How It Works

Installation

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

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!

Your First Discount

The SmartTrade Pro dashboard shows your discount status and settings.

Discount Settings

• Fallback Discount - The default percentage for customers who don't match a specific 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.

Assigning a Tier

1. Go to Customers in SmartTrade Pro
2. Find the customer and use the tier dropdown
3. Select their tier (e.g., Gold, Silver, Bronze)
4. The tier is saved automatically

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

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.

Creating Tiers Premium

Create multiple discount levels for different customer segments.

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.

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.