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Finish app setup from the Dashboard

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What does this do for me?

The Dashboard tracks four setup steps for your store. Finishing them confirms the app’s company, pricing, customer, and storefront pieces are ready before your buyers use B2B pricing.

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1. Open the setup checklist

  1. Open the app in Shopify admin. The Dashboard is the home screen.
  2. If setup is incomplete, a banner reads Finish setting up: <n> of <n> steps left. Select Show steps to expand it, or work from the setup modal titled Set up Advanced B2B.
  3. The four step rows are Create a company, Configure pricing, Link customers, and Activate storefront pricing. Each row shows a badge of Done, To do, or Blocked.
Only the account owner sees the setup banner and modal.

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2. Complete each step

  1. Create a company — select Review companies or Create company to open the Companies screen and save a company.
  2. Configure pricing — select Review price lists, Finish price list, or Create price list to open Price lists and save a price list.
  3. Link customers — select Review customers or Link customer to open B2B customers and link a Shopify customer to a company.
  4. Activate storefront pricing — select Review theme embed or Activate theme embed to open the theme editor and enable the B2B pricing and login app embed.
You can defer setup with Skip for now in the modal. Selecting Continue keeps the checklist available.

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3. Read the storefront status

The Dashboard header shows the storefront state as Storefront active, Checking storefront, Storefront status unavailable, or Storefront setup needed. Pricing and quote status show Active, Checking…, Status unavailable, or Inactive. A step counts as complete only when the app records your saved company, saved pricing, or saved customer link; entity counts alone do not complete a step. The storefront step completes only when the app detects the b2b-pricing embed active on your published theme.

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4. Use the overview

The Overview section links directly to each area: Active companies and Total companies open Companies, Wholesale orders opens Quick order, Active price lists and Rule targets open Price lists, and B2B customers opens B2B customers. If the order count cannot load, the card shows Unavailable with a Try again action. Pcnaid Documentation › Shopify Ecosystem › Unified Commercial Suite › Merchant