Magento Versions: 1.9+ , 2.1.3+, 2.2.8-2.3.1
B2B Suite is designed to build onto your existing Magento store with tools and workflows that empowers your ecommerce site to move from business to bigger business. With features like the robust product ordering matrix, sales representative tools and workflows, a marketing download center, account credit limits, custom quoting functionality, and more, B2B Suite is here to take your Magento Commerce or Enterprise store to the next level.
Restrict access to your B2B portal with a customizable login page that can be used in place of the default Magento log in process, or as a separate login used just for your wholesale customers. Existing B2B customers can login with their credentials, or newcomers can request access to your B2B portal by registering for an account. The registration option prompts users for their company information, including billing and shipping address, tax ID number, shipping account numbers, and even file uploading.
Once logged in, your users will be brought to the B2B Dashboard. This custom-built portal offers multiple different ordering workflows for your wholesalers, including: Quick Order, View All Products, File Upload, Previously Ordered Products, and your current cart.
B2B Suite's customized ordering tables allow your wholesalers to find and add products to their cart lightning fast. Instead of going page to page through your store's front end, your customers can view and filter all your products on one product matrix. Quickly preview, configure and adjust the quantity of products, and watch as your cart updates in real time to match your specific configurations.
Let's skip the hassle and get right to buying. Allow your customers to bypass product browsing and eliminate the need for cart building by directly uploading their orders from the B2B Dashboard. Encourage your frequent customers to purchase in bulk and speed up their ordering workflow by uploading a CSV spreadsheet of exactly what they need.
With the new Shared Catalogs feature you now have complete control over which products and pricing your customers see on your site. You may specify which products are in each catalog and even custom prices per product. Catalogs can then be assigned to one or more of your wholesale companies.
Create flexible customer groups to accomodate all sorts of rate options at once. Set volume-based pricing, exclusive product rates for certain customer, specialized regional pricing, and more. With group pricing functionality, you can also specify which payment and shipping methods are allowed per group or account.
Mark certain products on your store for quote requesting, and have your customers reach out to you for bulk pricing. Request singular quotes right from the product page or let your customers build out an entire cart for quoting. Both you and your customers can track quote statuses, and stay in touch throughout the quoting process. Offer custom prices per list item, and deliver back to your customers for purchasing.
Give your sales representatives the full power of your B2B frontend, with specialized purchasing workflows. You can create special sales rep user roles and assign each of them customer groups to manage. Your sales reps can log in through your B2B Dashboard, choose their customers and build out orders or submit quotes on their behalf. Set commission rates for reps to earn on each order they make.
Credit Limits allow your wholesalers to purchase their orders with offline purchasing methods, like check or money order, purchase orders, wire transfers, or more. You can set credit limit ammounts on a per company basis, and choose which payment methods they're allowed to use. Their available credit will automatically update after every offline purchase and will reset on a 30-day period.
Your wholasers can also create sub-accounts that can purchase on their behalf. From the front-end, company accounts can add new users via email address and select specific user roles based on the amount of access they want that user to have, either having strict purchasing or even administrative access to the company account.
With the managing of sub-accounts and user roles, customers can also set up their own purchasing approval workflows. Purcahsers can build and create orders and submit them for approval by the company account administrator.
Keep your wholasers in the loop with all of your latest downloadable marekting. Customers can browse all of your available marketing materials on B2B Suite's specialized product matrix, quickly checking off items for a single zipped download of everything they need to showcase your products properly.
Super power Magento's wish list functionality, with customizations made specifically for B2B purchasing workflows. You can create and feature your own custom lists directly to your wholesalers, with specific product configurations and quantities geared toward sales, promotions or starter packs for your store. Let your customers create and manage their owns lists for quick re-purchasing or more granular order building, and get access to see what products your customers are buying together the most.
B2B Suite is built to integrate with leading sales solution softwares right out of the gate, letting you hit the ground running with solutions that your team is already familiar with. Connect and synchronize sales data between SAP, Microsoft Dynamics, Sage, Salesforce, Oracle, infor, and many more.
B2B Suite has even more features and configurations than we can metion here. You can explore our help articles to learn more about how to install, set up, and use B2B Suite on your Magento 1 or Magento 2 store.