Fena B2B Wholesale App - Getting started

    Introduction

    When you sign up for a Fena account, you gain access to the Fena Toolkit. Fena Toolkit is a web-based dashboard where you can set up pricing rules, approve wholesale customers and manage orders.

    What to expect

    Here are the standard process of setting up the Fena B2B Wholesale App in 5 steps.

    If you would like you can also download a full checklist as a pdf from here.

    Fena - Fena B2B Wholesale App checklist

    Onboarding Process

    Book your onboarding

    This process ensures that all systems are properly set up and configured before you’re ready to invite your B2B customers and start taking orders on your website. Please email [email protected] to book an onboarding call

    The Home tab of the Fena Toolkit includes simplified instructions as well the embedded installation walkthrough.

    We have also created an interactive walkthrough, you can check out before your onboarding call.

    1🔗 Connecting your ecom website

    You’ll need to connect your eCommerce website to Fena, which will kick off the onboarding process.

    ➡️ View in Toolkit

    2🛠️ Customise your store frontend

    You’ll need to install special code snippets or embedded extension into your website’s storefront to display the dedicated Fena B2B interfaces. If you prefer, we can handle this installation for you!

    ➡️ View in the Fena Help Centre

    3📓 Wholesale pricing tiers

    Next, set up the B2B price lists that you want your customers to see when they log in. These can be automated or manually uploaded (via CSV).

    ➡️ View in Toolkit

    4 👪 Customer segments

    Configure the ordering rules for your B2B customers, including minimum order values, available payment methods, and assigned price lists.

    ➡️ View in Toolkit

    5 ✅ Test & launch

    Run final checks — such as placing a test order — to ensure everything works smoothly. Once satisfied, you’re ready to launch Fena and start taking orders!

    ➡️ View in Toolkit

    6 Integration

    Your systems (e.g., ERP, CRM) can directly integrate with the Fena to sync key B2B data such as price lists and pack sizes. You can fine full list of software we integaret with in the Fena Toolkit Settings under Integrations

    ➡️ View in Toolkit