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Merchant guides

What does this do for me?

These guides turn the app’s Shopify admin screens into short tasks. Each step uses the exact labels you see in the app.

Finish app setup from the Dashboard

Complete the four-step setup checklist and read the storefront status.

Manage wholesale companies

Create companies with tiers, payment terms, discounts, and order limits.

Link B2B customers to companies

Add buyers, set roles, and review the B2B tag.

Build wholesale price lists

Create price lists, add rules, and assign them to companies.

Manage company locations

Add reusable shipping and billing destinations and a default.

Review wholesale applications

Approve or reject storefront applications.

Create a draft order from Quick order

Validate SKUs, then create and email a draft order.

Manage corporate buyers and approvals

Add subsidiary buyers, set limits, and work the approval queue.

Set up storefront B2B pricing and quote blocks

Activate the theme app embeds and configure their settings.

Choose a plan and manage billing

Compare plans and change your plan.

Use Tools and Enterprise services

Open plan-gated tools and submit an Enterprise request.
For technical context, read the architecture overview. Pcnaid Documentation › Shopify Ecosystem › Unified Commercial Suite › Merchant