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 reordering process by bundling 11 extensions at your fingertips.

  • Force Login
  • Catalog Permission
  • B2B Registration
  • Hide Price
  • Wholesale Fast Order
  • Add Multiple Products to Cart
  • Configurable Wholesale Display
  • 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 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 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.

For Magento Commerce 2.1.x:

Installing Google reCAPTCHA

Installing Two-Factor Authentication

For Magento Commerce 2.2.x:

Installing Google reCAPTCHA

Installing Two-Factor Authentication

Magento Commerce for B2B 2.2.x:

Installing Google reCAPTCHA

Installing Two-Factor Authentication

Magento Open Source 2.1.x:

Installing Google reCAPTCHA

Installing Two-Factor Authentication

Magento Open Source 2.2.x:

Installing Google reCAPTCHA

Installing Two-Factor Authentication

2.2 Catalog Permission

Choose Catalog Permission under BSS COMMERCE tab,

2.2.1 Catalog Permission

2.2.1.1 General settings

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.
  • Redirect to Page: choose among these six pages to redirect customers when they access a restricted page.

+ 404 Not Found              + Homepage             + Enable Cookies

+ Privacy Policy                + About us                 + Customer Service

*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
  • 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.

If you choose No, non-permitted customers can still access the products under restricted categories.

2.2.1.2 Set permission for a specific category

Go to CatalogCategories and navigate to the category you want to set permission.

In Customer Group: select the customer groups you want to limit from viewing the category.

2.2.2 CMS Permission

2.2.2.1 General settings

magento 2 CMS page permission

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:

+ 404 Not Found              + Homepage             + Enable Cookies

+ Privacy Policy                + About us                 + Customer Service

*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.

2.2.2.2 Set permission for a specific CMS page

Go to Content ⇒ Pages and navigate to the category you want to set permission.

In Customer Group: select the customer groups you want to limit from viewing the CMS page.

Specific CMS permission

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 which 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 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.

2.4.1 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

2.4.2 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.

2.5 Wholesale Fast Order

2.5.1 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.

Search products to add to cart

  • In Search box, type some characters of 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.

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
  • Click 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 Reset 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.

2.5.2. In the backend

2.5.2.1. 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.
2.5.2.2. Magento 2 Wholesale Fast Order Configuration

In Admin Panel, please go to Stores ⇒ Configuration ⇒ BSS Commerce ⇒ Fast Order.

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

In Number of Lines: set the number of lines of Fast Order auto shown on the CMS page.

In Enabled Search by SKU: choose Yes to enable customers to search by SKUs. Choose No and customers can only search by names as default.

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 Head Background Color and Head Text Color: pick the color of the fast ordering form 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.

2.6 Add Multiple Products to Cart

Choose Ajax Add Multiple Products Cart under BSS COMMERCE tab.

2.6.1 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.

2.6.2 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.

2.6.3 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.

2.6.4 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.

2.7 Configurable Product Wholesale Display

2.7.1 In the frontend

Configurable Wholesale Display

  • Show Price Range for configurable products.
  • Show associated products in a grid table with custom options, for example, color and size
  • Show SKU, Availability, Unit Price, Tier Price, and Subtotal in this grid table. Especially, Tier Price is shown in tooltips when hovering.
  • Work well with Color swatch function of Magento default with clickable options.
  • Support all type of custom options.

2.7.2 In the backend

Choose Configurable Product Wholesale Display under BSS COMMERCE tab.

General settings

  • Enabled: choose Yes to enable the extension.
  • Display Attributes: choose attributes to show in the grid table as wished.
  • Display StockNumber: choose Yes to show the number of stock in the grid table. Choose No, it will show stock status: In stock or Out of stock.
  • Advanced TierPrice:

+ Choose Yes then the total amount is based on tier price of the total quantity of children products added to cart.

This feature is only applied if all added children products having the same tier prices.

For example, the tier price of buying 1-9 Black-S shirt, 1-9 Gray-S shirt is similarly $45. Tier price of buying 10-more for every children product is $40.  If you buy 3 Black-S shirts and 7 Black-XL shirts, tier price is now $40/shirt. The total amount is now $400.

+ Choose No: total quantity will take the default tier price. The total amount is calculated by tier prices of each children product multiply to the total quantity of each chosen children product.

For the above example, when using Magento default tier price calculation, the total amount is determined as $450 because it is calculated based on each tier price of each children product (Tier price is equal to $45/shirt)

  • PriceRange: choose Yes if you want to display Price Range for the configurable product above the table.
  • Ajax Load: choose Yes to load wholesale display table by using Ajax

Also, choose groups to enable Configurable Product Wholesale Display

Choose group for Wholesale Display

  • Hide Price on Table for Customer Groups: choose which customer groups you want to hide price.
  • Enable for Customer Groups: choose which customer groups to show this wholesale display.

You can also custom the design of the table (for responsive purposes)

Responsive configurable wholesale display

  • Header Row Background Color: pick one color that suits your page’s design
  • Header Row Text Color: pick the color of the text
  • Enabled Mobile Display: choose Yes to make the table responsive on mobiles
  • Display Mobile Attributes: choose attributes to show in the grid table view for mobiles
  • Enabled Tablet Display: choose Yes to make the table responsive on tablets.
  • Display Tablet Attributes: choose attributes you want to show in the grid table on tablets.

2.7.3 Choose the order of attributes

The order of custom attributes shown in configurable product wholesale display is based on the order of selected attributes when you create the configurable product.

For example, you create the Hero Hoodie with two custom options: size and color. Here you see the size is arranged above the color:

Create configurable product

Hence, in the product page, size options are above the color options.

Order of Product Attributes

If you want to change this order, just move the color to above the size to below. Remember to Save changes.

2.8 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.

2.8.1. 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.

2.8.2. 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

2.8.3. 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

2.9 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.

2.10 Store Credit

2.10.1 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

2.10.2 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.

2.10.3 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

2.10.4 Apply Store Credit for Backend Orders

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

Store Credit for Backend Orders

2.10.5 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.

2.10.6 Track Store Credit Transactions

2.10.6.1 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.
2.10.6.2 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.

2.11 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

2.11.2 For admins

2.11.2.1 General Options

General Settings of Reorder List

  • 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.
2.11.2.2 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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