Go-Live Checklist

    Fena B2B Wholesale App for ShopifyStep-by-Step Guide

    Before onboarding

    1. VISIT OUR HELP CENTRE

    RECOMMENDED: Review all guides in the Fena Help Centre related to the Fena B2B Wholesale App before you start setting it all up.

    We have a dedicated help centre with guides and articles related to help you set up your app correctly. Feel free to bookmark it, here is the link:

    https://help.fena.co/support/solutions/101000257457

    INSTALLING THE APP ON SHOPIFY

    1. Install the Fena B2B Wholesale app from Shopify marketplace

    From the Shopify App Marketplace, you can install the Fena B2B Wholesale app by clicking on the install button.

    There is a walk through instruction demo available from here: https://app.storylane.io/share/h0pa9hgadpih

    If you have a D2C website with complex settings, pricing rules or many apps, it’s recommended opening a new Shopify website that will be used exclusively for wholesale. It give you a greater flexibility to set your wholesale website the way you want.

    1. Register for an account with Fena to connect it to Shopify

    After installing the Fena B2B Wholesale app, you will be redirected to the Fena Toolkit to create an account with Fena. If you have an existing account, feel free to sign in instead.

    ACTIVATE A SUBSCRIPTION

    1. Choose a subscription level that suits your needs

    After creating an account on Fena, you will be redirected back your Shopify account to choose your subscription.

    We have four subscription tiers available:

    • Basic - it comes with basic wholesale tiers pricing and wholesale discounts

    • Scale-up - it supports wholesale segments and wholesale tiers

    • Professional - it includes access to multi-currency management and web ordering

    • Enterprise -it comes with access to our mobile and tablet ordering app for iOS and Android

    Please see the pricing page for the full list of the subscription tiers and benefits coming with each tier: https://b2bwholesaleapp.fena.co/pricing/

    SET YOUR FENA ACCOUNT WITH WHOLESALE PRICES

    1. Add wholesale prices to your products in Fena Toolkit

      After connecting your Shopify account with Fena, all your products should be synced into the Fena account. Now you can add wholesale prices to your chosen products.

      The full guide for wholesale tiers, wholesale segment and multi currency is available here: https://help.fena.co/support/solutions/articles/101000548764-creating-pricing-segemnts-for-customer-groups

    2. Give your wholesale customers access to the Shopify B2B ordering powered by Fena

      Tag your chosen customer as wholesale and give them access to wholesale pricing and order with wholesale discounts.

      In your Fena account, you need to navigate. to ‘Customers” section in the left-hand side nav bar.

      The full guide is available here: https://help.fena.co/support/solutions/articles/101000548760-how-to-add-access-to-wholesale-pricing-to-your-selected-customers

    CUSTOMISE YOUR SHOPIFY STORE TO ADD WHOLESALE ORDERING

    PRODUCT PAGE

    1. Add a Fena Product Wholesale Pricing app to your product detail page

      Install a Fena Product Wholesale Pricing theme extension on your product page to display wholesale pricing to your wholesale customers.

      Please see the guide here: https://help.fena.co/support/solutions/articles/101000549842-wholesale-product-pricing-on-the-product-page-theme-extension-installation

    COLLECTION VIEW

    1. Customise you collection view

      RECOMMENDED: Customise your collection view to showcase wholesaler pricing in your collections.

      Please see the guide with the detail setup: https://help.fena.co/support/solutions/articles/101000548759-wholesale-pricing-snippet-customisation-for-collections-on-shopify-store

    CUSTOMISE YOUR SHOPIFY STORE TO ADD WHOLESALE ORDERING

    NAVIGATION MANU

    1. Customise your navigation bar for wholesale customer

    If you want to customise and hide retail products for your wholesaler customer you need to customise your navigation bar.

    Please see the guide for the installation details: https://help.fena.co/support/solutions/articles/101000549343-adding-wholesale-collections-to-the-navigation

    CUSTOMER EMAIL INVITE

    1. OPTIONAL - Customise your customer account creation email invite for wholesale customers

      If you want to customise your account creation invite for your wholesale customers, you can do it in the Notification section of your Shopify account.

      Please see the guide with the customisation details: https://help.fena.co/support/solutions/articles/101000549343-adding-wholesale-collections-to-the-navigation

    CUSTOMISE YOUR SHOPIFY STORE TO ADD WHOLESALE ORDERING

    WHOLESALE REGISTRATION PAGE

    1. Add a wholesale registration page

    You are encouraged to add a wholesale registration page for your wholesale applicant to fill in to gain access.

    Please see the guide for more information: https://help.fena.co/support/solutions/articles/101000549843-set-up-wholesale-registration-page-on-shopify

    WHOLESALE LOGIN PAGE

    1. Add a dedicated login page for your wholesale customer

    Your wholesale customer can use your standard login page to access their wholesale account.

    Please see the guide on how to create a custom wholesale login page: https://help.fena.co/support/solutions/articles/101000548758-customising-your-shopify-wholesale-login-page-template

    ADD B2B PAYMENT METHODS (PROFESSIONAL AND ENTERPRISE CUSTOMER ONLY)

    ADD INVOICE, NETPAYMENT TERMS AND QUOTES AS PAYMENT OPTIONS FOR YOUR WHOLESALERS

    1. Add additiona B2B payments

    You can add B2B payment options to your checkout as invoice payments, net payment terms and quotes.

    Please email [email protected] to request a bespoke installation link for your account.

    Here is a B2B payment method by Fena walk-through: https://help.fena.co/support/solutions/articles/101000548767-b2b-payment-methods

    Open Banking Payments

    1. Upgrade your checkout with Open banking payments

      checkout from your Fena account under the Billing sections. Open Banking page are digital payments with instant settlement that is on average 85% cheaper than card payments.

      The full pricing list for Open Banking payments is here: https://drive.google.com/file/d/1dxIAO7lfDNj9uqjmjZyXjAbSSJTvidVp/view?usp=sharing

    SETUP YOUR ORDERING MOBILE AND TABLE APP (ENTERPRISE CUSTOMERS ONLY)

    B2B ordering for your sales team

    1. Get your sales team set with the Fena Ordering App

    Your Enterprise plan comes with the access to our mobile and tables app that empowers sales team and agents to take orders on the go, at trade shows and whenever needed.

    Watch the video below to see the Fena ordering app for tables and mobiles in action.

    TESTING

    1. RECOMMENDED - Test the app on your site with a dummy wholesale account

      We advise to test your app with a dummy wholesale account to check if the wholesale prices are correctly display across products, collections and navigation bar. Plus, you can test the wholesale discount being displayed and B2B payment method tested. Please pay particular attention to application of VAT/TAX and other additional fees/charges as needed.

    2. Inform your existing stockists they can now order online on your Shopify website

    Send an email campaign/blast to your wholesale customers letting them know now they can order from you wholesale online. If you use our B2B payment options, explain them how they work and how they can use them. It might be a good idea to create a dedicated page for wholesalers explaining the B2B ordering and payment process.

    GOING LIVE

    1. Monitor your wholesale orders the first 1-2 weeks

    Monitor your wholesale orders for the first 1-2 weeks to spot

    any anomalies or issues that need addressing.

    If you spot any issues, even the smallest one, please email [email protected] so we can make

    1. Leave us a 5 star review on the Shopify marketplace

    It’d be great if you could take 2 min of your time to leave us a 5 star review. It will help us grow and improve the product with new and innovative features.

    If you have any questions or need assistance, please contact [email protected]

    Thank You!

    I hope you found this checklist helpful for getting ready to take full advantage of the Fena B2B Wholesale App.

    @fena_toolkit

    www.b2bwholesaleapp.fena.co

    www.fena.co

    [email protected]