# Set up your wholesale with Ask Sparkie

URL: https://docs.sparklayer.io/help/platforms/shopify/set-up-with-ask-sparklayer
Applies to: Shopify

Set up B2B on Shopify in minutes: Ask Sparkie creates your first price list and customer group, then you invite a buyer and finish Setup.

> **Ask Sparkie is in early access.** Request it for your store. [Request early access](mailto:support@sparklayer.io?subject=Early%20access%20to%20Ask%20Sparkie).

> **Quick summary**
>
> - In SparkLayer Wholesale, **Ask Sparkie** sets up your first trade price list and customer group from 3 quick questions. To start, click **Set up my wholesale** on **Home** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale** in the Shopify app. You check both before anything is saved.
> - Then add your first buyer, and finish the 5 steps at **Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app to start selling.
> - For quick questions while you work elsewhere in your Shopify admin, ask 
>   [Shopify Sidekick](https://docs.sparklayer.io/help/platforms/shopify/shopify-sidekick.md)
>   .

This is the quickest way through Setup, straight after you [install SparkLayer Wholesale](https://docs.sparklayer.io/help/platforms/shopify/install.md). It takes care of the first 2 steps for you, and leads you into the third.

## Before you start

- **SparkLayer Wholesale is installed** on your store, under **Sales channels** in your Shopify admin. See [Install SparkLayer on Shopify](https://docs.sparklayer.io/help/platforms/shopify/install.md).
- **Every product you sell wholesale has a unique SKU.** SparkLayer matches prices to products by SKU.
- **You know your usual trade discount**: roughly how much off your retail prices trade buyers get. You can change it later.

## Set up your wholesale

**Step 1.** **Start the guided setup**

In your Shopify admin, open **SparkLayer Wholesale**. On **Home** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale** in the Shopify app, click **Set up my wholesale** under the box at the top. Or go to **Ask SparkLayer** in the SparkLayer Dashboard, or **SparkLayer Wholesale > Ask SparkLayer** in the Shopify app and click **Set up my wholesale** under **Suggested for you**.

**Step 2.** **Answer three questions**

Click an answer to each, or choose **Other** and type your own:

1. How much off your retail prices do trade buyers usually get? **15%**, **20%**, **25%** or **30%**.
2. Who are your wholesale buyers? **Shops and retailers**, **Distributors** or **Both**.
3. Should wholesale orders have a minimum? **No minimum**, **$250 minimum** or **$500 minimum**.

**Step 3.** **Check the two proposals**

Ask Sparkie prepares a price list and a customer group, shown as 2 cards. Check the names, the discount, the minimum order and the **Live** or **Test** badge. Nothing is saved yet.

**More detail**

Want to try it out first? Switch the store button at the top of the chat to **Test** before you start. See [Choose the store and environment](https://docs.sparklayer.io/help/ask-sparklayer/activity-and-connected-apps.md#choose-the-store-and-environment).

**Step 4.** **Apply them**

To change something first, click **Open in form** on a card. When you're happy, click **Apply both to live**, then **Apply to live** to confirm. Ask Sparkie replies **Done.** and suggests the next step. See [Review and apply changes](https://docs.sparklayer.io/help/ask-sparklayer/changes.md).

**Step 5.** **Invite your first buyer**

Click **Invite my first buyer**. Ask Sparkie opens the **Invite a buyer** form, so the buyer gets a proper invite from Shopify.

1. Enter their **First name**, **Last name** and **Email**.
2. Choose their **Company**, if they're a contact at a Shopify B2B company, and the **Customer group** you just created.
3. Click **Send invite**.

Shopify emails them an invite to your store. They sign in with a one-time code, with no password, and see their trade prices straight away. See [Invite a buyer](https://docs.sparklayer.io/help/customers/invite-buyers.md).

**Step 6.** **Finish your setup**

Go to **Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app to check the rest, including adding SparkLayer to your theme: see [Theme setup](https://docs.sparklayer.io/help/platforms/shopify/theme-setup.md). Then place a test order as a buyer: see [Try it out](https://docs.sparklayer.io/help/get-started/launching.md#place-a-test-order).

## What gets created

Ask Sparkie creates 2 things, which you can change at any time.

| What's created | What Ask Sparkie sets up | Find it at |
| --- | --- | --- |
| **Price list** | Called "Trade" and your discount, for example **Trade 25%**: that percentage off your retail prices, on all your products. It follows your retail prices, so it stays up to date when they change. | **Pricing > Price lists** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/pricing/lists)), or **SparkLayer Wholesale > Pricing > Price lists** in the Shopify app |
| **Customer group** | Called **Retailers**, **Distributors** or **Trade**, depending on your buyers. It uses the new price list and has your minimum order. Customers join it through its Shopify tag, such as `b2b-retailers`. | **Customers > Groups** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/customers/groups)), or **SparkLayer Wholesale > Customers > Customer groups** in the Shopify app |

If you already have a price list or customer group with the same name, Ask Sparkie uses or updates it rather than creating a second one.

See [Price lists](https://docs.sparklayer.io/help/pricing/managing-pricing.md) and [Customer groups](https://docs.sparklayer.io/help/customers/customer-groups.md) for everything they can do.

## Give an existing group a price list

If you already have price lists and customer groups, tell Ask Sparkie how to link them. For example:

- "Use "Trade 20%" for Retailers"
- "Set the minimum order for Retailers to $500"

Each request gives you a proposal to check and apply. You can also start from **Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app: on **Assign a price list to a customer group**, click **Do it with Ask Sparkie**.

## Check your setup

To check nothing's missing, ask "Is my wholesale setup complete?", or click **Check my setup with Ask Sparkie** on **Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app. Ask Sparkie checks your products, price lists and customer groups. It points out any group without a price list, because those buyers see retail prices. See [Check your setup](https://docs.sparklayer.io/help/ask-sparklayer.md#check-your-setup).

## The Setup checklist

**Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app shows how far you've got, such as **3 of 5 steps complete**, in 2 groups. Each step's status comes from your store, so it ticks itself off when it's done.

| Step | What it means | How to do it |
| --- | --- | --- |
| **Set up a price list** | Price lists set the prices your B2B customers see. | **Create a price list**, or **Do it with Ask Sparkie** |
| **Assign a price list to a customer group** | Customer groups decide which price list a buyer sees when they log in. | **Open customer groups**, or **Do it with Ask Sparkie** |
| **Invite your first buyer** | A buyer sees your trade prices as soon as they log in. | **Invite a buyer**, or tag a customer `b2b` in Shopify |
| **Add SparkLayer to your theme** | SparkLayer is set up on your theme, ready to show B2B prices. | **Review theme setup**: see [Theme setup](https://docs.sparklayer.io/help/platforms/shopify/theme-setup.md) |
| **Publish theme** | The theme with SparkLayer is published and live for your customers. | Publish it in Shopify admin |

The theme steps apply to the theme you choose under **Select theme**. When every step is done, Setup shows **You're ready to go with SparkLayer**.

## Ask questions with Sidekick

To check your setup without opening SparkLayer Wholesale, use Sidekick. From any page in your Shopify admin, open Sidekick and ask, for example, "Which SparkLayer price list does my Retailers customer group use?". Sidekick answers but can't make changes: use Ask Sparkie for those. See [Shopify Sidekick](https://docs.sparklayer.io/help/platforms/shopify/shopify-sidekick.md).

## FAQs

**Can I change the price list or group afterwards?**

Yes. Describe the change in Ask Sparkie, for example "Increase prices on "Trade 25%" by 5%", or edit them 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 and **Customers > Groups** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/customers/groups)), or **SparkLayer Wholesale > Customers > Customer groups** in the Shopify app.

**Do I need a paid plan?**

No. The free Basic plan includes up to 3 price lists, so the guided setup works on it. If you already have 3 price lists, Ask Sparkie shows **Needs Starter** on a new one. See [Changes that need a paid plan](https://docs.sparklayer.io/help/ask-sparklayer/changes.md#changes-that-need-a-paid-plan).

**Can Ask Sparkie add my existing customers to the group?**

No. Ask Sparkie can't search for customers. Add the group's tag to existing customers in Shopify, or invite new buyers with **Invite a buyer**. See [Customer groups](https://docs.sparklayer.io/help/customers/customer-groups.md).

**Can someone set it up with me?**

Yes. On **Home > Setup** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/)), or **SparkLayer Wholesale > Setup** in the Shopify app, click **Book setup call** or **Chat with support**.