> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/getting-started.md).

# Quick start

This walks you from a fresh install to one customer tag paying a different price, visible on the product page and correct at checkout.

## 1. Let your catalog build

On first install the app pulls your whole catalog into a price list for you. You do not create one.

While that runs, the home page shows **Setting up your store…**. Large catalogs take a few minutes; the page polls and refreshes itself.

{% hint style="info" %}
If setup fails, a **Retry setup** button appears on the same screen. If retrying does not clear it, contact support with your store URL — do not keep retrying.
{% endhint %}

When it finishes you land on the price list grid: one row per variant, showing display name, SKU and price.

## 2. Add a customer tag column

Every wholesale price belongs to a customer tag.

1. Open the price list editor from the home page.
2. Choose **Add column**.
3. Enter the **Tag name** exactly as it is spelled on the Shopify customer record.
4. Optionally set a **Discount title** — this is the label the buyer sees on the discount line at checkout. If you leave it blank, the price list's default title is used.
5. Choose **Add & configure**.

{% hint style="warning" %}
Tag names are **case-sensitive**. `Wholesale` and `wholesale` are two different columns, and a customer tagged `wholesale` gets nothing from a `Wholesale` column.
{% endhint %}

There is also a **Default** column. Anything you price there applies to *every* customer, tagged or not — useful for a storewide floor price, dangerous if you meant it for wholesale only.

## 3. Set a price

Find a product with the search box, or narrow the grid with [filters](/dollarlabs-b2b-custom-pricing/price-list/find-products.md).

Type a price straight into the tag's cell for a plain per-unit price. For anything more — volume tiers, a percentage instead of a price, a case quantity — open the cell's settings and configure it there. See [discount types](/dollarlabs-b2b-custom-pricing/getting-started/discount-types.md) and [volume tiers & case multiples](/dollarlabs-b2b-custom-pricing/getting-started/volume-tiers-and-case-multiples.md).

Doing this for thousands of variants? Skip the grid and use [CSV import & export](/dollarlabs-b2b-custom-pricing/price-list/csv-import-and-export.md).

## 4. Turn the price list on

Nothing is discounted until you enable it. On the home page, use the status switch on the price list card and confirm.

This creates the Shopify discount that does the actual work. Give it a moment to register.

## 5. Show the price on your storefront

This is the step people miss.

Dollarlabs discounts the **cart**. Your product pages still render Shopify's normal catalog price until you add our theme blocks, so a correctly configured store can still look broken to a wholesale buyer browsing a collection.

At minimum, add:

* **Product Price V2** on your product template — see [Product page](/dollarlabs-b2b-custom-pricing/show-final-prices-on/product-page.md)
* **Collection Pricing** app embed, plus a snippet change, if you want correct prices on collection and search pages — see [Collection page](/dollarlabs-b2b-custom-pricing/show-final-prices-on/collection-page.md)

If you use volume tiers or case quantities, also add the **Volume Tiers** and **Validation Message** blocks.

## 6. Test it properly

Test with a real customer account, not by guessing:

1. Tag a test customer with your tag, exactly as spelled.
2. Log in as that customer on the storefront.
3. Check the product page shows the wholesale price.
4. Add to cart and confirm the cart total reflects it.
5. Go to checkout and confirm the discount line appears with your discount title.
6. Log out, or use an untagged customer, and confirm you see normal retail pricing.

{% hint style="success" %}
Steps 3 and 4 fail independently. A right cart with a wrong product page is a **display** problem — revisit step 5. A right product page with a wrong cart is a **pricing or tag** problem — revisit steps 2–4.
{% endhint %}

## Where to go next

* [How pricing works](/dollarlabs-b2b-custom-pricing/getting-started/how-pricing-works.md) — the model behind the grid, and which price wins
* [Customer tags & columns](/dollarlabs-b2b-custom-pricing/getting-started/customer-tags-and-columns.md) — per-tag titles and rules
* [CSV import & export](/dollarlabs-b2b-custom-pricing/price-list/csv-import-and-export.md) — the bulk workflow
* [Wholesale forms](/dollarlabs-b2b-custom-pricing/wholesale-forms.md) — let buyers apply, and tag them on approval
* [Troubleshooting](/dollarlabs-b2b-custom-pricing/troubleshooting.md)