Setup guide
From purchase to a running wholesale operation: theme, license, B2B Engine, pages. Most steps take a few minutes; loading your price lists depends on the size of your catalog.
1. Install the theme
- Sign in to your account on this site with the e-mail address you used to pay and download the latest version (ZIP).
- In Shopify admin open Online Store → Themes → Add theme → Upload zip file and select the ZIP.
- Click Customize to open the theme editor. Publish the theme when you are ready.
2. Activate your license
- In the theme editor open Theme settings → License.
- Paste the license key from your e-mail and choose “Live store” or “Development store”.
- The panel confirms the activation and shows until when updates and support are included. Visitors never see this check.
3. Connect the B2B Engine
- Install the Bulkline B2B Engine with the link from your onboarding e-mail and approve the plan in Shopify. The free trial starts now; Shopify bills the subscription on your store invoice afterwards.
- Open Apps → Bulkline B2B Engine. Create your price levels (or add the default ones) and give each a default discount.
- Add level prices per variant under Special prices, or import them from a CSV file. Add individual prices for customers with negotiated price lists.
- Under Buyers, verify companies, assign a level and, where you sell on terms, set the credit limit and payment days. Check the result with the Price tester.
4. Set up the storefront
- Theme settings → B2B: choose the store mode (retail, hybrid or wholesale-only) and what guests and pending buyers can see.
- With Shopify B2B: create companies and catalogs in Shopify; the theme shows their prices, quantity rules and volume pricing automatically.
- Without Shopify B2B: mark approved buyers with the customer metafield set in Theme settings → B2B (default custom.b2b_status).
5. Create the B2B pages
- Online Store → Pages: create “My account” with handle b2b-portal and template page.b2b-portal. Signed-in customers are sent there automatically.
- Create “Quick order” (template page.quick-order) and “Become a partner” (template page.wholesale-application, handle wholesale-application).
- Add the pages to your main menu and footer menus.
Moving to another store
- In your account, free the store under the license (“Free this store”).
- Activate the key in the theme editor of the new store.
- Development and staging stores (*.myshopify.com development stores) do not count against your live stores.
Updates and support
- New versions appear in your account while updates are included. Download the ZIP and upload it as a new theme; copy your settings with the theme editor.
- For help write to the address on the contact page. Include your store’s myshopify.com address and the theme version.