App onboarding checklist

What to expect the first time you open Samita Wholesale Pricing, and what the Dashboard shows you afterward.

The first time you open Samita Wholesale Pricing, a short setup wizard walks you through the basics. This page explains each step, and what you'll see on the Dashboard afterward.

First-time setup wizard

1

Enable app embed

Turn on the app embed so Samita Wholesale Pricing can actually run on your storefront. Until this is on, wholesale prices, forms, and order tools won't appear for customers. Click Enable App Embed to jump into your theme editor, then Save and return. See Activate/Deactivate app in the theme for the full walkthrough.

2

Choose a pricing plan

Pick a plan based on how much revenue you expect to run through the app. You can start on the Free plan and upgrade any time. See Pricing Plans & Revenue Tracking.

3

Choose a pricing template (optional)

Optionally start your first wholesale pricing rule from a ready-made template — Percentage Discount, Fixed Amount Off, or Quantity Break — then customize it on the next screen. You can also click Skip and set one up later. See Create a wholesale pricing.

What you'll see on the Dashboard

• Performance snapshot — Wholesale Revenue, Completed Wholesale Orders, Pay Later Orders, and Customer Approvals for the period you choose.

• Active app / Active app blocks — whether the app embed is currently on, and how many of the app's storefront blocks are active in your theme. Click Refresh after making theme changes to update this.

• Revenue Usage — on plans with a revenue cap, a donut chart showing how much of your quota you've used.

• Recent activity — a live feed of new customers, approvals, and orders. Click History for the full log — see Recent Activity log.

• Wholesale features — quick links to get started with each core feature: Create wholesale pricing, Create volume pricing, Create registration form, Approve customers, Create quick order form, and Set payment terms.

Need support?

If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [e-mail]