B2B Ecommerce for WooCommerce

B2B eCommerce for WooCommerce is an all-in-one wholesale suite for WooCommerce stores, packed with features that allow you to cater to your business buyers and their unique needs.

Core Features of B2B eCommerce for WooCommerce ↑ Back to top

  • Request for Quote Functionality
  • Role-Based Pricing
  • Custom User Roles
  • Catalog Price Visibility
  • Sign Up Form Generator
  • B2B Payment Terms on Checkout Page

B2B eCommerce for WooCommerce Documentation Menu ↑ Back to top

  • Requirements
  • Installation
  • Configuration Settings
    • Request for Quote
      • Enable RFQ Functionality on Global Level
      • Customize RFQ interface
      • Enable RFQ Functionality on Product Level
      • Enable RFQ Functionality on Product Category Level
      • How Does the RFQ Functionality Work?
    • Role-Based Pricing
      • Enable Role-Based Pricing Functionality
      • Set Role-Based Discounts on a Global Level
      • Set Role-Based Discounts on a Product Level
    • Sign Up Form Generator
      • Make it Mandatory to Get the User Approved By Admin
      • Customize the Signup Form
      • Embed the Signup Form on a page
    • Catalog Price Visibility
      • Enable Price Visibility Feature
      • Hide Whole Catalogue Price
      • Hide Catalogue Price by Category
      • Hide Catalogue Price by Products
      • Hide Pages
    • Payment Methods
      • Enable Payment Method Functionality
      • Add Payment Methods and Enable them for Individual Customers
    • Plugin Support

Requirements ↑ Back to top

B2B eCommerce for WooCommerce requires:

  • WooCommerce 3.3+.

Plugin Installation ↑ Back to top

Installation of the B2B Ecommerce plugin is a straightforward process. Once you have received your copy of the plugin with a valid license. You can proceed with the installation process by following the steps below.

  1. Log in to the Admin Dashboard of your store and click on the Add Plugin option under the Plugins menu on the left side of the dashboard.
  2. Once reloaded, the dashboard will give you a new page with the title Add Plugin. Click the link to proceed with the new page.
  3. Right next to the page title, you will find a button namely Upload Plugin. Upon clicking that button, you will be presented with the option to upload the plugin.
  4. Simply click the Choose File button to locate and upload the plugin and then click the Install Now button to install the plugin on your store.
  5. After the upload and installation process is finished. You will be presented with the Activate button option, which you can click to activate the plugin.

Moreover, we have also made a quick video, shared below, to explain the installation process of the B2B Ecommerce for WooCommerce plugin.

Configuration ↑ Back to top

Once the plugin is successfully activated, go back to your WordPress dashboard and navigate to WooCommerce > Settings.

On the settings page, you will notice multiple tabs like General, Products, Tax, and Shipping. As illustrated below, you will see the Catalog Visibility tab. Click on it to open up the settings page.

Request for Quote ↑ Back to top

Click on the RFQ tab in the top menu of the Settings page.

Enable/Disable RFQ Functionality On Global Level ↑ Back to top

  • Enable RFQ: Select the checkbox to enable RFQ functionality on a global level. If you leave it unselected, you can still enable RFQ for individual products from the Edit Product page.
  • Disable Add to Cart: Select the checkbox to disable the Add to Cart button from all products in your store. This will hide the Add to Cart button and only display the RFQ button instead. If you leave it unselected, you will still have the option to disable it for individual products from Edit Product Page.

Customize RFQ interface ↑ Back to top

Button Labels Customizations – Several more options appear here that allow you to customize the Quotes interface on the customer’s account dashboard. You can change the labels of buttons to suit your brand style and tone across the site.

Enable RFQ Functionality on Product Level ↑ Back to top

To enable or disable RFQ functionality on a product level, go to Products and click on the Product you want to edit. Scroll down to the RFQ option.

Enable RFQ – selecting this checkbox will make the RFQ button appear on this particular product.

Disable Add to Cart – Selecting this checkbox will hide the Add to Cart button from this particular product.

Enable RFQ Functionality on Category Level ↑ Back to top

To enable RFQ functionality on a product category level, go to Products > Categories and click on the Product Category you want to edit. Scroll down to RFQ option.

Enable RFQ – selecting this checkbox will make the RFQ button appear on this particular product category.

Disable Add to Cart – Selecting this checkbox will hide the Add to Cart button from this particular product category.

How Does The RFQ Functionality Work? ↑ Back to top

If RFQ option is enabled, the product will show an RFQ button along with or instead of the Add to Cart. If the customer wants to buy the product, he will click on the RFQ button. In doing so, the product is added to RFQ. The customer can click on View RFQ link at the top to see the quote requests he is interested in. From there, the customer can edit the price of the product and the quantity required and submit the quote request along with a message.

The quote request is sent.

The store admin gets an email notification about the quote request submitted. He can view the RFQ from the Quotes section on his WordPress admin panel. Store admin can send a message to the customer about the RFQ and whether the deal is acceptable or not.

The customer gets an email notification about the message received by store admin regarding the RFQ.

The customer can accept the RFQ from his My Account dashboard. On accepting the RFQ, the order is automatically placed and the customer is redirected to the checkout page.

Role-Based Pricing ↑ Back to top

Click on the Role-Based Pricing tab in the top menu of the Settings page.

Enable Role-Based Pricing Functionality ↑ Back to top

Enable Role-Based Discount – Select the checkbox to enable the role-based discount functionality. This will allow you to create custom user roles and set role-based pricing rules.

Set Role-Based Discount on a global level ↑ Back to top

Enable Role-Based Discounts Globally – Select this checkbox if you want to set role-based pricing rules globally that apply to all products.

Under User Roles, create your custom user roles by entering a user role name under the User Role field. You can enter any name you want and create as many user roles as you want. Click on Add Another Role to create more user roles.

You’ll see a Discounts field next to the User Role field. Enter the discount in percentage that you would like to offer to the particular user role. For example, if you set a 50% discount for the ABC user role, prices of all products will be slashed to 50% when a customer having ABC role visits the store.

Next, assign the custom user roles to customers. Go to WooCommerce => Customers and click on the customer you want to assign the role to. On the Edit User page, scroll down to the Role dropdown menu and select the role from the list.

Set Role-Based Discount on Product Level ↑ Back to top

Enable Role Based Discounts on Product Level – Select this checkbox if you want to set pricing rules for individual products. This will enable the option to set role based discounts on the Edit Product page.

Under User Roles, create your custom user roles by entering a user role name under the User Role field. You can enter any name you want and create as many user roles as you want. Click on Add Another Role to create more user roles.

Next, assign the custom user roles to customers. Go to WooCommerce => Customers and click on the customer you want to assign the role to. On the Edit User page, scroll down to the Role dropdown menu and select the role from the list.

To set role-based discount for individual products, go to Products from the WordPress panel, and click on the product you want to apply discounts. Scroll down to find the Role-Based Discount option. You’ll see the list of user roles that you created from the Settings page. Enter discounts in the Discounts field in accordance with the role. For example, if you enter 50% for ABC role, the customer having the ABC role will get 50% off the price of this particular product when he visits the store.

Note: if both global and product-level discounts are enabled, priority is given to Product Level discount settings.

Sign-Up Form Generator ↑ Back to top

Click on the Sign-Up Form Generator tab in the top menu of the Settings page.

Make it Mandatory to Get The User Approved by Admin ↑ Back to top

Select the checkbox “Require Approval” if you want the user to be approved by admin before they get an account. Whenever someone uses the Sign-Up form, approval is required by the admin before the user account is created.

Customize the Sign-Up Form ↑ Back to top

You can customize the Sign-up form by adding custom fields, making them mandatory or non-mandatory, and changing visibility status. Save changed and you’re done.

Embed the Sign-Up Form on the Site ↑ Back to top

Embedding the sign-up form can be easily done using the shortcode given on the top. Just copy the shortcode and paste it in the text editor of any page you want.

Catalogue Price Visibility ↑ Back to top

Click on the Price Visibility tab in the top menu of the Settings page.

Enable Price Visibility Feature ↑ Back to top

Select the Enable checkbox to enable the Catalogue Visibility feature of this plugin.

Hide Whole Catalogue Price ↑ Back to top

Select this option if you want to hide the prices of all the products in your catalogue for non-logged-in users. If you want to hide prices for only selected categories and products, leave this option unselected.

Hide Catalogue Price By Category ↑ Back to top

Select categories you want to hide prices for. If someone who is not logged in visits your site, they won’t see the prices of these selected categories unless they log in or sign up with you.

Hide Catalogue Price by Products ↑ Back to top

Select products you want to hide prices for. If someone who is not logged in visits your site, they won’t see the prices of these selected products unless they log in or sign up with you.

Hide Pages ↑ Back to top

Select the pages you want to hide. If someone who is not logged in visits your site, they won’t see the selected pages unless they log in or sign up with you.

Payment Method ↑ Back to top

Click on the Payment Method tab in the top menu of the Settings page.

Enable Payment Method Functionality ↑ Back to top

Select the Enable option if you want to offer custom payment terms methods to your customers.

Add Payment Methods and Enable them for Individual Customers ↑ Back to top

Name your custom payment methods here and save changes. The payment method can be enabled for individual customers from the Edit User Settings page.

If the payment method is enabled for a particular customer, the customer will see that method on their checkout page.

 

Plugin Support ↑ Back to top

Should you need any further assistance regarding this plugin, feel free to contact us at woosupport@codup.io and have our support team look into the issue for you. Thank you!

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