Shopify Sidekick and the app
Ask Sidekick about your wholesale applications, a customer's wholesale status, your customer discount groups and onboarding forms, and let it draft a new discount group or an application decision for you to confirm.
B2B Onboarding & Wholesale connects to Shopify Sidekick, the assistant at the bottom of every Shopify admin page. Sidekick can read what the app knows about your wholesale program and can draft changes in the app's own forms. Nothing is saved or sent until you confirm it in the app.
What Sidekick can read
Sidekick already sees your customers, companies and orders. The app adds what only the app has:
- Application counts: how many applications are pending, need information, approved or denied, and how old the oldest open one is
- Applications: search by status, email or company name, and open one application with its submitted fields and the names of its documents
- A customer's wholesale status: whether a customer or email address is approved, pending, denied or not a wholesale customer, with the tier, expiry and company the app has for them
- Customer discount groups: each tier with its discount, order minimums, validity and how many customers and companies are in it
- Onboarding forms: each form with its fields, whether it asks for documents, and where it is published
Every answer links to the matching page in the app.
Try questions like:
- "How many wholesale applications are waiting for me?"
- "Is jane@example.com approved for wholesale, and on which tier?"
- "Which onboarding form asks for a resale certificate?"
Document links are never shared with Sidekick. It sees the names of uploaded files only, and you open them in the application page as usual.
What Sidekick can draft
Sidekick fills in an app form and leaves the last step to you.
| Ask for | What happens |
|---|---|
| A customer discount group ("create a Trade Gold tier with 20% off and a $500 minimum") | Customer Discount Groups > Create tier opens with the fields filled in. You press Save. |
| A change while the tier form is open ("make it 25% and add a 12 month validity") | The open form updates. You press Save. |
| A decision on an open application ("approve this one as tax exempt", "ask for the resale certificate") | The status, note and tax exemption are set on the application page. You confirm with the page's own button. |
To decide on an application, open it first: ask Sidekick to find it, follow the link, then ask for the decision.
Setting it up
The first time Sidekick needs the app it asks for permission. Choose Yes, and don't ask again so Sidekick can also open app pages for you. Choosing Yes allows a single answer only.
- Click Work with Sidekick at the bottom of any admin page, including inside the app.
- Ask in your own words. Naming the app helps when the question could also be answered from Shopify's own data.
- Review what Sidekick staged and press Save or confirm the decision in the app.
Good to know
- Sidekick never saves or sends anything. Decisions, emails to applicants and tier changes all wait for your confirmation in the app.
- App data only. Sidekick reads the app's applications, tiers, forms and the wholesale status it keeps. Shopify customers, companies and orders come from Shopify directly.
- One form at a time. Sidekick changes the form that is open in the app. Editing an existing tier or deciding an application starts by opening it.
- Price lists, companies and Klaviyo settings are not available through Sidekick yet. Sidekick can point you to the page.
- Shopify limits. Sidekick lists the first ten to twenty-five matches and may shorten long answers. Open the linked page for the full list.
Discount expiration
Activate discount expiration so company discounts in your Shopify B2B program automatically expire after a validity period you set.
Draft order invoices & reminders
Display Shopify draft order invoices on the customer accounts page and send automated payment reminders until invoices are paid.