Setup Guide!
Step-by-Step Guide to Setting Up Netwise
1. Introduction to Netwise Setup 0:00
Welcome and thanks for installing Netwise.
Overview of what will be covered in the video:
- Setting up your first catalog
- Creating your first customer segment
- Creating B2B and wholesale registration forms
- Managing wholesale and B2B customer applications
- Enabling theme extension for B2B and wholesale pricing
- Verifying, testing, and publishing your setup.
2. Setting Up Your First Catalog 0:36
- Navigate to the price list in the app.
- Click on the 'Catalogs' tab and select 'Create Catalog'.
- Name your catalog (e.g., 'Netwise Demo Catalog 2025').
- Choose to include all products or add manually.
- Set catalog status to active (optional).
- Enable 'Automatically include new products' for future additions.
3. Global Adjustments and Pricing Rules 2:02
Set global adjustments for wholesale pricing (e.g., 50% off retail price).
Configure cart-level quantity and volume pricing:
- Minimum quantity rules (e.g., 5% off for buying 50 items).
- Minimum volume price rules (e.g., additional 5% off for reaching $2000 in cart).
4. Custom Pricing Options 4:01
For large catalogs, use export/import feature for custom pricing adjustments.
Set quantity rules at the product or variant level:
- Define minimum and maximum purchase quantities.
5. Creating Customer Segments 8:03
- Go to the 'Customer Segment' tab in the price list.
- Click 'New Segment' and name it (e.g., 'Netwise Demo 2025 Segment').
- Assign the previously created catalog to this segment.
6. Creating B2B Wholesale Registration Form 9:00
- Navigate to 'Applications' and select 'Form Settings'.
- Enable the countries where you will sell.
- Edit the form to customize fields, branding, and success messages.
- Save and view the online store to see the form.
7. Linking the Registration Form 10:55
- Copy the form link and go to your store's menu settings.
- Create a new menu item linking to the registration form.
8. Managing Customer Applications 11:42
- Review submitted applications under 'Submissions'.
- Approve applications after fixing any errors.
- Approved customers will be listed under 'Approved'.
9. Testing Customer Pricing 13:36
- Check if approved customers receive wholesale pricing by viewing their account in Shopify.
10. Bulk Customer Onboarding 14:40
- Import customers using a CSV file or add them manually with tags.
11. Enabling Theme Extension for Pricing Display 16:10
- Go to the theme customization settings.
- Enable the Netwise Theme Extension for your current theme.
12. Verifying Your Setup 18:24
- Create a dummy account to test the pricing and checkout process.
13. Getting Help and Support 19:09
- Use the 'Need Help' option for immediate assistance.
- Book a demo call for personalized setup help.
14. Conclusion 20:08
- Recap of the setup process and encouragement to reach out for further assistance.