1. Getting Started
Adding the Portal to Navigation
To allow your customers to register and login, you need to add a link to the B2B Portal in your Shopify store's main menu:
- Go to your Shopify Admin and click on Online Store > Navigation.
- Select your main menu.
- Click Add menu item.
- Link precisely to: /a/quick-reorder
2. Passwordless Authentication
Your customers do not need a password. When they enter their email, the system sends an automated "Magic Link" with a secure one-time code. This creates a frictionless native experience.
3. The Pricing Engine
The app supports layers of pricing for extreme flexibility:
- Global Discounts: Set a store-wide percentage discount baseline.
- Custom Price Lists: Target specific cohorts using customer tags.
- Volume Breaks: Incentivize bulk ordering (e.g., Buy 10+, save 15%).
- Minimum Order Quantities (MOQ): Define per-product minimums for wholesale.
- Bulk CSV Import: Configure thousands of rules instantly via spreadsheet.
4. Checkout & Invoicing
Enable high-trust B2B commerce with advanced workflows:
- Net Terms: Allow buyers to buy now and pay later via Draft Orders.
- Auto-Invoicing: Instantly email official Shopify digital invoices upon checkout.
- RFQ Mode: Enable a "Request a Quote" workflow instead of immediate checkout.