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User Guide

1. B2B Registration for Magento 2 Overview

Magento 2 B2B Registration extension allows admins to create a new registration form by adding more fields for B2B customers in the form. Hence, store owners effectively obtain additional information from wholesale customers when registering on the B2B form.

2. How Does B2B Registration for Magento 2 Work?

2.1. In the frontend

Magento 2 store owners can extend the customer registration form, which will contain more attribute fields, such as Date of Birth, Tax/VAT number, Gender and Address Information. So when visiting your Magento 2 store, customers can register as wholesale if they want instead of the default normal account creation.

Magento 2 Registration Form

There is a message shown up after the customer created an account successfully.

Account created notification

Then when this customer tries to sign in, there will be a Pending message shown up:

Pending message

Next, a notification email will be sent to admin:

Notification email

Then admin accepts or declines new accounts, there will be Approval or Disapproval emails sent to customers.

Here is an Approval email:

Here is a Disapproval email:

When this customer signs in, if his account is still pending, then the Pending message will be displayed. In case his account is disapproved, there will be a Disapproved message:

2.2. In the backend

2.2.1. General Configuration

Go through Stores ⇒ Settings ⇒ Configuration ⇒ BSS Commerce ⇒ B2B Registration.

General Configuration

General Configuration:

  • In Enabled: choose Yes to enable the module.

Register Settings:

  • In B2B Account Page URL: input 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: input the title of the shortcut link in the header.
  • In Form Title: input the title of the B2B registration form
  • In Add Date of Birth Field: choose Yes to add this birthday field into the customer creation form. If not, then choose No.

This configuration only works when the default Show Date of Birth is not required (You go through Configuration Customer Customer Configuration Name and Address Options Show Date of Birth. In case this default setting is required then this field will be added into B2B form)

  • In Add Tax/VAT Number Field: choose Yes to add this Tax/VAT number field into the creation form.

This configuration only works when the default Show Tax/VAT Number is not required (You go through Configuration Customer Customer Configuration Name and Address Options Show Tax/VAT Number. In case this setting is default required then this field will be added into B2B form)

  • In Add Gender Field: select Yes in order to add Gender field into the registration form.

This configuration only works when the default Show Gender is not required (You go through Configuration Customer Customer Configuration Name and Address Options Show Gender. In case this setting is default required then this field will be added into B2B form)

  • In Add Prefix Field: this configuration only works when the default Show Prefix is not required (You go through Configuration Customer Customer Configuration Name and Address Options Show Prefix. In case this setting is default required then this field will be added into B2B form)

If you enable this setting, then Prefix Dropdown Options will show up. All values are separated by the semicolon.

Choose No if you do not want to add Prefix into name of B2B customers.

  • In Add Suffix Field: This configuration only works when the default Show Suffix is not required (You go through Configuration Customer Customer Configuration Name and Address Options Show Suffix. In case this setting is default required then this field will be added into B2B form).

If you enable this setting, then Suffix Dropdown Options will show up. All values are separated by the semicolon.

Choose No if you do not want to add Suffix.

  • In Add Middle Field: select Yes to add middle name into name of wholesale customers.
  • In Add Address Field: select Yes to add Gender field into the registration form.
  • 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 header, “Create an Account” button in Sign-in Page and checkout page.

Choose No to enable both the default registration and B2B registration.

Approval Settings

Approval Settings:

  • In Auto Approve Accounts: Choose Yes if you want to accept new accounts automatically or No if you want to approve accounts manually

NOTE: The difference between this Auto Approve Accounts function and the default is that you still can change customer account status in the backend, whereas the default cannot.

  • In Pending Message: you can edit text for the Pending message.
  • In Disapproval Message: you can edit text for the Disapproval message.

Admin Email Settings:

  • In Enabled: choose Yes to enable configurations below.
  • In Email Sender: choose a name and email sender from Store Email Address of the default.
  • In Email Templates: choose one of the available email templates of websites. This selected template will be used to send notifications about new accounts created for admin.
  • In Recipients: input emails receiving notification about new accounts created. They are separated by commas.

Customer Email Setting:

  • In Enabled: choose Yes so that all configurations below can work.
  • In Email Sender: choose name and email of the sender from Store Email Address of the default.
  • In Approval Email Templates: select one of available email templates of your site. This template will be used if account status is changed into Approved.
  • In Disapproval Email Templates: select one of the available email templates of your site. This template will be used if admin change account status into Disapproved.

2.2.2. Default CAPTCHA support

To enable Captcha in the B2B Registration form, please follow Stores è Configurations è CUSTOMERS è Customer Configuration è 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.

Magento 2 B2B Registration Captcha

2.2.3. Customers Attributes in the backend

In Customer Grid:

After installing B2B Registration for Magento 2 extension, there is a Status column in Customer Grid in the backend.

  • Admin can edit this status conveniently right in Customer Grid:

Edit customer status

  • Moreover, admin can have mass action: choose multiple customer accounts to approve or disapprove them at once.

Mass action backend

In Customer Information:

  • Status information is included in Customer View

Customer Information

  • Admin can change an account status as wish in Account Information:

Edit account status

NOTE: In case 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.

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