Soryk Sales is a Shopify-native app: it stores nothing in its own database and reads and writes everything through the Shopify Admin API. Your data stays portable and inside Shopify. That also means a few things must already be in place before you install.
In a hurry? Install the app, open Settings, invite one agent, and place a test order. You can add commissions, catalogs and the customer app afterwards. The five steps below are the complete path.
Prerequisites
Have these ready on Shopify before installing:
- Any paid Shopify plan with B2B enabled. Soryk relies on native Shopify B2B: companies, company locations, catalogs and price lists. Since April 2026 B2B is available on all paid plans (Basic, Grow, Advanced and Plus), so Soryk works on every paid plan. Non-Plus plans cap active native catalogs at 3; Soryk lifts that with managed catalogs (see Catalogs & price lists).
- Admin access to your store. Staff with permission to install apps and to manage products, customers and companies. Store owners and full-permission staff are fine.
- Your list of agents. Emails are enough to start. Soryk uses email as the unique key for invites and commission attribution, so plan one agent per email.
- Your B2B customers. Companies with a primary contact email and a billing address. You can create them inside Soryk, or import a CSV later.
- Products and price lists in Shopify. Products with variants and SKUs, and your B2B price lists. Soryk reads exactly what Shopify exposes; there is no separate product database.
Optional integrations
- Resend for transactional email (magic links, quote sends). A default sender is bundled; add your own key to send from your domain. See Push notifications and Branding.
- Anthropic API key for the AI territory conflict audit. Territories work without it; you just won't get the suggestion banner. See Territories & geo.
- Google / Microsoft sign-in for agents and buyers, alongside the default email magic link.
Which Shopify plan do I need? Any paid plan. The differences that matter come from Shopify itself, mainly the native catalog cap (3 on non-Plus, 25 on Plus). Soryk works around that cap with managed catalogs, so most B2B operations never hit it.
The onboarding flow
Five steps. The first three are setup, steps 4 and 5 are your sales logic. You can pause between any of them: nothing goes live until you start sending magic links.
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Install Soryk from the Shopify App Store
Open the Soryk listing and click Install. Approve the requested permissions. On first open, Soryk creates its metaobject definitions in your store automatically. Every plan starts on a 30-day free trial, no card required.
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Set your plan and review Settings
Pick a plan on the Billing page (or stay on the trial). Then open Settings and set the essentials: inventory display, catalog filters, company approval, agent discount ceiling and payment terms. Each setting is documented in Installation & settings.
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Add your companies and agents
Create your B2B customers under Companies (or import a CSV), then invite agents under Agents and assign them companies. Each agent gets a magic-link invite by email. Full detail in Agents & managers.
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Add commission rules and catalogs
Define how agents earn under Commissions (global, per-agent, per-collection or per-variant rates), and confirm the B2B prices each company sees under Catalogs. These are plan-gated: commissions and unlimited catalogs start on Growth. See Commissions and Catalogs & price lists.
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Test, then go live
Send a magic link to one agent, place a test draft order for a company, and confirm it lands in Shopify with the right price and agent tag. When it looks right, invite the rest of your team. Optionally switch on the Customer app so buyers can self-serve.
How the pieces fit together
Soryk Sales is three surfaces over one Shopify store:
| Surface | Who uses it | What it does |
|---|---|---|
| Admin (embedded in Shopify) | You, the merchant | Agents, companies, commissions, catalogs, discounts, analytics and settings. |
| Agent app (iOS, Android, web) | Your sales reps | Browse the catalog, build carts, place draft orders for companies, save quotes, track commissions. |
| Customer app (white-label) | Your B2B buyers | Self-service catalog, cart, reorder and order tracking, with no agent in the loop. |
Every order any surface creates is a native Shopify draft order, tagged so commissions and analytics attribute it correctly. Nothing is stored outside Shopify except transient items like login codes and cache.
A realistic timeline
- Day 1: install, settings, invite a couple of agents, place a test order.
- Week 1: import your full company list, set commission rules, confirm price lists, roll out to the whole team.
- Week 2+: switch on the customer app, add visit forms, promo banners and branding as you need them.