Guide for B2B Company Account for Magento 2

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 the shopping, and get more orders.

• Create multiple company accounts as a store admin;
• Allow businesses to create and manage sub-accounts from the frontend;
• Transfer users between company accounts in the backend;
• Easily manage all company accounts in one place;
• Offer personalized marketing and pricing based on company membership.
• REST API Support

To configure the B2B Company Account extension on your Magento 2 instance, start by adjusting the General Settings.

To access General Settings, please go to Stores → Configuration → Amasty Extensions → Company Account.

URL Key - add an URL key for company pages on the storefront.

Allow Company Creation for Customer Group(s) - choose the customer groups that will see the Company Account tab in their customer account. It is especially handy if your store sells both to businesses and regular shoppers.

Allow Company Creation from the Registration Page - if enabled, the “Allow Company Creation for Customer Group(s)” setting will be hidden and the creation of a company account will be available to all users on the frontend along with the creation of a customer account.

See the example below to understand how the option for creating a company account from the registration page will appear.

On the Sign In page:

And on the Create New Customer Account page:

Approve Companies Automatically - set to Yes if you want all new company creation request automatically transfer to Active status without store admin approval. Set to No, if you want to approve each company request manually.

Inactivate Customer upon Removing from Company Account - set to Yes to inactivate user account upon removing from company account by the store admin.

In the Admin Notification section store admins can configure what email notifications will be sent to store admins upon a specified event. Also, adjust the template that will be used for each notification type.

You can send automatic emails for events like:

• New company registration request;
• New company creation;
• Sales representative appointment.

To manage the email templates, please go to Marketing → Communications → Email templates. Then, load the template by clicking the Add New Template button. After that, choose the template you'd like to load and adjust to your needs.

In the Customer Notification section store admins can configure what email notifications will be sent to customers upon a specified event. You can disable the notification sending upon particular events. Also, you can adjust the template that will be used for each notification type.

You can send automatic emails for events like:

• Company account status is set to Active;
• Company account status is set to Inactive;
• Company account status is set to Rejected;
• Customer is linked to the company;
• Customer is deleted from the company;
• New company administrator appointment;
• Previous company administrator unassignment;
• Store Credit Changed by Admin;
• Changes Applied to Overdraft Configuration;
• Overdraft Used;
• Overdue Overdraft.

To manage the email templates, please go to Marketing → Communications → Email templates

To allow a new offline payment method in your store, first, you need to go to the Stores → Configuration → Sales → Payment Methods. Then, please kindly scroll down to the Other Payment Methods → Company Store Credit (Amasty) tab, and click on the Company Store Credit Tab.

Enabled - set to Yes to allow Company Store Credits functionality in the store.

Title - Customize the payment method name, so that an appropriate naming will be visible on the store frontend.

New Order Status - Set the Order Status that will be automatically assigned to all new orders that were placed using Store Credits as a payment option.

Payment from Applicable Countries - select the All Allowed Countries if the payment method has to be available for every eligible company no matter what country they set in the Address field. In case you want to restrict Store Credit availability, select the Payment from Specific Countries, and a new setting will appear.

Payment from Specific Countries - select all countries that will be allowed to pay with Store Credits.

Sort Order - set the display priority of this payment method on the checkout frontend. Enter a whole number, where the 0 is the highest position, and 3892 is much lower.

To manage all company accounts from the backend as a store admin, kindly go to Customers → Amasty Company Accounts →Manage Companies. Then, a Company Accounts grid will open.

On the grid, you can see all company accounts that are created in your store, and track the company status for each of them. The information like company phone number, customer group, company admin, country, and the city is also displayed by default.

To add a new company account manually from the backend, kindly click the Add New Company orange button in the top-right corner of the screen.

To create a new company account from the backend as an admin, you need to complete 4 blocks with company information.

Company Name - enter company name.

Status - choose the status of the company. When creating a company, only 3 statuses are available: Active, Inactive, Rejected.

Assign the same Customer Group to all Users - set to Yes to automatically assign customer groups to all users that will belong to the chosen company.

Company Administrator - choose a company administrator from the list of existing customers.

Customer Group - choose the customer group that will be assigned for all company members. Note that, you can also create custom customer groups for each specific company. It comes in especially handy if you want to restrict access to certain catalog pages or offer tier pricing based on user group.

Sales Representative - choose the Sales Representative for the company.

In the Company Information block, you'll be asked to fill in the main info on the company.

Company Legal Name - enter the company legal name, as it is registered in official paperwork.

Company Email - enter the main email to contact the company.

VAT\TAX ID - enter the VAT/TAX ID number. It is the value-added tax number that is assigned to the company by some jurisdictions for tax reporting purposes. It is highly useful for EU businesses, and also in many other countries.

Reseller ID - enter the resale number that is assigned to the company for tax reporting purposes.

In the Company Legal Address block, you'll be asked to fill in the main info on the company registration address.

Street Address - add the street address where the company is registered to conduct business.

City - enter the city name where the company is registered to conduct business.

Country - choose the required country name from the dropdown list.

State/Province - enter the state or province, if applicable for a specific company.

ZIP/Postal Code - add the ZIP or postal code where the company is registered to conduct business.

Phone Number - enter the main phone number for the company.

In this block, store admin can assign or unassign existing users to a new company from the backend. To add users, click on the Add New User in the top-right corner of the block.

In this block, 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.

In this block, store admin can manage the Company Store Credits that are allowed for the company to use.

Credit Currency - set the currency in which Store Credits will be counted. Please note that in the dropdown, only Base Currencies will be shown.

Current Balance - displays the number of store credits that are available for the CompanyName to spend. This card has also an Issued Credit information, that provides the admin with data on how much credit admin has issued to this company for all the time. Issued Credit is calculated as a sum of Added and Substracted credits.

To Be Paid - shows the number of store credits that the CompanyName needs to pay back to your store. In case the To Be Paid amount is NEGATIVE, this means that the company pre-paid some money in advance. In this case, the Current Balance will be a positive number.

To add funds to the company's store credits, please click the + Change Balance button in the Current Balance block.

Then, a pop-up window will appear as shown on the example screenshot below.

Choose Operation - select the operation type. It impacts the way how the store credit totals will be calculated.

• Added By Admin - will add credits to the Current Balance. For example, Added by Admin can be used in cases like 'Admin and Company agreed that Company is allowed to have $XX money of credits. Company will order goods using store credits and then later will transfer real money to the store.' Admin uses Added by Admin operation to set the initial store credits balance.
• Subtracted by Admin - will reduce the number of credits on the company's balance.
• Repaid by the Company - will add credits to company's balance, BUT the 'To be Paid' amount will be reduced. You can use it in cases when client-company transfers you actual money for orders that were paid via store credits. Also, it can be used in the scenarios when companies agreed to put money on the balance BEFORE buying any goods.

Amount - simply enter the number of store credits that need to be added/subtracted to the balance.

Comment - if needed, you can leave a short comment to mark the transactions' context and easily track them down in the future.

The extension allows to set up an overdraft of store credits. To do this, please set the switcher in the Allow Overdraft setting to Yes.

Then, more configuration options will appear.

Overdraft Limit - enter the number of store credits a company is allowed to overspend.

Penalty-Free Period - the extension allows charging up a penalty for not paying back the debt in the set timeframe. Select the Unlimited to not impose any penalties for using an overdraft.

In case you want to charge penalties, select the Set option. Then, configure the time where if a company pays back, it won't be charged a penalty. You can set the period in Days, Weeks, Years.

Overdue Payment Penalty, % - enter the number of how many penalties to charge. This is a percentage of all overdraft amount used.

With the B2B Company Account extension for Magento 2, company admins can set up different levels of access to company account information.

Check the demo to manage the company account as an admin user or to see the company as a regular employee.

The company administrator is the user that created a request for a company account or was assigned as a company admin from the backend by the store admin. The company admin has full access to the company account setting on the frontend.

See the way Company Account looks on the frontend. A new block with Company Account, Users, Roles is added to the user account navigation left block.

This is the way Company Users page looks like. Here, company admin can add users by choosing them from the list of registered store customers. Alternatively, company admin can create new users to add to the company.

Also, users can delete, activate, or inactivate other users from the company, if they have user role permissions for such actions.

In the Company Roles page, you can adjust the access level for each role.

If the user belongs to the customer group that is allowed to create requests for a company account, this user will see the Company Account section in their customer account.

After pressing the Create button, the user will be asked to fill in some information on the company, similar to the backend company creation.

After all necessary fields are completed, please click the Submit button. Then, the company account request will be sent to the store admin for approval (if in General setting automatic company approval is disabled).

The user will see a success message, and company status will be Pending upon admin's approval or reject. Below, see an example of how it looks on the frontend:

With the B2B Company Account extension you can import and export Company Accounts data. This functionality is available as a part of an active product subscription or support subscription.

To Import the company accounts data, please navigate to System → Amasty Import → Import → Select Entity → Amasty Company Account → choose the needed entity:

Then, scroll down to the Fields Configuration tab and enable the needed subentities for import.

Adjust other settings for the import according to your needs.

To Export company accounts data, please navigate to System → Amasty Export → Export → Select Entity → Amasty Company Account → choose the needed entity:

Then, scroll down to the Fields Configuration tab and enable the needed subentities for export.

Adjust other settings for the export according to your needs.

B2B Company Account extension supports API.

To get company accounts data you should be authorized as admin and have the API Authorization token. Use the API URLs specified in webapi.xml file:

Use the following methods to handle CRUD actions on Company Account via REST API:

• To create company account

method="POST"
endpoint: /V1/amcompany/company

• To update company account data

method="PUT"
endpoint: /V1/amcompany/company/:companyId

• To receive company account data

method="GET"
endpoint: /V1/amcompany/company/:companyId

• To delete company account

method="DELETE"
endpoint: /V1/amcompany/company/:companyId

• To assign customers to company account

method="POST"
endpoint: /V1/amcompany/customer/:companyId

• To delete customers from company account

method="DELETE"
endpoint: /V1/amcompany/customer/:customerId

• To update company account's store credits

method="PUT"
endpoint: /V1/amcompany/credit/:companyId

• To view company account's store credits

method="GET"
endpoint: /V1/amcompany/credit/:companyId

To make additional functionality available, please install the suggested packages you may need.

Available with no additional fees:

• amasty/module-company-account-to-builder - Install this module to activate the integration with the Custom Reports Builder extension and create valuable reports about your Company Accounts.

Available as a part of an active product subscription or support subscription:

• amasty/module-company-account-hyva - Install this package to ensure the Company Account extension works with the Hyvä Theme.

• amasty/module-company-account-export-entity - Install this package to export Company Accounts data.

• amasty/module-company-account-import-entity - Install this package to import Company Accounts data.

• amasty/module-company-account-register - This package allows users to create a Company Account from the 'Sign in' and 'Create an Account' pages.

• amasty/module-company-account-subaccount - Install this package to build a Company Hierarchy by creating and assigning related companies to a designated parent company.

• amasty/module-company-account-subscription-functionality - This package provides the ability to flexibly turn off custom email notifications.

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