Getting Started
Others settings
Email notification Gmail SMTP Please check the app password from your Google Account. Select Gmail SMTP. Please fill in all information into those fields(Note: Password is app password in Google account - not your email password) Gmail SMTP Connect successfully |  Congrats! You've finished exploring our app. You can explore yourself for more customisation of your own store. 📌 If you have any further concerns, please contact our CS team through [live chat](https://go.crisp.chFew readers
Company
Add a company from Shopify
Add a company from Shopify You can add an existing Shopify Company to QuoteSnap B2B instead of creating and maintaining a separate company record. When you add a Shopify Company, QuoteSnap B2B links the existing Company and brings its Locations and buyers into the app. You can then configure B2B pricing and purchasing settings for the Company. Table of contents Before you start Add a Shopify Company [Company and Locations](#2-cFew readersAssign pricing to a Company
Assign pricing to a Company You can assign pricing to an existing B2B Company at any time. Pricing assigned to a Company applies to buyers across all Locations belonging to that Company. Table of contents Before you start Assign pricing to a Company Choose a pricing type Select existing pricing Create new pricing [Change assigned pFew readers
Analytics
Company Analytics
Company Analytics — Help Doc Each Company has its own Analytics tab. It shows how that Company buys, quotes and uses your B2B pricing, compared with its own history rather than with your other companies. Metric definitions are the same as on the main Analytics page. To see all companies together, read View B2B Analytics. Table of contents [Open Company analytics](https://claude.ai/chat/b29c1bf8-3e1d-4cf6-9563-60acd9368ef6?artifFew readersB2B Analytics
Overview Analytics shows how your B2B business is performing across companies, quotes and pricing, in one page with four tabs: Overview, Companies, Quotes and Pricing. To open it, go to B2B > Analytics in the app menu. Hover any metric's help icon or dotted underline to see what it means and how it is calculated. To see analytics for one company only, read View analytics for a single Company. Table of contents [Filters and compFew readers
Others
Form
Introduction Wholesale pricing should only be available to verified businesses. Registration Forms allow you to collect business details, review applications, and approve qualified customers before granting access. This ensures that only legitimate buyers can view your special offers while keeping the signup process simple and professional. Form At the moment, the app supports only a single form rather than multiple forms. Support for multiple forms will be added soon. To create a forFew readersOrder
IntroductionFew readersDiscount
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IntroductionFew readers
Pricing
Create and manage Quantity pricing
Set up Quantity pricing for volume discounts Quantity pricing lets you offer different prices based on how many units a buyer purchases. Use Quantity pricing when you want to reward larger orders with volume discounts, bulk pricing, or lower per-unit prices. For example: 1–9 units → No additional discount 10–49 units → 10% off each 50+ units → 20% off each Quantity pricing can calculate these discounts from either the original Shopify price or the price already determinedFew readersCreate and assign Base pricing
Base pricing Base pricing defines the standard prices a company receives for your products without changing the original product prices in Shopify. Use Base pricing when you want to offer company-specific prices, contract prices, or negotiated prices for selected products or product groups. You can assign multiple Base pricing configurations to the same company. When more than one Base pricing can provide a price for the same product, Priority determines which configuration the app checFew readersPricing overview
Introduction B2B buyers often need different prices from regular retail customers. You might offer contract prices to a specific company, negotiated prices for selected products, or volume discounts for larger orders. With Pricing, you can manage these B2B prices without changing the original prices of your products in Shopify. You can create pricing configurations in Pricing settings, define which products and companies they apply to, and control how the final B2B price is calculated.Few readersBuild Base pricing from closed quotes
Build Base pricing from closed quotes Build pricing from closed quotes turns the prices you agreed with a company in the QS Request a Quote, Hide Price app into Base pricing in the B2B app. The company then reorders at the agreed prices without a new quote. The app reads the company's quotes with the Deal Closed status and lists every quoted product with its agreed price. You choose which products to include, adjust prices if needed,Few readers