> 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

Set a wholesale price, assign it to a customer tag and show it on your storefront.

{% embed url="<https://dollarlabs.neetorecord.com/watch/c43f2007425c49c61673>" %}

Start with a product already in your Shopify store. Set a price for one customer tag, then check it on the product page, in the cart and at checkout. Keep your Shopify catalog price and existing storefront.

{% hint style="info" %}
The app's home page has a **Set up wholesale pricing** guide with these same steps. It ticks each step when the app sees it done. If you hid the guide, choose **Setup guide** at the top of the home page to open it again.
{% endhint %}

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-862af8c8a1abdcd0fefb6c338f2c366aacd40dd9%2Fhome-setup-guide-annotated.png?alt=media" alt="App home page setup guide titled Set up wholesale pricing, with six steps and a progress count of 4 of 5 steps completed."><figcaption><p>The setup guide on the app's home page follows the same steps as this page and ticks each one as you finish it.</p></figcaption></figure>

## 1. Let the app sync your existing catalog

[Install Dollarlabs: Wholesale & B2B Pricing](https://apps.shopify.com/dollarlabs-b2b-price-list?utm_source=helpdesk\&utm_medium=docs\&utm_content=quick-start) from the Shopify App Store. The app creates a price list from your Shopify catalog when you install it.

While that runs, the setup guide on the home page shows **Setting up your store** with an **In progress** badge. Large catalogs take a few minutes; the page updates automatically.

{% hint style="info" %}
If setup fails, a **Retry setup** button appears in a banner at the top of the page. If retrying does not clear it, contact support with your store URL — do not keep retrying.
{% endhint %}

When it finishes, the home page shows your price list grid. It lists only the variants that already have a price; until you set one, it says **No prices to show yet**. Choose **Edit** to open the full catalog: one row per variant, showing display name, SKU and price.

If the app is already set up, open its existing price list and choose the variant you want to configure. You do not need to recreate products or clear working prices.

## 2. Select or add a customer tag column

Every wholesale price belongs to a customer tag.

Select the matching column if it already exists. To add a new group:

1. On the home page, choose **Edit** to open the price list editor.
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" %}
Spelling matters, capital letters don't. Shopify keeps one spelling per tag across your store, and the app matches `Wholesale` and `wholesale` as the same tag. A typo such as `wholesal`, or an extra space, still means no match.
{% endhint %}

The **Default** column is fallback pricing for shoppers with no matching customer column, including guests. It does not compete with a matching customer column. Leave it empty if those shoppers should use the Shopify catalog price.

## 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).

Enter a per-unit price in the tag's cell. Open the cell's settings to add volume tiers, a different discount type or a case quantity. 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).

Save and wait for the update to finish. Reopen the value to check it before testing the buyer's price.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-7865ba187e77c5ebf1fa0e5ce91c1893927e6b19%2Ffirst-trade-price-annotated.png?alt=media" alt="Annotated grid showing a $10 catalog price and $8 wholesale price for one variant"><figcaption><p>Example: the wholesale customer pays $8 while the Shopify catalog price stays at $10.</p></figcaption></figure>

To update many variants at once, 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 switch on the **Price list** row and confirm.

This creates the Shopify discount. Wait for the update to complete before testing.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-6a06c7f000d44541443da7bf2a4b5074e5f20a63%2Fhome-price-list-status-annotated.png?alt=media" alt="Price list row with a green Live badge, the text Customers see their wholesale prices, a Theme blocks menu, a job history button and an on switch."><figcaption><p>The price list row on the home page shows whether wholesale prices are live at checkout.</p></figcaption></figure>

## 5. Show the price on your storefront

Add the theme blocks to show customer prices on product and collection pages. Without them, your theme may still show the catalog price even when the cart discount is working.

At minimum, add:

* **Product Price** on your product template — see [Product page](/dollarlabs-b2b-custom-pricing/show-final-prices-on/product-page.md)
* **Collection Pricing** app embed with **Rewrite theme product cards automatically** enabled for standard collection and search cards — see [Collection page](/dollarlabs-b2b-custom-pricing/show-final-prices-on/collection-page.md)

Most standard cards need no theme-code edit. If your theme uses a custom card layout or a developer renders prices with the SDK, follow the integration options in the collection guide.

To check which blocks are on your published theme, open **Theme blocks** on the **Price list** row of the home page.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-73741af467bcb0494e4d4c7d2e6f82ec8672627b%2Fhome-theme-blocks-annotated.png?alt=media" alt="Theme blocks popover listing Product page price, Volume tiers, Collection pricing and Order form as Active and Wholesale form as Not placed." width="572"><figcaption><p>Each block shows as Active or Not placed on your published theme; choose a block to see how to add it.</p></figcaption></figure>

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

## 6. Test the price

{% hint style="info" %}
Check one customer in the app first: in the setup guide, open **Preview a customer's price**, choose the customer and the product, then choose **Preview price**. If the customer pays retail, it says why.
{% endhint %}

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-d1dd71506b13bef65931a4fff1458c6050f5c5d5%2Fpreview-price-diagnosis-annotated.png?alt=media" alt="Warning banner from Preview price saying the customer pays the retail price, listing the customer&#x27;s tags, the price list&#x27;s columns and a Tag this customer in Shopify button."><figcaption><p>Preview price tells you why a customer pays retail; here the customer carries none of the price list's tags.</p></figcaption></figure>

Then test on the storefront with a test customer account:

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 the Shopify catalog price or the Default price you intentionally configured.

{% hint style="success" %}
If the cart price is correct but the product page is wrong, check the theme blocks in step 5. If the cart price is wrong, check the tag, saved price and price list status in steps 2–4.
{% endhint %}

## Where to go next

Keep this working price as you add customer groups and buying rules. Follow [Set up wholesale pricing](/dollarlabs-b2b-custom-pricing/getting-started/set-up-wholesale-pricing.md) for the complete sequence.

* [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)