Roles & Rules B2B

Roles & Rules B2B enable role-based dynamic pricing for B2B / wholesaler customers or a hybrid B2C/B2B solution, show store as catalog, set discount on categories, products and set up sales in the store. An easy way to set bulk discount for any role in your store.

Installation ↑ Back to top

  1. Download the .zip file from your WooCommerce account.
  2. Go toWordPress Admin > Plugins > Add New
  3. Upload the ZIP file using the, “choose file” button.
  4. Activate the extension.

More information at: Installing and Managing Plugins.  

Setup and Configuration ↑ Back to top

To set up your store with Roles & Rules B2B:

Go too: WooCommerce > Settings > Roles & Rules B2B.

General tab, the options are:

  • Private store: This option hides prices and cart functionally for users who are not logged in. This option also changes the “add to cart” button to “view product.” Your shop is now like a product catalog with no prices. If you do not use this option, your store shows your normal prices for B2C customers. Remember to disable the Guest role so it is not active (green icon).
  • Private store: Not Logged in price text: If you would like, you can write text here instead of just having a hidden price. For example: Login to view prices.
  • Hide retail price: Use this option if you do not want to show the retail price (current price before i.e rule reduction). After clicking this option your store only shows the B2B price for your customers.
  • Hide variable retail price (from – to): If you have variable prices with no price range the price will be like this: $20 – $0  To avoid this you can hide the prices or set a price range.
  • Text before variable price: You can add i.e a label like From to get i.e From $10, then when you select a variant you get the specific price on that variation.
  • Text after retail price: Write i.e RRP here to show customers what this price is. Format will be: $10.00 RRP. Setting a text in this field will add a new line after retail price and text.
  • Text after B2B price: If you like to explain the B2B price i.e no VAT or the like. The text will come after the B2B price like this; $8.00 ex. VAT.
  • Show reduction in %: With this option you can show your customers the reduction in percent. The reduction shows below/after the price.
  • Text before reduction: If you like to set a text before reduction like; You save 30%, just enter “You save” in this text box.
  • Set reduction text after %: If you like to set a text after reduction like; 30% reduction, enter “reduction” in this text box.
  • Coupon label: If you enable and use coupons, you can set the text that will explain the extra discount you give your customers on checkout. Default text is: Extra discount.
  • Use Net prices for B2B: Check this if you want to override WooCommerce tax settings for B2B/wholesaler customers to show prices ex. VAT. When this is set we recommend to set i.e ex. VAT in Text after B2B price.

Roles & Rules settings labels

Dynamic labels tab, (used for categories and products – quantity give X % discount) the options are:

  • Dynamic price label: Write i.e: Buy %s to get (%s will set the variable quantity on your rule for category or product), if no text is written the default text will be used.
  • Dynamic price label (%): Write i.e: , get %s%% discount (%s will set the variable discount on your rule for category or product – note %% will give the percent sign), if no text is written the default text will be used.
  • Dynamic price label (fixed): Write i.e: get %s discount (%s will set the variable discount on your rule for category or product), if no text is written the default text will be used.
  • Dynamic price label (fixed price): Write i.e: for %s (%s will set the price on your rule for category or product), if no text is written the default text will be used.
  • Font size: Set the font size on price label (default uses H5 – HTML tag, and has the CSS class: rrb2b_qty_discount that can be used for further styling of fonts, color, margins, padding, background color and more)
  • Font color: Set the font color (default the theme color i.e black) – click the input and select your color.
  • Background color: Set the background color (default none) – click the input and select your color.

Remember to click the “Save changes” button. 

Next: Start setting up Roles and Rules

Go to: WooCommerce > Roles & Rules B2B

Set up Roles ↑ Back to top

Roles & Rules B2B - Roles

To use Roles & Rules you need to have Roles for your B2B or B2C users. Role names can be anything i.e: Wholesaler (something) or VIP Customers, these roles will then be used for your customers. In WP Admin > Users you can easily bulk update users with a Role.

If you need a role for a customer group (users), add a role name and a slug for that role. Slugs must be a whole word I.e wholesaler_vip. After this just click the “save” button. Now you can add users (customers) to this role. Above the “add role” section you will find a button which says, “add users to role.” This button sends you to the users list. Here you can bulk add users to any role. Add your users (customers) to the created role and use the button, “Roles & Rules B2B” to get back to Roles & Rules to continue adding roles or set up rules for the new roles.

Every role created here has minimal rights, so the logged in users have no abilities in WP Admin.

Set up General Rules ↑ Back to top

Click the “General” tab (default view). Here you can set up every rule for your roles. Find: Create rule for > Select role > select your role and click the + button. Now you can start setting up rules for this Role.

The columns:

  • Active: make sure to check this to make the rule active for the role you are currently editing. (green marking when active)
  • Role: this column shows the role name (slug) and below a count of users assigned to this role. The column can be sorted by ASC (default) and DESC.
  • Rule: General: this is the main column for setting up rules for a user role. First we decide if we want to adjust prices in percent or by fixed price. Let’s say we want to reduce in percent (select box: Adjust price by), then we enter a value like 5. Then the general rule is a 5% reduction on every product/variation in the store for this role. It is possible to increase prices or give reductions on your current prices using the adjust price via, “select dropdown options”.
    • Default rule for categories: Here you can add extra rules for this role. If you have categories you want to give extra reductions to, just check those categories. Below that, you will find an input field. Add your desired discount, 15 here (in this case will be 15% a reduction in percent set, as the general rule). Now this role has a 5% reduction on every product/variation and 15% reduction on your products in the selected categories.
      • The tab Categories has options to set rules for any selected category. More information on this page.
    • Checkbox: Set category products: On Sale. When this is checked the products in the categories selected will appear in the store as, “On Sale” with sales badges (by your design in the store). If however, you have chosen to increase your prices, the sale is not valid and sales text (+badges) will not show.
    • Coupon dropdown box: Here you can select one of your coupons to add to your rule. This is handy if you like to set an extra discount on checkout if i.e the customer purchase for i.e $300 or more. If you like to give your customers free shipping and more. The Edit Coupons button sends you direct to edit coupons.
  • Rule: Sale: This column is for storewide sales for the current role; this sale will override the general rule(s). First set reduction in percent or set fixed value + the sale value, then set sale start and sale end date using the date selectors. If you want to set the start and end time, use the time selectors below the sale dates. When finished save changes for rule. Once saved, your sale starts and ends on the set dates and time. The sale will show as on sale in the store with sales badges displayed. Sales are only valid if they have start and end dates.
    • A green label stating: Active Sale! will be shown when the sale is ongoing.

Set up Category rules ↑ Back to top

This tab: Categories is for setting up rules for any category for you current role. Start by checking the categories you want (or the check all button) to have rules for + Add categories (button). Then you will see this categories is populated in a table to the right of the catalog tree. This is how the category table works:

  • Remove (column): If you check this + Save changes (button) you remove this category rule.
  • Category: The name of the category
  • Hide: By checking this the category will be hidden and its products for the role you edit.
  • Sale: If you check this for a category the category and its products will be on sale (including badges as in a normal B2C Woo store). However this only works if you have added values in Adjust and Value.
  • Adjust: Use the select dropdown to select the type of adjustment you want on this category i.e Reduce by percent. Important to set or no adjustments will be made.
  • Value: Set a numeric value her i.e 20 ( 20% when Adjust is in Reduce by percent).
  • Rule: Qty or more: Set a quantity that indicate a minimum or more, then set a reduction type (percent or fixed value). This is dynamic pricing and let you give customers option to buy more products for a better discount.
  • Rule value: Set the discount value that you want to give customers (based on percent or fixed value). The dynamic pricing have labels you can change to your own likings in settings (see the section for Dynamic labels above).
  • Save changes button: Use this after you have made changes in the categories table.

Set up product rules ↑ Back to top

The tab: Products give you the option to set prices on selected products or variations. On this page you can filter by role (dropdown box), this is handy if you have many products on a role. This is how it works (columns in the table):

  • Active: If a green icon is shown, this rule is active
  • Role: Shows the role and the amount of users attached to this role
    • Search product: start typing a product and suggestions will appear, select the product/variation you want and click the Add (button). This adds the product to the product table.
    • Add category products: Select a category and the products in this category is added to the product table for the rule.
  • Rule Products: Shows all the rules you have created and enables you to add products with specific rules.
    • Remove: Check this if you want to remove product rule (and Save changes)
      • Product thumbnail: Move mouse over and magnify the image
    • Product: Shows the name of the product / variation
    • Hide: Check if you want to hide a product for the role. (read in FAQ for more info)
    • Price: Shows the current price of your product (not adjusted by any rule).
    • Adjust: Select dropdown box with these options:
      • Reduce by percent (%)
      • Reduce by fixed amount
      • Increase by percent (%)
      • Increase by fixed amount
      • Fixed price
    • Value: Set the value that will use the adjust rule (i.e reduce by percent)
    • Rule: Qty or more: Set a quantity that indicate a minimum or more, then set a reduction type (percent, fixed value or fixed price). This is dynamic pricing and let you give customers option to buy more products for a better discount.
    • Rule value: Set the discount value that you want to give customers (based on percent, fixed value or fixed price). The dynamic pricing have labels you can change to your own likings in settings (see the section for Dynamic labels above).
    • Save changes button – saves the values in the product table.

Read the FAQ’s below to understand in what way the rules are applied and the order of them.

Testing of rules ↑ Back to top

To test roles and prices we recommend you copy/paste the frontend URL in a new private browser window. Now you see your shop as a guest. If you have activated the Guest user in Roles & Rules you see discounts created for guest users, if not active then you get only your regular prices and current sales prices. PS sales prices will be overwritten if Guest user role is activated in Roles & Rules (only sales set up here that will show).

It is smart to have a test user that you can add to a role, if you have one – login for the test user an see you prices and dynamic labes.

Usage ↑ Back to top

Roles & Rules B2B was originally created as a B2B extension, but this extension can easily be used for B2C shops or as a hybrid of both. The shop will work as normal for users who are not logged in, but if users are logged in with an and active rule the extension will provide this users special prices based on your rules. New from vs 1.2.1 is that we added guest users (regular B2C customers), this means you can now set rules for every visitor/customer of your store – even not logged inn.

Prices ↑ Back to top

Roles & Rules B2B does not create any extra price fields on your products, the plugin uses your current product prices for the calculations. This means that when you show your prices in your B2B store the customer will see your regular price and your B2B price; like this: $40.00 – $30.00 (default setting). However, if you increase prices, the price will be shown like this: $40.00. There are several options for setting prices and labels for prices. In Roles & Rules settings you find several options for showing percentage reductions and labels for this.

Note the Buy 2 or more, get 40% discount label, this is based on the dynamic price rules on products or categories, you can change texts, font color, background color and change the default font size in settings.

Private store/ Catalog mode ↑ Back to top

Roles & Rules - hidden prices

You can easily hide prices and shop functionality using the hide prices checkbox in the Roles & Rules B2B settings. You also have the option to write text instead of empty prices; like: Login to view price. If the “hide prices” option is active your shop acts as a product catalog for both non logged in users and users with no active rule.

Using Coupons ↑ Back to top

Roles & Rules - coupons

You can apply a coupon to a rule easy by selecting the coupon that fit your customers. This can be i.e if customer purchase for more than $300 – customer gets a $20 discount and i.e free shipping. Use the button Edit Coupons to set up and edit your coupons. If Coupons is not present go to WooCommerce > Settings > General, find enable coupons and check this. Read more about coupons here:

Coupon Management

Sales ↑ Back to top

There are many reasons for setting up sales for your store – even for a B2B store. In Roles & Rules B2B you can easily set up sales on selected categories or set up a storewide sale using start and end dates. When setting up a sale, your B2B store behaves just like the B2C store with sales badges on your products. This means you can have many different sales based on the roles and rules you set up – running whenever you want.

To set it up a sale, use the “reduce price by” section, select the dropdown box, and select your desired method, like percent. Then set the percentage value to something like 30. This will calculate 30% off your current regular prices and add the “On Sale” badges in the store. After setting the percentage value, you just need to set the start and end date for the sale. If you want to control when your sale starts exactly use the start/end time to. Use the “clear sale” button if you want to just remove the current sale. Once finished – just click the “save rule” button and make sure the rule is active (first column) – shows with a green dot if active.

Delete rule ↑ Back to top

To delete a rule, just click the “delete rule” button (red text). When you click this a message box is shown (ok or cancel). So make sure that no users have this role and that the role is not active before you delete it. The user role remains available and you can create a new rule again on this role as desired. 

Last modified label ↑ Back to top

Below the save rule and delete rule you will find the date and time for when the table was last modified and by whom.

Logged in ↑ Back to top

Logged in users that have an active rule for their role will see their discounts and sales. If the rule for this role is not active, the user will instead see the default prices in the shop with no discounts.

Not logged in ↑ Back to top

If nothing is set in Roles & Rules settings then the typical customer will see your normal prices, general sales, and your normal shop. If you have selected the option to hide prices in the Roles & Rules settings, the typical customer will see no prices on products and only a “view product” button instead of “add to cart.” In addition, shop functionality like cart and checkout will be hidden. If you set up an active rule for guest users this will be shown for all not logged in users.

FAQs ↑ Back to top

Can I use Roles & Rules B2B for a hybrid store (B2B and B2C)? ↑ Back to top

Yes you can, if you have customers you would like to give special prices to you can set up roles and rules for them. When they log in they will get the prices for that role. One example will be that you have B2C customers and they have prices inc. VAT. The prices for B2C customers will be what you have on your products. When it comes to B2B/wholesaler customers you perhaps want to have the prices ex. VAT and rules like 20% discount on all products – this you can easy set up in Roles & Rules B2B.

Can I use Roles & Rules for guest users (B2C store)? ↑ Back to top

Yes, from vs 1.2.1 we added guest users as a role in Roles & Rules. This means you can now set up prices and rules for your B2C store just as easy as you set up your B2B store rules.

How does hidden products work? ↑ Back to top

If you hide a product the product will not be visible in the store unless there is a database query i.e specific for a plugin or a theme that overrides this. So be sure to test with a test user that it works on your store.

Is the prices updated at once in the store? ↑ Back to top

Almost true, when you save a new rule for one of your roles it can take a maximum of 60 seconds before it is updated in the store. This is done for better performance in the store.

How is the order of rules applied? ↑ Back to top

When you set up rules have in mind that the price rule that is most specific ( i.e product rules ) will be used first. The exception is a storewide sale will be used if it is set – then no other rules applies. So, in short, product rules is (#1), then category rules (#2) then general rules. I.e like this:

  1. The general rule applies for every product i.e 10% reduction for every product
  2. If categories rules this applies for every product in the categories i.e 20% reduction. For products not in the categories the general rule (1) applies (in this example 10%)
  3. Sales rules applies for every product and rule 1, 2 and 4 is not considered when calculating the prices. Example 30% reduction storewide applies to all products/variations.
  4. Product rules goes before rule 1, this means that special rules set for any product will always be first applied. One thing to note is that if a product is in a category and this category has Sale, the product will be on sale (including sales badges).
  5. Category rules will be set after any single product rules. If there is a storewide sale this will come before any category rule

We recommend to create a test user, put this user in the role you want to check then open a private browser window – login and see how you price rules works.

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