Installing SparkLayer on Shopify

👋 we're here to help! our team can help get everything set up on your shopify store you can book a call here https //meetings eu1 hubspot com/sparklayer/onboarding and we'll walk you through the process! if you'd prefer, you can also use our guide below to try setting things up yourself introduction sparklayer enables b2b functionality on your existing shopify store, allowing your b2b customers to login, place orders, manage their account, and much more to familiarise yourself with sparklayer, we also recommend reviewing the following guides how sparklayer works docid 2g8hwcxnn7ofy4o199y1 the fundamentals of what sparklayer does frontend docid\ ogkfvqx13dhw2582d57kj the special "interfaces" sparklayer enables features docid\ sszdkxunmleidooithqcu the available features and functions what to expect our customers typically get up and running in a matter of days and the process works as follows our team is available to help support you during the process, from helping set up the special frontend interfaces docid\ ccz1vnh0o6d 722w35xpa , walking you through how to set up pricing docid\ s8xcbzgxqpgdeigwtxset and customers docid 5 lwmnohhjbjjppg9e6vh , as well as recommending the best ways to go live with our launching sparklayer docid\ yufghegoxe h7ujfcshna ⚠️ requirements before installing sparklayer on your shopify store, please ensure the following item details customer accounts customer accounts must be enabled on your storefront so customers can sign in within your shopify admin, go to customer accounts https //admin shopify com/settings/customer accounts and choose the version you'd like to use sparklayer is compatible with both legacy (classic) and new customer accounts see shopify customer accounts below product skus all products must have skus assigned so sparklayer can save b2b prices against them see shopify's sku https //help shopify com/en/manual/products/details/sku guide if you need to add them customers b2b customers must have a b2b tag on their customer record and at least one address assigned payment processor if you’re installing sparklayer on a test store, please ensure you have an example payment method https //admin shopify com/settings/payments enabled 👤 shopify customer accounts when setting up your shopify store, it's possible to choose from two types of 'customer accounts' within shopify legacy customer accounts (formerly "classic") this is how most shopify stores are set up and allows compatibility with third party apps and the ability to customise the look and feel new customer accounts this uses a 'password less login' and has a locked down account area that uses shopify's 'out of the box' functionality (very similar to the checkout) setting up customer accounts to check which version you're using, within your shopify admin, click settings and go to customer accounts https //admin shopify com/settings/customer accounts under 'customer accounts', simply click the edit button to change the version if you're using legacy customer accounts, there's no further action to take and sparklayer is fully compatible if you're using new customer accounts, there are some minor configurations to apply to your shopify store to ensure compatability with sparklayer (see our guide below) which version should i use? sparklayer is compatible with both options and there are some advantages and disadvantages with both version advantages disadvantages legacy (classic) smoother customer experience no configurations required funcionality is specific to your shopify store not fully supported by shopify customer accounts (new) works on all shopify stores actively maintained by shopify limited customisations (e g you cannot customise the look and feel) relies on 6 digit code rather than password configuring new customer accounts with sparklayer (click to expand) need assistance? please speak to our suppor team docid\ nnuw1g9z7eaj4m78vk7t9 if you require any help setting this up to ensure new customer accounts are compatible with sparklayer, there are 2 actions to take first, enable the sparklayer "customer account extension" within your shopify settings (see below) secondly, you can then optionally update your theme with a special code snippet that makes the login process a little smoother you can see how it works in our video below adding an automatic redirect to the customer account area the first step is to enable the special sparklayer customer account extension within your shopify store once setup, if a b2b customer accesses the shopify customer account area, they will automatically be redirected and taken back to your online store in your shopify admin, go to settings, checkout, and within configurations https //admin shopify com/settings/checkout#checkoutprofiles , click "customize" from the top, navigate to the "orders" page, click "apps" on the left, and then enable the "b2b account redirect" extension you can also include some optional placeholder text that shows before the customer is redirected should you wish to inform them that they are being redirected a specific destination url to take the customer to once they are redirected for example, you may want to take them to a specific collection page or a landing page finally, click "save" and that will complete the process you only need to apply this once and it'll take effect on all pages within the shopify customer account area updating your theme learn more you can read the official shopify technical guide here https //shopify dev/docs/storefronts/themes/login in additional to the automatic redirect detailed above, you can also add some minor customisations to your shopify theme to make the process a little smoother with the addition of some minor code, you can redirect a customer back to the page they were viewing prior to logging in once set up, when a customer signs in, they'll be taken back to your store and can proceeed to use sparklayer to get started, you'll need to locate the shopify liquid code that controls the my account link in our sample code below, we've modified the link destination with the correct syntax {% if shop customer accounts enabled %} {% endif %} similarly, you can add the route to any url on your storefront login 🚢 the onboarding process when you create an account on sparklayer, you'll get access to the sparklayer dashboard, which guides you through the steps needed to get up and running the onboarding process has the following phases 1\ test how sparklayer works before installing anything on your theme, you'll first experience sparklayer as a b2b buyer would the dashboard walks you through three quick steps step what happens create a price list set up your first b2b price list either as an automatic discount on your shopify prices, or by uploading a csv learn more about pricing set up a customer the dashboard creates a test customer for you, automatically tagged b2b and assigned to the price list you just created place an order sign in as your test customer, browse your store, and place a test order to see sparklayer's full b2b experience the order appears as a shopify draft order and won't affect inventory this phase is fully guided in the dashboard and takes only a few minutes 2\ finish theme setup once you've placed a test order, you'll move on to installing sparklayer's frontend widgets on your theme you can either let our team do this for you (recommended) or install yourself see installing the frontend widgets below while theme setup is in progress, you can continue configuring your b2b pricing and customer groups in the dashboard 3\ launch the final step is to run through some launch checks (such as logging in as a real b2b customer and placing an order) and then go live see our launching sparklayer docid\ yufghegoxe h7ujfcshna guide for the full launch checklist 🛠️ installing the frontend widgets sparklayer comes with ready made b2b optimised "widgets" that we collectively call the sparklayer frontend these overlay sections of your existing shopify store and enable our powerful b2b features for logged in b2b customers leaving your regular dtc experience untouched you can install the widgets in one of two ways option best for time install sparklayer for me (recommended) most merchants no coding required typically within 1 working day, free of charge i'll install sparklayer myself merchants comfortable making theme changes and basic shopify coding variable, depending on your theme both options are managed from the theme setup page in the sparklayer dashboard option 1 install sparklayer for me (recommended) our team will install sparklayer on your theme for you, free of charge once you click install sparklayer for me , the dashboard will guide you through a four stage process requesting access we'll request collaborator access to your shopify store approve access you approve our access request in your shopify admin in progress our team installs the sparklayer widgets on your theme complete you're notified once everything is ready as part of the install, we will add the required storefront elements (product page and product card widgets) match your store's branding (colours and fonts) add a b2b login and application page run checks to make sure everything is set up correctly walk you through everything on a free onboarding call this is the fastest and most reliable way to get sparklayer installed most merchants choose this option option 2 install sparklayer myself please note we recommend duplicating your live shopify theme and making changes on the duplicate first you can publish it once you're happy if you'd prefer to install sparklayer yourself, there are three steps to follow step 1 enable the sparklayer app embed the app embed loads sparklayer's javascript on your storefront from the dashboard, select your theme and click enable app embed this opens your theme editor in a new tab where you'll click save to activate it step 2 install the product detail interface the product detail interface replaces your standard product purchasing area with sparklayer's b2b specific pricing and quantity controls when a b2b customer is logged in add the following snippet to the file that controls your product detail page (typically main product liquid or product template liquid in your theme's /sections/ directory) \<spark pdp parent id="{{ product id }}">\</spark pdp> if your theme includes the following block, we recommend adding the snippet directly beneath it {% when 'price' %}\<spark pdp parent id="{{ product id }}">\</spark pdp> important if you're running sparklayer on your existing dtc theme, you'll need to hide elements that b2b customers shouldn't see (prices, quantity selectors, product options, buy buttons, etc ) to hide an element, add data spark="b2c only" to it \<div data spark="b2c only" class="product meta reference"> see our frontend integration checklist for the full list of elements to hide step 3 install the product card interface the product card interface shows sparklayer pricing and quantity controls on your collection pages, so customers can add items to their order from anywhere on your store add the following snippet to the file that renders product cards on collection pages (typically card product liquid, product grid item liquid, or similar in your theme's /snippets/ directory) \<spark product card parent id="{{ product id }}">\</spark product card> look for the line that renders the product title {{ product title }} add the sparklayer snippet directly below it please note depending on your theme, the variable product id may need to be card product id or similar check your theme's existing variable naming as with the product detail interface, hide any dtc elements with data spark="b2c only" adding css customisations once the widgets are installed, you can match sparklayer's styling to your store's look and feel by adding the css snippet from your dashboard's frontend css section to theme liquid or a standalone css file this lets you control button colours, font sizes, spacing, and typefaces app blocks status the dashboard shows the live status of each sparklayer component on your theme status meaning enabled the app block is installed and active on your theme awaiting team our team will install this for you pending the app block needs to be enabled typically the app embed automatic install on supported themes sparklayer can be installed on any shopify theme, but for a range of supported themes, the product detail and product card interfaces are installed automatically supported themes include dawn family dawn, refresh, sense, studio, craft, taste, origin, ride, colorblock, crave, spotlight, publisher, trade horizon family horizon other savor, ritual, vessel, atelier, dwell, pitch, heritage, tinker archetype family impulse, expanse, streamline if you're on one of these themes, the manual snippet steps above are handled automatically b2b dawn theme if you'd prefer not to modify your existing theme, our b2b dawn theme comes preloaded with all the sparklayer widgets and can be installed in one click from your shopify theme library finished installing? once the widgets are in place, run through our frontend integration checklist to make sure everything is configured correctly you can also explore the full set of configurations and customisations available on your store 📓 setting up your b2b price lists within the price lists https //app sparklayer io/pricing/lists area of the sparklayer dashboard, you can create and manage your b2b pricing rules you can manage your price lists directly inside the sparklayer b2b & wholesale sales channel in your shopify admin go to sales channels → sparklayer b2b & wholesale → price lists for the same controls available in the dashboard sparklayer allows you to set the following pricing types type details automatic you can use your shopify prices and apply a discount, e g 50% off shopify retail prices or 40% off your comare at shopify price manual you can manually upload a csv file with specific prices and even enable quantity pricing ready to set your pricing? to learn more about pricing, please see our full guide here docid\ s8xcbzgxqpgdeigwtxset 👪 setting up your b2b customer groups customer groups https //app sparklayer io/customers/groups let you configure specific rules for your customers, from defining their minimum order values and which price lists they see, through to what payment methods they're allowed to use when checking out you can manage customer groups via the sparklayer dashboard or directly inside the sparklayer b2b & wholesale sales channel in your shopify admin (under sales channels → sparklayer b2b & wholesale → customer groups ) much like with price lists, you can fully manage this via the sparklayer dashboard https //app sparklayer io/customers/groups please note for any customers that you want to place b2b orders, they must have a tag of b2b assigned to them in shopify within their customer record if you intend to set up customer groups that apply different rules per customer, you'll also need to tag customers with additional tags (e g b2b b2b group 2 ) customers cannot have more than two b2b related tags assigned to their customer record in shopify for example ✅ this is correct b2b b2b vip ❌ this is incorrect b2b b2b vip b2b user if the tag doesn't already exist in your shopify store, you can simply create it as a new one within shopify by adding it to an existing customer record at least one valid and fully completed address must be assigned to their record in shopify this is to ensure the customer can go through the checkout process ready to set up your customer groups? to learn more about customer groups, please see our full guide here docid 5 lwmnohhjbjjppg9e6vh using shopify companies? please refer to our full guide docid\ wrzsu8adfvbxokf50hx5i on how shopify companies is compatible with sparklayer ✅ testing & launching the final step is to run some tests and checks to ensure sparklayer is fully configured within the sparklayer dashboard, you'll see a number of launch checks https //app sparklayer io/?expand=launch to perform, from logging in as a b2b customer, through to placing an order 🚀 see our full launch check list you can see our full launch checklist guide here docid\ yufghegoxe h7ujfcshna which covers the key steps to testing and then launching sparklayer to your b2b customers 📁 troubleshooting to troubleshoot the most common issues (such as issues with pricing), please see our guide here docid\ blcekkx3i30nkucglsfw7 you can also contact our support team docid\ nnuw1g9z7eaj4m78vk7t9 and we'll be happy to assist 🚀 best practice configurations once you've completed the sparklayer integration on your store, you may want to consider enhancing your b2b experience with the following customer experience ✅ set up a b2b login page docid\ gfc0uw7mjnmnpnno6edrl ✅ set up a b2b registration page docid\ gfc0uw7mjnmnpnno6edrl ✅ hiding b2b products from regular dtc customers docid 30hmtg4cqqv69ehqnvpnf ✅ show b2b only content docid 30hmtg4cqqv69ehqnvpnf ✅ create a b2b only navigation menu docid 30hmtg4cqqv69ehqnvpnf ✅ modify your b2b email notifications docid\ faw11uwvek1kn06woxik0 checkout process ✅ configure b2b only shipping docid\ zssxg6fjrlcod gxolutn ✅ customise your b2b payment methods docid\ ibikczvhm085bkejiffyv ✅ configure custom checkout data fields docid\ o3ndhzbcxiswh6m6satdt product configurations ✅ setup product pack sizing docid\ cmxfrpgjqxfz9vjztvv0d ✅ setup minimum and maximum quantities docid\ cmxfrpgjqxfz9vjztvv0d ✅ show live inventory levels docid\ gj ao gq6oa jx0d27hys ✅ setup pre orders and backorders docid\ gj ao gq6oa jx0d27hys ✅ set "reserve inventory" for your dtc customers docid\ gj ao gq6oa jx0d27hys automations ✅ shopify flow (ready made automations) docid\ uvxv1kug vszepr5dlb2z you can explore our full list of configurations here docid\ sbeaoacq a7ffbtatx8bd ℹ️ frequently asked questions shopify setup what shopify plan do i need to be on to use sparklayer? sparklayer works on all versions of shopify, from shopify basic right through to shopify plus all you need is an active shopify store and you're good to go how does sparklayer compare to shopify b2b? shopify expanded native b2b features to all plan tiers, including company accounts, up to 3 pricing catalogs, net terms, po numbers, and easy reorders for merchants with a handful of wholesale accounts on simple terms, this covers the basics sparklayer is designed for merchants who need more here are the key differences pricing flexibility shopify's free b2b tier limits you to 3 pricing catalogs assigned to markets (customer groupings) if you need more than 3 pricing tiers or per customer pricing, you'd need shopify plus at $2,300/month sparklayer gives you unlimited price lists on all plans, assigned directly to customer groups sales team ordering shopify offers staff accounts that can create draft orders in the admin sparklayer has a dedicated sales agent portal where reps log in, switch between customer accounts, see customer specific pricing, and place orders on behalf of buyers it's a fundamentally different workflow b2b ordering features several capabilities are only available through sparklayer and don't exist on any shopify plan, including plus csv and bulk order upload, ai intelligent cart (auto builds carts from emailed pos), saved shopping lists, advanced discounts, a quoting engine for quote to order workflows, and self service invoicing works on any theme sparklayer overlays a b2b experience on top of your existing shopify theme shopify's native b2b works best with their trade theme transaction fees sparklayer charges no transaction fees on any plan shopify charges variable platform fees on b2b orders across all plan tiers shopify companies compatibility sparklayer works alongside shopify's companies feature draft orders created through sparklayer are automatically associated with the correct shopify company, contact, and location for accurate order attribution and reporting sparklayer and shopify's native b2b can't currently run side by side for the same customer session it's one or the other for the ordering experience for a full feature by feature breakdown, read our detailed comparison sparklayer vs shopify b2b what you need to know https //sparklayer io/blog/2026/04/03/shopify b2b all plans/ can i use sparklayer with my development website? yes! if you're setting up sparklayer on a development store (e g a test account), we can enable a special developer mode that lets you use sparklayer until you're ready to activate a billing plan please contact us docid\ nnuw1g9z7eaj4m78vk7t9 for more details can i have dtc and b2b on the same shopify website? yes, it's possible to install sparklayer onto your existing shopify dtc store (i e retail), meaning you can run both dtc and b2b on the same store we call this a 'hybrid setup' and we've a guide here https //www sparklayer io/blog/2022/04/04/shopify hybrid b2c b2b/ that explains how works when your b2b customers sign in, they simply see the special sparklayer frontend docid\ ogkfvqx13dhw2582d57kj interface that allow them to see their prices and place orders if you want to see this in action, you can try our b2b/b2c demo store here https //b2b demo store usd myshopify com/ sometimes it can be better to separate out your b2b store onto a secondary shopify store and we've detailed some of the common reasons https //www sparklayer io/blog/2021/12/15/shopify b2b store setup/ which version of shopify "customer accounts" is sparklayer compatible with? when setting up your shopify store, it's possible to choose from two types of 'customer accounts' within shopify legacy (classic) customer accounts this is how most shopify stores are set up and allows compatibility with third party apps and the ability to customise the look and feel new customer accounts this uses a 'password less login' and has a locked down account area that uses shopify's 'out of the box' functionality (very similar to the checkout) compatibility with sparklayer sparklayer works with both versions of accounts you can learn more in shopify customisations docid\ ddiv5tdancaywtoj0vyb7 under "shopify customer accounts" is there support for shopify "companies"? yes, please refer to our full guide, shopify companies docid\ wrzsu8adfvbxokf50hx5i what is the "sparklayer b2b & wholesae" (b2b ordering) pixel that's added to my customer events within shopify? when a customer places an order via the shopify checkout, sparklayer needs to know when the order is completed by adding a special shopify pixel, this then resets contents of the customer's order and allows them to place additional orders if they wish please note, this step is fully automated when you install sparklayer and no action is typically required to check the sparklayer pixel has been added to your shopify store, go to settings and click customer events you should see a pixel added by sparklayer and this should be set to the connected state when you view the pixel, you will see it called "b2b ordering" which corresponds to the sales channel used by sparklayer if you don't see the sparklayer "b2b ordering" pixel, you will need to reconnect your shopify store via the sparklayer dashboard https //app sparklayer io/configuration/integrations/platform simply click the "save" button at the bottom, and this will activate the pixel for you theme setup can you help me install sparklayer on my shopify website? yes! within the sparklayer dashboard https //app sparklayer io/help , you'll see an option to request our team to install sparklayer for you typically we can do this within 1 2 working days and you're then good to go we then offer an onboarding session to walk you through how everything works does sparklayer work on any shopify theme, include online store 2 0? yes! sparklayer is compatible with all shopify themes, even fully customised if you need help in the setup, our team can add all the code snippets for you you can even try our shopify b2b dawn theme docid\ lhku0 g 4gvef1jamgxmo can sparklayer work with my variant "image switcher" sparklayer works by updating the product page templates with our special frontend widgets these automatically pull in your variants, skus, and any associated product data that is required for your b2b customers when they are loaded into your shopify store, they essentially 'replace' the existing shopify purchase area that your regular dtc (retail) customers see very often, we see shopify themes that have functionality whereby changing variants will auto update the main product imagery this itself is almost always very specific "custom coding" to the theme that is being used on a technical level, it will be using shopify theme specific javascript coding to do this and will be engineered in a particularly way for the theme when our sparklayer widgets are loaded in, they won't have any handling for this specific javascript that controls the imagery, so this functionality isn't compatible for logged in b2b customers as a solution to this, we have released a guide (aimed at shopify developers) to point them in the right direction to make sparklayer compatible based on the specific theme they are using learn more https //docs sparklayer io/tech docs/javascript sdk#qreb9 if i update my shopify theme, will i need to re install sparklayer? sparklayer requires adding specific code to your shopify store and normally involves updating 3 or 4 files within your theme when you perform a theme update, it's likely that these changes will be removed and the sparklayer code will need adding back in we are always happy to perform this re install for you, please get in touch docid\ nnuw1g9z7eaj4m78vk7t9 and we'll be happy to help how does sparklayer affect my current shopify theme? the sparklayer b2b widgets, including b2b pricing, cart and my account area, are only loaded once a customer who has been tagged with b2b successfully signs in to your store for all other users, your store will remain completely unaffected this allows you to have full control over which customers are able to see your b2b pricing and place b2b orders what if i'm already using a wholesale b2b app on my website? if you already have a b2b / wholesale app installed on your store, sparklayer can work alongside this it's a great way to test out sparklayer and, once you're happy, you can simply uninstall any previous b2b apps you were using if your previous b2b app has made code changes to your shopify store, you may want to ask the app developer to remove these although this is optional will sparklayer slow down my shopify website? no for performance, the sparklayer frontend only loads when a valid b2b customer successfully logs into a website; for your standard (b2c) customers, no code is loaded at all when a b2b customer logs in, all loading of the interfaces is asynchronous which means a negligible impact on page load times and performance even though sparklayer is a hosted third party solution the result is the end customer will have a rapid experience browsing products and placing orders how do i set up a b2b registration form? if you're looking to enable a wholesale/b2b registration form, we recommend the following options sparklayer forms (recommended) our built in, no code form builder lets you create and manage b2b registration forms directly within sparklayer get started with the ready made customer registration form template which includes approval workflows, automatic customer tagging, and email notifications no third party apps needed learn more about sparklayer forms docid\ nn5qnfmfgkxlyumampsnq or get started in the sparklayer dashboard http //app sparklayer io/forms b2b login and registration page we offer a free, ready made template that adds a dedicated b2b login and registration page to your shopify store (e g yourstore com/pages/b2b login) it includes a login form for existing wholesale customers, a registration form for new applicants, and is fully customisable via the shopify customizer our team is happy to install this for you at no charge learn more in shopify b2b registration & login docid\ gfc0uw7mjnmnpnno6edrl it's also worth noting that you can manually add customers via the shopify customers admin and from there you could moderate your wholesale applications how do i stop my shopify pricing showing on google search? by default, google will almost certainly index your shopify store to show on their search listings a result of this is your shopify prices (retail prices) may also show within google it's very important to note that this is not related to sparklayer and is in fact a built in feature of shopify if you do not want your prices to show on google this is a customisation that would need to be applied via your shopify store (not via sparklayer directly) the shopify support team may be able to best advice here but there are a range of shopify community articles https //community shopify com/c/forums/searchpage/tab/message?advanced=false\&allow punctuation=false\&filter=location\&location=category\ en\&q=hide%20prices%20from%20google that you can review please note, making any changes to your shopify store in this manner may effect your google search results and we strongly advise speaking with a shopify expert before making any changes discounts how do i set up discount promotional codes at checkout? it's possible to set up discount codes that customers can use during the checkout process for example, you could set up a discount coupon that gives them 10% off their order to learn how discounts work, please see our guide here docid\ wrejpw9uryjqwiqeks cg how do i set up discounts to apply across a product range? within the sparklayer discounts docid\ wrejpw9uryjqwiqeks cg , using the "advanced requirements and rewards", you can setup discounts to apply to products with specific tags setup within your store (e g in shopify) for example, you could set the discount to only apply if products within the cart have a tag of dog toy applied, or match a broad term of dog this allows you to setup discounts to apply to collections and product ranges easily there are also other workarounds without using discounts you could create a brand new product in shopify and set up a range of variants within it (e g all the products you want to offer within the discount) we have a special setting called minimum product quantity ( see our guide here docid\ cmxfrpgjqxfz9vjztvv0d ) which forces the customer to order at least x of the product (e g 3) using the quantity pricing & settings docid\ t2ceaosmeohmgzstjcnhe , you can then set up your discounted rates (e g buy 3 and the price is 10% cheaper) within shopify, you could make these products 'hidden' from standard b2c customers simply by not associating them to a collection how do i set up discounts based on an order total? it's possible to set up discounts that apply based on a certain threshold, e g the order total or the number of items in a cart to learn more about discounts, see our guide here docid\ wrejpw9uryjqwiqeks cg payments how do b2b payments work with sparklayer and shopify? sparklayer supports a range of b2b specific payment methods that can be tailored on a per customer basis our diagram below illustrates how they work in the context of sparklayer and shopify to learn more, please see our full guide here docid\ efevur a3ycjxuhvrr7t do vaulted credit cards work with sparklayer? yes! shopify's vaulted credit card feature is fully compatible with sparklayer for it to work, the customer placing the order must be assigned to a shopify company (under customers > companies in the shopify admin) once a customer within that company location has saved a card either during checkout or via their customer account any other customer linked to the same company location can use it vaulted cards appear as an option when a customer selects "pay online by card" during the sparklayer checkout process they can also be charged against draft orders created by sparklayer for example, if a customer places an order using "pay by invoice", you can collect payment on the resulting draft order using a vaulted card directly from the shopify admin to get started, you need shopify payments enabled and your b2b customers linked to company records in shopify no additional sparklayer configuration is required you can learn more in our shopify companies docid\ wrzsu8adfvbxokf50hx5i guide can i use my existing payment methods on the checkout? in terms of payment methods supported by sparklayer and shopify if your customers choose "pay online by card" during the sparklayer checkout process, they will simply be taken to the shopify checkout from there, any payment methods you have set up in shopify (e g paypal, shop pay, affirm pay) will show up, allowing the customers to pay by this method we've attached a screenshot to illustrate this in short, if shopify support this payment method, your b2b customers could select it during the checkout providing they choose "pay online by card" can i additional charges on a b2b order based on the payment type used? there may be scenarios where you want to add an additional charge on an order based on the payment type used (e g if the customer is paying by credit card, you may want to charge an additional 2%) currently, there is no way to do this directly via sparklayer one potential option is to allow the customer to place an order via a manual payment method (e g pay by invoice), and when the order arrives into shopify as a draft order, adjust the order totals accordingly from the draft order within shopify, you can then use their "collect payment" functionality to take the card payment products how do i hide products or set up b2b only products? b2b catalogs https //apps shopify com/sparklayer b2b catalogs is a free sparklayer app that lets you control which products are visible to different types of customers on your shopify store hide products from b2c customers, restrict items to b2b only, or show different product ranges to different customer groups all using simple tags, no code required install b2b catalogs https //apps shopify com/sparklayer b2b catalogs from the shopify app store, then head to our b2b catalogs documentation https //docs sparklayer io/b2b catalogs/ for the full setup guide hiding variants looking to hide variants for specific b2b customer groups? can i use my shopify prices for my b2b pricing? yes! sparklayer allows you to automatically synchronise your shopify prices (e g your main shopify price, compare at price), making it really easy to set up b2b pricing for your customers for example, you could set your b2b prices to be 20% off your shopify prices and we can even make provisions for your tax set up in shopify (e g exclusive or inclusive of tax) how do i set up pre order and backorder products? in terms of pre ordering, sparklayer has full support for different stock status messages and it's possible to set up products as pre order/back order easily it does rely on some configuration within shopify, but it's relatively easy to do! we've full information here docid\ gj ao gq6oa jx0d27hys on how it works and you can even set up "due in" dates to give your customers visibility do i need to use product skus? in terms of product skus, sparklayer relies on these being added to your products within shopify so that we can display the correct b2b pricing when your customers log in without a unique sku, there's no way for sparklayer to do this if you don't already have skus in shopify, it's relatively quick to do you can either edit individual products and add them manually, or you can use shopify's 'import' or 'edit products' feature to do this in bulk how do i restrict b2b customers from dtc inventory (and vice versa) if you're installing sparklayer on a single website and you are looking to run both dtc and b2b at the same time, it will be necessary to use the same stock pool behind the scenes from an inventory point of view, this essentially means that both dtc and b2b customers will be ordering from the same stock source which can pose challenges sparklayer has a way to "reserve" stock for your dtc customers, essentially blocking b2b customers from ordering too much inventory for a specific product learn more docid\ gj ao gq6oa jx0d27hys important it is not possible to block dtc customers from ordering from your inventory and there is no mechanism in shopify to do this if you are wanting to implement this, you will need to consider creating b2b specific products on your store (e g you could use an app such as locksmith https //apps shopify com/locksmith to do this) creating a separate store just for your b2b customers, effectively separating out your inventory completely learn more in our guide here docid\ ddiv5tdancaywtoj0vyb7 customers how do i set up a customer in shopify as b2b to enable a customer as b2b, this works by adding a special tag in shopify against their customer record this tag by default is always b2b and you can add additional tags based on the rules you've set for the customer in the sparklayer customers docid 5 lwmnohhjbjjppg9e6vh admin to learn more about setting up customers as b2b, see our guide here docid 5 lwmnohhjbjjppg9e6vh how do i invite a b2b customer to my website? please refer to our guide here docid 5 lwmnohhjbjjppg9e6vh orders where do i find my b2b orders in shopify? for non card payment orders (e g payment by invoice), the order is saved as a "draft order" you can view these in shopify within orders and then click draft orders https //admin shopify com/draft orders?selectedview=all you can then convert these into approved orders by marking them as paid or marking them with payment terms (please see this guide https //help shopify com/en/manual/orders/create orders#accept payment for more details) it's also possible to automatically convert draft orders into completed orders with our feature here https //app sparklayer io/configuration/settings/general "auto complete shopify draft orders" by default shopify will not send an email for draft orders but we have a guide here docid 7kxw1s6tbm57mlpljn uk that explains how to do this when a customer places an order via non card payment methods, it will show with a status of " awaiting merchant" until the order ("draft" order) is converted into a completed order how do i edit orders? firstly, it is possible to edit orders within shopify when an order is placed via sparklayer if you have it configured to create orders as 'draft orders' you can go into the order and make changes if you subsequently then manually complete the order (i e mark as paid), you can still edit the order up until the point of fulfilment the issue arises in one scenario we know about which is a limitation of shopify if you have 'auto complete shopify draft orders' turned on within the sparklayer dashboard > settings https //app sparklayer io/configuration/settings/general this will skip the ability to make subsequent orders this is why, when you try and edit a 'completed order', you are seeing the "unable to edit order" message at this point in time, we don't have a solution to this, other than switching 'off' the sparklayer setting that automatically completes a draft order can i stop pricing showing as a discount within a shopify order? yes! by default, prices from sparklayer into shopify will show exactly as you've set them up in the sparklayer price lists docid\ zv2wcfqf7cuc5j pyj8pt if you'd prefer to show the original shopify price, please contact our team how do i change the wording for "custom discount" on an order you can change the wording of "custom discount" by editing the languages within your shopify store go to themes and click the 3 dots next to the theme name select "edit default theme content" search for "custom discount" and then edit as required how do i send an invoice? please see our guide invoices docid\ nkh8h14ffna5dd71swwnd how do i set a minimum order quantity? within sparklayer, we do have support for minimum (and maximum) quantities, but you're only able to set these at a product or product variant level it's not possible to currently set minimum order level quantities but it's something we are considering as part of a future update! there is a potential workaround for product variant requirements and we've included our recommend approach you could create a brand new product in shopify and set up a range of variants within it (e g all the products you want to offer within the discount) we have a special setting called minimum product quantity docid\ cmxfrpgjqxfz9vjztvv0d which forces the customer to order at least x of the product (e g 3) using the quantity pricing & settings docid\ t2ceaosmeohmgzstjcnhe , you can then set up your discounted rates (e g buy 3 and the price is 10% cheaper) how do i set up multi currency using shopify markets? please refer to shopify markets & currencies docid\ vex5xjflt6pvb0azhlkqd how do i send order notifications to customers and my team? at the moment, shopify doesn't have a built in 'notification' for when a draft order is placed so it does require workarounds for now there are a few options receive notifications as store owner if you are a merchant on the shopify, advanced or shopify plus plans, you can use shopify flow to do this we've an example you can download here docid\ ddiv5tdancaywtoj0vyb7 it's also possible to automatically convert draft orders into completed orders with our feature here https //app sparklayer io/configuration/settings/general receive notifications as a customer if you want your customers to receive a notification, there are a few ways to do this as above, you could activate the auto complete orders feature above https //app sparklayer io/configuration/settings/general we also recommend a really good one called mechanic that lets you set rules/flows based on criteria we have some ready made templates you can use here docid 7kxw1s6tbm57mlpljn uk can i import historic b2b orders into shopify yes, there are methods to do this please refer to our guide here docid\ bxwngb6b1n7qffhtnu7pk can i change the order number "prefix" in shopify, e g b2b 123 due to current limitations in shopify, there is currently no way to differentiate the shopify order number (e g #123456) between regular (dtc) and b2b orders in terms of filtering and segmenting orders between retail and b2b, sparklayer will by default add a tag to an order b2b within shopify, or systems you may have integrated (e g shipping, 3pls), this can then be used as a way to separate out workflows to allow you to differentiate between the customers who are placing orders need assistance? we'd be happy to help guide you through this process please refer to our guide here docid\ nnuw1g9z7eaj4m78vk7t9