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magento_2:b2b_ecommerce_suite

For more details see the B2B E-commerce Suite extension page.

Guide for B2B E-commerce Suite for Magento 2

Level up your e-commerce store to the B2B level. Use B2B Suite with 5 included extensions to achieve all business goals needed for the rapid growth.

  1. Create dealers accounts
  2. Adjust access limitations
  3. Display configurable product matrix
  4. Apply a quote system
  5. Minimize losses on returns
  6. Award store credits

As the suite consists of 5 extensions, you need to configure them separately.

Sales Reps & Dealers

The extension is aimed to help business owners easily create labor base and split responsibilities between workers.

Key features:

  • Create multiple user roles
  • Assign orders to particular dealers
  • Let clients choose their dealers
  • Show dealer information to clients
  • Check the list of orders assigned to each dealer
  • Use notifications to keep sales reps informed

To configure general extension settings, go to Stores → Configuration → Amasty extensions → Sales Reps and Dealers.

Check how to adjust each setting in this guide.

Google Account Login

Let employees easily login to an admin panel.

Key features:

  • Provide rapid sign in using Google Account
  • Apply automatic access administration
  • Easily login from mobile devices
  • Improve security level with Google account protection

Navigate to Stores → Configuration → Amasty extensions → Google Account Login. Enable the module.

Click here to learn how to adjust Google Account settings.

Color Swatches Pro

With the extension, you can display prices in handy swatches, enable image flippers, zoom, configure preselect options, etc.

Key features:

  • Enable product matrix
  • Show prices of simple products
  • Swap product image on mouse hover
  • Reload product info with AJAX
  • Allow customers to share URLs with custom product configs

To enable the module and adjust it, go to Stores → Configuration → Amasty extensions → Color Swatches Pro.

See this user guide to see the available configuration options.

Request a Quote

Suite includes the functionality that lets you offer personalized pricing for each client.

Key features:

  • Let clients request quotes from any page
  • View and manage all quotes in a separate grid
  • Automatically approve quotes with specific conditions
  • Let guest visitors ask for quotes
  • Easily turn quotes into orders

To enable quote request availability, proceed to Stores → Configuration → Amasty extensions → Request a Quote.

A detailed configuration guide you can find here.

Hide Price

Key features:

  • Limit prices visibility on category and product pages
  • Disable 'Add to Cart' and 'Add to Wishlist' buttons
  • Show prices to specific customer groups only
  • Customize text messages
  • Redirect clients to any form or page

To hide prices display, go to Stores → Configuration → Amasty extensions → Hide Price.

Check how to adjust price display for particular products, categories or even customer groups here.

Store Credit & Refund

B2B Suite also includes the solution to improve retention by granting store credits, that clients can use for further purchases.

Key features:

  • Add or subtract any store credit amount from the admin panel
  • Let clients spend their credits on new purchases
  • Process refunds with store credits application
  • Show store credit and refunds balance in customer account
  • Send notifications about any changes in balance

To activate the functionality, navigate to Stores → Configuration → Amasty Extensions → Store Credit.

Click here to check the configuration for all extension settings.
After configuring all of the necessary functionality, you will get a structured dealers base, flexible pricing system, platform for quotes negotiations and advanced UI with multiple product options. Thus, your store will turn into a powerful B2B e-commerce solution, which covers all specific business needs.

B2B SUITE PRO: More Options for Professionals

After the successful B2B start, the next challenge is to turn customers into lifetime clients. Upgrade your suite to a PRO version to provide advanced bulk purchasing options and B2B account system.

Keep in mind, that all B2B Essential features are included.

Multiple Wishlists

B2B PRO includes options that let clients create multiple wishlists and requisition lists.

Key features:

  • Present multiple wishlists and requisition lists in customer accounts
  • Convert wishlists to orders with the ‘Add to Cart’ button
  • Mar lists with comments and notes
  • Add products to wishlists by SKU or product name
  • Analyze client demands with the wishlist report

To activate the functionality, go to Stores → Configuration → Amasty Extension → Multiple Wishlist.

See the frontend examples and configuration here.

Quick Order

For B2B sales it's important to provide options for convenient bulk purchasing without visiting each product page every time. In this suite it is possible with the Quick Order page.

Key features:

  • Let clients add products by SKU/Name
  • Create orders by inserting multiple SKUs
  • Import products for orders via CSV and XML files
  • Allow buyers to specify custom product options
  • Provide convenient quick order UX on mobile

To enable the functionality, proceed to Stores → Configuration → Amasty Extensions → Quick Order.

Find out frontend examples and configuration details here.

Cancel Orders

Let clients cancel irrelevant orders in their accounts. Your store admins can also automatically cancel orders without payments after a specified period.

Key features:

  • Allow clients to cancel orders in accounts
  • Show cancellation popup
  • Collect cancellation reasons
  • Track annulation requests
  • Notify your managers about new cancellations
  • Automatically restock cancelled items

Go to Stores → Configuration → Amasty Extensions → Cancel Orders.

See how to adjust cancellation and set automatic annulation in this guide.

B2B Company Account

With the suite, clients can register company accounts, manage permissions and organize purchasing by the individual flow.

Key features:

  • Create multiple company accounts as an admin;
  • Companies can create and manage sub-accounts from the frontend;
  • Move users between company accounts in the backend;
  • Manage all company accounts in one place;
  • Offer personalized marketing and pricing based on company membership.

Navigate to Stores → Configuration → Amasty Extensions → Company Account.

See detailed configuration guide here.
As a result, with the PRO Suite you will set an individual and convenient purchasing options for wholesalers and regular clients: wishlists, a quick order page and tiered accounts.

B2B SUITE PREMIUM: All That You Need at a Hand

With the PREMIUM pack, you will equip your store with all options needed for higly-personalized approach. Automate all the functionality to build a professional store.

Keep in mind, that all B2B Essential and PRO features are included.

Customer Group Catalog

Create an individual selling strategy for all your clients using separate catalogs and resonalized pricing strategy.

Key features:

  • Adjust the visibility of products and categories by customer groups
  • Provide businesses with selective access to store catalog
  • Hide or replace product price with CMS-block or image
  • Redirect users to custom CMS-pages or to 404 page

To configure these options, go to Store → Configuration → Amasty Extensions → Customer Group Catalog.

To check detailed guide for the extension, click here.

Moreover, Customer Group Auto Assign and Reindex from Admin are also included in the pack. Thus, you can automatically transfer customers from one group to another and reindex all changes without a command line.

Payment Restrictions

The suite includes options that limit payment methods availability according to specific parameters. It means that you can let particular methods for specific customer groups only, e.g. offline methods will be available for long-term clients and won't be visible for guests.

Key features:

  • Use customer purchase history to decide which payment methods to show
  • Set restrictions based on cart contents
  • Display different payment methods for orders depending on Subtotal or customer attributes
  • Apply restrictions depending on customer shipping address

Create limitation rules in the Amsty → Payment Restrictions tab.

View configuration details in this guide.

Shipping Restrictions

Also, you may use shipping options as a special benefit for your clients. Enable particular methods for any of them using restrictions for others.

Key features:

  • Define a specific area of each shipping method application
  • Restrict shipping methods of particular carriers
  • Offer shipping methods depending on their purchase history
  • Choose the kind of orders, to which shipping restriction rules should be applied
  • Assign special shipping methods to specific stores and customer groups

Adjust methods in the Amasty → Shipping Restrictions section.

Check advanced configuration cases here.
When all options are properly configured, your store will be 100% ready for a successful B2B model. Just choose your own strategy to make your business maximally profitable.

Find out how to install the B2B Suite for Magento 2 via Composer.

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magento_2/b2b_ecommerce_suite.txt · Last modified: 2020/08/13 15:05 by tihomirova