).
Click Create template. SparkLayer creates a template theme for you to edit.

A new template is empty, so it falls back to SparkLayer's core templates and language files until you add files to it. For the developer guide, click How templates work.

Files, revisions and the templating language

Add files only when you'll change them. Once added, a file isn't updated from SparkLayer's core templates. If a new feature adds a section to a core template, your copy won't get it. Copy the change into your file, or create a new template.

File type	What it's for
Language	A language file for the templates. If it matches your store's language, SparkLayer's core templates use it even if you haven't created any templates, falling back to SparkLayer's language files for any missing key. The SparkLayer `en` language file is the last resort.
Sections	Used in emails only: a reusable header and footer for your email templates.
Emails	The emails sent by SparkLayer.
PDF	The PDFs created by SparkLayer.

Templating language. Templates are written in Liquid (opens in a new tab). They must be valid HTML, with the CSS written in the template. All CSS is inlined when the template is rendered, for the best compatibility with email clients. SparkLayer only supports modern email clients from the last few years. Language files are written in JSON.

Revisions. Edit a file in the SparkLayer editor and click Save to create a revision. To go back, open a previous revision from the Revisions drop-down and save it. For bigger changes, download a ZIP file of the template so a developer can work on it with their own tools. Then zip it up and upload it. Only the known template files are processed, so extra files, such as images, aren't added.