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 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 price lists docid\ s8xcbzgxqpgdeigwtxset and customer groups 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 you’ll need to make sure that customer accounts are enabled on your storefront so that customers can sign in within your shopify admin, go to customer accounts and select the version you'd like to use see "shopify customer accounts" below to learn more product skus in order for sparklayer to save b2b prices for your products, all products must have skus please see this guide to learn more customers for your b2b customers to see the sparklayer frontend interfaces docid\ ccz1vnh0o6d 722w35xpa , they must have a tag of b2b associated with their account in shopify and have at least one address assigned to them payment processor if you’re installing sparklayer on a test store, please ensure you have an example payment method 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 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 available (e g not possible to set up a trade login page) requires configuration to customise with sparklayer configuring new customer accounts with sparklayer (click to expand) need assistance? please speak to our support 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 , click "customize" from the top, navigate to the "orders" page, click "apps" on the left, and then enable the "b2b customer 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 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 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 the dashboard has a customised onboarding process that gently guides you through all the necessary steps before you're ready to start inviting your b2b customers and taking orders on your website 🔗 connecting your shopify store this enables sparklayer to connect to your shopify store and begin synchronising the information it requires ➡️ view in dashboard 🛠️ installing the frontend widgets you'll need to install special code snippets ("widgets") into your shopify theme in order to show the special sparklayer b2b interfaces ➡️ view in dashboard 📓 setting up your b2b price lists you'll then set up the b2b price lists that you want your customers to see when they login these can be automated or you can manually upload specific pricing ➡️ view in dashboard 👪 setting up your b2b customer groups you'll then set the ordering rules for your customers such as minimum order values, available payment methods and price lists they are assigned to ➡️ view in dashboard ✅ testing & launching you'll then need to run through some final checks (such as placing a test order) once you're happy, you can then launch sparklayer and start taking orders! ➡️ view in dashboard let's now dive into each of them! 🔗 connecting your shopify store if you've installed the sparklayer shopify app https //apps shopify com/sparklayer via the shopify app store this step of the onboarding process happens automatically please note if you've signed up to sparklayer by registering an account first, you'll need to connect your shopify store via the sparklayer integrations page you'll be asked to enter your shopify store name and you can retrieve this by logging into your shopify admin and checking the browser bar your store name will be shown after https //admin shopify com/store/ once you've connected your shopify store, you'll then return back to the sparklayer dashboard to continue with the onboarding process once sparklayer is connected to your shopify store, it will automatically synchronise product and customer data and then allow you to upload price lists and proceed to install the frontend widgets you can also access the sparklayer app within your shopify store by going to the b2b ordering channel within your shopify admin (under sales channels ) and you'll find a summary of your onboarding process 🛠️ installing the frontend widgets sparklayer comes with ready made b2b optimised "widgets" that we collectively call the sparklayer frontend docid\ ogkfvqx13dhw2582d57kj the widgets simply overlay sections of your existing shopify store and enable our powerful b2b features we offer three ways to get started with sparklayer on your shopify theme installing our frontend widgets yourself if you're experienced in working with shopify and the shopify liquid templating language, you should find our onboarding process a breeze (see below) use our b2b theme our ready made shopify b2b dawn theme docid\ lhku0 g 4gvef1jamgxmo comes preloaded with all the sparklayer widgets, enabling everything you need to get started! in just 1 click, you can install our b2b theme in your shopify theme library to begin using request us to install for you our expert team can help set up the special sparklayer frontend widgets on your shopify store and some example b2b pricing once we're done, we can then arrange an onboarding call to walk you through it support docid\ nnuw1g9z7eaj4m78vk7t9 installing sparklayer yourself backing up your shopify theme if you'd prefer not to make these changes on your live shopify theme, you can create a "duplicate" and make the changes there before publishing if you’re looking to install yourself, there are five steps to follow install the sparklayer core script within /layout/theme liquid you'll need to add the sparklayer core script that activates the sparklayer functionality 🛠️ view instructions to get started, head over to the sparklayer dashboard and you'll see your customised sparklayer core script within the frontend configurations the script simply needs to be included within the main header of your website's source code within the \<head> \</head> tags in your /layout/theme liquid file install the product detail interface you'll need to update your storefront's product detail page with the sparklayer product purchasing interface when a customer logs in and sparklayer recognises them as being a b2b customer, this will load a special interface with their specific prices and a way to purchase 🛠️ view instructions \<spark pdp parent id="{{ product id }}">\</spark pdp> to get started, add the code snippet above to your product detail pages depending on which shopify theme you are using, this is likely to be a file within the /sections/ directory, e g main product liquid product template liquid the exact location to include the code snippet will vary on your theme once you've located the file that controls the product page, if your theme includes the below code, we recommend adding it directly beneath {% when 'price' %} \<spark pdp parent id="{{ product id}}">\</spark pdp> once this is added, the interface will display for all logged in b2b customers and they can begin placing orders important! if you're using sparklayer on your existing website, you will need to hide elements that you don't want your b2b customers to see to do this, you can hide elements by adding data spark="b2c only" to any element in the code for example, let's say you want to hide some code that looks like this \<div class="product meta reference"> you would hide it by adjusting it to the below \<div data spark="b2c only" class="product meta reference"> you will need to do this for any code that renders a price, quantity selection, product options, buy now buttons, and anything else you want to hide from your b2b customers please see our frontend integration guide docid\ qwxsym9x5 pviogutekcp for more details install the product card interface you'll need to update your product collection pages to show the product card interface this allows your customers to see their unique pricing and add items to their order from anywhere on your website 🛠️ view instructions \<spark product card parent id="{{ product id }}">\</spark product card> to get started, add the code snippet above to the file that renders products on your collection pages depending on which shopify theme you are using, this is likely to be a file within the /snippets/ directory, e g card product liquid product grid item liquid product collection liquid prodct card grid liquid product list item liquid t his will vary based on the theme you are using, normally the file has "grid" or "card" in the file name look for this element {{ product title }} if you don't find this exact code, then look for something similar containing it add the following code directly below this line \<spark product card parent id="{{ product id}}">\</spark product card> one this is added, the interface will display for all logged in b2b customers and they can begin placing orders please note based on the theme you're using, the variable product id may need to be adjusted to the appropriate setting, e g card product id important! if you're using sparklayer on your existing website, you will need to hide elements that you don't want your b2b customers to see to do this, you can hide elements by adding data spark="b2c only" to any element in the code you will need to do this for any code that renders a price, quantity selection, product options, buy now buttons, and anything else you want to hide from your b2b customers please see our frontend integration guide docid\ qwxsym9x5 pviogutekcp for more details add the css customisations within /layout/theme liquid or in a standalone css file, you can customise the look and feel of sparklayer by editing special css controls that overwrite the sparklayer defaults for example, you can change button colours, font sizes, spacing, even typefaces 🛠️ view instructions here the customisations work by adding a special snippet of css to the source code of your website to get, you can add the sample css code available in the sparklayer dashboard once added, these then overwrite the "default" styling for sparklayer to match your website's look and feel frontend integration guide docid\ qwxsym9x5 pviogutekcp verify the shopify pixel 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 🛠️ view instructions here 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 if you don't see the sparklayer pixel, you will need to reconnect your shopify store via the sparklayer dashboard simply click the "save" button at the bottom, and this will activate the pixel for you you can also watch our short video that walks through the above steps on an example shopify store finished adding the code widgets? please review our frontend integration guide docid\ qwxsym9x5 pviogutekcp you can also explore all the configurations and customisations we have available that you may want to activate on your shopify store! configurations docid\ sbeaoacq a7ffbtatx8bd 📓 setting up your b2b price lists within the price lists area of the sparklayer dashboard, you can create and manage your b2b pricing rules 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 price lists docid\ s8xcbzgxqpgdeigwtxset 👪 setting up your b2b customer groups customer 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 much like with price lists, you can fully manage this via the sparklayer dashboard 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 customer groups docid 5 lwmnohhjbjjppg9e6vh ✅ 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 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 launching sparklayer 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 troubleshooting docid\ blcekkx3i30nkucglsfw7 you can also support 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 ✅ shopify b2b registration & login docid\ gfc0uw7mjnmnpnno6edrl ✅ shopify b2b registration & login docid\ gfc0uw7mjnmnpnno6edrl ✅ shopify b2b only content docid 30hmtg4cqqv69ehqnvpnf ✅ shopify b2b only content docid 30hmtg4cqqv69ehqnvpnf ✅ shopify b2b only content docid 30hmtg4cqqv69ehqnvpnf ✅ shopify email notifications docid\ faw11uwvek1kn06woxik0 checkout process ✅ tax & shipping docid\ zssxg6fjrlcod gxolutn ✅ payment methods docid\ ibikczvhm085bkejiffyv ✅ cart & checkout docid\ o3ndhzbcxiswh6m6satdt product configurations ✅ quantity rules docid\ cmxfrpgjqxfz9vjztvv0d ✅ quantity rules docid\ cmxfrpgjqxfz9vjztvv0d ✅ stock display docid\ gj ao gq6oa jx0d27hys ✅ stock display docid\ gj ao gq6oa jx0d27hys ✅ stock display docid\ gj ao gq6oa jx0d27hys automations ✅ shopify flow for b2b docid\ uvxv1kug vszepr5dlb2z you can explore our full list of configurations 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 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 support 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" if i'm using shopify "companies", how do i migrate to using shopify "customers"? sparklayer relies on customers being setup as standard "customers" within shopify in order to use the built in shopify 'tagging' system to configure customer groups docid\ noeonixustndt75taqktr if you're using shopify "companies" to manage your current b2b customers, you will need to migrate them to be standard "customers" why they need to be migrated if a customer is assigned to a "company", they will be required to use the shopify "new customer account" system which relies on them using a 6 digit code to sign in currently, this system is not compatible with sparklayer and will require the customer being "migrated" away from a company in order to resolve this how to migrate a customer manually the easiest way to migrate a customer is to go into a company record within shopify and, in the right hand side, click the "remove customers" button this will then allow you to remove a customer from the company record next, go to the "customers" area of shopify and locate the customer from the top right, click "send account invite" when you click this button, this will then send the customer an "activation email", allowing them to set a password (not a 6 digit code) and subsequently be able to login to your store how to migrate a customer in bulk if you're looking to migrate customers in bulk, our recommended approach is to the shopify app, matrixify built in to this tool is the ability to bulk 'un assign" customers from a company by deleting the company, converting them into regular customers (who you can subsequently invite to your store) please note if you are opting for this approach, it will fully delete your companies within shopify you may want to perform some variety of backup before proceeding to get started, set up a new export and specify " companies " as the source " sheet " within the exported file, you'll see a column "command" with an entry of "merge" next to each company record simply update the column "command" to "delete" and re import the file into matrixify this will then fully delete the company record from shopify and all associated customers will then become regular customers you can then individually invite the customers (see above), or even use matrixify to bulk activate and invite your customers in one go i'm using shopify plus b2b, does sparklayer work with this? if you're using shopify plus currently for your b2b, you will have access to some shopify specific features including companies product catalogues new customer accounts currently, sparklayer is not compatible with the shopify plus "native" functionality and sparklayer is designed to replace this it is not possible to "combine" both shopify plus b2b and sparklayer at this time and our team is happy to discuss in more detail how to approach migrating, such as transitioning "companies" to regular "customers" and using the "classic account" system you can also learn more in our other faqs on this page and explore the differences in our video below we've also written about shopify plus b2b in more detail and you can learn more here 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 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 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 , 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 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 support 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 there are a few good options for this see shopify b2b registration & login docid\ gfc0uw7mjnmnpnno6edrl in summary, these are the options we recommend if you have someone who has development experience, they could start with our our shopify b2b registration & login docid\ gfc0uw7mjnmnpnno6edrl login code and apply this to your theme you could use your current login/registration page and enhance the registration page with some custom coding (see shopify b2b registration & login docid\ gfc0uw7mjnmnpnno6edrl ) you could use the highly rated customer fields https //app customerfields com/billing/referral?code=sparklayer app; this lets you create custom registration forms really easily and it integrates very nicely with existing storefronts we've used this to create an example registration form here https //b2b demo store usd myshopify com/account/register (we've also attached a screenshot of how it can work) we've more details how it works https //docs sparklayer io/partners/customer fields shopify customisations docid\ ddiv5tdancaywtoj0vyb7 if you're looking to use the shopify dawn theme as the starting point to your b2b store, you can use our ready made shopify b2b dawn theme docid\ lhku0 g 4gvef1jamgxmo which has a login/registration form built in 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 discounts docid\ wrejpw9uryjqwiqeks cg how do i set up discounts to apply across a product range? currently, it's not possible to apply tiered discounts across products (e g buy 3 from xyz range and save 10%) the reason for this is we make use of a shopify feature called 'draft orders' and it's not possible to apply discounts at the same time as the b2b pricing due to a limitation within shopify there is however a good workaround we recommend 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 ( quantity rules 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 discounts 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 my cart interface docid\ efevur a3ycjxuhvrr7t 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? at the moment, shopify has no built in way to easily show/hide products based on a customer type (i e b2b vs b2c) so when a b2b customer signs in, they will technically see all products on your shopify store read ourfull guide here shopify b2b only content docid 30hmtg4cqqv69ehqnvpnf there are a few things we recommend to make the experience better you could create a b2b only collection and redirect customers to this once they login if you wanted to show special b2b only products, you would need to create these as separate products within shopify (i e with unique skus, etc) with sparklayer pricing, if you don't upload a price against a sku, the b2b customer won't be able to purchase it so this is a way to prevent them from adding items you don't want them to purchase you can use the popular shopify app, locksmith https //apps shopify com/locksmith once installed, you'll be able to hide / show products based on customer tags set up in shopify finally, it is possible to adapt the shopify themes to hide/show products we've a modified version of the shopify dawn theme shopify b2b dawn theme docid\ lhku0 g 4gvef1jamgxmo sometimes merchants may opt to create an entirely separate shopify store for their b2b customers just to make the management a little easier 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 stock display 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 stock display 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 to do this) creating a separate store just for your b2b customers, effectively separating out your inventory completely learn more in shopify customisations 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 customer groups docid 5 lwmnohhjbjjppg9e6vh admin to learn more about setting up customers as b2b, see customer groups docid 5 lwmnohhjbjjppg9e6vh how do i invite a b2b customer to my website? please refer to customer groups 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 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 automation & workflows 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 quantity rules 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 shopify customisations 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 automation & workflows docid 7kxw1s6tbm57mlpljn uk can i import historic b2b orders into shopify yes, there are methods to do this please refer to shopify metafields & data mapping 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 support docid\ nnuw1g9z7eaj4m78vk7t9