# Get started

URL: https://docs.sparklayer.io/help/get-started

Set up SparkLayer with the five-step Setup checklist: create a price list, assign it to a customer group, add a buyer, then add SparkLayer to your theme.

> **Quick summary**
>
> - Setup is 5 steps on the **Setup** checklist at **Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app: 3 in SparkLayer (a price list, a customer group and your first buyer) and 2 for your theme. Most stores finish in under 15 minutes.
> - Want to see SparkLayer as a buyer first? [Try it out](https://docs.sparklayer.io/help/get-started/launching.md#place-a-test-order) places a test order on your own store that doesn't count towards your plan.
> - The Setup checklist is built around Shopify. On BigCommerce, Wix, WooCommerce or Magento, start with your platform's install guide: see [Other platforms](#other-platforms).

If price lists and customer groups are new to you, read [How SparkLayer works](https://docs.sparklayer.io/help/get-started/how-sparklayer-works.md) first. It explains the ideas these steps rely on in a few minutes.

Not sure where to start? Answer 4 quick questions and get [your own setup guide](https://docs.sparklayer.io/help/get-started/setup-guide.md): the guides that apply to your store, in the order you need them.

## Before you start

- **SparkLayer installed on your store.** On Shopify, install the **SparkLayer Wholesale** app: see [Install SparkLayer on Shopify](https://docs.sparklayer.io/help/platforms/shopify/install.md). On other platforms, see [Other platforms](#other-platforms).
- **Your B2B prices, or the rule for them**, for example 20% off your retail prices. A spreadsheet of prices by SKU is fine.
- **An email address for your first buyer**: a real trade customer, or an address of your own to test with.

## How setup works

The 5 Setup steps:

1. **1. Price list**: The prices your B2B customers see
2. **2. Customer group**: Decides which buyers see that price list
3. **3. First buyer**: Added, and sees trade prices when they sign in
4. **4. Theme**: SparkLayer added to your theme
5. **5. Publish**: The theme is live for your customers

The **Setup** page lists the steps in 2 groups: **SparkLayer setup** (steps 1 to 3) and **Theme setup** (steps 4 and 5, for your Shopify theme). Each step shows **Complete** or **To do**, based on your store's data. A step ticks itself off once it's done, however you did it.

| Version | Where to find Setup |
| --- | --- |
| **Shopify app** | **Setup**, in the menu under **SparkLayer Wholesale** in your Shopify admin. |
| **SparkLayer Dashboard** | On **Home**, click **Open Setup** on the **Get your first wholesale order** card. There's no Setup item in the menu. |

**The setup card on Home**

Until your first order comes in, **Home** shows a **Get your first wholesale order** card. It has the same 5 steps, a progress bar and a **Next** box with the next step's button. After your first order, the card becomes **Get live with SparkLayer** until every step is complete. You can minimise or dismiss the card. The steps are always on the Setup page.

## Work through the steps

### Step 1. Set up a price list

Price lists set the prices your B2B customers see. On the step, click **Create a price list**.

**More detail**

You can also go to **Pricing > Price lists** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/pricing/lists)), or **SparkLayer Wholesale > Pricing > Price lists** in the Shopify app and click **Create price list**. A price list can be worked out from your retail prices (for example, 20% off), uploaded as exact prices by CSV, or sent from another system. The free Basic plan includes 3 price lists. See [Managing pricing](https://docs.sparklayer.io/help/pricing/managing-pricing.md).

### Step 2. Assign a price list to a customer group

Customer groups decide which price list a buyer sees when they sign in. Click **Open customer groups**, open a group and choose its **Price list**.

**More detail**

Customer groups are at **Customers > Groups** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/customers/groups)), or **SparkLayer Wholesale > Customers > Customer groups** in the Shopify app. Every store starts with a **Base customer group**, whose settings every B2B customer gets. That's enough to get going. Create more groups when some buyers need different prices, payment methods or a minimum order. See [Customer groups](https://docs.sparklayer.io/help/customers/customer-groups.md).

### Step 3. Add your first buyer

The step completes once any customer group has customers. To add them yourself, tag them `b2b` in your Shopify admin (see [Add B2B customers on Shopify](https://docs.sparklayer.io/help/platforms/shopify/invite-customers.md)), or approve a registration form entry in [Forms](https://docs.sparklayer.io/help/forms.md).

### Step 4. Add SparkLayer to your theme

SparkLayer adds its B2B pricing, cart and account area to your Shopify theme. On most themes, this is set up for you. Click **Review theme setup** to check each block. On other platforms, add the widgets as your platform guide describes: see [Other platforms](#other-platforms).

**More detail**

**Shopify only:**

The theme steps apply to the theme chosen under **Select theme**. Your published theme is marked **Active**. [Theme setup](https://docs.sparklayer.io/help/platforms/shopify/theme-setup.md) shows which SparkLayer blocks are on, and opens the theme editor at any of them. If something isn't right, our team installs SparkLayer for you, free. Click **Something not right? Install SparkLayer for me** there, or **Request installation** at **Storefront > Widgets** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/frontend/core)), or **SparkLayer Wholesale > Storefront > Widgets** in the Shopify app.

### Step 5. Publish your theme

Publish the theme you set SparkLayer up on. The step completes when that theme is published and active for your customers.

**More detail**

**Shopify only:**

If you set SparkLayer up on a copy of your theme, publish that copy in your Shopify admin at **Online Store > Themes** ([open in the Shopify admin](https://admin.shopify.com/themes)).

When all 5 steps are complete, Setup shows **You're ready to go with SparkLayer**. Next, place a test order with [Try it out](https://docs.sparklayer.io/help/get-started/launching.md#place-a-test-order), then work through the [Launch checklist](https://docs.sparklayer.io/help/get-started/launching.md).

> **We can set it up with you**
>
> On every plan, our team installs the storefront widgets for you, free, usually within days. On a paid plan, an onboarding session can also set up your first price lists with you. Click **Book setup call** at the top of Setup, or **Book free setup** on Home. To message our team, click **Chat with support** at the top of Setup. See [Contact support](https://docs.sparklayer.io/help/support.md).

## Other platforms

On BigCommerce, Wix, WooCommerce and Magento, setup follows the same idea in a different order. The Setup checklist in the SparkLayer Dashboard is only for Shopify stores.

1. **Install SparkLayer** and connect your store with your platform's guide: [BigCommerce](https://docs.sparklayer.io/help/platforms/bigcommerce/install.md), [Wix](https://docs.sparklayer.io/help/platforms/wix/install.md), [WooCommerce](https://docs.sparklayer.io/help/platforms/woocommerce/install.md) or [Magento](https://docs.sparklayer.io/help/platforms/magento/install.md).
2. **Set up a price list** at **Pricing > Price lists** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/pricing/lists)), or **SparkLayer Wholesale > Pricing > Price lists** in the Shopify app, as in [step 1](#set-up-your-b2b-pricing).
3. **Assign it to a customer group** at **Customers > Groups** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/customers/groups)), or **SparkLayer Wholesale > Customers > Customer groups** in the Shopify app, as in [step 2](#set-up-your-customer-groups).
4. **Mark your B2B customers** in your platform: a BigCommerce customer group whose name starts with `B2B`, the `b2b` label on Wix, a **SparkLayer B2B** role on WooCommerce, or a **B2B:** customer group on Magento. See [Customer groups](https://docs.sparklayer.io/help/customers/add-customers-to-a-group.md#assign-customers-to-a-customer-group).
5. **Add the widgets** to your theme as your platform guide describes. Our team can do it for you, free: see [Request free installation](https://docs.sparklayer.io/help/support.md#request-free-installation).
6. **Test, then launch** with the [Launch checklist](https://docs.sparklayer.io/help/get-started/launching.md).

## Optional: connect your other systems

You don't need this to get started. On the Pro plan, you can send price lists, customer rules and product data, such as pack sizes, from an ERP, CRM or other system. This is usually a job for your developer or integration partner, using the [SparkLayer API](https://docs.sparklayer.io/developers/api.md). Create an API key at **Settings > API** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/api)), or **SparkLayer Wholesale > Settings > API** in the Shopify app, or use a ready-made [integration](https://docs.sparklayer.io/help/integrations.md).

## Next steps

- [Try our demo](https://docs.sparklayer.io/help/get-started/demo.md): See SparkLayer as a B2B buyer on our demo store, with nothing to set up
- [Launch checklist](https://docs.sparklayer.io/help/get-started/launching.md): Test, invite your first customers and go live
- [Contact support](https://docs.sparklayer.io/help/support.md): Book a setup call or contact our team