Everything below lives inside the Shopify admin. There is no separate dashboard to log into and no database to provision: you install the app, approve permissions, and configure it from the embedded admin.
Install & permissions
Install Soryk from the Shopify App Store and approve the requested permissions. On first open, Soryk automatically creates its metaobject definitions (25+ types) in your store, so there is nothing to set up by hand.
The app requests the Shopify scopes it needs to do its job:
- Companies and customers (read and write): create and manage your B2B companies, their locations and contacts.
- Draft orders (read and write): every quote and order any surface creates is a native draft order.
- Orders (read, including
read_all_orders): so analytics can look back beyond the default 60-day window. - Locations (read): to list your fulfillment locations for inventory thresholds.
- Metaobjects (read and write): Soryk stores its own configuration as metaobjects in your store.
- Products (read and write): to read your catalog and stamp the data Soryk needs on it.
- Payment terms (read and write): to offer NET terms on quotes and orders.
- Files (read and write): to store your logo and visit attachments in Shopify Files.
- Shipping and markets (read): to price and ship correctly across regions.
Soryk also uses Shopify's protected customer-data access to read company contact details on draft orders.
A first-run onboarding checklist, Onboard, tracks your progress: choose a plan, invite your first agent, add your first company, set up a catalog, add commission rules, and review settings. Work through it in any order, then dismiss it.
The settings page
Open Settings in the admin. It is organised in sections, described below. Each key toggle shows its setting name and default value.
Inventory
Choose how stock is shown to agents and buyers. Mode is one of off, quantity (exact numbers), or traffic light (colour-coded bands). Set global low-stock and out-of-stock thresholds, and override thresholds per fulfillment location: Soryk lists your locations so you can tune each one.
Catalog filters
Define up to 3 filters agents and buyers can use to narrow the catalog. Each filter is one of: vendor, product type, custom tag, or metafield. Metafield options are derived automatically from your products, so you don't type values by hand. Filters are ANDed across categories (a product must match every active category) and ORed within one (any selected value in a category matches).
Ordering
These control how orders and new companies flow through approval.
New companies created by agents wait for your approval before they can be ordered against. Turn it off to let agents transact immediately.
Include storefront (online) orders in commission calculations, not just agent-placed orders. Leave off to commission agent activity only.
The ceiling under which an agent's discount auto-applies. Anything above this percentage goes to approval instead. See Discounts & approvals.
When a manager orders for a subordinate's company, choose whether the order credits the subordinate (team_agent) or the manager (manager_only).
Territory
Filter each agent's company list to the locations that match their territory. Turn it on to scope who sees which accounts. Full detail in Territories & geo.
Customer app
Turn on the white-label self-service portal so buyers can browse, reorder and track without an agent. See Customer app.
Payment terms
Terms come from your Shopify payment-terms templates: NET 7, 14, 30, 60, 90 and fixed. You can give each a custom display label, for example show "NET 30" as "2/10 Net 30", so buyers see the wording you use in your own paperwork.
Custom fields
Define extra fields to capture on companies or at checkout. Company fields are stored as company metafields under the soryk_custom namespace; checkout fields are stamped onto the draft order. Available types are text, multiline, number, select, boolean and date. Fields are reorderable and each can carry a required flag.
Visit forms
Build the form your agents fill on a customer visit. Fields can be text, multiline, select, date, file, boolean or number; reorder them, and enable or disable the form as a whole. Visit Forms is a Starter add-on and is included on Pro and Scale. See Visits & reports.
Branding
Give the agent and customer apps your look. Upload your logo (stored in Shopify Files), set a brand colour and a buyer accent colour, and override the "from" name and address on transactional emails. A master toggle turns branding on once you're happy with it.
Branding is included on Pro and Scale, or available as the Custom Branding (light) add-on from Growth. See Plans, billing & add-ons.