A step-by-step guide to setting up the NetWise app

1.Creating your first pricing catalog

Detailed explainer video how to create catalog:

Step by step guide:

1. Access the Setup Guide

Open the app to view the setup guide.
If the setup guide is not visible, navigate to the left-side menu and click on 'Price List'.

2. Create a Catalog

In the 'Price List' section, select the 'Catalog' option.
Click on 'Create Catalog' in the top right corner.

3. Choose catalog creation method

Choose how you want to import products into the catalog either manually add one by one or import all the products.
If you see the setup guide, you can create a catalog directly from there.
If not, you can create one from the “Price List” section in the top-right corner.

6. Name your catalog

Enter a name for your catalog (e.g., 'Demo Catalog')
Click on continue to create a catalog.

7. Customise the catalog

Enable “Automatically include new products in this catalog” if required. This will automatically sync any new products added in Shopify to our NetWise app.
Set a global percentage discount (for example, 50% off) across all products in this catalog. Review the updated pricing in the “Price Adjustment” column below.
On top right corner click on catalog status - Change the status from draft to active and save it.

8. Verify your pricing catalog

Go back to the 'Price List' and open your catalog.
Confirm that the catalog is active and all discount and configuration settings are set correctly.

10. Conclusion

Your pricing catalog has been successfully created, and you’ve completed the first step in the setup guide.

2.Creating your first customer group

1. Detailed explainer video how to create customer group:

Step by step guide:

1. Access the Setup Guide

Open the app to view the setup guide.
If the setup guide is not visible, navigate to the left-side menu and click on 'Price List and navigate to second tab "Customer group"'.

2. Create a group

In the 'Price List' section, select the 'Customer group tab' option.
Click on 'Create group' in the top right corner.

3. Name your customer group and select a method to add customers.

Give your customer group a name that fits your business needs.
Choose how you want to import customers into this customer group (e.g., by tag, email, or Shopify segment)

6. Import customers and assign pricing catalog

Once you finalize the import method, start the import and wait up to 5 minutes to import properly if the customer list is long. if it is less it will update instantly in few seconds.
Next, very important step: Assign the pricing catalog you created.
Once all steps are complete, change the status from Draft to Active, then save.

7. Review whether the customers have been imported correctly.

Make sure all customers are included in the customer group based on the import method you selected.
Review this in the Customer Groups section under Price List, and in the Customers section under Ordering Approved, to confirm that all customers are synced correctly.

Syncing may take some time if you have a large number of customers please allow 5–10 minutes after importing.

8. Verify your customer group

Go back to Price List, open the Customer Groups tab, select the customer group you created, and review it once more.
When ready, ensure the customer group is active and all settings are configured correctly.

10. Conclusion

Your customer group has been successfully created, and you’ve completed the second step in the setup guide.

3.Testing your Wholesale B2B Setup

1. Step-by-step video guide to test and validate your setup

Step 1: Verify your catalog setup and ensure all configurations are correct

Ensure the catalog is active.
Check that the discount is set correctly and update it if needed.
Verify any price overrides and review the total number of products included in the catalog

Step 2: Verify your Customer group setup and ensure all configurations are correct

Ensure the customer group is active.
Confirm the pricing catalog is properly assigned and prices are set correctly; update / change if needed.
Verify that customers are imported correctly.

Step 3: Ensure you have an active testing account.

Check if your testing account is included in the "customer group". If not, add it this is a critical step for testing wholesale B2B pricing set up.
Ensure the customer status is approved to access catalog pricing under the Customers section in the app left side navigation.

Step 4: Log in to your online store.

Step 5: Confirm that the wholesale pricing is applied as expected.

Go to a collection > product page, add a product to the cart, and verify that the discounted price is applied instantly in cart drawer and cart page. Then proceed to checkout to confirm the final pricing.

Note: Wholesale B2B prices may not appear on the collection and product pages initially. To enable pricing across these pages and other areas, follow the steps below.

Step 6: Enabling wholesale B2B pricing on collection, product page, search, and search result pages.

Go to Online Store and select your live theme, then click Edit theme. From the left panel, navigate to App embeds.
Locate NetWise: Theme Extension, select the relevant theme from the dropdown, enable the app embed, and save the changes.
Once enabled, go to your live store, make sure you’re logged in with your test account, and then check the collection page and product page to confirm that prices are displaying correctly.

Step 7: Enabling volume discount table on the product page

Before enabling the app block on the product page, ensure that volume pricing is configured for each product and its variants in pricing catalog.

Open the Theme Editor, select a product, navigate to the product page, and go to left side template block choose where you want to add the Discount Table app block.
Hover over the desired section in the template, click the ➕ (plus) icon, select App block, and then choose our app NetWise.

Also you can apply branding on the discount table.

Note: If Volume discount is not set in catalog level then discount table will not appear. For now we are only supporting "Static table" option in the selection.