Enable basic B2B features

By default, all B2B features are initially disabled. However, they are always available from the Admin, regardless of whether they are enabled or disabled for the storefront. For a complete list of B2B configuration settings, see B2B Features configuration reference.

Configure B2B features

1. On the Admin sidebar, go to Stores > Settings > Configuration.

   If you have a multi-site installation, set the Store View control in the upper-left corner to the website where the configuration applies.

2. In the left panel under General, choose B2B Features and enable the basic features:

   

   • To allow customers to manage their own company accounts, set Enable Company to Yes.

     This setting displays additional fields to enable Shared Catalogs and B2B Quotes, and a new section for configuring Default B2B Payment Methods.

   • To allow customers and guests to quickly place orders based on SKU or product name, set Enable Quick Order to Yes.

   • To allow customers to create and manage requisition lists from their account dashboard, set Enable Requisition List to Yes.

     You can also configure the maximum number of lists a customer can have for their account.

3. To make custom pricing available for different companies, set Enable Shared Catalog to Yes.

   Enabling shared catalogs also enables category permissions for all stores.

   

   When the Shared Catalog feature is enabled, the Enable Shared Catalog direct products price assigning option is available. When this option is set to Yes, only products that are assigned to a shared catalog are stored in the price index. This configuration is a best practice if you have many shared catalogs to manage custom pricing for different companies.

4. To give company buyers the ability to negotiate prices, set Enable B2B Quote to Yes.

5. When complete, click Save Config.

Configure default B2B payment and shipping methods

1. Expand the Default B2B Payment Methods section.

2. To establish the default payment methods for B2B orders, set Applicable Payment Methods to one of the following:

   • All Payment Methods

   • Selected Payment Methods

     For the specific option, select the Payment Methods that you want to make available to your customers by holding down the Ctrl key (PC) or the Command key (Mac) as you click each option.

   The list of payment methods shows which are currently enabled or disabled in your store. In addition to the standard payment methods, the list also includes the following:

   • No Payment Information is Required
   • Payment on Account
   • Stored Accounts
   • Stored Cards
   

3. Expand the Default B2B Shipping Methods section.

4. To specify the default shipping methods for B2B orders, set Applicable Shipping Methods to one of the following:

   • All Shipping Methods

   • Selected Shipping Methods

     For the specific option, select the Shipping Methods that you want to make available to your customers by holding down the Ctrl key (PC) or the Command key (Mac) as you click each option.

     The list of shipping methods shows which are currently enabled or disabled.

   

5. When complete, click Save Config.

Configure company email options

The sales representative that is assigned as the primary contact for a company is configured by default as the sender of many automated email messages sent to the company.

1. On the Admin sidebar, go to Stores > Settings > Configuration.

2. In the left panel, expand Customers and choose Company Configuration.

3. If necessary, set Store View to the store view to define the scope of the configuration.

4. Complete the Company Registration section:

   NOTE

   Clear the Use system value checkbox to make the field editable.

   • Set Company Registration Email Recipient to the store contact who is to be notified when a new company registration request is received.

   • For Send Company Registration Email Copy To, enter the email address of each person who is to receive a copy of the registration notification. Separate multiple email addresses with a comma.

   • To determine how the copy of the notification is sent, set Send Email Copy Method to one of the following:

     • Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.
     • Separate Email - Sends the copy as a separate email.

   • If you have prepared an email template that is to be used instead of the default, set Default Company Registration Email to the name of the template. By default, the Company Registration Request template is used.

     

5. Complete the Customer-Related Emails section:

   If you have prepared alternate email templates to be used instead of the defaults, choose the template that you want to use for each of the following:

   • Default ‘Sales Rep Assigned’ Email
   • Default ‘Assign Company to Customer’ Email
   • Default ‘Assign Company Admin’ Email
   • Default ‘Company Admin Inactive’ Email
   • Default ‘Company Admin Changed to Member’ Email
   • Default ‘Customer Status Active’ Email
   • Default ‘Customer Status Inactive’ Email
   

6. Complete the Company Status Change section:

   • For Send Company Status Change Email Copy To, enter the email address of each person who is to receive a copy of the status change notification. Separate multiple email addresses with a comma.

   • To determine how the copy of the notification is sent, set Send Email Copy Method to one of the following:

     • Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.
     • Separate Email - Sends the copy as a separate email.

   • If you have prepared an email template that is to be used when company status changes from Pending Approval to Active, set Default ‘Company Status Change to Active 1’ Email to the name of the template. By default, the Company Status Active 1 template is used.

   • If you have prepared an email template that is to be used when company status changes from Rejected or Blocked to Active, set Default ‘Company Status Change to Active 2’ Email to the name of the template. By default, the Company Status Active 2 template is used.

   • If you have prepared an email template that is to be used when company status changes to Rejected, set Default ‘Company Status Change to Rejected’ Email to the name of the template. By default, the Company Status Rejected template is used.

   • If you have prepared an email template that is to be used when company status changes to Blocked, set Default ‘Company Status Change to Blocked’ Email to the name of the template. By default, the Company Status Blocked template is used.

   • If you have prepared an email template that is to be used when company status changes to Pending Approval, set Default ‘Company Status Change to Pending Approval’ Email to the name of the template. By default, the Company Status Pending Approval template is used.

   

7. Complete the Company Credit Emails section:

   • Set Company Credit Change Email Sender to the store contact who is to be notified when a change is made to the credit limit that is assigned to a company. By default, the notification is sent to Sales Representative.

   • For Send Company Credit Change Email Copy To, enter the email address of each person who is to receive a copy of the credit change notification. Separate multiple email addresses with a comma.

   • To determine how the copy of the notification is sent, set Send Email Copy Method to one of the following:

     • Bcc - Sends a blind courtesy copy by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer.
     • Separate Email - Sends the copy as a separate email.

   • If you have prepared email templates to be used instead of the defaults, choose the template for each of the following notifications that are sent to the company administrator.

     • Allocated Email Template
     • Updated Email Template
     • Reimbursed Email Template
     • Refunded Email Template
     • Reverted Email Template
   

8. When complete, click Save Config.

Configure order approval

The ability to track order processing and purchase orders gives company administrators control over the actions of the company’s buyers. The order approval functionality is available when the purchase orders feature is enabled by a store administrator.

1. On the Admin sidebar, go to Stores > Settings > Configuration.

2. In the left panel, expand General and choose B2B Features.

3. Expand the Order Approval Configuration section.

   

4. To allow companies to create their own purchase orders, set Enable Purchase Orders to Yes.

5. When complete, click Save Config.

   The purchase orders feature is enabled at the website level. To enable this type of order for a company, do the same with the appropriate settings in each company profile.

Configure purchase orders

1. On the Admin sidebar, go to Customers > Companies.

2. Find the company in the list and click Edit.

3. Expand the Advanced Settings section.

4. Set Enable Purchase Orders to Yes.

5. When complete, Click Save.

After activation, the Approval Rules section is displayed on the storefront Account Dashboard for a company administrator.

Configure payment on account

Payment on Account is an offline payment method that allows companies to make purchases up to the credit limit that is specified in their profile. Payment on Account can be enabled globally, or per company, and appears during checkout only if enabled. When Payment on Account is used as a payment method, a message appears at the top of the order that indicates the status of the account. To configure this payment method for a specific company, see Manage Company Accounts.

To enable Payment on Account for your store:

1. On the Admin sidebar, go to Stores > Settings > Configuration.

2. In the left panel, expand Sales and choose Payment Methods.

3. Expand the Payment on Account section.

   
   NOTE

   If necessary, first deselect the Use system value checkbox to change these settings.

4. To allow payment on account, set Enabled to Yes.

5. Enter a Title that identifies the payment method during checkout, or you can accept the Payment on Account default title.

6. If orders typically wait for approval, accept the default New Order Status as Pending until it is approved.

   If you prefer, you can use the Processing or Suspected Fraud status for new orders with this payment method.

7. Set Payment from Applicable Countries to one of the following:

   • All Allowed Countries - Customers from all countries specified in your store configuration can use this payment method.
   • Specific Countries - After you choose this option, the Payment from Specific Countries list appears. To select multiple countries, hold down the Ctrl key (PC) or the Command key (Mac) and click each option.

8. Set Minimum Order Total and Maximum Order Total to the order amounts required to qualify for this payment method.

   NOTE

   An order qualifies if the total falls between, or exactly matches, the minimum or maximum total values.

9. Enter a Sort Order number that sets the position of this item in the list of payment methods that is displayed during checkout.

   The value is relative to the other payment methods. (0 = first, 1 = second, 2 = third, and so on.)

10. When complete, click Save Config.

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