Step 1 of 3: Connect your store

Connect your Shopify store and finish wholesale setup with confidence

Install the app first, then use the embedded admin to configure pricing, test the customer portal, and share the correct storefront link with buyers.

Customer Tiers

Bronze, Silver, Gold tiers with custom pricing

Dynamic Pricing

Rule-based pricing & quantity discounts

Quote System

Negotiate prices with approve/counter flow

Payment Terms

Net 30/60, credit limits & custom terms

Bulk Orders

Quick quantity entry with CSV upload

Analytics

Reports & insights on B2B performance

Install and approve app access

Use your store's permanent .myshopify.com domain. Shopify will ask you to approve the app before opening the embedded admin.

Finish first-run setup inside Overview

The Overview page gives you the launch checklist so you can configure rulesets, discount rules, and portal settings in the right order.

Test the customer portal before inviting buyers

Open the storefront portal yourself, confirm pricing and checkout behavior, then copy the customer-facing URL for your team.

Before you install

Use the store's permanent .myshopify.com admin domain, not a custom storefront domain.
Install from a Shopify admin account that can approve apps and embedded access.
Plan to test the storefront portal yourself before sharing the URL with customers.

Embedded inside Shopify Admin Portal URL: /apps/wholesale-portal Start on Free, upgrade later

Start installation

Enter your Shopify admin domain, then continue into the embedded setup flow.

Shopify Store Domain

.myshopify.com

Full store URL

your-store.myshopify.com

Enter only the part before .myshopify.com.

Example: if your store URL is demo-store.myshopify.com, enter demo-store.

What happens next

Shopify opens the permission screen for this store.
You return to the embedded Overview page with the launch checklist.
You finish pricing, ordering rules, and customer portal testing before launch.

Need the exact store name? Open Shopify Admin in another tab and copy the part before .myshopify.com. Custom storefront domains will not work here.

The app only requests the store access it needs for wholesale customers, pricing, orders, and portal features.
You can review plans and billing after installation inside the embedded admin.

Choose the plan after you finish setup

Install first, confirm the workflow, then move to the plan that matches your launch stage.

New merchant friendly

Free

Install, explore the admin, and validate your basic setup.

Basic

Best when you are ready to launch the portal and support real buyers.

Pro

Move here when your team needs advanced capacity and operations.