B2B Pro is a powerful WooCommerce B2B and Wholesale plugin that allows you to control your store for both B2B and B2C customers. You can organize your customers into groups, apply different prices for each customer groups, hide products, disable shipping/payment methods separately and much more.
And best of all, you can do them easily!
Groups #
Organize your customers into groups. You can add special rules, discounts or product/category visibility settings for them.
For example you can sell a product to B2C customers for $99, while you can sell it to the Reseller (B2B) group for $90.
To create a group;
- Go to B2B → Groups
- Click the New group button
- Type the group name and select which payment methods and shipping methods will be active for this group.
Product Pages #
With B2B, you can set special prices for groups and offer different prices according to the quantity of products.
For this;
- Go to the Products page
- Select the product you want to change
- In the General tab, you will see fields where you can set prices for other groups.
Visibility #
To change the visibility of products or categories by groups, go to the edit screen of the product or category and select the B2B tab.
Setting category visibility #
To set which groups will see a category;
- Go to Products → Categories
- Select the category you want to change
- Select groups and/or customers from the Visibility tab
Setting product visibility #
To change the visibility of a product;
- Go to the Products page
- Select the product you want to change
- In the B2B tab, click the Visibility section.
- Default: It follows the rules of the category to which the product belongs
- Manual settings: You can set custom visibility for this product and choose which groups can see this product.
Offers #
With Offers, you can create suggestions or bundles for your customers and give them special prices.
Create new offer #
You can use the B2B → Offers → New Offer button to create a new offer.
Name: It is the offer title that customers will see on the My Account page.
Groups: Select the groups that can see this offer.
Users: Besides groups, you can also create offers directly to customers. Search for the customer’s name to add to the list.
Cart Image: You can add a cart image for the offer.
Promotion Text: You can write a promotional text for the offer.
Promotion Image: You can add a promotional image for the offer.
Quotes #
Quotes allows your customers to request discounts from you. When customers add products to their carts, they see “Request a Quote” button on the Cart screen.
To show the “Request a Quote” button;
- Go to B2B → Settings → Quotes.
- Choose which groups will see the “Request a Quote” button.
Get extra information #
You can add additional fields to the “Request a quote” and get additional information from customers.
For this;
- Go to B2B → Settings → Quotes.
- Click the Add new field button under the “Quotes Fields” section.
The created offers will be displayed in the Offers tab of the customer’s My Account screen.
Rules #
With Rules, you can create rules such as price adjustments, tax exemptions, cart discounts for groups, customers, products or categories.
General Settings #
You can use the following fields when create a rule:
Type: Type of rule
Amount: Discount type and how much discount you will make
Users: Who will this discount be applied to?
- Everyone
- Guests: Anyone who is not logged in
- All B2C users: All registered and logged in B2C users
- All B2B users: All registered and logged in B2B users
- User group: Only the groups you choose. If you use the “IN” operator, the rule is applied if the customer belongs to one of the groups in the list. If you use the “NOT IN” operator, the customer must not belong to any of the groups in the list.
- Customer: Only individual users you have selected
Products: Which products and categories will it be valid for?
Conditions: Additional conditions for the rule.
Adjust Price #
It allows you to make discounts on the products or categories of your choice.
Example: 10% discount for all products not in the Backpack category, until 2022-02-20 for all B2B users.
Hide Price #
It hides the prices of the products or categories you choose.
Example: Hide Classic Chair and New Backpack products for everyone.
Step #
Makes it mandatory for the products you selected to be added to the cart in the form of X and its multiples.
Example: Guests can add all products in multiples of 100. (like 100-200-300-400)
Minimum Order #
The minimum value or qty required to be in the cart in order to place an order.
Example: If the total qty of New Backpack and Classic Chair products in Galileo Da Vinci’s cart is less than 20, he cannot place the order. Other items in the cart do not affect this number.
Maximum Order #
The maximum value or qty required to be in the cart in order to place an order.
Example: For the “B2B Customers” group, if there is a Backpacks category product in the cart, the total value of the cart must be at most $100 in order to complete the order.
Free Shipping #
You can choose when the Free Shipping option will be active.
Example: Free Shipping will only be active if the cart value is $100 or more, and there is at least one of the Pendant Lamp OR Classic Chair products in the basket. In all other cases, the Free Shipping option will be removed.
Cart Discount #
It allows you to make a discount on the cart.
Example: A $9 discount
Add fee #
It allows you to add an additional fee to the cart.
Example: 10% “Extra” fee to the cart
Payment Method – Discount #
It applies a discount for the payment methods you choose.
Example: Customers with cart value over $1000 will get 10% discount on the “Direct bank transfer” and “Check payments” methods
Payment Method – Min & Max #
Payment methods are valid between the minimum and maximum amounts you choose.
Example: In order for the “Direct bank transfer” payment method to be active for guests, the cart value must be between $100 and $1000.
Tax Exemption (Customer) #
You can give tax exemption for the customers.
Tax Exemption (Product) #
You can change the tax of the products to “Zero Tax”.
Extend Forms #
With B2B you can extend the registration form and/or billing form with extra fields.
Registration Types #
You can organize fields and customers by adding types to the registration form. For example, when asking individual customers for their gender, you can ask your business customers for a VAT number.
IMPORTANT!
If you add only one registration type, it will not appear in the registration form and new users will be automatically assigned to this type.
Custom Fields #
- Type: Type of field (textbox, textarea, email, number, select, checkbox, date, file, country, country and state, VAT number)
- Label: Label of the field
- Placeholder: Placeholder of the field
IMPORTANT!
You can add only one VAT Number field.
REGISTRATION FORM
- Which registration types can see: Which registration types will see this field?
- Required: Is this field required?
Settings #
You can find general settings for B2B here.
Features #
You can enable the features you want to add your store’s frontend. These features appear on the My Account page of the customers. (except Admin Panel feature)
Guests #
These are the settings related to your visitors who are not logged in.
Hide Prices/Pages #
How will guests see the site?
- Do nothing
- Hide prices: Product prices are hidden for guests
- Only hide: Only prices are hidden
- “Login to view” text: Prices are hidden and replaced with “Login to view” text
- “Request a quote” button: Prices are hidden and replaced with Request a quote” button.
Registration #
If you want visitors to wait for your approval after registering as a B2C, you can select B2C registration approval → Manual approval.
Enable type selector at registration form: You can disable the type selection feature in the registration form. This turns off the B2B registration feature and all visitors register as B2C.
Quotes #
In this section, you can choose in which groups the “Request a quote” button will appear and which information will be requested from the customer.
Price Tiers #
Show Product Price Tiers table if available
Show Discount Rate in the table: Discount rate will be also added to the table
Show price range instead of current price: The prices of all products with Price Tiers will appear as $100 – $200.
Show “From X” instead of price range: The price range will appear as “From $100”.
Advanced #
Endpoints #
You can set the URL of the Offers section on the My Account page to suit your language.
Colors #
You can change the colors and styles of the tables in the shop.
Shortcodes #
REGISTRATION FORM #
[b2bpro_registration]
You can add a form to any page you want to separate B2C and B2B registrations.
Parameters:
regtype_selector
You can use “show” or “hide” to hide/show the “registration type” selector. If registration type selector is disabled, users will register as B2C customer.
For example: [ei_b2b_registration regtype_selector=hide]
