Getting Started with Soryk

From a blank Shopify store to your first live B2B order, with field agents earning commissions and a customer app that doesn't look like an off-the-shelf plugin. Plan for 30–60 minutes if you have your data ready, longer if you're starting from scratch.

Prerequisites — what you need before installing

Soryk is a Shopify-native app: it stores nothing in its own database, and reads / writes everything through the Shopify Admin API. That keeps your data portable, but it also means a few things must already be in place on Shopify before you install.

• any paid Shopify plan with B2B feature enabled Soryk relies on native Shopify B2B: companies, company locations, B2B catalogs and price lists. Without B2B you can install Soryk but most features won't function. Shopify B2B help →
• Admin access to your Shopify store You need staff with the app.install permission, plus rights to create products, customers and companies. Owners and full-permission staff are fine.
• A list of agents that will use the app Just emails are enough to start. Names, languages and assigned companies can be added later. Plan one agent per email — Soryk uses email as the unique key for invites and commission attribution.
• Your B2B customer list (companies + contacts) CSV or Excel works. Required minimum per row: company name, primary contact email, billing address. Locations and additional contacts can be imported later.
• B2B price lists If you already use Shopify B2B catalogs, you're done. If not, prepare a CSV with SKU + tier price columns and load them into Shopify before going live with Soryk.
• Product catalog already loaded in Shopify Products with variants and SKUs. The Soryk Agent app reads exactly what Shopify exposes — there is no separate product database. Inventory modes (off / quantity / traffic-light) work best when stock levels are accurate.
• Resend account (or use the bundled default) Transactional email — magic links, OTPs, quote sends — goes out via Resend. Use the default noreply@soryk.app sender or plug in your own API key to send from your domain.
• (Optional) Anthropic API key for Territory AI Only required if you want the AI conflict audit on territory definitions. Without it, territories still work — you just won't get the suggestion banner. More on the AI audit →
• Add Google Places API key (optional, address autocomplete on new customer creation) Plug in a Google Places API key to enable validated, structured address autocomplete when agents create a new B2B customer from the app. Without it, agents can still type addresses manually.

The onboarding flow

Five steps. The first three are infrastructure, steps 4 and 5 are domain-specific. You can pause between any of them — nothing is locked in until you start sending magic links.

1. Install Soryk from the Shopify App Store

   Search "Soryk" in the App Store or open the direct listing. Click Install and Shopify will prompt you to accept the requested scopes:

   read_products, write_products
   read_orders, write_orders
   read_draft_orders, write_draft_orders
   read_customers, write_customers
   read_companies, write_companies
   read_inventory
   read_locations
   read_metaobject_definitions, write_metaobject_definitions
   read_metaobjects, write_metaobjects

   After accepting, you'll be redirected back into the Shopify admin with Soryk embedded. The first thing Soryk does on first load is create the metaobject definitions it needs (one-time, idempotent — see Metaobjects).

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   Installation is reversible at any time. If you uninstall, Shopify revokes the access token, and your data stays exactly where it is — in Shopify. There's no Soryk database to delete from.

   Screenshot: Shopify App Store listing with Install button — coming soon

2. Initial configuration (5-minute wizard)

   The first time you open Soryk you'll see a short configuration wizard. You can edit any of these later from Settings, so don't overthink it — just pick sensible defaults.

   Setting	Recommended start	What it does
   inventoryMode	traffic_light	Show stock as green/yellow/red dots in the agent app. Less scary than raw numbers, more honest than "off".
   requireCompanyApproval	true	Agents propose new companies; you approve before they hit Shopify. Turn off later if you trust your team.
   agentDiscountMaxPercent	5 or 10	Auto-apply discounts up to this %. Above the cap → pending approval queue.
   Languages	EN + your local	Eight available: EN, IT, ES, FR, DE, NL, PL, PT. Both UI and customer-facing.
   territoryEnabled	false	Leave off to start. Enable once you've actually drawn territories.
   buyerPortalEnabled	false	Off for now. Enable when you're ready to invite customers to self-serve.

   Skip the advanced settings for now — territory shapes, manager hierarchy, payment-term label overrides. Come back once the basics work.

   Full reference: all 12 settings explained.

3. Import data

   You can do this manually for small teams (under ~20 companies and a handful of agents). Bulk imports are a CSV away.

   Companies — CSV bulk import

   Use Shopify's native B2B company import if your data fits their format. For Soryk-side metadata (assigned agents, custom flags) you can attach those in the next step.

   Agents — CSV bulk import

   Download the agents template from the Agents page. Required columns:

   email,name,company_ids
   marco.bianchi@example.com,Marco Bianchi,"gid://shopify/Company/123,gid://shopify/Company/456"
   laura.conti@example.com,Laura Conti,"gid://shopify/Company/789"
   sara.romano@example.com,Sara Romano,

   • email — must be a valid email format. Used as the agent's unique identifier.
   • name — display name in the app and on commission reports.
   • company_ids — comma-separated Shopify Company GIDs (use gid://shopify/Company/<numericId>). Leave blank if you'll assign companies manually.
   !

   Malformed values are reported, not silently dropped. Invalid emails or wrong-format Company GIDs come back in unresolvedCompanies in the import response so you can fix and retry. Nothing is half-imported.

   If you have under ~10 agents and 50 companies, manual entry is faster than fighting CSVs. Manual agent creation →

4. Configure commission rules

   Available on Growth tier and above. Commission rules define who earns what, on which orders, and at what %. The engine matches the most specific rule per order using a priority tie-break.

   Decide:

   • Scope — global (everyone, every order), agent (one specific agent), collection (everyone, but only orders touching this collection), or variant (specific SKU).
   • Base — what to multiply by: total, subtotal, no_shipping or no_tax_no_shipping. Most merchants pick no_tax_no_shipping.
   • Rate % — flat percentage. Tiered rates are achieved by stacking rules with different scopes and priorities.
   • Priority — integer for tie-breaks when two rules apply. Higher wins.
   • Deduct on refund — if a refund is issued on an already-paid commission, raise an alert and reverse the earning.

   A typical starter setup:

   Rule 1 — Global baseline
    scope: global
    base: no_tax_no_shipping
    rate: 5%
    priority: 1
    deduct_on_refund: true
   
   Rule 2 — Premium wine collection bonus
    scope: collection (Vini Premium)
    base: no_tax_no_shipping
    rate: 8%
    priority: 10
    deduct_on_refund: true

   An order with three regular bottles + two Premium ones triggers Rule 2 (higher priority, scope match). Without the Premium SKU, Rule 1 applies.

   Full reference: Commissions. If your business uses payouts in cash or via PayPal, configure those payout methods too.

5. Test & go live

   Don't send the first agent invitation until you've placed a test order yourself. Use a real-looking but disposable customer email so you can also verify the buyer flow.

   1. Open the Agent app at https://your-shop.myshopify.com/apps/soryk/agent.
   2. Sign in with your own email — you'll receive a magic link via Resend.
   3. Pick a test company, browse the catalog, build a small cart, place a draft order with a 3% discount.
   4. Back in the admin, open the draft order. Confirm it has soryk + soryk_agent:<your-email> tags and the correct discount.
   5. Mark it as paid in Shopify (test gateway is fine). Open Commissions → Da pagare and verify the earning shows up with the right base and rate.
   6. Test the customer app (if enabled): sign in as a customer, see the catalog scoped to your company, place a small order.
   7. Send your first agent invite via Agents → [Agent] → Send magic link.
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   Live. If everything passed, you're production-ready. Set up a recurring 15-minute weekly check-in for the first month to monitor the Pending banner (companies / location changes / discount approvals / commission alerts).

Realistic timeline

Don't want to do this alone?

Soryk is fully self-service, but we offer paid setup if you'd rather hand the wheel to us. All packages are async-first (no fixed call slots, no timezone tax) and capacity is intentionally limited so each customer gets real attention.

• App Quick Setup — from €499. You already have Shopify B2B running. We install Soryk, configure settings, import your agents and companies, set up commission rules, and run the test order with you. Details →
• Complete B2B Setup — from €1,200. You have a paid Shopify plan but no B2B yet. We do the full B2B activation: company profiles, catalogs, price lists, then Soryk on top. Details →
• Italian Premium Support — +€399. Add-on for any package: scheduled calls in italiano, faster response window, direct WhatsApp line. Details →
• Custom Migration — quote. Coming from SparkLayer, Pepperi, Handshake or a homegrown Excel/Access setup. Typical range €2,000–€8,000, capped at 1–2 projects per month. Details →

What's next

• Configure the rest of your settings → Setup & Installation
• Get your sales team onboarded → Managing Agents
• Fine-tune commission rules → Commission Rules
• Have a question that's not here → FAQ or contact us