Shopify Integration

Before you go live with the Fena B2B Wholesale app, you need to finalise the setup. There are two parts to it:

• Setting up the customisation of the Shopify store front

• Fena Toolkit set up for wholesale data and customers

Store Front Customisation

Let's start with the store front. If you are not too comfortable with customising your Shopify snippets and code, please feel free to book an onboarding call with the Fena Team. Please email [email protected] to book a meeting.

Product page pricing

Start with adding a wholesale pricing extension for your product details page.

To access the walk through guide click below.

Collection pricing

Then, you can customise your collection view to display wholesale prices to your wholesale customers. There are two ways of doing this:

Option 1 - Install the Fena Collection extension [EASY but won't support additional extensions like reviews etc). See the walk-through below.

Option 2 - Update snippet to customise your collections view. [RECOMMENDED]

Wholesale customer registration

Add a resignation form for your wholesale customers. To access the walk through guide click below.

Wholesale customer login page

You can customise your login page for your wholesale customers. It's an optional step.

Adding wholesale collections to the navigation

If you don't plan on selling all your

Toolkit Account Setup

Add wholesale pricing

• Wholesale pricing - add your wholesale prices to the Toolkit To access the walk through guide click below>>>

• Wholesale segments - add your segment wholesale prices and assign it to customers To access the walk through guide click below>>>

Adding a new wholesale customer

You need to mark your synced customers as wholesale and approve their access to your wholesale ordering on Shopify.

How to add prices in multiple currencies - wholesale

If you are selling wholesale in multiple currencies, you can follow the guide below to add your prices in multiple currencies. (available only for Professional and Enterprise plans)

Testing

🔍 Step 1: Test Your Store as a B2B Customer

Start by simulating the customer experience. Create a test B2B customer account to see exactly how your new store will appear to buyers.

For Shopify Users:

1. Enable Customer AccountsGo to Shopify Admin > Settings > Customer Accounts and ensure accounts are enabled. Choose either "Customer Accounts" or "Legacy Accounts" (both are supported).

2. Create or Edit a Customer RecordNavigate to Customers, select or create a customer, and fill in all required fields, especially the address.

3. Tag the Customer as B2BAdd the tag b2b in the Tags section. Without this tag, B2B features won't be activated.

4. Invite the Customer

   • If using "Customer Accounts": Direct the user to /account on your store. They'll receive a 6-digit login code.

   • If using "Legacy Accounts": Click Send account invite and activate the link via email.

5. Login and TestLog in at /account to browse the store as a B2B customer.

🌟 Step 2: Ensure Products Have SKUs

To show B2B pricing, all products must have unique SKUs.

Shopify:Check and add SKUs within each product or variant under the Inventory section. Use apps like Matrixify for bulk edits if needed.

✅ Step 3: Enable Products for B2B Sales

Products must be assigned to both Fena B2B & Wholesale and Online Store sales channels. Unassigned products won't display B2B pricing.

💰 Step 4: Set B2B Pricing

Go to the Price Lists section in Fena Toolkit to:

• Create automatic price lists (percentage-based discounts)

• Upload manual price lists via CSV

🚚 Step 5: Configure B2B Shipping

You can:

• Use default shipping rules from your ecommerce platform, or

• Create B2B-specific shipping rules in Fena.

🛒 Step 6: Set B2B Payment Methods & Place a Test Order

Available Payment Methods:

• Pay on Account: No payment needed at checkout

• Pay by Invoice: Offline payment post-checkout

• Pay Online by Card: Standard checkout with immediate payment

• Request a Quote: Submit a draft order for follow-up

Orders will appear as Draft or Paid depending on the method used. You can configure auto-conversion of draft orders in Fena.

🎨 Step 7: Apply Design Customisations

Add CSS customisations to match your branding. If Fena handled installation, this may already be complete. More options available in the Design Customisation guide.

📝 Step 8: Create a B2B Login and Registration Flow

Options:

• Use Fena's pre-built login & registration page

• Install third-party form builder apps (e.g., Customer Fields by Helium)

• Implement a custom-coded registration form

✨ Step 9: Enable Additional Features

Unlock more advanced features including:

• Pack sizing, live stock levels, backorders

• B2B-only product visibility

• B2B-specific content and navigation

• Custom email notifications

• Custom checkout data fields

• Shopify Flow automations

Refer to the full Fena feature guide for more enhancements.

Going Live

Launch Time

You've onboarded a few customers and everything is running smoothly—great work! Now it's time to fully launch your new B2B store and start inviting more customers to join. To help you accelerate and optimise this process, we've prepared a range of useful resources and tips.

Create an Onboarding Landing Page

One of the most effective ways to encourage your customers to start using your new B2B store is by clearly communicating its benefits. To make this easy, we offer a pre-built onboarding landing page that highlights the key features and advantages—perfect for introducing your customers to the new experience.

Use Our Example “Welcome” Email

To make it easier to invite your customers to your new B2B store, we’ve created a sample welcome email you can use. It’s perfect for sending as part of a newsletter or as a personalised message from your B2B sales team.

On-Site Optimisations

In addition to the recommendations above, there are several on-site updates you can implement to drive more B2B customers to your store:

• Navigation: Add a prominent link to your B2B store in your website’s navigation—such as the header or footer. This can be done easily via your Shopify Admin under Online Store > Navigation.

• Landing Page: Create a dedicated landing page to attract both new and existing B2B customers. Use this space to highlight key benefits, showcase testimonials, feature popular products, and include compelling visuals.

• Email Marketing: Update your existing email campaigns to promote your new B2B store. Consider dedicated announcements, feature highlights, or inclusion in newsletters.