Configuring App Settings

Settings Page Overview

The Settings page is where you configure the core behaviors of BulklyCart — from email notifications to shipping preferences and payment methods. To access settings, click Settings in the left sidebar menu of your BulklyCart dashboard.

The Settings page is organized into tabs, making it easy to find and configure exactly what you need. Each tab focuses on a specific area of functionality.

Notifications Tab

The Notifications tab is where you design the emails that BulklyCart sends to your wholesale customers. There are three types of notification emails you can customize:

1. Approval Email

This email is sent automatically when you approve a wholesale registration submission. It typically includes login instructions and a link to your wholesale portal.

2. Rejection Email

This email is sent when you reject a wholesale application. You can customize the wording to maintain a professional and courteous tone.

3. Invoice Email

This email is sent when you send an invoice to a wholesale customer for a completed order.

How to Configure Each Email Template

Each email template section uses an accordion-style layout — only one section is open at a time. Click on a section header to expand it and collapse the others. For each email type, you can configure:

Sender Information

1. Click on the email template section you want to edit (e.g., "Approval Email").
2. Enter your Sender Name — this is the "From" name recipients will see (e.g., "Wholesale Team" or your company name).
3. Enter your Sender Email Address — the reply-to address for the email.

Subject Line

Write a clear subject line for the email. You can use shortcodes to dynamically insert customer-specific information. Available shortcodes include:

• {{customer_name}} — The customer's full name
• {{company}} — The customer's company name
• {{shop_name}} — Your Shopify store name
• {{order_number}} — The order number (invoice emails only)

Example subject: "Welcome to {{shop_name}} Wholesale, {{customer_name}}!"

Email Body Editor

The email body uses a rich HTML editor with two modes:

• Visual Mode — A what-you-see-is-what-you-get editor with a formatting toolbar. Just type and format your email like a document.
• Source Mode — Switch to this mode to edit the raw HTML code directly. This is useful if you want precise control over the email layout.

The formatting toolbar includes buttons for:

• Bold, italic, and underline text
• Headings and paragraph styles
• Bullet and numbered lists
• Links and images
• Text alignment options

You can use the same shortcodes in the email body as in the subject line. This lets you personalize each email with the customer's name, company, and other details.

SMTP Configuration

By default, BulklyCart sends notification emails through its built-in mailer. However, if you want emails to come from your own email server (for better deliverability and branding), you can configure a custom SMTP server.

Setting Up Custom SMTP

1. In the Settings page, scroll to the SMTP Configuration section.
2. Enter your SMTP details:

• Host — Your email server address (e.g., smtp.gmail.com or smtp.yourdomain.com)
• Port — The server port (common values: 587 for TLS, 465 for SSL, 25 for unencrypted)
• Encryption — Choose TLS, SSL, or None depending on your email provider's requirements
• Username — Your email account username (usually your full email address)
• Password — Your email account password or app-specific password

1. Click Save to store your SMTP settings.

When Is Custom SMTP Used?

Once you've configured SMTP settings, BulklyCart will use your custom mail server for all outgoing emails. If the SMTP settings are left blank or if a connection fails, the app automatically falls back to the built-in application mailer to ensure your customers still receive their notifications.

Tip: If you're using Gmail, you may need to create an "App Password" in your Google account settings rather than using your regular password. Most modern email providers require this for third-party app access.

Shipping Tab

The Shipping tab lets you configure general shipping preferences that apply to your wholesale orders. These settings work in conjunction with your Shipping Zones & Rates configuration (which has its own dedicated section in the sidebar).

Key shipping settings include:

• Default shipping behavior — Whether to require a shipping address for all orders
• Weight unit preferences — Choose between pounds (lbs) or kilograms (kg)
• Shipping display options — How shipping costs are shown during checkout

Payment Methods Tab

The Payment Methods tab lets you configure which payment options are available to your wholesale customers during checkout. Unlike regular Shopify payments (credit cards, etc.), B2B payments often involve different methods.

You can set up payment methods such as:

• Bank Transfer / Wire Transfer — Provide your banking details for direct payment
• Net Terms — Offer payment terms like Net 30 or Net 60
• Check / Money Order — Accept traditional payment methods
• COD — Cash on delivery of the order

For each payment method, you can add a name, description, and instructions that are displayed to the buyer during checkout. The number of payment methods you can create depends on your subscription plan (1 on Free, 3 on Growth, unlimited on Pro/Business).

Remember to save your changes after configuring each tab. Your settings take effect immediately and apply to all future wholesale transactions.