B2B functionality — the ability to display different prices and set up separate access to product information on the website for retail and wholesale customers. Settings are made at the level of a new customer characteristic — a user group.
B2B plan
You can read more on B2B plan here:
Price tiers
By default, one price tier is available — the Retail price. Additionally, you can customize an unlimited number of new price tiers.
To create a new price tier:
Go to the section Customers → Price tiers and click Add.
Enter a Title for the new tier and click Save.
After creating a new price tier, an additional field for this tier will appear in the product properties. The standard retail price is set in the Price field.
Assigning prices to products
You can assign different types of prices to products in bulk using import from a file or via the API — the Importing products to the catalog function.
Customer groups
Customer groups are configured in the Customers → Customer groups section.
Two groups are available by default:
Unregistered visitors are unauthorized visitors to the site.
Registered users are customers who browse the site under their login, unless another group is defined for them.
Creating new groups
You can create an unlimited number of new groups for customers and choose a different price tier and restrictions on access to product information for each group.
To create a new group:
Go to the Customers → Customer groups section and click Add.
Give the group a Title, set its parameters, and click Save.
Exporting customer groups data to CRM
You can export group data using the API — the Exporting customer groups function.
Setting the price for a group of customers
To customize the price for a specific group of customers:
In the admin panel, go to the section Customers → Customer groups and click on the desired group.
In the Prices field, select a price tier from the list.
The retail price display
If the standard Price field is filled in for products, the retail price will be displayed on the product page in the RRP (recommended retail price) field together with the price that is configured for the group.
Example: wholesale price is USD 938, retail price is USD 1038.
If the product price of any type is zero, the group for which this price type is set will see the retail price on the site in the standard display.
Restricting access to categories and product information
At the level of a customer group, you can set access restrictions to catalog categories, website pages, product information, and the quantity of products in stock.
Access to products
The value in the Access to products field determines what product information will be visible to customers of this group:
Full access to products — access to catalog and product pages is granted.
Catalog preview — access to catalog pages is granted, access to product pages is denied.
Hide products — access to catalog and product pages is denied, a sign-in form or the Access denied message will be displayed on visiting these pages.
Access to pages and categories
For a group of customers, you can open/close certain catalog categories and website pages. To do this:
Go to the Customers → Customer groups section and click on the desired group.
In the Available pages field, select the categories and pages that this group will have access to.
Click Save.
Please note:
If no item is selected in the Available pages field, all categories and pages will be available.
If only the main category is selected, access to its subcategories will be closed.
To select multiple pages, hold down the Ctrl key (Windows) or ⌘ key (macOS).
When you try to go to a closed page via a direct link, the Access denied message will be displayed.
Access restrictions confirmation
When changing access properties to Hide products, you will need to confirm the action in a pop-up window.
Access to product stock information
For selected groups of customers, you can set up the display of product stock quantities on the product page and in the mini-card in the catalog.
For enabling this option:
Go to the Customers → Customer groups section and click on the desired group.
Check the Show available quantity in stock box and click Save.
To use this option, the store must have Stock accounting feature enabled. To enable stock accounting, please contact support.
Read also
Dropshipping
Dropshipping is a set of options for a customer group that allows dropshippers to place orders for third parties from their account.
For a customer group that have been granted dropshipper status, new options will be available when creating orders:
Placing orders to the name and address of another person from their account;
Indicating the cost of the order for the invoice calculation.
Assigning groups for store clients
To determine access rights to prices and information on the website of a registered customer, you need to assign a group to this customer. To do this:
In the admin panel, go to the Clients section and click on a client to edit their data.
In the Customer group field, select a group from the list.
Click Save.
Customers for whom the group is not defined will see prices and information for the Registered Users group after logging in to the site under their login.
Assigning a group to clients in bulk
You can assign a group to customers in bulk using the API — the Users import function.
Additional client information
In the Customers section, fields for additional information have been added:
Balance;
Balance currency;
Manager;
Webpage URL;
Company;
Position.
In the Manager field, you can select a person from the list of site administrators with the manager role.
In their personal account on the website, customers will see data on their balance, the name of their manager, and their contacts.
Validity of discounts, gift certificates and coupons
For any type of price other than retail price the below discounts are not applicable:
Discount on the product assigned in the product card;
Discount on the category;
Discount on the customers' card;
Cumulative discount.
Gift certificates and discount coupons are valid for any type of price.
Extended customer sign-in form
On the B2B plan, instead of the usual sign-in form for customers, you can enable an extended one with additional fields:
Company name;
Contact phone number;
Website;
Position.
The extended sign-in form can be enabled independently in Settings → General settings → Info about store → Extended sign in form.