Get started

Follow these steps to get your B2B store up and running with B2Bridge. You can track your progress directly from the Set up checklist on your dashboard.

When you install B2Bridge for the first time, you'll be taken through a short Onboarding that helps you choose the right plan based on your B2B goals. You can skip it and come back to this checklist at any time.

1

Activate B2Bridge's app embed

Go to your Shopify Theme Editor and activate the B2Bridge app embed. This enables B2Bridge to display B2B prices and features on your storefront.

From your dashboard, click Enable App — this opens the Theme Editor directly with B2Bridge pre-selected.

2

Subscribe to a pricing plan

Subscribe to a pricing plan to unlock B2Bridge's full feature set. Click Go to pricing page from the Set up guide, or navigate to Pricing plans in the sidebar.

A 14-day free trial is available on all paid plans — you won't be charged until the trial ends.

3

Set up a Price List

Create your first Price List to define B2B prices for your products. A Price List can contain custom discounts, volume tiers, and order limits.

Head to Price Lists to get started.

4

Set up a Customer Group

Create a Customer Group and assign your Price List to it. The Customer Group defines which customers see B2B prices and what payment methods are available to them.

Head to Customer Groups to get started.

5

Install B2Bridge on your theme

Run the installation to embed B2Bridge's code into your Shopify theme. This step is required for features like Quick Order, Net Terms, and RFQ to appear on your storefront.

Head to Installation to get started.

6

Test on your store

Open your store and log in with a test B2B account to verify that prices, payment options, and other features are working as expected.

From your dashboard, click Open store to go directly to your storefront.

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Need Help?

If you have questions or run into issues while using any feature, we're here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we'll get back to you as soon as possible.