Overview of B2B for WooCommerce
What does the plugin do
WooCommerce B2B plugin is a comprehensive solution for managing B2B and B2C customer groups. By combining five popular plugins with thousands of installations and additional B2B-specific features, this plugin offers a systematic approach to catering to wholesale customers. This plugin allows you to streamline your B2B and B2C processes in a single solution, simplifying management and enhancing the user experience.
Features
B2B for WooCommerce has a broad range of features with five plugins integrated in one. Take a look at each of these plugins’ features in detail.
Products Visibility by User Roles:
- Hide products and categories based on user roles
- Hide products and categories for guest users
- Redirect restricted users to separate URLs or display a custom error message
Hide Price and Request a Quote:
- Create a comprehensive quotation management system
- Display the “Add to Quote” button on selected products
- Display add to quote button for guests and selected user roles
- Hide the price and replace it with a custom text
- Replace the “Add to Cart” button with a new “Quote” button or custom button and link
- Add multiple products to the quote basket
- Keep products in a mini quote basket
- Create and add unlimited fields to the quote submission form (New)
- Specify field order, sort fields, and mark them as optional or mandatory
- Choose from the multiple field types (New)
- Send automatic email notifications to admin and customers
- Redirect to a separate URL after the quote form submission
- Attach quote to multiple menus
- Choose a quote status (Pending, in process, canceled, etc.) (New)
- Notify customers about quote status change through email (New)
- Create new quotes at the backend and notify customers via email (New)
- Convert quote into order (New)
- Enable customers to offer quote price (New)
- Display standard price in My Account, Quote Basket, and Quote Emails (New)
- Edit the price and convert the quote into order (New)
- Disable the “Request a Quote” button for specific product variations (New)
- Override and customize email templates, the quote basket, and the quote detail page (New)
- Compatible with page builder plugins
B2B Registration:
- Create and add unlimited extra fields to the registration form
- Add fields to WordPress and WooCommerce signup forms
- Display field data on the user’s “My Account” page and registration emails
- Collect detailed information with 14 field types
- Display all or specific custom fields in the admin order detail page and order email
- Show user roles dropdown on the registration form
- Choose to display all or specific user roles in the dropdown
- Choose auto or manual approval for user roles
- Manually validate new user registration based on user roles
- Notify admins and customers through email
- Create fields dependent on user roles
- Enable default registration fields on the form to accept B2B registrations
- Compatible with all third-party user role extensions
Role-Based Pricing:
- Assign specific prices or discounts to individual customers or user roles
- Set fixed prices for products
- Apply price increase rules based on fixed amounts or percentages
- Create discount rules based on fixed amounts or percentages
- Modify prices for individual products
- Create rules to change prices in bulk for specific products or categories
- Supports product variations
- Provides options to set minimum and maximum order quantities for products
- Replace the original price with the new price in case of an increase
- Show the original price with a strikethrough and the new price as a special offer
- Set specific start and end dates for each price rule
- Hide prices and restrict the ability to add to cart based on user roles
- Replace the price display with custom text or placeholders
- Supports role-based pricing and applies it to both standard and special prices
- Import customer and role-based prices from a CSV file
Tax Exemption:
- Enable all or selected user roles to claim tax exemption
- Add and display the tax exemption form on the My Account page
- Add a section in the My Account to display the current tax exemption status
- Allow admins to review tax exemption requests from the back-office users’ section
- Enable the admin to approve/disapprove each tax exemption request
- Provide an expiry date for their tax exemption status
- Set up email notifications to inform the admin of tax exemption form submission
- Display tax exemption detail in the admin and customer order detail page and order email
- Admin can grant tax exemption status to selected customers
- Allow guest users to claim tax exemption
Tiered Pricing by User Roles:
- Compatible with simple and variable products
- Show/hide pricing table based on user roles or customer
- Set up minimum and maximum quantity restrictions for each product or product variation
Cart Amount & Quantity Restriction:
- Restrict order amount and quantity based on user roles
- Set minimum and maximum quantity and amount ranges for each product
Other Features:
- Restrict shipping methods based on user roles
- Restrict payment methods based on user roles
- Show product prices inclusive or exclusive of taxes based on user roles
Customization Options
Below are the prominent customization options you can employ according to your requirements.
Products Visibility by User Roles:
- Customize error messages when hiding products and categories based on user roles
Hide Price and Request a Quote:
- Customize the quote button text
- Add a custom text when hiding the price
- Customize email template for quote submission
B2B Registration:
- Customize email templates to notify admin and customers
Role-Based Pricing:
- Replace add to cart and customize with a new custom button & link
Tax Exemption:
- Customize the tax exemption form fields
- Configure email notifications for customers on approval/rejection of tax exemption requests
- Customize the content and format of notification messages
Tiered Pricing by User Roles:
- Configure volume-based discount rules based on user roles or individual customer
Cart Amount & Quantity Restriction:
- Modify the cart and checkout templates to display a restriction message