Dashboard

The Dashboard serves as the central command center for your B2B app, providing a comprehensive overview of your store's performance, quick access to all features, and streamlined management tools. It includes a getting started guide, performance statistics for the last 30 days (revenue, orders, customers, registrations), and toggles to enable/disable app modules like Custom Pricing and Order Limits.

Example: View your B2B performance at a glance - see that you've generated $45,000 in wholesale revenue from 89 orders and 12 new customer registrations this month, then quickly enable the Custom Pricing module with a single toggle.

Customer Management

Customer Management provides a complete solution for handling B2B customer registration, approval workflows, and communication. Create custom registration forms with drag-and-drop builder, manage customer approvals through a dedicated panel, validate VAT numbers automatically, and send customized emails for different registration statuses (new, approved, declined, under review).

Example: A business customer fills out your custom registration form including their company name and VAT number. The system automatically validates their VAT, tags them as "wholesale-pending," and sends them a confirmation email. You review their application, approve it, and they automatically receive a welcome email while their tag changes to "approved-wholesale."

For detailed instruction on how to set up this feature, click here

App Lock

App Lock allows merchants to restrict access to specific parts of their store based on customer identity, passcodes, or secret links. You can lock entire sites, specific products, collections, or pages, and control access through customer login status, specific tags, passcodes, or secret URLs. Unauthorized users can be redirected to login pages, custom pages, or shown custom messages.

Example: Hide your wholesale product collection from regular customers by locking it to only customers tagged with "wholesale-approved." Regular customers see a message directing them to apply for a wholesale account, while approved wholesalers can browse and purchase from the full catalog.

For detailed instruction on how to set up this feature, click here

Auto Tag and Tag History

Auto Tag and Tag History provides intelligent customer and order tagging based on dynamic conditions, with complete tracking of all tagging activities. Set up automatic rules that add or remove tags based on customer details, business information, or email domains, with full history logs showing when, why, and how tags were applied or removed.

Example: Create a rule that automatically tags any customer with an email ending in "@octspace.com" with the tag "oct-customer." When [email protected] registers, he's automatically tagged, and the system records this action with a timestamp in the tag history, showing that the "OCT Email Domain" rule applied the "oct-customer" tag.

For detailed instruction on how to set up this feature, click here

Custom Pricing

Custom Pricing enables merchants to create sophisticated pricing strategies with different prices for different customer segments. Apply pricing rules to specific products or collections, target customers based on login status or tags, and set prices as fixed amounts, percentage discounts, or fixed discounts. Use rule prioritization to control which pricing applies when multiple rules match.

Example: A product priced at $500 for regular customers shows different prices to different segments: retailers tagged with "retailer" see $490 (10% discount), while wholesalers tagged with "wholesale" see $450 (20% discount). Each customer group automatically sees their appropriate pricing when they log in.

For detailed instruction on how to set up this feature, click here

Quantity Break

Quantity Break allows merchants to offer tiered discounts based on quantity or cart amount thresholds. Create unlimited discount tiers based on quantity ranges or amount ranges, apply rules to specific products or customer segments, and choose from 6 different table styles to display the breaks visually on your storefront.

Example: For a product priced at $100 each, set up quantity breaks: 1-9 units at $100 each, 10-49 units at $90 each (10% off), 50-99 units at $80 each (20% off), and 100+ units at $70 each (30% off). Customers see this tiered pricing in an attractive table, encouraging them to increase their order size to reach better discounts.

For detailed instruction on how to set up this feature, click here

Order Limit

Order Limit helps merchants control customer ordering behavior by setting minimum, maximum, and increment restrictions based on quantity or cart amount. Apply limits to specific products or customer segments, set input field restrictions on the storefront, and perform cart validation before checkout to ensure all rules are followed.

Example: Set wholesale customer limits: minimum order of 50 units, maximum of 500 units, in increments of 10. When a customer tries to add 7 units, the system prevents this and shows: "Minimum order quantity is 50 units, orders must be in multiples of 10." The quantity selector automatically shows valid options (50, 60, 70, etc.).

For detailed instruction on how to set up this feature, click here