b2b company account extension for magento 2

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User Guide

2.4.6-p4; 2.4.5-p6; 2.4.4-p7

B2B Company Account for Magento 2

5.0

2 Reviews

Simplify purchases for your customers by introducing B2B Company Accounts to Magento 2 store. Let companies register multiple user accounts, allow special permissions to enhance shopping and get more orders.

Create multiple company accounts as a store admin
Enable businesses to create and manage sub-accounts from the frontend
Allow company admins to set flexible employee permissions
Transfer users between company accounts in the backend
Offer Store Credits as an offline payment method for selected companies
Apply personalized marketing and pricing based on company membership
REST API compatibility
Hyva-ready storefront (view demo >>)
Mage-OS compatible

Pick a combo deal with 15% discount:

15%

B2B Company Account M2

$149

15%

Request a Quote M2

$349

15%

Customer Group Catalog M2

$229

$727

Save $109.05

$617.95

🚩 Challenge

If you are selling products to other businesses, it is highly important to provide a seamless shopping experience. Every B2B buyer greatly values clear communication, and it can be a deal maker, especially when choosing a vendor for a long-term distribution contract. This is especially true for companies with complex structure, where it can be quite challenging to swiftly reach an agreement on what should be ordered. Also, to keep deals with big buyers for longer, store owners need to offer enticing conditions like special prices and promos.

💫Solution

By introducing B2B company accounts to your Magento 2 store, you can simplify the corporate shopping. Let companies create multiple sub-accounts with flexible permissions based on user roles in the organization. The store owner can adjust promotions and pricing based on the companies’ customer groups to meet their demands. Moreover, all users from one company will belong to one customer group. It allows admins to create highly customized offers to cater to the shoppers’ demands and get more orders.

What benefits do you get for your store

⚡

Draw more sales with an outstanding experience for business shopping

⭐

Stand out from competitors with a flexible products ordering process

💸

Boost revenue by offering a Company Store Credits payment method

Streamline purchases with B2B Company Accounts

Transform regular Magento 2 customer accounts to the company accounts, to attract more buyers to your store. Offer a convenient B2B company account hierarchy to help users organize the purchasing process by setting distinct roles and permissions for company users.

Let users easily submit company requests

Enable company creation during registration

Allow businesses to create subaccounts

Accommodate any company’s requirements

Set flexible permissions for accounts

Show all necessary company info

Allow users easily submit company requests

Guest visitors can register a new company account on the frontend after they create a user account. The customers will be asked to fill in the necessary company information like company legal name and legal address, VAT ID, company email, and phone number. After request is submitted, store owner can approve it manually or automatically.

let companies easily create b2b accounts

Enable company account creation directly during registration

Streamline the process by enabling customers to create a Company Account directly from the "Sign In" and "Create an Account" pages, making company account setup quicker and more convenient with the Magento 2 B2B registration form.

Allow businesses create subaccounts

The extension enables companies to build a Company Hierarchy by linking related businesses to a designated parent company. Companies can easily create subaccounts from the frontend, from their account. Additionally, store admins can assign or unassign existing companies to a parent company for better organization and streamlined management.

Let companies flexibly manage their employees

Employee changes are inevitable for any company. To avoid the time-consuming task of constantly editing company users' data, simply transfer this job to company admins. Let businesses timely manage the company users' information like names, job titles, emails, etc. just in a few clicks.

Set flexible permissions for accounts

Represent each company as an undivided entity, with all nuances in part of employees' responsibilities and permissions. The extension allows company accounts’ admins to manage all sub-accounts that belong to the firm and modify their levels of access. Set full admin permissions to user A, and grant only the 'view account' permissions to user B.

Display all necessary company info

Display all necessary information on company in the 'Company Account' section of the customer account. Depending on the assigned user role within a company, employees will receive certain levels of access to company data.

Let companies adjust order placing rights NEW

Companies order large quantities of products and double-check everything before ordering because of financial responsibility. But what if anyone places an order by accident? The module equips company admins with flexible order placing permissions to prevent such mistakes. This way, your customers can specify who has the right and responsibility to place an order.

Add company information to transactional mails

The extension adds the company info to all transactional notifications like invoices, shipping memos, billing documents, etc. It is highly useful, as many users from one company can shop in your store, and store owners can clearly see the company entity that should receive the bill and purchased products. It also simplifies the paperwork, as in the default Mageneto 2 this info had to be added manually.

Tailor customer group assignment NEW

If you are working with European companies, the correct assignment to customer groups by VAT ID is essential due to tax regulations. You can specify if you want to automatically assign the same customer group to all company users.

Accommodate any company’s requirements

Simplify communication with your customers by letting company account admin users create as many sub-accounts as needed. Shoppers can add sub-accounts from the frontend by specifying the email addresses that can purchase on their behalf. This way, new accounts will be added, and owners of sub-accounts can browse the store just as regular visitors, looking through the catalogue and adding products to the cart.

Let store owners easily manage multiple accounts

Save time by simplifying the management of numerous company accounts for store owners. Benefit from having a convenient grid with info on all companies and manually add necessary companies to your store. Share company account reject reason without any hassle to prevent any possible misunderstandings.

Manage companies easily

Clearly share company reject reason

Restrict payment methods availability

Use easy company accounts management

To help customers acclimatize with new company accounts functionality in your store, you can start by creating company profiles on the Magento 2 backend. The B2B Company Accounts extension offers easy account management flow. A store owner can create, activate, block or delete Company accounts on a single grid.

Clearly communicate company reject reason

Not every customer that applies to create a company account is suitable for that program. In some cases, store owners might want to restrict customer account creation. The B2B Company Account extension offers a convenient way to communicate the rejects reason to avoid any misunderstandings. Users will see it in their reject email notification.

Restrict payment methods availability

Store admin can adjust what payment methods are allowed for each specific company. For example, you might not want to allow Cash on Delivery for certain businesses — and the module allows you to adjust that. Simply choose the methods you don't want to display on the company's checkout. The payment options that are left unchecked will be displayed on the frontend.

Send automatic email notifications

The B2B Company Accounts extension offers store admins to set up easy email notifications on important events for B2B accounts. For example, notify admins if the company status was set to active, inactive or rejected; customer was linked to a company or deleted from it; new company administrator appointment and previous admin unassignment. This way, admins will have full control on B2B companies.

Grow revenue with smart B2B marketing

To facilitate accounts management, all users that belong to one company are assigned to one separate customer group. It is highly useful, as an admin can apply various marketing and pricing strategies based on the customer group. For example, you can leverage such functionality as ‘Tier prices’, offering customized pricing for a specific company to motivate them to purchase in bigger quantities.

Offer Company Store Credits as a new offline payment method

Get ahead of competition offering a flexible offline payment method to your B2B customers and offer special terms for partnerships. The extension helps you add Company Store Credits to a selected company account in one click. This way, you can track all store credits operations within a company and even use credits as bonus points.

Encourage loyalty with company credit

Add store credits to company balance

Incorporate overdraft with the penalty

Let companies control who can pay with credits

Encourage loyalty with company credit

To cultivate long-term relationships with customers, you can add a certain amount as a ‘gift’ to the store credits balance. To make sure it won’t be logged as debt, simply use the ‘Repaid by Company’ operation. This way, the company isn’t obliged to pay back the money. You can leave a comment on the operation to keep track of such gifts.

provide companies with store credit payment option

Add store credits to company balance

Add funds to the company's Store Credit balance with comments just in one click! Set whether credits refill must be repaid by the company later or the company transferred the money in advance. The mod automatically tracks all operations that are made using company store credits and displays the info on the company account’s page.

Incorporate overdraft with the penalty

Build trust with your customers by offering an overdraft. You can decide if a certain company can use store credits overdraft and set flexible terms for overdraft limits and penalty amounts. This approach can provide a safety net for unexpected expenses and motivates users to pay back the debt as soon as possible.

Let companies control who can pay with credits

The module allows setting up permissions for company users to allow or restrict them using company store credits as a payment method. This way, only trusted employees can pay with credits.

Set shared catalogs with custom conditions for different companies

Enhance the power of customer accounts with the Customer Group Catalog extension for Magento 2. Offer selective access to certain areas of your catalog based on customer group, set smart pricing to provide enticing offerings for your B2B customers.

Boost B2B sales with one-click bulk ordering

Streamline B2B sales and increase repeated purchases with the Quick Order extension for Magento 2. Allow buyers to quickly order multiple products without visiting numerous web store pages.

According to the statistics, the extension can cover each business need in synergy with the following solution: magento 2 import products.

4.4

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2 reviews

4.4

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Add Your Review

Angus
Oct 4, 2020
very good

100%

Good extension. Fast support. Thx.
Linda Sandoval
Aug 21, 2020
Great!

100%

I think this plugin is a must-have for every company that works in B2B. My customers grid was a mess before I installed this module. Now I have finally organized all my contacts with companies and it so much easier to work.

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B2B Company Account for M2
B2B Company Account Hyva Compatibility

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Version 2.4.0

Last Update: Aug 07, 2024

2.4.0 - Aug 07, 2024

New we added the ability for administrators to build a Company Hierarchy by assigning related companies to a designated parent company. (Note: this functionality is available as part of an active product subscription or support subscription. Please find "amasty/module-company-account-subaccount" in the suggest section. Temporarily not available on Hyvä Theme.)

Version 2.3.0

Last Update: Jul 16, 2024

2.3.0 - Jul 16, 2024

New it is now possible to create a Company Account directly during registration on the "Sign In" and "Create an Account" pages (Note: the functionality is available as a part of an active product subscription or support subscription)
New we added the ability to import and export Company Accounts data (Note: the compatibility is available as a part of an active product subscription or support subscription)
Compatibility now the extension is compatible with Magento 2.4.7
Improvement we added the ability to disable sending emails notifications to customers (Note: the functionality is available as a part of an active product subscription or support subscription)
Improvement we expanded the API functionality, and now when creating an order through the API, the company account data is included both in the order in the admin panel and when retrieving order information via a GET request
Fix we solved the module translation issue

Version 2.2.1

Last Update: Jan 03, 2024

2.2.1 - Jan 03, 2024

Improvement we improved system messages to avoid conflicts with Magento configuration settings
Fix we solved the problem with the return of store credits to a Company Account balance when the buyer cancels an order
Fix we fixed the issue with the 'Overdraft Limit' setting validation when saving a Company Account
Fix now a company is successfully created even if it is not given a State/Province

2.2.0 - Sep 27, 2023

Compatibility we added the compatibility with Hyvä Theme for B2B Company Account. You can find the 'amasty/module-company-account-hyva' package for installing in composer suggest (Note: the compatibility is available as a part of an active product subscription or support subscription)
Fix we resolved the issue with editing and saving company information

Version 2.1.1

Last Update: Mar 13, 2023

2.1.1 - Mar 13, 2023

Compatibility now the extension is compatible with Magento 2.4.5-p2, 2.4.6

2.1.0 - Feb 16, 2023

New: we added the possibility to handle CRUD actions on Company Account via REST API
Improvement now customers assignment to Company Accounts via mass action occurs through a modal window that improves the speed of loading and rendering the Customers grid
Fix the problem with PayPal payment method displaying on Checkout Page when the Company Account module is enabled was resolved
Fix we fixed the error occurred while 'Convert to Order' process

Version 2.0.8

Last Update: Nov 24, 2022

2.0.8 - Nov 24, 2022

Improvement now it is possible to use Company Store Credit payment method when creating order from the backend
Fix we fixed the memory limit issue occurred while setup:upgrade command running
Fix we resolved the issue with the getMainTable request
Fix the issue with Terms and Conditions displaying when Company Store Credit payment method is being used was resolved

2.0.7 - Jun 17, 2022

Compatibility now the extension is compatible with Magento 2.4.4

2.0.6 - Mar 15, 2022

Fix we adjusted the way extension gets customer data
Fix we resolved the issue with saving company data
Fix we adjusted extension i18n localization file

2.0.5 - Nov 16, 2021

Fix we resolved the issue with extension not getting customer ID

2.0.4 - Sep 14, 2021

Compatibility we added the integration with the Amasty Custom Reports Builder extension so that you can create reports using extension data

2.0.3 - Apr 20, 2021

Fix we resolved the issue with updating of company user’s data
Fix we corrected the pagination of company orders' grid

2.0.2 - Feb 12, 2021

Improvement we have amended the elements of the administrative panel to meet Magento guidelines regarding Admin Panel Placement and Design

2.0.1 - Jan 21, 2021

Improvement we added an option to configure the URL key for company pages on the storefront

2.0.0 - Dec 17, 2020

New we introduced the new offline payment method and the Company Store Credit functionality: now you can let companies buy now and pay later, or let them make advance payments so that other company members can use available prepayment on checkout. Moreover you can allow companies to have negative balance and collect penalties for overdue payments
New now it is possible to use Companies in conditions for Cart Price Rules or Amasty Customer Group Catalog and set targeted promotions for specific companies
Improvement we added a Company Account link to the top Customer Menu for better navigation

Version 1.1.6

Last Update: Nov 18, 2020

1.1.6 - Nov 18, 2020

Fix we resolved the issue occurred upon editing of customers who are associated with a deleted company account
Fix we corrected the creation of customer accounts from the administrative panel in case they do not initially belong to any company account

1.1.5 - Oct 10, 2020

Compatibility now extension is compatible with Magneto 2.4.1
Fix we resolved the issue with visibility of user orders to other users in some cases

1.1.4 - Oct 05, 2020

Improvement MFTF tests were moved to additional packages particular for Magento 2.3.5+ and Magento 2.4.0+

1.1.3 - Aug 19, 2020

Improvement now the default role can’t be deleted in order to avoid possible errors upon adding of new users

1.1.2 - Aug 10, 2020

Compatibility ?ompatibility with Magento 2.4 was added
New now the extension is covered by MFTF tests, which will help to improve its quality and stability

1.1.1 - Jul 09, 2020

Fix we corrected the reorder process for orders placed before Company Account creation

1.1.0 - Jul 07, 2020

New we added the option to limit orders viewing and placement by company users with the help of appropriate role permissions
New now you can choose which payment methods will be available for users of each specific company during checkout process
Improvement we added an option not to set the same Customer Group to all company members (can be used if Customer Groups are assigned to customers automatically based on VAT ID)