> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/getting-started/set-up-your-first-rule-with-the-onboarding-guide.md).

# Set Up Your First Rule with the Onboarding Guide

Right after you install the app, a short onboarding walks you through your first B2B rule or form, turns on the app embed and helps you pick a plan. You then land on the Home dashboard.

## What the onboarding does

The first time you open the app, you go through a short guided setup instead of landing on a blank dashboard. It has **4 steps**, shown in a progress bar at the top:

| # | Step name in the progress bar                                   | What you do                                                           |
| - | --------------------------------------------------------------- | --------------------------------------------------------------------- |
| 1 | **Your goals**                                                  | Tell us what you are looking for                                      |
| 2 | **First rule**                                                  | Review and create a pre-filled first rule or form                     |
| 3 | **Turn on app embed**                                           | Switch on the B2B Solution app embed in your theme                    |
| 4 | **Choose a plan** (development stores see **Apply for a plan**) | Start a free trial, continue on Free, or apply for a Development plan |

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-b6f3ae8a9ba49a2ed07085d5bd4f14998cc3593a%2Fcms-onboarding-01.png?alt=media" alt="The onboarding progress bar and the Skip button"><figcaption><p>The onboarding progress bar and the Skip button</p></figcaption></figure>

{% hint style="info" %}
Every step has a **Skip** button at the top right, and a **Back** button (from step 2). Skipping takes you straight to the Home dashboard. Nothing in the onboarding is required to keep using the app.
{% endhint %}

## Step 1: Your goals

The screen asks **What are you looking for?** Pick the one option that matters most right now. We set it up together on the next step.

| Option                                   | What it sets up                                                                                              |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **Special prices for certain customers** | A Custom Pricing rule for customers with a tag                                                               |
| **Wholesale registration and approval**  | A B2B registration form (Registration Forms)                                                                 |
| **Orders on behalf of buyers**           | A first wholesale price rule, because draft orders charge whatever your B2B prices say                       |
| **Volume discounts**                     | A Volume Pricing rule with quantity breaks                                                                   |
| **A price list per customer**            | A price rule for selected customers                                                                          |
| **Something else**                       | Type what you need in the text box. Our team follows up, and you start with a wholesale price rule meanwhile |

Below the options you can:

* Tick **I want to receive emails** if you want B2B Solution updates and setup tips. Leave it unticked to opt out.
* Click **Chat with our team** if you are not sure which option to pick.

Click **Next** to continue. **Next** stays disabled until you pick an option.

## Step 2: First rule

The app opens a form for the option you picked, already filled in with sensible defaults, so you do not build anything from scratch. The heading reads **You picked:** .

What you can edit depends on your choice:

| You picked                                                                       | Fields you can edit                                                                                                                                                           | What is created                                                                                                                                               |
| -------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Special prices for certain customers, Orders on behalf of buyers, Something else | **Rule name**, **Applies to customers tagged**, **Discount** (percent off or amount off)                                                                                      | A Custom Pricing rule. Only customers with the tag get the price. Everyone else keeps paying the normal price                                                 |
| Volume discounts                                                                 | **Rule name**, **Applies to customers tagged**, **Quantity from** and **Percent off** for each price break                                                                    | A Volume Pricing rule.                                                                                                                                        |
| A price list per customer                                                        | **Rule name**, **Customers on this price list** (**Select customers** or **Edit customers**), **Discount**                                                                    | A price rule for the selected customers. Click **No customers yet? Use a tag instead** to target a tag, or **Pick specific customers instead** to switch back |
| Wholesale registration and approval                                              | **Form name**, **Approved applicants get this tag**, **Approve applications automatically**, **Also give them a wholesale price** (with **Discount for approved applicants**) | A registration form. Turn **Approve applications automatically** off to review each application yourself                                                      |

Tip: tag your wholesale customers in Shopify with the same tag shown in **Applies to customers tagged**, otherwise the price does not reach them.

Then choose:

* **Activate rule** (or **Publish form** for a registration form) to create it.
* **I'll create it later** to skip creating it now.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-2220c22ee07d80fe8718b219de5c5d981a123f15%2Fcms-onboarding-03.png?alt=media" alt="The pre-filled first rule"><figcaption><p>The pre-filled first rule</p></figcaption></figure>

### The confirmation screen

After you create it, the screen **Your \<rule, form or price> is live** shows:

* **What it does**, for example the discount and the customers it applies to.
* **You can edit it any time under** the module that holds it: **B2B pricing › Custom Pricing** or **B2B pricing › Volume Pricing** for price rules, **B2B customers › Registration Forms** for forms.
* **To check it yourself**: pick a customer with the tag (or click **Tag a customer in Shopify**), log in to your storefront as that customer and open any product page.
* For a registration form: the **Form URL** with a **Copy form URL** button, and **Open store menus** so you can add the page to your store menu.
* **Don't see it?** Click **Chat with our team**. We fix theme conflicts for free.

Click **Continue** to go on, or **Create another**.

If the module is switched off for your store, a warning tells you to turn it on from the dashboard, otherwise nothing shows on your storefront.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-3ed7605377b53d216ef4a13ce2acf80a6135e177%2Fcms-onboarding-04.png?alt=media" alt="First rule confirmed as live"><figcaption><p>First rule confirmed as live</p></figcaption></figure>

## Step 3: Turn on app embed

Your B2B rules only show on your storefront when the **B2B Solution** app embed is on in your **live** theme.

{% stepper %}
{% step %}
Click the button to open the theme editor.
{% endstep %}

{% step %}
Under **App embeds**, turn on **B2B Solution**.
{% endstep %}

{% step %}
Click **Save**, then come back to the app tab. The app checks it for you.
{% endstep %}
{% endstepper %}

The step shows one of these results:

* **App embed is on. Your B2B rules now show on your storefront.** Continue.
* **Not on yet. Turn it on and save in the theme editor, then check again.**
* **We couldn't check your theme right now. Try again in a moment.**

Click **Skip** (top right) if you want to do it later. You can always turn it on from the Home dashboard, see [Enable or Disable the App in Your Theme](/b2b-wholesale-solution/getting-started/enable-or-disable-the-app-in-your-theme.md).

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-dbe59276326ddbe19bb5adc9c444ef68f2475fa5%2Fcms-onboarding-05.png?alt=media" alt="Turn on the app embed"><figcaption><p>Turn on the app embed</p></figcaption></figure>

## Step 4: Choose a plan

The last step shows **Your recommended plan: start your 14-day free trial**. The recommended plan is picked from the option you chose in step 1:

* Only **Wholesale registration and approval** points to **Essentials**.
* Most other choices point to **Advanced**.

Prices are shown per month. Yearly billing is cheaper, and you can switch any time under **Pricing plans**. You can also switch to a different plan during your free trial.

* Pick a plan to start its free trial, or click **Continue with Free plan** and upgrade later.
* Click **Book a free setup call (optional)** if you want our team to set it up with you.
* Click **I'll do this later** to leave without choosing.

{% hint style="info" %}
**Development stores** see **Apply for a plan** instead. Fill in the short form (only the reason is required) and click **Send request**. Once our team approves it, the store can use every feature for free.
{% endhint %}

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-4a689b69800d21f27cd248b1b48b1149e4093d7b%2Fcms-onboarding-06.png?alt=media" alt="Step 4 on a development store: Apply for a plan"><figcaption><p>Step 4 on a development store: Apply for a plan</p></figcaption></figure>

## After onboarding: Home

When onboarding ends (or when you skip it), you land on the **Home** dashboard. It shows what still needs doing and how your B2B setup is performing:

* **Needs your attention**: pending B2B applications (**Review applications**) and a turned-off app embed (**Turn on the app embed in your theme**).
* **App status**: whether the **Storefront embed** is **On** or **Off**, plus the app blocks for **Orders Custom Fields** and **Tax Exempt**. See [Enable or Disable the App in Your Theme](/b2b-wholesale-solution/getting-started/enable-or-disable-the-app-in-your-theme.md).
* **Performance summary** and **Your modules**, where you turn modules on and open them with **Manage**.

See [Navigate the App](/b2b-wholesale-solution/getting-started/navigate-the-app.md) for every card on Home.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fgit-blob-803e908d94b3b2480f823fd497d58a8aa389a0d8%2Fcms-onboarding-07.png?alt=media" alt="Home after onboarding"><figcaption><p>Home after onboarding</p></figcaption></figure>

{% hint style="info" %}
Need the steps again later? Open the in-app **Help center** and search **Get started with B2B Solution**. See [Navigate the App](/b2b-wholesale-solution/getting-started/navigate-the-app.md).
{% endhint %}

{% hint style="info" %}
If you need further assistance, please feel free to reach us at [**support@bss-b2b.solutions**](mailto:support@bss-b2b.solutions) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740).
{% endhint %}