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User Guide

1. Overview

Magento 2 B2B Registration extension allows the admin to create a new registration form by adding more fields for B2B customers in the form. Hence, the admin effectively obtains additional information from wholesale customers before deciding to accept or reject their registration.

2. How Does It Work?

2.1. 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

2.2. In the backend

2.2.1. General Configuration

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

Genneral Configuration

  • In Enabled: choose Yes to enable the module.
2.2.1.1 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

2.2.1.2 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.”

2.2.1.3 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.
2.2.1.4 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.
2.2.1.5 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

2.2.2. 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.

2.2.3 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.

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