Magento 2 B2B Extensions

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User Guide

1. Overview

Magento 2 B2B Extensions Package covers the needs of B2B/wholesale customers and sellers from the very login to the reordering process by bundling 14 extensions at your fingertips.
  • Force Login
  • Catalog Permission
  • B2B Registration
  • Company Account
  • Sales Rep
  • Hide Price
  • Request for Quote
  • Wholesale Fast Order
  • Add Multiple Products to Cart
  • Configurable Product Grid Table View
  • Multiple Wishlists
  • Minimum Order Amount for Customer Group
  • Store Credit
  • Reorder Product List

2. How Does It Work?

To enable features of B2B Package in your Magento 2 website, please go to Stores ⇒ Configuration ⇒ BSS COMMERCE

2.1 Force Login

Choose Force Login under BSS COMMERCE tab,

2.1.1 General Configuration

orce Login General Configurations 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) Disable default registration link

2.1.2 Enable “Force Login” When Users Visit Pages

Page Types to Force Login 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.

2.1.3 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
Redirect 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

2.1.4 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.

2.2 Catalog Permission

Choose Catalog Permission under BSS COMMERCE tab,

2.2.1 General settings

Catalog-Permission-General-Settings

In Catalog Permission:
  • Enable Catalog Permission: choose Yes to restrict catalog to the chosen customer groups.
  • Error Message: tailor the Error Message you want to show on the page to which customers are redirected. You can also set different messages for different categories by going to Catalog => Categories.
  • Redirect to Page: choose among these six pages to redirect customers when they access a restricted page.
+ Sign-in Page + 404 Not Found + Homepage + Enable Cookies + Privacy Policy + About us + Customer Service + Sign-in Page + Custom URL + None *Note: + If you create a new CMS page, it will be added to "Redirect to Page" options + Please make sure that the chosen page is not restricted by CMS permission function. + If the redirected page is disabled, customers will be redirected to Home Page.
  • Disable Category Link: choose Yes to hide the link of category on the menu and layered navigation.
*Notes: + If at least one sub-category that has different catalog permission from that of the parent category, the parent category link will be shown. + In other words, only when all subcategories have the same permission as the parent category will the parent category link be disabled.
  • Apply Parent Category Setting to Sub-Category: choose Yes so that the setting of parent category will be applied for its sub-categories.
Sub-category permission
  • Use Category Permission for Products Belonging to: choose Yes to disable products belonging to the restricted categories. For the product belongs to multiple categories: If at least one of those categories is restricted, the product will not be available to access in other categories.
If you choose No, non-permitted customers can still access the products under restricted categories.

2.2.2 CMS Page Permission

CMS Page Permission General Settings In CMS Permission:
  • Enable CMS Page Permission: choose Yes to restrict the CMS pages to specific customer groups.
  • Error Message: tailor the Error Message you want to show on the page to which customers are redirected.
  • Redirect to Page: choose one of the options to redirect customers to the selected page. Catalog Permission for Magento 2 extension provides options as follow:
+ Sign-in Page + 404 Not Found + Homepage + Enable Cookies + Privacy Policy + About us + Customer Service + Sign-in Page + Custom URL + None *Note: + If you create a new CMS page, it will be added to "Redirect to Page" options + Please make sure that the chosen page is not restricted by CMS permission function. + If the redirected page is disabled, customers will be redirected to Home Page.

2.2.3 Set permission for categories

Go to CatalogCategories and navigate to the category you want to set permission. Restrict-access-to-specific-categories In Redirect Type:
  • Use Global Config: apply the error message and redirect to page as you set above.
  • Customize per Category: Tailor message for a specific category and choose how to redirect visitors in Select Page, Custom URL, and BSS Error Message.
In Restricted Customer Group: select customer group(s) you don't want to grant access to the category.

2.2.4 Set permission for CMS pages

Go to Content ⇒ Pages and navigate to the category you want to set permission. Restrict-access-to-specific-CMS-Pages Similarly, in Redirect Type:
  • Use Global Config: apply the error message and redirect to the page as you set above.
  • Customize per Category: Tailor message for a specific CMS Page and choose how to redirect visitors in Select Page, Custom URL, and BSS Error Message.
In Restricted Customer Group: select customer group(s) you don't want to grant access to the CMS page.

2.3 B2B Registration

Choose B2B Registration under BSS COMMERCE tab,

2.3.1 In the frontend

The admin can include a B2B Registration form besides the default form. This form has additional fields to get to know more about B2B customers. b2b registration form More importantly, the admin can review and approve or reject the B2B registration instead of activating the account automatically like the default.
  • When the users complete the B2B registration form, a pending message is shown.
Pending message for B2B account An email will be sent to the admin's email to inform of the new B2B registration. Then, admin can manage over that account.
  • If the admin approves the registration, an email will be sent to the user's email.
Approval email to B2B registration
  • If the admin rejects the registration, a disapproval email is sent respectively. And, an error message is shown when the users try to access the account in the frontend.
Disapproval message to B2B registration

2.3.2 In the backend

2.3.2.1 General Configuration
Go through Stores ⇒ Settings ⇒ Configuration ⇒ BSS Commerce ⇒ B2B Registration. Genneral Configuration
  • In Enabled: choose Yes to enable the module.
Register settings
  • In B2B Account Page URL: enter URL of the customer registration page
  • In Shortcut Link in Header: select Yes to enable the shortcut link in the header. So customers can click this shortcut link to navigate the registration page.
  • In Shortcut Link Text: enter the title of the shortcut link in the header.
  • In Form Title: enter the title of the B2B registration form
Choose additional fields in the B2B Registration form. If you do not want any fields to show up, choose No. Additional fields in B2B registration formPlease ensure that by default, these fields are not required. Go to Configuration ⇒ Customer Configuration ⇒ Name and Address Options to check. Default Customer Configurations Customer groups B2B Registratin for customer group
  • In Default Customer Group: choose a group that you want to add the customer into.
  • In Disable Regular Registration: select Yes to disable the normal “Create an Account” link in the header, “Create an Account” button in Sign-in Page, and checkout page.
Choose No to enable both "B2B Registration link" and the default "Create an Account link." Approval settings Approval settings for B2B Registrations
  • In Auto Approve Accounts: Choose Yes if you want to accept new B2B accounts automatically or No if you want to approve accounts manually
NOTE: Even when you approve the B2B registration requests automatically, you can still change their status in the backend.
  • In Pending Message: enter Pending message.
  • In Disapproval Message: enter Disapproval message.
Admin email settings Admin Email Settings
  • In Enabled: choose Yes to enable configurations below.
  • In Email Sender: enter the name of the sender from Store Email Address of the default.
  • In Email Templates: choose among available email templates of websites to notify the admin of new B2B account
  • In Recipients: enter emails, separated by commas, to receive notification about new accounts created.
Customer email settings Customer Email Settings
  • In Enabled: choose Yes to send notification emails to customer
  • In Email Sender: enter the name of the sender from Store Email Address of the default.
  • In Approval Email Templates: select among available email templates of your site to send an email after the admin approves the B2B registration
  • In Disapproval Email Templates: select among available email templates of your site to send an email after the admin rejects the B2B registration
2.3.2.2. Default CAPTCHA support
To enable Captcha in the B2B Registration form, please follow Stores ⇒ Configurations ⇒ CUSTOMERS ⇒ Customer Configuration ⇒ CAPTCHA B2B Registration captcha
  • Set Enable CAPTCHA on Storefront to Yes.
  • In Form, choose Create User form to enable the CAPTCHA
  • Set Display Mode to either Always to After number of attemps to login.
  • Define CAPTCHA settings.
2.3.2.3 Manage B2B registration requests
In Customer Grid: There is an additional Status column in Customer Grid in the backend so that the admin can check the status of B2B accounts and make adjustments accordingly. The admin can edit the status of single B2B account by double-clicking in any position in the row: Manage B2B account or, multiple B2B accounts: Mass actions over B2B accounts or in Account Information of specific account: Manage B2B account in Customer Edit page *Note: If the admin creates an account in the backend for a customer, there will be an approval notification email sent to the customer after finish creating this account. However, that account has Normal status, admin can change into B2B Approval status, there also a notification email sent to that customer.

2.4 Company Account

2.4.1. General settings

Company-Account-General-Settings.
Company Account general settings
Please go to Stores => Configurations => Magento 2 Company Account. Set Enable Company Account to Yes. In Email Config, choose the sender and templates. Notes: In "Send Active Email Copy to" and " Send Deactive Email Copy to", input multiple emails separated by commas.

2.4.2. A customer registers for an account in the storefront.

customer-sign-up-for-Magento-2-company-account
Customers register for an account and wait for the admin to switch it into a company account.
To start with, a customer will sign up for a new account via the default registration form. Then, he/she needs to contact the store admin to switch the created account to the company account in the backend.

2.4.3. Approve/Reject company accounts in the backend

Magento-2-customers-grid
Manage all registered accounts in Customers grid
All registered accounts, including company accounts, are reported in the Customers grid. Upon contact with the customer, the admin then switches a normal account to the company account in 2 ways:
on the Customer Edit page
Under Account Information, there is a new field "Is Company Account".
  • By setting this field to Yes, a company account is now available.
  • Setting it to No means the account is just a normal account.
Mass action is allowed
Otherwise, the store admin can change multiple accounts to company accounts or remove them from company accounts with the mass action.

2.4.4. Create users, roles and permissions in the storefront

company-account-welcome-email
Company Account Welcome email
When the store admin switches an account to the company account, a notification email is sent accordingly. Then, the company admin can login to his/her account.
Company Account dashboard
From now on, you must get familiar with three new roles:
  • The store admin: It is the person who will review, approve, or disapprove the company account registration
  • Company admin: One who registers the company account in the first place and who is assigned the role "Admin."
  • Sub-users: Sub-users are created by company admin or store admin under Account management. They have limited roles and permissions.
2.4.4.1. Create and manage new roles
create-new-roles
Manage roles and permissions
Go to Manage Role under Account Dashboard, the company admin can add new role for users. Please note that the Admin role is available in advance. Those assigned the Admin role will have permissions as the company admin.
create-magento-2-company-account-roles
Assign permissions to the roles
Choose to add New Role and assign built-in permissions to the role.
  • In Role Name: input the role
  • In Permissions: Among available resources, choose what information can be accessed and managed by the role.
  • In Max Order per Day: input an amount. Skip this field if you do not want to set an order amount limitation.
  • In Min Order per Day: input an amount. Skip this field if you do not want to set an order amount limitation
Remember to Save the settings.
2.4.4.2. Create and manage new sub-users
create-new-users
Manage users of company account
Now, go to Manage Sub-users to create new sub-users.
create-magento-2-company-account-sub-users
Create a new sub-user and assign a role
Choose to add New Sub-user and assign a built-in role to the sub-user.
  • In Status: choose to Enable or Disable the sub-user
  • In Sub-user Name: Input name of the user
  • In Sub-user Email: input an email which is not added before.
  • In Role: pick up an available role
Remember to Save the settings. An email will be sent to the sub-user.
Sub-user Welcome email

2.4.5. Create a company account, roles and permissions, and sub-users in the backend

The admin can also create a company account, sub-users and assign roles/permissions to the users.
2.4.5.1. Create a new company account
2.4.5.2. Create and manage roles
2.4.5.3. Create and manage sub-users

2.5. Sales Rep

enable-sales-rep-and-setup-email-notifications
Enable Sales Rep and Set up email notifications
Please go to Stores => Configurations => Sales Rep. First off, set Enable to Yes so that the store admin can start creating new sales representatives per customer. In the Sales Rep Email Config:
  • Email Sender: Pick up a sender you have created in advance.
  • Send Email Copy to: Enter multiple emails separated by a comma. We suggest sending email copies of "Assign Sales Rep to Customer" and "Unassign Sales Rep to Customer" emails to your sales rep so that they can get updated in real-time.
  • Assign Sales Rep to Customer: Choose an available template, for example, our built-in "Assign Sales Rep to Customer (Default)" template.
  • Unassign Sales Rep to Customer: Choose an available template, for example, our built-in "Unassign Sales Rep to Customer (Default)" template.

2.5.1. Create roles of Sales Rep

manage-all-user-roles-in-grid
Create the roles of sales rep
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
Add the new role of 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
Assign resources to the role
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
    Sales Rep permissions
+ 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
Assign users to a role

2.5.2. Create users of Sales Rep roles

manage-all-users-of-sales-rep-roles
Manage all users in the grid
Navigate to Systems => Permissions => All Uses. Choose Add New User.
create_a_new_sales_rep_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
Assign a role to the user
Under User Role, pick up an available role, in this case, either Sales Rep or Admin Sales Rep.
add_information_to_sales_rep_user
Add information to the 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.

2.5.3. Assign customers to sales rep users

manage-customer-grid-in-store-admin-view
Customers under the store admin's 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
Assign Sales Rep user on the Customer Edit page
Scroll down to the Sales Rep tab to assign the Sales Rep user to the customer. The information of that user is shown accordingly.

2.5.4. Notify the customers

When a Sales Rep user is assigned or unassigned to a customer. The email notifications will be sent to the customers and the CC email (say, the sales rep users.)
notify-customers-of-the-assigned-sales-rep_1-2
Email to notify assigned sales rep user
and ...
notify-customers-of-the-unassigned-sales-rep_1-1
Email to notify unassigned sales rep user

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

2.5.5.1 My Account Dashboard
show-sales-rep-information-under-my-account
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.
2.5.5.2. 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
Customers under Sales Rep user's view
In the Orders grid:
manage-orders-in-sales-rep-view
Orders under Sales Rep user's view
In the Quotes grid:
manage-quotes-in-sales-rep-view
Quotes under Sales Rep user's view
2.5.5.3 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
Error page
In the Customers grid:
customers_under_admin_sales_rep
Customers under Admin Sales Rep user's view
In the Orders grid:
orders_under_admin_sales_rep_vieww
Orders under Admin Sales Rep user's view
In the Quotes grid:
manage_quotes_in_admin_sales_rep_1

2.6. 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.

2.6.1 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.

2.6.2 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

2.7. Request for Quote

2.7.1 Global config

Please go to Stores ⇒ Configuration ⇒ BSS COMMERCE ⇒ Request4Quote Enable Request4Quote Set Enable Request4Quote to Yes to enable the quote request function. Request for Quote Global Config
  • In Enable “Add to Quote” for All Products, please choose among:
+ Yes: Display “Add to Quote” for all products + No: Disable “Add to Quote” for all products + Customer Group: Choose groups you want to enable the quote request function. Notes:
  1. Magento 2 Request for Quote extension supports all product types
  2. Once enabled, “Add to Quote” button will be shown on the Product page; Category page; Search page; Wishlist page; Compare page; and CMS widget.
  3. You can go to Catalog ⇒ Categories and choose a specific category to enable or disable the “Add to Quote” button.
Enable Add to Quote button per category 4. Also, go to Catalog ⇒ Products and choose a specific product to enable or disable the “Add to Quote” button. Enable Add to Quote button per product The quote request settings will be applied according to Global Config to Category, and to Product Config. Minimum Quote Amount for Customer Group
  • Set Apply Default Qty Conditions for Quoted Products to No. Customers can add any number of products to the quote cart without concerning the minimum, maximum, or increment quantity set in advance.
  • In Minimum Quote Amount per Customer Group, you can define the minimum quote amount allowed in the quote cart.
Notes: When the quote total is lower than the requirement, the Message will be shown and the Submit Quote Request will be hidden. Minimum Quote Amount Alert in Frontend We also equip Magento 2 Request for Quote extension with many thoughtful configurations to help you manage the quote better. Request for Quote Global Config_continued
  • In Default Day(s) to Quote Expiration, enter a number after which all created quotes will expire. You can adjust this period per quote request on the Quote Edit Page.
  • In Send Reminder …. Day(s) before Expiration, enter a number after which a Quote Reminder email will be sent to notify the admin and customers about soon-to-expire quotes.
  • In Disable Comment per Quote Item, set this field to No if you allow customers to add some notes for each item in the quote cart.
Comment for Quote Iten
  • In Required Shipping Address, set this field to Yes to require customers to enter the shipping address when submitting a new quote request. That way, both you and your customers can choose a suitable shipping method. Otherwise, set it to No.
  • In Disable Resubmit Action,
+ Set this field to No if you allow customers to resubmit the expired and rejected. + Set this field to Yes if you only allow customers to resubmit the updated quotes
  • In Icon Mini Quote, upload an image.
Mini quote cart In Auto Logging for Customer, set this field to Yes so that customers can login automatically and go to the quote detail page when clicking the quote link in transactional emails. Otherwise, set it to No.

2.7.2 Email config

Expand the Request4Quote Email Config tab: Request for Quote Email Config You can choose our built-in email templates or create a new one by going to Marketing ⇒ Communications ⇒ Email Templates. To check the email, enter your email in Send Quote Email Copy to.

2.7.3 Customize the Quote Button

You can tailor the text and custom style of quote request button to fit your site the most. Custom Style for Quote Button On completing all settings, remember to Save Config and go to Cache Management.

2.7.4 Submit & manage Quotes in storefront

2.7.4.1 Submit a quote request
Based on your configuration, the “Add to Quote” button is shown for products, categories, and for customer groups. Customers, then, can add multiple products to the quote cart from Product page; Category page; Search page; Wishlist page; Compare page; and CMS widget. Add to Quote button in catalog page All quoted products will be listed on the quote cart page for further updates. Click on the mini quote cart icon to go to the Quote Cart. Here, customers can add notes per quote item and a comment for the whole quote request. Customers must login before submitting the quote request. Login to request a quote Fill in the required fields and submit the quote request. add_notes_and_comment_to_the_quote_request
2.7.4.2 Manage the quotes in My Quotes
All submitted quote requests will be updated in My Quotes under My Account. My quotes If you Enable Resubmit Action, customers can resubmit the rejected/expired/updated quotes so that they can streamline the price quotation process without having to submit a new quote. This saves you from hundreds of spam quote requests a day! Resubmit quote rather than create a new quote For updated quotes, customers can convert them to order in a click! Move accepted quote to cart in one click

2.7.5 Manage Quote Requests in the backend

In the Admin Panel, please go to Sales ⇒ BSS Commerce ⇒ Manage Quote Requests
Quote Status Explanations
Pending After the customer submits a quote request for the first time
Updated After the admin clicks on "Send to Customer" in the quote edit page.  The admin can customize the quote in advance.
Rejected After the admin rejects the quote request
Resubmitted After the customer resubmit a rejected/updated/expired quote
Ordered After the customer moves the quote to cart
Closed After the customer cancels the quote request
You can accept, reject or customize the quote request as wished by going to the Quote Edit Page. Manage the quote request
  • Click on Rejected to reject the quote request. You can no longer edit the quote.
Rejected quote In My Quotes, the quote status is changed to Rejected. Whether customers can resubmit the quote or not is based on your configurations.
  • Or, you can customize the quote (price, quantity, expiry date, comment, additional products; shipping method) and Send to Customer.
update-the-quote-request In My Quotes, the quote status is changed to Updated. Customers can either move quote to cart or resubmit the quote. Notification emails are sent whenever the quote status is updated.

2.8 Wholesale Fast Order

2.8.1. In the frontend

Wholesale Fast Order For Magento 2 extension optimizes order process and decreases buying time. Accordingly, there is a Fast Order form in the storefront for customers to search, select, and add multiple products to the shopping cart. Access Magento 2 quick order form (Select either of these two ways)
  • Click “Fast Order” shortcut in top menu/footer/near mini cart of the website. (The display of this shortcut is based on the backend configuration.)
  • Access directly Fast Order CMS Page by entering the URL.
There are two templates available. The admin can enable either of them per customer group.
2.8.1.1 Template 1 - sEARCH BOX IN ROW
fast_order_template_1 Search products to add to cart
  • In the Search box, type some characters of a product name or SKU.
* Note:  + The smart autosuggestion function supports displaying the matched results. Even better, if there is one and only product name or SKU matched, it will be auto-selected. + With custom options (including configurable product, grouped product, or simple product with custom option), a popup will be loaded and shown to select desired options. Pupup to choose custom options Enter multiple SKUs with quantities to the form Enter SKUs (except for bundle products) with the corresponding quantity per line. For example: WS05-XS-Red:5 24-MB01:10 Enter multiple SKUs with quantities_expng Upload CSV file to fasten ordering What’s more, Magento 2 Wholesale Fast Order extension also supports CSV import if customers have their own list of products and attributes. To check the function, please follow:
  • Download the sample CSV file
  • Input CSV file as format: SKU and quantity of products. Only enter simple/downloadable products without custom options and child products of the configurable
  • Click the Upload button to upload this file
Choose other product attributes
  • Enter the number of items in the Quantity box. The Subtotal will be immediately updated.
  • Choose Edit to modify product attributes and other custom options or Delete to delete the chosen product.
  • Click Add lines button to expand the fast order form as wanted.
Add all to cart/Proceed to Checkout On completing selecting products and their attributes, please select Add to cart button to add all to the shopping cart. You can also proceed to checkout without navigating to the mini cart.
2.8.1.2. Template 2 - sEARCH BOX OUT ROW
BSS Commerce Wholesale Fast Order for Magento 2 extension features an additional fast order template to make the ordering process even faster. fast_order_template_2 Instead of searching individual products per line, customers can search the whole website in a smart search box. Most excitingly, customers can check to add multiple products to the form. With products with custom options, a popup with multiple product pages will be shown accordingly. Popup to choose custom options of multiple products Customers can still enter multiple SKUs or upload the csv. file, as well as add all products to the cart and proceed to checkout. *Notes: Please note that our Magento 2 Fast Order extension and its two templates do not support the IE browser.

2.8.2. In the backend

2.8.2.1. Fast Order CMS Page
We have already built a Fast Order CMS Page for you. To check, please go to Content ⇒ Pages ⇒ Fast Order Create fast order form
  • Expand the Search Engine Optimization section to fill in the meta-information.
In URL Key, there is an auto-generated key. Copy the key to use in the fast order form configuration. URL key of Fast Order page
  • Remember to Save Page if you make any changes.
2.8.2.2. Backend configs
In Admin Panel, please go to Stores ⇒ Configuration ⇒ BSS Commerce ⇒ Fast Order. General config In Enabled: choose Yes to enable the module or No to disable it. In Fast Order Form Template, choose either Search box in row or Search box out row. In Number of Lines: set the number of lines of Fast Order auto shown on the CMS page. In Autocomplete Minimum Characters: set the minimum characters typed in the search box so that the result can appear. In Max Results to Show: set the number of results displayed in the autocomplete box In Main Color, pick the color of header and buttons that fits the design of the whole website. In Shortcut URL Key, enter the URL key of the Fast Order CMS Page. This field is filled in advance, so skip if you do not change anything in the CMS Page. In Position of Fast Order Shortcut, choose where to display the shortcut link.
  • Near mini cart
  • In top menu
  • In footer
In Enable for customer groups: choose groups to enable Wholesale Fast Order function. Automative Pre-populated products Our extension supports a smart algorithm to pre-load multiple products based on customers’ order history whenever they access the fast order form. In Enabled, choose Yes to activate this smart feature. In Action, choose either Automation or Manual.
  • If you choose Automation, the pre-populated products are auto-loaded by two criteria:
+ 5 out of the Bestseller list according to default report, or + Most frequently ordered products from the customer's account. + Enter Max results to show. 5 is recommended. + Remember to Reindex data so that the automotive pre-populated products can be shown.
  • If you choose Manual, you can add a list of products at will
Prepopulated products Click the left icon and select products IDs, or enter multiple IDs separated by commas without spaces. In the end, save and flush the Cache.

2.8.2.3. Recommended Products

Our Magento 2 Wholesale Fast Order works well with all B2B extensions. Recommended Products Especially, we recommend Magento 2 Request for Quote extension and Configurable Product Grid Table View to even fasten the wholesale shopping process. Feel free to try demos and enable two extensions to see how these extensions work together!
  • Show all child products of the configurable in a grid to order more quickly.
Configurable Grid View
  • Quick search and add multiple products to quote
Add-products-to-quotes

2.9 Add Multiple Products to Cart

Choose Ajax Add Multiple Products Cart under BSS COMMERCE tab.

2.9.1 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.

2.9.2 In Button, Checkbox, Qty Box

Button, checkbox icon
  • In Position of “Add all products” button: Choose where to display the Add all to cart button, as long as it is convenient for your customers: Top, Bottom, Both (Top and Bottom) or Right (Scroll)
Here is an example of the button in the Top position. Add Multiple Products at Top
  • In Display Total Product or Total Qty: Choose to display the total number of selected products in the Add all to cart button.
  • In Show Product checkbox: Choose Yes to show checkbox next to each product.
  • In Show Selected Icon: Choose Yes to show an icon to mark selected product.
  • In Selected Icon Image: Upload the icon you want to display.

2.9.3 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
  • Slide Speed: choose the transition duration of the slide in a millisecond.
  • Auto Slide: choose Yes for the slide in the success pop-up to be moved automatically.
  • Show Product Price: choose Yes show product price when adding only one product to cart.
  • Show Product Image: choose Yes to show the products’ images in the success popup.
  • Show “Continue” Button: choose Yes to show the continue shopping button at the success popup.
  • Countdown Time on Button: choose either View cart Button or Continue Button to show the countdown time. Choose No if you do not want to display the countdown time.
  • Countdown Time: …(s): Choose the period of time to countdown until redirecting to either View cart or Continue shopping.
  • Show Mini Cart: choose Yes to display the mini cart on the success pop-up.
  • Checkout Link in Mini Cart: choose Yes to show checkout link in the mini cart.

2.9.4 In Popup Design

Popup design
  • In Text on “Add Multiple to Cart” Button: Enter the content of the button
  • In Color of Text on Button: Pick the color of text in buttons.
  • In Text on “Continue” Button: Enter the content of “Continue” button.
  • In “Continue” Button Color: Pick the color of “Continue” button.
  • In “Continue” Button Color on Hover: Pick the color of “Continue” button when hovering.
  • In Text on “View Cart” Button: Enter the content of “View Cart” button.
  • In “View Cart” Button Color: Pick the color of “View Cart” button.
  • In “View Cart” Button Color on Hover: Pick the color of “View Cart” button when hovering.

2.10 Configurable Product Grid Table View

Go to Stores ⇒ Configuration ⇒ BSS Commerce ⇒ Configurable Grid Table View.
enable-the-configurable-product-grid-table-view
Enable the extension
In Enabled: Choose Yes to enable the module or choose No to disable it.

2.10.1. 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
Optimize the display of the grid table view
In Display Stock Availability: choose Yes to display stock availability in the grid table as “In Stock” or “Out of Stock.” Otherwise, choose No. In Display Stock Number: Choose Yes to show the number of products available instead of “In Stock.” Otherwise, choose No. In Display Out of Stock Products: choose Yes to show “Out-of-stock” products in the table, too. Otherwise, choose No. In Display Product SKU: choose Yes to show SKU of child products. Otherwise, choose No. In Subtotal: Choose Yes to show the subtotal column in the table. Otherwise, choose No. In Show Unit Price:
  • Choose Yes to display the column of Unit price in the grid table
  • Choose No to hide the Unit Price column
  • 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
The configurable product in a grid table view

2.10.2. Set up advanced tier prices

advanced-tier-price-configurable-grid-table-view
Enable advanced tier price for the configurable product
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
Tables of tier prices
and …
Tooltips of tier price configurable product grid table view
Show tooltips of tier prices

2.10.3. Set up the table view per group and device

Access-to-configurable-grid-table-view
Optimize the grid table view for devices
In Disable for Customer Group: Choose specific customer groups to disable the grid table view. Those restricted customers can only see the default configurable product pages. In Hide Columns on Tablet/Mobile: choose the columns you do not want to show on small screens so that the grid table view is more user-friendly.

2.10.4. 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
Disable the table view for a specific product
Simply put, set Disable Grid Table View to Yes.

2.11 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.

2.11.1. 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.

2.11.2. 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

2.11.3. 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

2.12 Minimum Order Amount per Customer Group

Please navigate to Stores ⇒ Configuration ⇒ Sales ⇒ Sales ⇒ Minimum Order Amount. 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 group 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 field, 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.

2.13 Store Credit

2.13.1 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

2.13.2 Email Configurations

In Store Credit Update Email Template: select an email template to send customers information about store credit update. You can go to Marketing ⇒ Email Templates to edit or add a new email template as you want. In Store Credit Update Email Sender: select an available email sender of your website. Remember to Save config.

2.13.3 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

2.13.4 Apply Store Credit for Backend Orders

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

2.13.5 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
  • In Balance section, you can update the store credit balance of the customer.
  • Website: select a website to update store credit on this website. Please make sure that you Shared Customer Accounts globally to associate the account to all websites. (go to Store ⇒ Configuration ⇒ Customers ⇒ Customer Configuration ⇒ Account Sharing Options, in Share Customer Accounts, select Global option)
  • Update Value: enter a number to update store credit amount, add – in the number prefix to subtract the store credit balance.
  • Comment: add a comment about store credit update
  • Notify Customer: choose Yes to send customer notification email about store credit update, or No to not send.
In History, you can view store credit transaction history of the customer in a grid. This grid includes: History of Creditt Transactions *Notes: The Statistic and History section are also displayed in the customer information page in the frontend for the customer.

2.13.6 Track Store Credit Transactions

2.13.6.1 Store Credit Transaction
Please go to Admin Panel ⇒ BSS STORE CREDIT ⇒ Transactions to view information of all store credit transactions in 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.
2.13.6.2 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.

2.14 Reorder Product List

2.11.1 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

2.14.2 For admins

2.14.2.1 General Options
Reorder-product-list-general-settings
    • In Enabled: choose Yes to enable the module
    • In Redirect to Cart after Adding Products to Cart: choose Yes to allow customers to redirect to cart after they add products to cart, if not, choose No.
    • In Redirect to Wishlist after Adding Products to Wishlist: choose Yes to allow customers to redirect to wishlist after they add products to wishlist, if not, choose No.
    • In Ignore Buy Request Param: Tick to ignore the param of items after the checkout.
2.14.2.2 List
Reorder Product List Settings_1
  • In Enable to Add All Products to Wishlist: choose Yes so that customers can add all ordered products to the wishlist.
  • In Default Column(s) Displayed: choose which columns you want to show as default in the frontend:
+ Checkbox: allow choosing multiple items. + Image + Product Name + Ordered Price: showing price of items at that time they ordered + Quantity: this will allow customers to choose the number of products to reorder + Ordered Quantity: showing the number of the ordered product + Ordered Date: column showing the date customers ordered products + Stock Status + Add to Cart Reorder Product List Settings_2
  • Show Quick View Button in Column:
+ Image: choose Image if you want to show the Quick View button on the image of items. + Name: choose Name if you want that your customers can click into items’ name. Then, when customer click images, they can be zoom in/out.
  • Show Quantity: Choose Yes to show the stock number of products, choose No if you want to hide it.
  • Show SKU: Choose Yes to show SKU of products.
  • Products per Page on List Allowed Values: type numbers separated by commas to set the number of products shown per page.
  • Products per Page on List Default Values: choose one of the numbers you set on the above box to set the number of product will be displayed as default.
  • Products Listing Sort by: choose one of these below:
+ Name + Price + Ordered Date + Ordered Quantity
  • Allow Showing All Products per Page: choose Yes to show "All" option in the "Show X Per Page" dropdown, if not then choose No.
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