To start, go to Stores -> Configuration -> IWD Agency -> B2B Suite


Click here to view the Magento 1 user guide for the B2B Suite.


Default Configuration
Access & Login
Registration Form
Requester Order Confirmation Page
Email Notifications
B2B Tables
Download Center Block
Order by File Block on Dashboard
Account Users Block on Dashboard
Credit Limit
Guest Checkout
Product Matrix



DEFAULT CONFIGURATION


Version
  • Current installed version of the extension

Purchased Email
  • Enter the email address used to purchase the B2B Suite. To learn about activating your license, please see the Activating Licenses article.

Status
  • This will indicate the current status of your license. To learn about the different types of statuses, please see the Activation Statuses article.

Enable Module?

  • Enable / disable the Checkout Suite for your store



ACCESS & LOGIN


Redirect to Page after Login

  • Select the page that wholesalers will be directed to after logging-into their accounts. You can enter a custom URL if desired

Disable Magento's Standard Login & Registration Pages?

  • If yes then users will always be shown the B2B Suite's custom login and registration pages on your store

Allowed Customer Groups

  • Select the customer groups that will have access to the wholesale website

Restrict Access to Logged-In Users?

  • If you would like to restrict access to the wholesale website to logged-in wholesalers then set this option to “Yes”

Restrict Area

  • Specify which pages pages will be restricted to non-logged in users

Hide Product Price

  • If yes then the products price will not be shown to non-logged in users

Button Text

  • If 'Hide Product Price' is set to yes then enter the message shown to non-logged in users

Hide Add to Cart Button

  • If yes then the add to cart buttons will not be shown to non-logged in users

Button Text

  • If 'Hide Add to Cart' is set to yes then enter the message shown to non-logged in users

Message for Disabled Users?

  • Enter a message that will be shown to users whose accounts may have been disabled. For example, if a sub-user for a company account was disabled then the user will see this message when trying to login to their account.

Message for User Without Access

  • Specify the message to show if a customer without proper access tries to login to the wholesale website

Redirect URL if User Doesn't Have Access
  • Enter a URL to direct users to if they do not have access to the wholesale website

Login Page Title 1
  • Specify the title that appears on the login page above the login fields

Login Page Title 2
  • Specify the title that appears above the registration button on the login page

Text Above Apply Button
  • Specify the message shown above the register button on the login page

Apply / Register Button
  • Specify the text for the registration button on the login page

Text Below Apply Button
  • Specify the text that appears below the registration button on the login page

Background Image
  • Upload an image that will be used as the background for the login page
Logo
  • Upload the logo used on the login and registration page



REGISTRATION FORM


Submission Confirmation Message
  • Specify the message to display to the user once they submit their wholesale application form

Background Image

  • Upload an image that will be used as the background for the login page



REQUESTER ORDER CONFIRMATION PAGE


Order Number Title
  • Specify the title text for the message shown to requester users after submitting an order for approval

Text Row 1

  • Enter the message that displays on the order confirmation page. For example, "Your order has been submitted for approval."

Text Row 2

  • Enter the message that displays on the order confirmation page. For example, "An email confirmation has been sent to you."

Review Order Button

  • Specify the text that appears on the Review Your Order buttoon

Background Image

  • Upload a background image that will be used on the confirmation page



EMAIL NOTIFICATIONS


Store Admins to Notify
  • Select the store administrators to notify once a wholesale application form has been submitted for review

New Application Email

  • Select the email template to use to notify the selected store administrators of a new application

Multiuser Invitiation Email

  • Select the email template used to notify users that they have been added as an additional user to a company account

Customer Confirmation Email
  • Select the email template to use to notify the customer that their wholesale application has been received

Application Approved Email
  • Select the email template to use to notify customer that their wholesale application has been approved



B2B TABLES


Add Products to Cart
  • Control how products are added to your wholesalers cart when entering QTY's to purchase:
    • Automatically Add to Cart - products will be added to cart automatically once the QTY is entered
    • Manually Add to Cart - products are only added to the cart once the wholesaler selects the 'Add to Cart' button


Quick Order

  • Table Width
    • Select how the table's width will be determined.
      • Full Page Width - the width of the table will be full page
      • Auto Width - the width of the table will be determined based on the number of columns added
      • Fixed Width - the width of the table will not change as columns are added / removed


View All Products Table

  • Title
    • Specify the title that appears above the table and on the B2B Dashboard

  • Description
    • Specify the description that appears on the B2B Dashboard

  • Table Width
    • Select how the table's width will be determined.


Previously Ordered Table

  • Title
    • Specify the title that appears above the table and on the B2B Dashboard

  • Description
    • Specify the description that appears on the B2B Dashboard

  • Table Width
    • Select how the table's width will be determined.



DOWNLOAD CENTER BLOCK


Title
  • Specify the title of the table that appears on the Dashboard and Download Center page

Description

  • Specify the description of the table that appears on the Dashboard

Products Files Button
  • Specify the text that appears for the product files button on the Dashboard

Marketing Files Button
  • Specify the text that appears for the marketing files button on the Dashboard



ORDER BY FILE BLOCK ON DASHBOARD


Title
  • Specify the title that appears on the B2B Dashboard

Description

  • Specify the description that appears on the B2B Dashboard

Button Title
  • Specify the text that appears on the button on the B2B Dashboard



ACCOUNT USERS BLOCK ON DASHBOARD


Title
  • Specify the title that appears on the B2B Dashboard

Description

  • Specify the description that appears on the B2B Dashboard

Button Title
  • Specify the text that appears on the button on the B2B Dashboard



CREDIT LIMIT


Notification if Credit Limit Exceeded
  • Adjust the message shown to wholesalers that attempt to place an order that exceeds their available credit limit



GUEST CHECKOUT


Apply Checkout Limit for Guests?
  • If yes, then you will have the option to show guest users at checkout a message that additional payment options such as: Check / Money Order (Net 30), wire transfer, purchase order, etc. are available upon registration

Show Checkout Limit Message
  • If yes then the message will be shwon at checkout

Notification for Checkout Limit
  • Enter the message shown to the guest user at checkout. For example, "Register for a wholesale account with us to access additional payment methods"



PRODUCT MATRIX


Display Availability?
  • If yes then users can see how much quantity is available for product in product matrix

Display Prev. Ordered?

  • If yes then the product matrix will show on the Previously Ordered Items table 

Display Sku?
  • If yes then users can see the sku for product in product matrix 

Display Price?
  • If yes then users can see the price for product in product matrix

Align Table
  • Specify if you would like for the product matrix to align from the left, right or middle