Configurations & Customisations

    Overview

    The Fena B2B Wholesale App transforms your Shopify store into a fully-fledged wholesale ordering solution, allowing you to manage both B2B and B2C operations seamlessly. This guide covers all the configurations and customization options available to tailor your B2B ordering experience to your specific business needs.

    Getting Started

    Quick Setup Process

    1. Install the App: Install the Fena B2B Wholesale App on your Shopify store

    2. Sync Your Data: Sync your Shopify products, customers and orders

    3. Configure Pricing: Ensure you have all wholesale pricing data in the Fena Toolkit account

    4. Invite Customers: Invite your B2B wholesale customers to set up an account

    5. Go Live: Launch your B2B Store with full ordering capabilities

    Core Configurations & Customizations

    Quantity Rules

    Configure product quantity requirements to match your wholesale business model:

    • Product Pack Sizing: Set up products to be sold in specific pack quantities (e.g., cases of 12, boxes of 24)

    • Minimum Order Quantities: Establish minimum purchase requirements per product or order

    • Maximum Order Limits: Set upper limits to manage inventory and prevent overselling

    Pricing Display Options

    Control how pricing information appears to your wholesale customers:

    • Display of RRP (MSRP): Show or hide recommended retail prices alongside wholesale pricing

    • Volume-Based Pricing: Implement tiered pricing that decreases with larger order quantities

    • Custom Pricing Tiers: Set bespoke pricing tiers and custom pricing segments

    Payment Methods

    Configure B2B-specific payment options for your wholesale customers:

    • Enable B2B Payment Options: You can add open banking payments are included to save on processing fees (it's an add-on)

    • Set Default Payment Methods: Choose preferred payment methods for different customer segments

    • Quote-Based Ordering: Allow customers to request quotes before completing purchases

    Shipping Configuration

    Set up shipping methods tailored to B2B requirements:

    • B2B-Specific Shipping Methods: Configure shipping options suitable for wholesale quantities

    • Free Shipping Rules: Establish thresholds for complimentary shipping based on order value or quantity

    Account & Address Management

    Enrich customer account view:

    • Notes: Add business-specific information to customer accounts in the notes

    • Address Editing: Allow customers to manage multiple shipping addresses

    Credit, Net Terms & Invoicing

    Implement B2B financial arrangements:

    • Net Payment Terms: Offer 30, 60, or 90-day payment terms to qualified customers

    • PDF Invoice Attachment: Automatically attach detailed invoices to order confirmations

    Customer-Specific Pricing

    Personalise pricing for individual wholesale relationships:

    • Customer-Specific Discounts: Apply unique discount rates based on customer agreements

    • Individual Price Lists: Assign custom pricing structures to specific customers or customer groups

    Automation & Workflows

    Streamline operations with automated processes:

    • Order Status Updates: Automatically change the status of payments and orders

    • Customer Notifications: Set up automated emails for order confirmations, shipping updates, and payment reminders

    Advanced Product Settings

    Fine-tune product configurations:

    • Product Configuration: Set detailed specifications for B2B product presentation

    • Customer Group Settings: Apply different product configurations based on customer segments

    Advanced Features & Add-ons

    Sales Agent Order Management

    Enable your sales team to provide enhanced customer service:

    • Agent Order Placement: Allow designated sales agents to place orders on behalf of B2B customers

    • Account Management: Streamline the sales process through direct agent involvement

    Quoting System

    Facilitate price negotiations and custom orders:

    • Quote Requests: Customers can request quotes directly from the checkout process

    • Sales Team Notifications: Your sales team receives immediate notifications for quote requests

    • Negotiation Tools: Streamline the quote-to-order conversion process

    Key Benefits

    Cost Effectiveness

    At least 60% cheaper than Shopify Plus for B2B stores, making it an economical solution for growing wholesale businesses.

    Customer Support

    Excellent customer support with a proactive and responsible team available whenever you need assistance.

    Quick Implementation

    Seamless onboarding that takes only minutes to turn your Shopify B2C store into a full-blown wholesale ordering solution.

    Time Savings

    Built-in integrations and automations can save hours per week on manual tasks.

    Multi-Currency & International Support

    Currency Management

    • Supports most of the world's currencies

    • Set pricing in chosen currencies for all products

    • Supports multiple stores with multiple default currencies

    Global Operations

    Manage international wholesale relationships with localized pricing and currency support.

    Inventory & Product Management

    Stock Management

    Track, sync and manage stock levels across all products and variants, with seamless linking to inventory management for unified control.

    Product Management

    Product and product variants supported for all categories and segments, ensuring comprehensive catalog management.

    Add-ons

    In addition to the built-in interfaces and configuration options, Fena includes powerful features designed to enhance both customer experience and internal operations.

    Order capabilities for your sales staff and agents

    Let designated Sales Agents place and manage orders on behalf of your B2B customers, streamlining the sales process and account management.

    Quoting

    You customer can request quotes from the checkout. Your sales team gets notify and can get straight to negotiation.

    Getting Support

    For assistance with configuration or to discuss discount opportunities, contact the Fena team through their support channels. The platform offers comprehensive documentation and hands-on support to ensure successful implementation of your B2B wholesale solution.

    This guide covers the primary configuration options available in the Fena B2B Wholesale App. For specific implementation questions or advanced customization needs, consult with the Fena support team or refer to the detailed documentation within your app dashboard.