Tagged “setup”
6 articles
Mify FieldB2B: B2B Rep Portal
- Install FieldB2B and choose a planInstall Mify FieldB2B from the Shopify App Store and choose a plan, which you need to do before you can use the app.Getting started
- Add a sales rep and give them accessCreate a sales rep in FieldB2B, set their commission and discount limit, and share their login.Sales reps & managers
- Choose a company mode: Shopify B2B sync or app-managedDecide whether FieldB2B reads your B2B companies from Shopify B2B or manages them in the app, and what each mode syncs.Companies & assignments
- Assign reps to companiesGive each sales rep the companies they look after, so those accounts appear in the rep's portal.Companies & assignments
- Show metafields on the product pageShow facts you keep in Shopify metafields, like when a sold-out size is back, on the product page your reps and buyers see.Catalog
- Turn on the buyer portal and invite buyersLet your B2B customers sign in and order for themselves at their agreed prices, and send each buyer their sign-in link.Buyer portal