Magento 2 B2B Extensions

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User Guide - Pro B2B

1. Overview

Magento 2 B2B Extensions Package covers the needs of B2B/wholesale customers and sellers from the very login to the reordering process at your fingertips.

+ Force Login

+ Catalog Permission

+ B2B Registration

+ Customer Attributes

+ Customer Approval

+ Company Account

+ Sales Rep

+ Hide Price

+ Request for Quote

+ Custom Pricing                                            

+ Product Attachments

+ Wholesale Fast Order

+ Add Multiple Products to Cart

+ Configurable Product Grid Table View

+ Multiple Wishlists

+ Minimum Order Amount for Customer Group

+ Shipping & Payment Method per Customer Group

+ Custom Shipping Method

+ Store Credit

+ Reorder Product List

BSS Commerce is providing 4 pricing plans for the B2B extension package, including Basic, Professional, Premium and Customized plans.

In this guide, we will present the user guide based on the Professional plan to provide the most detailed information for you. For the 4th plan, you can select picked modules from this guide to make configuration.

Professional Plan

The Professional B2B Plan covers every module in the Basic Plan plus additional extensions.  Please configure modules in the Basic plan first, then configure other modules in this Professional plan.

User Guide - Basic Plan.

2. Force Login

Choose Force Login under BSS COMMERCE tab,

2.1. General Configuration

In Enable: choose Yes to enable the Force Login functions. In Disable Registration: choose Yes to disable the default registration link on the top sidebar and login page. This configuration does not affect the B2B Registration top link. (refer to B2B Registration function below).

2.2. Enable “Force Login” When Users Visit Pages

In Alert Message: edit the message to be shown on the restricted page. Select types of page to force login to access:

  • Product Page
  • Category Page
  • Cart Page
  • Checkout Page
  • Search Term Page
  • Advanced Search Page
  • Search Results Page
  • Contact Page
  • Other Pages
  • CMS Pages

*Notes:

  • Other Pages are custom pages created by third-party extensions, for example, the FAQs
  • We support specific CMS Page to force login: 404 Not Found; Home Page; Enable Cookies; Privacy Policy; About us; Customer Service.

2.3. Redirect Users After Successful Login

It is important to streamline the experience of users after "force-login" requirement. You can choose among 4 redirect options.

  • Default: redirect users to the page after login like default Magento 2
  • Home Page: redirect users to Home Page after login
  • Previous Url: redirect users to the page they are trying to access when they are forced to login
  • Custom Url: Enter the page URL that you want to send your customers to after login

*Notes:

  • With custom pages by third-party extensions, if you select this option, you will be redirected to the previous page of the force login page.

For example: You require a login to access the FAQs page. A customer goes to the Home page ⇒ Women (category page) ⇒ FAQs page and login. He/she is redirected to Women (category page).

  • Remember to Save Config on completing

2.4. Google reCAPTCHA and 2FA Installation

Magento is adding Google reCAPTCHA and 2FA functionality to all Magento Commerce and Open Source versions 2.1 and above to reduce unauthorized access and spam.

  • Google reCAPTCHA technology is to ensure the access attempt by humans only, not bots. Compared with the Magento CAPTCHA module, the reCAPTCHA enhances security with additional benefits includes support for invisible reCAPTCHA.
  • 2FA Authentication adds support for software authentication apps and hardware authentication devices provided by Google Authenticator, Authy, U2F devices, and Duo Security, among others.

Hence, BSS Commerce strongly recommends installing these functions for your Magento 2 Website. Please go to the Magento 2 Dev Document for more information.

3. Hide Price

Choose Hide Price under BSS COMMERCE tab. There are two levels of Hide Price: Product Config and Global Config, in which Product Config has a higher priority.

3.1. Global Config

Go to Stores ⇒ Configuration ⇒ BSSCommerce ⇒ Hide Price General Config. general settings for hide price global config In Enabled, choose Yes to enable the extension or No to disable it. In ‘Add to Cart’ Button Selector, enter the selector of Add to Cart button depending on the website’s theme. Hide price global config In Hide Price Action choose options:

  • Hide Price and “Add to Cart” Button
  • Show Price and Hide “Add to Cart” Button

In Hide Price Message, enter a custom message which is shown in place of the Add to Cart button. In Apply for Categories, choose categories in which you want to hide price from chose customer groups. Price is hidden on all product pages under the chosen categories except for which you enable the Hide price product config. In Apply for Customer Groups, choose groups from which you want to hide price. In Hide Price URL, enter an URL to link to the custom message.

3.2. Product Config

Go to Products ⇒ Catalog ⇒ Product Edit Page ⇒ Hide Price. Hide Price per Product In Hide Price Action, choose 1 of the following 4 options:

  • Use Hide Price Global Config: Apply hide price in Global Config by default.
  • Disable: Disable hide price for the product.
  • Hide Price and “Add to Cart” Button: Hide both product price and Add to Cart button.
  • Show Price and Hide “Add to Cart” Button: Hide Add to Cart button but still show product price.

When you choose to Hide "Add to Cart" Button, the hide price message will be in place. In Hide Price Message: tailor the message to inform customers of how to get the price. In Hide Price for Customer Groups, choose the customer groups from which you want to hide price. In Hide Price URL, enter an URL to link to the custom message. In the frontend, the price is hidden from the chosen customer groups. Hide price from specific product  

4. Add Multiple Products to Cart

Choose Ajax Add Multiple Products Cart under BSS COMMERCE tab.

4.1. General Configuration

Add Multiple Products to Cart General Settings In Enabled: Choose Yes to enable the module or choose No to disable it. In Enable for Customer Group(s): Only chosen groups are allowed to add multiple products to cart. In Apply “Add Multiple Products”: Select class and ID to be applied to the module (separated by a comma). For example: .cms-home .products-grid,.catalog-category-view .productsgrid,.catalogcategory-view .products-list. In Default Qty: Select default quantity displaying in quantity box. *Note:

  • This “Add Multiple Products” configuration only works with the product list having a similar structure to the product list page on the default category page or default widget.
  • If you want to apply the functions to other lists, such as Wishlist page or Compare page, you need to fix the HTML structure.
  • The extension works well with all product types, except for products having the type of custom options to be File.

4.2. In Button, Checkbox, Qty Box

Button, checkbox icon Here is an example of the button in the Top position. Add Multiple Products at Top

4.3. In Popup Setting

Popup Setting_1 Please define:

  • Image size (px) – For single product successfully added to Cart, shown in the success pop-up in case of adding only one product to cart.

Single product in success popup

  • Image size (px) – For multiple products successfully added to Cart, shown in the success pop-up in case of adding multiple products to cart.
  • Image size (px) – For selection popup: Choose the image size of the product in the popup shown to specify options and quantity

Selection Popup

  • Number of Items displayed in one success popup for desktop screens. The default Number of Items for the tablet is 2 and for mobile is 1.)

Also, choose the effect of slide in popup: Popup Setting_2

4.4. In Popup Design

Popup design

5. Configurable Product Grid Table View

enable-the-configurable-product-grid-table-view

In Enabled: Choose Yes to enable the module or choose No to disable it.

5.1. Set up the grid table view

First off, we provide advanced features to improve the display of the Configurable Grid Table View.

display-of-configurable-grid-table-view
  • Choose Only Different Price to show the price of child products having different prices. If all child products of a configurable product have the same price, the unit price column will be hidden.

In Show Detailed Total: Choose Yes to display the total quantity and total price at the bottom of the table in detail. Here is an example of the Configurable Grid Table View product page.

Configurable-Product-Grid-Table-View

5.2. Set up advanced tier prices

advanced-tier-price-configurable-grid-table-view

When it comes to tier price, you can:

  • Choose Yes to enable Advanced Tier Price on the configurable product pages.
  • Choose Yes to enable Table Tier Price so that customers get information about tier prices at a glance.
  • Choose Yes to enable Tooltip Tier Price. A note will be shown in the tooltip when customers hover on a specific child product.
READ MORE >>> All you need to know about the prices of Configurable Products.

In the storefront, the tier prices are shown accordingly:

Tables-of-tier-price-in-configurable-product-grid-table-view

and …

Tooltips of tier price configurable product grid table view

5.3. Set up the table view per group and device

Access-to-configurable-grid-table-view

5.4. Enable/disable the grid table view per configurable product

If you want to disable the grid table view for any configurable products, please to Catalogs => Products => Product Edit Page => Grid Table View General tab.

disable-configurable-grid-table-view-per-product

Simply put, set Disable Grid Table View to Yes.

6. Multiple Wishlists

Choose Multiple Wishlists under BSS COMMERCE tab. Multiple wishlist general settings In Enable: Choose Yes to enable the module or choose No to disable it. In Redirect to My Wish List Page: Choose Yes to redirect customers to My Wish List Page after a product is added to wish list. Otherwise, choose No. In Remove Items after Adding to Cart: Choose Yes to keep items in Wish Lists after being added to Cart. Otherwise, choose No.

6.1. Create Wishlist/Add to Wishlist

In the frontend, customers can create any wishlist within clicks. Accordingly, whenever they click on the "wishlist" icon, there is a popup shown accordingly. Customers can choose existing wishlists or create a new wishlist to add products to. Create any wishlist An item can be added to multiple wishlists from the product page, category page, search result page, compare page, the shopping cart page, homepage, CMS page, related product block, and cross-sell product block (in cart.) *Notes:

  • When you add a product that has the custom option in File type, that product will be added directly to the main wishlist and you will be redirected to the Wish List page.
  • Also, a success notification will be shown.

6.2. Multiple-wishlist page

My Wish List Magento 2 To check and manage items in wishlists, please go to My Wish List under Account or navigate to My Account ⇒ My Wishlist. My Wish List Details Here you can:

  • Create a new wishlist
  • Delete any wishlist
  • Edit the name of specific wishlist
  • Share wishlist with specific emails, along with the message
  • Add all items in the wishlist to cart with the defined quantity

6.3. Manage Items in Wishlists

To make any changes for specific items in the wishlist, please hover across that product. Manage Items in Wishlist As can be seen, you can:

  • Edit the product (quantity, custom options, etc.)
  • Add comment to the product
  • Change the quantity of the product
  • Add the product to cart
  • Remove the product from the wishlist
  • Copy or Move the product to other wishlists

Accordingly, there is a popup shown to choose where you want to copy or move the product. Manage Wishlist in Popup

7. Minimum Order Amount per Customer Group

Minimum Order Amount per Customer Group In Enabled, choose Yes to enable the extension or No to disable it. In Minimum Amount for Customer Group, choose customer group and decide the minimum order amount for each group. You can also add more groups or delete any unwanted group if needed. You can tailor different error messages to show per customer group on the shopping cart page in case of under-value orders. For example, Error message at checkout If you skip these fields, the default message "Minimum order amount is 'the minimum order amount'" is in place. Default Error message at checkout Remember to go to System ⇒ Cache Management and Flush Magento Cache so that the configurations are active.

8. Store Credit

8.1. General settings

Choose Store Credit under BSS COMMERCE tab. Store Credit General Settings In Enabled: choose Yes to enable the extension. In Use Store Credit in Checkout Page: choose Yes to allow customers to apply store credit to pay for the order in the checkout page, or No to not allow. Store Credit in Checkout In Use Store Credit in Shopping Cart: choose Yes to allow customers to apply store credit to pay for order in the shopping cart page, or No to not allow. Store Credit in Shopping Cart In Allow Applying Store Credit to Shipping:

  • Choose Yes to allow applying store credit to pay for shipping fee, if the customer applies a store credit value in the shopping cart or checkout page more than the order total.
  • Choose No to not allow using store credit to pay for fee even if the customer applies a store credit value more than the order total.

In Allow Applying Store Credit to Tax: choose Yes to allow applying store credit to pay for tax, or No to not allow. This function operates the same as the "Allow Applying Store Credit to Shipping” function. *Notes: + If you disable both “Use Store Credit in Checkout Page” and “Use Store Credit in Shopping Cart”, there aren’t fields to enter store credit value, shipping fee can’t be paid by store credit even if you enable or disable this config. + If the value entered in Apply Store Credit box is bigger than the order total in the shopping cart or checkout page, the payment method options will be hidden. Store Credit to Tax/Shipping fee

8.2. Email Configurations

8.3 Refund by Store Credit

When creating credit memos, you can choose Refund to Store Credit option to transfer the refund to customer store credit. Refund by Store Credit

8.4 Apply Store Credit for Backend Orders

When creating orders from the backend, you can also apply the Store Credit. Store Credit for Backend Orders

8.5 Manage Store Credit Balances

Choose a specific account under Customers and open Store Credit under that account. In Statistic, you can update track and update the value of store credit and notify customers to come back soon to spend the credit. Manage Store Credit History of Creditt Transactions *Notes: The Statistic and History section are also displayed on the customer information page in the frontend for the customer.

8.6 Track Store Credit Transactions

8.6.1. Store Credit Transaction

Please go to Admin Panel ⇒ BSS STORE CREDIT ⇒ Transactions to view information on all store credit transactions on your site. Store Credit Transactions

  • Transaction ID column: number of transaction.
  • Customer column: customer name linked to customer information page in the backend.
  • Email column: email of the omer.
  • Balance Change column: the amount of store credit was added or subtracted.
  • Balance column: store credit balance after the transaction took place
  • In Action column: the action makes store credit balance change
  • Date column: the specific time and date that the transaction happened.
  • Additional Info column: more information about the transaction, you can click on links to view orders or credit memos.
8.6.2. Summary Store Credit Transaction Chart Report

Open Report under BSS STORE CREDIT. Report of Store Credit Transasctions The chart displays the summary store credit increment and decrements in your site, you can set the duration time and select to view the report of store credit by day, month or year. Press the Refresh button to view the chart exported from your settings.

9. Reorder Product List

9.1. For customers

This is how the Reorder Product List for Magento 2 is displayed in the frontend: Reorder Product List

  • List all purchased products in one place for fast reordering
  • Choose which information to show: SKU, product image, price, ordered quantity, stock status, quantity box to reorder.
  • Search items by any piece of information above. The search autocomplete makes it faster.
  • Support Quick View to see the current price of items and choose product options in the popup
  • Add multiple ordered products to cart and redirect to checkout.
  • Support adding multiple purchased items to the wishlist

9.2. For admins

9.2.1. General Options

Reorder-product-list-general-settings

9.2.2. List

Reorder Product List Settings_1 Reorder Product List Settings_2

10. Sales Rep

enable-sales-rep-and-setup-email-notifications

6.1. Create roles of Sales Rep

manage-all-user-roles-in-grid

Navigate to Systems => Permissions => User Roles

Before the admin store assigns a user as a sales rep, you need to create the role accordingly.

Simply put, choose Add New Role.

create_the_roles_of_admin_sales_rep

Under Role Information:

  • Role Name: Enter a role for easy management
  • Sales Rep Role: Choose either Admin Sales Rep or Sales Rep

+ Sales Rep: Users with this role can access a tab in the admin panel to manage customers, orders, and quotes assigned to them.

+ Admin Sales Rep: Users with this role can manage customers, orders, and quotes assigned to all sales representatives.

  • Your Password: Enter the login password to confirm the action

Under Role Resources:

assign_resources_to_the_role_user

Tick on Sales Rep resource, then users with the role can access the Customers, Orders, and Quotes grids assigned to them.

*Notes:

+ The Quotes resource is only shown if you install the Magento 2 Request for Quote extension. + We have developed the Sales Rep resources with all information required by a sales rep to manage their customers.

sales-rep-resources

+ You can also assign Sales Rep users to other resources. + When a customer is assigned to another sales rep, orders and quotes assigned the former sales rep will remain under the control of that sales rep rather than of the new one.

Under Role Users, choose available users or create a new one later.

manage-all-users-of-sales-rep-roles-2

6.2. Create users of Sales Rep roles

manage-all-users-of-sales-rep-roles

Navigate to Systems => Permissions => All Uses. Choose Add New User.

create_a_new_sales_rep_user

Under User Info, fill in the user's information and enter your password to confirm the action.

assign_roles_to_specific_users

Under User Role, pick up an available role, in this case, either Sales Rep or Admin Sales Rep.

add_information_to_sales_rep_user

Under Additional Information, you can add information to the sales rep user in WYSIWYG editor. This information will be visible under My Account of the customer.

6.3. Assign customers to sales rep users

manage-customer-grid-in-store-admin-view

At first, all customers are recorded in the Customer grid and available under the admin store's view.

In this grid, the store admin can assign a customer to a specific Sales Rep user by going to the customer edit page.

assign_sales_rep_to_the_customer

Scroll down to the Sales Rep tab to assign the Sales Rep user to the customer. The information of that user is shown accordingly.

6.4. My Account Dashboard, Sales Rep user's view, and Admin Sales Rep user's view

6.4.1 My Account Dashboard
show-sales-rep-information-under-my-account

When a sales rep user is successfully assigned to a customer. She/He now can check the information of the sales rep user under My Account.

6.4.2. Sales Rep user's view

As we mentioned, the Sales Rep user now can access the information of assigned customers and take actions accordingly.

In the Customers grid:

customers_under_sales_Rep_view

In the Orders grid:

manage-orders-in-sales-rep-view

In the Quotes grid:

manage-quotes-in-sales-rep-view
6.4.3 Admin Sales Rep user's view

The Admin Sales Rep user can also access the information of customers assigned to all sales reps. However, they can only view the information and can't take further action. Please note that the Admin Sales Rep users can not create or view customers, orders, and quotes. When clicking on Create New Order or on action View/Edit, the Admin Sales Rep users are redirected to an error page. Error page

In the Customers grid:

customers_under_admin_sales_rep

In the Orders grid:

orders_under_admin_sales_rep_vieww

In the Quotes grid:

manage_quotes_in_admin_sales_rep_1
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