Installation

Installing SmartTrade Pro takes just a few clicks from the Shopify App Store.

1 Find the App

SmartTrade Pro is available on the Shopify App Store. Click "Install Free" to add it to your store.

2 Install

Click "Add app" and approve the permissions. SmartTrade Pro needs access to customers, orders, and discounts to function.

3 Open the Dashboard

Once installed, click "SmartTrade Pro" in your Apps menu to open the dashboard. You're ready to set up your first trade discount!

Quick Setup

Get trade discounts working in under 5 minutes with this quick start guide.

  1. Tag a customer - Go to Customers in Shopify, open a customer, add the tag "Trade Customer"
  2. Set your discount - In SmartTrade Pro dashboard, set your fallback discount percentage (e.g., 15%)
  3. Create the discount - Click "Create Trade Discount" to activate
  4. Test it - Log in as that customer and go to checkout. You'll see the discount applied!
Tip: Use a test customer first. You can tag yourself or create a test customer to verify everything works before rolling out to real customers.

Your First Discount

The SmartTrade Pro dashboard shows your discount status and settings.

Discount Settings

  • Fallback Discount - The percentage used when nothing more specific applies: on Standard it is the discount every trade customer receives; on Premium it covers products with no per-product override, and trade customers who have not yet been assigned a tier
  • Cart Message - The label shown in the cart (e.g., "Trade Discount")

Creating the Discount

Click "Create Trade Discount" to activate. The status badge will change from "Not Found" to "Active". Your discount is now live and will apply to any customer tagged "Trade Customer".

Tagging Customers

Customers qualify for trade discounts based on their tags in Shopify.

Adding the Trade Customer Tag

  1. Go to Customers in your Shopify admin
  2. Click on a customer to open their profile
  3. In the Tags section, add Trade Customer
  4. Save the customer

That customer will now receive your trade discount at checkout automatically.

Bulk Tagging

To tag multiple customers at once:

  1. Go to Customers and select multiple customers using the checkboxes
  2. Click "More actions" → "Add tags"
  3. Type "Trade Customer" and save

Trade Applications

Let customers apply to become trade buyers directly from your storefront.

How It Works

  1. Customer fills out the registration form on your store
  2. Application appears in SmartTrade Pro → Applications
  3. You review and click Approve or Reject
  4. Approved customers are automatically tagged and can start ordering

VAT Validation

For UK customers, SmartTrade Pro validates VAT numbers with HMRC. Valid VAT numbers show the registered company name, and approved customers are marked as tax exempt.

Customer Tiers Premium

Assign customers to different discount tiers for tiered pricing.

Tiers are in addition to the Trade Customer tag, not a replacement for it. The Trade Customer tag is the only thing that makes someone a trade customer, whichever tier they are on. A customer with a tier assigned but no Trade Customer tag receives no discount at all. Customers approved through the trade registration form are tagged automatically.
A tier is not a second tag. When you assign a tier, SmartTrade Pro saves it to the customer's Trade Tier field (the custom.trade_tier metafield) in Shopify — not to their tags. Adding a tier name such as "Gold Trade" as a tag in Shopify admin does nothing; assign tiers from the Customers page in the app.

Assigning a Tier

  1. Tag the customer Trade Customer in Shopify (if they are not tagged already)
  2. Go to Customers in SmartTrade Pro
  3. Find the customer and use the tier dropdown
  4. Select their tier (e.g., Gold, Silver, Bronze)
  5. The tier is saved automatically

The customer will now receive their tier's discount percentage instead of the fallback rate.

Trade Customers Without a Tier

A tagged trade customer who has not been assigned a tier receives the Fallback Discount percentage from the dashboard. This keeps existing trade customers discounted when you move from Standard to Premium, before you have worked through assigning tiers. Set the fallback to 0% if you would rather untiered customers received nothing.

Free shipping follows the same rule. The Free Shipping tickbox on the dashboard covers trade customers with no tier assigned; a customer on a tier uses that tier’s own free-shipping setting on the Tiers page, which wins either way — so a tier with free shipping switched off does not get it, even when the dashboard tickbox is on.

The same applies if a customer's tier no longer matches any tier in your list — because the tier was renamed or deleted. They are still a trade customer, so they receive the fallback discount rather than being charged full retail. Re-assign them to a current tier to restore their proper rate.

Renaming a tier moves its customers with it. The tier name is stored on each customer, so when you rename "Gold" to "Gold Trade" SmartTrade Pro updates every customer on that tier at the same time and tells you how many were moved. If any could not be updated you are warned with the count — those customers stay on the old name and receive the fallback discount until you re-assign them from the Customers page.

Global Discount

The simplest setup: one discount percentage for all trade customers.

On the Standard plan, you set a single Fallback Discount percentage. Every customer tagged "Trade Customer" receives this discount at checkout.

Example: Set fallback to 20%. All trade customers get 20% off their entire order, automatically.

Creating Tiers Premium

Create multiple discount levels for different customer segments.

1 Go to Tiers

Click "Tiers" in the SmartTrade Pro sidebar.

2 Add a Tier

Click "Add Tier". Enter a name (e.g., "Gold") and discount percentage (e.g., 25%).

3 Sync to Shopify

Tiers automatically sync to Shopify. The sync timestamp shows when the last sync occurred.

Tier Priority

Tiers are displayed with the highest discount percentage at the top. When a customer matches a tier, they get that tier's percentage. Customers without a tier get the fallback percentage.

Product Overrides Premium

Customise discounts for specific products or exclude them entirely.

Setting an Override

  1. Go to Products in SmartTrade Pro
  2. Find and expand a product
  3. For each tier, choose: Default (inherit), No discount, or Custom %
  4. Click Save

Excluding a Product

Toggle "Exclude from all trade discounts" to remove a product from trade pricing entirely. Useful for low-margin items or sale products.

Variant Overrides

For products with variants (sizes, colours), you can set different discounts per variant. Expand the Variants section to see per-variant controls.

Enabling App Embed

The App Embed enables storefront features like price display and registration forms.

1 Open Theme Editor

Go to Online Store → Themes → Customise (on your live theme).

2 App Embeds

Click the App Embeds icon (puzzle piece) in the left sidebar.

3 Enable SmartTrade

Find "SmartTrade Pricing" and toggle it ON. Save the theme.

The dashboard shows your App Embed status. Once enabled, trade customers will see their discounted prices on your store.

Price Display Premium

Trade customers see their discounted prices before checkout.

Product Pages

On product pages, logged-in trade customers see:

  • Crossed-out retail price
  • Their trade price in bold
  • Savings amount and percentage

Collection Pages

On collection pages, products show a "Trade Pricing Available" badge so customers know they're getting a deal.

Registration Form

A trade application form is automatically available when you enable the App Embed.

Form Fields

The registration form collects:

  • Company name
  • Contact name and email
  • Phone number
  • VAT number (optional, validated for UK)
  • Message

Managing Applications

Applications appear in SmartTrade Pro → Applications. You can approve (creates/tags customer) or reject with one click.