Welcome to B2B Commerce – WordPress Plugin Documentation

• Plugin Name : B2B Commerce – WordPress Plugin
• Created: 29 September 2025
• Plugin Version : v 1.0.0
• Author : Softivus

First of all, Thank you so much for choosing B2B Commerce plugin and for being our loyal customer. You are awesome! You are entitled to get free lifetime updates to this product + exceptional support from the author directly.

This documentation is to help you regarding each step of B2B Commerce plugin setup and customization. Please go through the documentation carefully to understand how this plugin works and how to configure it properly.

What is B2B Commerce?

B2B Commerce is a comprehensive WooCommerce plugin designed to transform your online store into a powerful B2B (Business-to-Business) platform. This plugin provides essential tools for managing wholesale customers, controlling product visibility, implementing tiered pricing, and streamlining B2B operations.

Main Pricing Functionality

B2B Commerce allows you to set different prices for different customer types and quantities. Here's how it works:

Main Account Types

B2B Commerce plugin creates four distinct account types for different business customers:

Key Benefits

• Streamlined B2B Operations: Automate customer registration, approval processes, and role-based access
• Flexible Pricing Control: Set different prices for different customer types and groups
• Enhanced Security: Control product visibility and access based on user roles
• Comprehensive Reporting: Track B2B sales, customer behavior, and business insights
• Easy Integration: Works seamlessly with existing WooCommerce stores
• Scalable Solution: Grows with your business from small operations to enterprise-level

Who Should Use B2B Commerce?

B2B Commerce is perfect for businesses that need to:

• Sell products to other businesses (wholesale, distributors, retailers)
• Offer different pricing tiers to different customer types
• Control which products are visible to specific customers
• Manage complex customer relationships and approvals
• Track B2B sales performance and analytics
• Automate B2B customer onboarding and management

Plugin Requirements

To use B2B Commerce plugin, make sure your hosting provider is running the following software:

1. WordPress 5.0 or higher.
2. WooCommerce 3.0 or higher (Required).
3. PHP 7.4 or greater. WordPress officially suggests to use PHP 8.0 or higher.
4. MySQL 5.6 or greater.

Recommended PHP Limits

Many issues that you may run into such as: white screen, import/export fails, empty page content and other similar issues are all related to low PHP configuration limits. The solution is to increase the PHP limits. You can do this on your own, or contact your web host and ask them to increase those limits to a minimum as follows:

• max_execution_time 300
• memory_limit 256M
• post_max_size 64M
• upload_max_filesize 32M
• max_input_time = 60
• max_input_vars = 3000

Also consider upgrading your PHP version to the latest version, the newer the better.

WordPress & WooCommerce Information

To install B2B Commerce plugin you must have a working version of WordPress and WooCommerce already installed. If you need help installing WordPress or WooCommerce, follow the instructions in the links below. Below are all the useful links for WordPress and WooCommerce information.

• WordPress Codex – general info about WordPress and how to install on your server
• WooCommerce Setup Guide – complete guide to setting up WooCommerce
• First Steps With WordPress – general information that covers a wide variety of topics
• WooCommerce Admin Guide – learn how to manage your WooCommerce store

What's included

B2B Commerce plugin comes with a comprehensive set of features designed to transform your WooCommerce store into a powerful B2B platform. Below is a full list of everything that is included with the plugin, along with a brief description of each feature.

Core Features

• User Management System - Complete B2B user registration, approval, and role management

• Pricing Control - Role-based pricing, wholesale discounts, and tiered pricing rules

• Product Visibility - Control which products are visible to different user roles

• Reporting & Analytics - Comprehensive B2B sales and customer analytics

• Import/Export - Bulk user and product management tools

• Email Notifications - Automated email system for B2B communications

• Shortcodes - Easy integration with any page or post

Plugin Installation

It's easy to install B2B Commerce plugin. Just follow these steps, they won't take much of your time.

1. Download the plugin zip file from your WordPress admin or upload the plugin files to your server.
2. Log in to your WordPress Dashboard (Ex: http://yourwebsite.com/wp-admin).
3. Navigate to Plugins > Add New.
4. Click on Upload Plugin and then click Choose File.
5. Navigate to the .zip file on your computer, then click Install Now
6. When the installation complete, click Activate Plugin. You will be redirected to Plugins page with B2B Commerce activated.
7. Done.

Initial Setup

After activating B2B Commerce plugin, the plugin automatically sets up essential components for your B2B operations.

Automatic Page Creation

When you first activate the B2B Commerce plugin, it automatically creates three essential pages for your B2B operations:

Automatic Setup Features

The plugin automatically configures these components during activation:

• User Roles: Creates B2B Customer, Wholesale Customer, Distributor, and Retailer roles
• Database Tables: Sets up necessary database tables for B2B operations
• Page Status: All three pages are set to "Published" and ready to use
• SEO Settings: Basic SEO meta tags are automatically configured
• Menu Integration: B2B Commerce menu appears in WordPress admin

Verification Steps

After activation, verify that everything was set up correctly:

1. Go to Pages → All Pages and look for the three new B2B pages
2. Click on each page to preview and ensure they're working correctly
3. Test the registration form to ensure it's functioning properly
4. Check that the dashboard displays correctly for logged-in B2B users
5. Navigate to WooCommerce → B2B Commerce to access the admin panel

Page Customization

You can customize these automatically created pages:

• Edit Page Content: Add custom text, images, or additional content
• Modify Shortcodes: Adjust shortcode parameters for different functionality
• Change Page Titles: Update page titles to match your branding
• Add Custom CSS: Style the pages to match your theme
• SEO Optimization: Add custom meta descriptions and keywords

First Configuration Steps

1. Navigate to WooCommerce → B2B Commerce to access the main settings panel
2. Configure your B2B user roles and permissions
3. Set up customer groups for better organization
4. Configure pricing rules for different user roles
5. Set up product visibility rules
6. Configure email notifications
7. Test the complete registration and approval process

Configuration Overview

B2B Commerce plugin requires proper configuration to function effectively. This section provides a comprehensive guide to setting up your B2B platform.

Configuration Checklist

• ✅ Install and activate the plugin
• ✅ Configure user roles and permissions
• ✅ Set up customer groups
• ✅ Configure pricing rules
• ✅ Set product visibility rules
• ✅ Configure email notifications
• ✅ Test user registration and approval process
• ✅ Set up reporting and analytics

Admin Panel Access

Access the B2B Commerce configuration panel by navigating to B2B Commerce in your WordPress admin dashboard. The plugin provides a comprehensive admin interface with the following main sections:

Complete Plugin Features

Based on the actual plugin interface, B2B Commerce includes these comprehensive features:

Admin Interface Overview

B2B Commerce provides a comprehensive admin interface with intuitive navigation and powerful management tools.

Main Dashboard Features

User Management Interface

Pricing Management System

Order Management System

System Management Tools

Step-by-Step Configuration

Follow this detailed step-by-step guide to configure your B2B Commerce plugin properly.

Step 1: User Roles Configuration

1. Navigate to WooCommerce → B2B Commerce → User Management
2. Review the default user roles (B2B Customer, Wholesale Customer, Distributor, Retailer)
3. Customize role permissions as needed
4. Set up role-specific capabilities and restrictions

Step 2: Customer Groups Setup

1. Go to WooCommerce → B2B Commerce → Customer Groups
2. Create customer groups based on your business needs
3. Assign pricing rules to each group
4. Set up group-specific product visibility

Step 3: Pricing Configuration

1. Navigate to WooCommerce → B2B Commerce → Pricing Control
2. Set up role-based pricing rules
3. Configure wholesale discounts
4. Test pricing with different user roles

Step 4: Product Visibility Setup

1. Go to WooCommerce → B2B Commerce → Product Visibility
2. Configure which products are visible to each user role
3. Set up category-based visibility rules
4. Test visibility with different user accounts

Step 5: Email Configuration

1. Navigate to WooCommerce → B2B Commerce → Email Notifications
2. Configure email templates for user registration, approval, and notifications
3. Set up automated email triggers
4. Test email delivery

Configuration Best Practices

Follow these best practices to ensure optimal performance and user experience with your B2B Commerce setup.

User Management Best Practices

• Role Hierarchy: Create a clear hierarchy of user roles based on your business structure
• Approval Process: Implement a robust approval process for new B2B customers
• Documentation: Maintain clear documentation of role permissions and capabilities
• Regular Review: Periodically review and update user roles as your business evolves

Pricing Best Practices

• Clear Pricing Structure: Establish clear, logical pricing tiers
• Volume Discounts: Implement volume-based discounts for wholesale customers
• Price Testing: Regularly test pricing rules to ensure they work correctly
• Price Updates: Have a process for updating prices across all user roles

Security Best Practices

• Access Control: Implement strict access controls for sensitive products and pricing
• User Verification: Verify business credentials before approving B2B accounts
• Regular Audits: Conduct regular audits of user permissions and access
• Data Protection: Ensure compliance with data protection regulations

Performance Best Practices

• Caching: Implement appropriate caching for B2B-specific content
• Database Optimization: Regularly optimize database tables for better performance
• Monitoring: Monitor plugin performance and user experience
• Updates: Keep the plugin and WordPress core updated

Frontend Customer Experience

B2B Commerce provides a complete customer-facing experience for B2B users, from registration to order management.

B2B Registration Process

The plugin includes a comprehensive registration form specifically designed for B2B customers:

B2B Customer Dashboard

Approved B2B customers get access to a dedicated dashboard with:

Customer Benefits

• Wholesale Pricing: Access to special B2B pricing and discounts
• Bulk Ordering: Ability to place large quantity orders
• Account Management: Easy profile and company information updates
• Order Tracking: Complete order history and status tracking
• Priority Support: Dedicated B2B customer support

B2B User Roles

B2B Commerce plugin creates four distinct user roles for your B2B operations. Each role is designed to serve different types of business customers with specific needs and access levels.

Available User Roles

Role Permissions Matrix

Each role has different permissions and access levels:

• Pricing Access: Different pricing tiers for each role
• Product Visibility: Role-specific product catalog access
• Ordering Capabilities: Advanced ordering features based on role
• Dashboard Access: Role-specific dashboard features
• Support Level: Different support access levels
• Account Management: Role-specific account management features

Role Configuration

To configure user roles:

1. Navigate to WooCommerce → B2B Commerce → User Management
2. Click on User Roles tab
3. Review and customize role permissions
4. Set up role-specific pricing rules
5. Configure product visibility for each role
6. Save your configuration

User Registration

B2B customers can register through a specialized registration form that includes company information and role selection.

Registration Process

1. Customers fill out the B2B registration form
2. Provide company information (name, business type, tax ID)
3. Select their desired user role
4. Submit registration for admin approval
5. Receive email notification of approval status

Registration Form Fields

• Company Name
• Business Type
• Tax ID
• User Role Selection
• Standard WordPress user fields (username, email, password)

User Approval System

All B2B registrations require admin approval before customers can access wholesale features.

Approval Process

1. New B2B registrations appear in the admin approval queue
2. Admins can review customer information and company details
3. Approve or reject applications with one click
4. Automatic email notifications sent to customers
5. Approved users gain immediate access to B2B features

Admin Approval Interface

Navigate to Users → B2B Approvals to manage pending applications:

• View customer company information
• Review selected user role
• Approve or reject with single click
• Bulk approval options available

Customer Groups

Organize your B2B customers into custom groups for better management and targeted pricing.

Creating Customer Groups

1. Navigate to Users → Customer Groups
2. Click Add New Group
3. Enter group name and description
4. Save the group
5. Assign customers to groups from their user profile

Group Benefits

• Group-based pricing rules
• Product visibility by group
• Bulk email notifications
• Group-specific discounts
• Easy customer organization

Pricing Control Overview

Implement sophisticated pricing strategies with role-based pricing and wholesale discounts.

Pricing Features

• Role-Based Pricing: Different prices for different user roles
• Wholesale Discounts: Automatic discounts for wholesale customers
• Volume Discounts: Discounts based on order quantities
• Group Pricing: Special pricing for customer groups
• Time-Based Pricing: Seasonal or promotional pricing

Pricing Rules Management

Create and manage pricing rules through the admin interface:

1. Navigate to WooCommerce → B2B Commerce → Pricing
2. Click Add New Pricing Rule
3. Select target user roles or groups
4. Choose products or categories
5. Set discount type and amount
6. Configure start/end dates (optional)

Role-Based Pricing

Set different prices for different user roles to maximize your B2B revenue potential.

How Role-Based Pricing Works

Role-based pricing allows you to set different prices for the same product based on the customer's user role. This enables you to offer wholesale pricing to business customers while maintaining retail prices for regular customers.

Setting Up Role-Based Pricing

1. Navigate to WooCommerce → B2B Commerce → Pricing Control
2. Select Role-Based Pricing tab
3. Choose the product you want to configure
4. Set different prices for each user role
5. Save your pricing configuration

Pricing Examples

Pricing Configuration

Apply role-based pricing to products:

1. Select products from the product list
2. Choose Edit from the actions dropdown
3. Set pricing rules for selected products
4. Apply changes to save time

Pricing Rules

Create sophisticated pricing rules to automate your B2B pricing strategy.

Types of Pricing Rules

• Percentage Discounts: Apply percentage-based discounts
• Fixed Amount Discounts: Reduce price by a fixed amount
• Volume Discounts: Discounts based on order quantity
• Category Discounts: Apply discounts to entire product categories
• Time-Based Discounts: Seasonal or promotional pricing

Creating Pricing Rules

1. Go to WooCommerce → B2B Commerce → Pricing Rules
2. Click Add New Rule
3. Configure rule conditions:
   • Target user roles or groups
   • Product or category selection
   • Minimum order quantity (for volume discounts)
   • Date range (for time-based discounts)
4. Set discount type and amount
5. Test the rule with sample data
6. Activate the rule

Rule Priority

When multiple rules apply to the same product, the system uses priority to determine which rule takes effect:

• Higher priority rules override lower priority ones
• User-specific rules override general rules
• Product-specific rules override category rules
• Time-based rules can override permanent rules

Tier Pricing

Implement sophisticated tier pricing based on order quantities to incentivize larger purchases and reward loyal customers.

What is Tier Pricing?

Tier pricing allows you to set different prices for the same product based on the quantity ordered. This encourages customers to buy more by offering better prices for larger quantities, increasing your average order value and customer loyalty.

Tier Pricing Benefits

• Increased Order Value: Customers buy more to reach better pricing tiers
• Customer Retention: Better prices encourage repeat purchases
• Inventory Management: Move more inventory with volume incentives
• Competitive Advantage: Offer attractive bulk pricing to B2B customers
• Revenue Growth: Higher volume sales with better margins

Setting Up Tier Pricing from Admin Panel

1. Navigate to WooCommerce → B2B Commerce → Pricing Control
2. Click on Tier Pricing tab
3. Select the product you want to configure
4. Click Add Tier to create pricing tiers
5. Configure each tier:
   • Set minimum quantity for the tier
   • Choose pricing type (percentage discount or fixed price)
   • Enter the discount amount or fixed price
   • Set maximum quantity (optional)
6. Add multiple tiers as needed
7. Save your tier pricing configuration

Setting Up Tier Pricing from Product Details

1. Go to Products → All Products
2. Edit the product where you want to add tier pricing
3. Scroll down to the B2B Commerce section
4. Find the Tier Pricing tab
5. Click Add New Tier
6. Fill in the tier details:
   • Minimum Quantity: Minimum units for this tier
   • Maximum Quantity: Maximum units for this tier (leave blank for unlimited)
   • Pricing Type: Choose between percentage discount or fixed price
   • Discount/Price: Enter the discount percentage or fixed price
   • User Roles: Select which user roles can access this tier
7. Add multiple tiers for different quantity ranges
8. Update the product to save changes

Tier Pricing Examples

Tier Pricing Configuration Options

• Quantity-Based Tiers: Different prices based on order quantity
• Role-Based Tiers: Different tier structures for different user roles
• Time-Based Tiers: Seasonal or promotional tier pricing
• Category Tiers: Apply tier pricing to entire product categories
• Customer Group Tiers: Special tier pricing for specific customer groups

Advanced Tier Pricing Features

• Automatic Tier Detection: System automatically applies the best tier for customer's quantity
• Tier Display: Show all available tiers on product pages
• Progress Indicators: Show customers how close they are to the next tier
• Tier Management: Apply tier pricing to products
• Tier Import/Export: Manage tier pricing via CSV files

Tier Pricing Display

Customers can see tier pricing information in several ways:

• Product Pages: Tier pricing table showing all available tiers
• Cart Page: Current tier pricing applied to cart items
• Checkout: Final tier pricing confirmation
• Email Confirmations: Tier pricing details in order emails

Tier Pricing Setup

1. Go to WooCommerce → B2B Commerce → Tier Pricing
2. Select Tier Pricing from the operations menu
3. Choose products or categories to apply tier pricing
4. Configure tier pricing template:
   • Set standard tier structure
   • Define discount percentages for each tier
   • Choose target user roles
   • Set effective dates
5. Preview the changes before applying
6. Execute tier pricing update

Tier Pricing Best Practices

• Clear Tier Structure: Make tier requirements easy to understand
• Reasonable Gaps: Ensure meaningful price differences between tiers
• Volume Incentives: Create compelling reasons to buy more
• Role-Appropriate Tiers: Adjust tiers based on customer type
• Regular Review: Monitor tier performance and adjust as needed
• Customer Communication: Clearly explain tier benefits to customers

Tier Pricing Analytics

Track the effectiveness of your tier pricing strategy:

• Tier Performance: Which tiers are most popular
• Average Order Value: Impact on order values
• Customer Behavior: How customers respond to tier pricing
• Revenue Impact: Overall effect on sales revenue
• Conversion Rates: Tier pricing impact on conversions

Wholesale Discounts

Implement automatic wholesale discounts to attract and retain B2B customers.

Wholesale Discount Types

• Automatic Discounts: Applied automatically based on user role
• Volume Discounts: Higher discounts for larger orders
• Tier Discounts: Progressive discounts based on order value
• Category Discounts: Different discounts for different product categories

Setting Up Wholesale Discounts

1. Navigate to WooCommerce → B2B Commerce → Wholesale Discounts
2. Configure discount settings:
   • Select target user roles
   • Choose discount type (percentage or fixed amount)
   • Set discount amount
   • Configure minimum order requirements
3. Test discounts with sample orders
4. Enable automatic application

Volume Discount Examples

Discount Display

Wholesale discounts are automatically displayed to eligible customers:

• Original price is shown with strikethrough
• Discounted price is prominently displayed
• Savings amount is highlighted
• Volume requirements are clearly stated

Product Visibility Overview

Control which products are visible to different user roles and customer groups.

Visibility Features

• Role-Based Visibility: Show/hide products based on user roles
• Group-Based Visibility: Control visibility for customer groups
• Category Visibility: Hide entire product categories
• Individual Product Control: Fine-tune visibility for specific products
• Search Filtering: Filter search results by user role

Visibility Benefits

• Protect wholesale pricing from retail customers
• Show exclusive products to premium customers
• Hide discontinued or out-of-stock items
• Create role-specific product catalogs
• Improve user experience with relevant products

Product-Level Control

Set visibility rules for individual products to create customized shopping experiences.

Setting Product Visibility

1. Edit any product in your WooCommerce store
2. Scroll to the B2B Visibility section
3. Select which user roles can see this product
4. Choose customer groups that have access
5. Set visibility start/end dates (optional)
6. Save the product

Visibility Options

• All Roles: Product visible to all user types
• Specific Roles: Choose which roles can see the product
• Exclude Roles: Hide from specific user roles
• Group Only: Visible only to specific customer groups
• Time-Based: Show/hide based on date ranges

Visibility Management

Apply visibility rules to products:

1. Go to Products → All Products
2. Select products using checkboxes
3. Choose Actions → Set B2B Visibility
4. Configure visibility rules for selected products
5. Apply changes to save time

Visibility Templates

Efficiently manage product visibility across your entire catalog.

Visibility Tools

• Category-Based Visibility: Set visibility for entire product categories
• Role-Based Actions: Apply visibility rules to products
• Import/Export Visibility: Manage visibility rules via CSV files
• Template-Based Setup: Use pre-configured visibility templates

Category Visibility Setup

1. Navigate to Products → Categories
2. Edit the category you want to configure
3. Scroll to B2B Visibility Settings
4. Select which user roles can see this category
5. Choose customer groups with access
6. Save the category

Visibility Templates

Create and use visibility templates for consistent product management:

• Wholesale Template: Hide from retail customers
• Premium Template: Show only to premium customers
• Distributor Template: Exclusive distributor products
• Seasonal Template: Time-based visibility rules

Reporting Overview

Comprehensive reporting and analytics for your B2B operations.

Available Reports

• Sales Reports: B2B sales performance and trends
• Customer Analytics: User behavior and engagement
• Product Performance: Best-selling B2B products
• Role-Based Analytics: Performance by user role
• Revenue Analysis: Revenue breakdown by customer type

Report Features

• Real-time data updates
• Customizable date ranges
• Export to CSV/PDF
• Interactive charts and graphs
• Scheduled report delivery

Sales Reports

Detailed sales analytics for your B2B operations.

Sales Report Types

• Daily/Weekly/Monthly Sales: Sales performance over time
• Role-Based Sales: Sales by customer role
• Product Sales: Best and worst performing products
• Customer Sales: Top B2B customers by revenue
• Geographic Sales: Sales by location/region

Accessing Sales Reports

1. Navigate to WooCommerce → B2B Commerce → Reports
2. Select Sales Reports from the menu
3. Choose your desired report type
4. Set date range and filters
5. Generate and view the report

Customer Analytics

Understand your B2B customers with detailed analytics and insights.

Analytics Features

• Customer Behavior: How customers interact with your store
• Purchase Patterns: Buying habits and preferences
• Engagement Metrics: Login frequency and activity
• Conversion Rates: Registration to purchase conversion
• Customer Lifetime Value: Long-term customer value

Key Metrics

• Total B2B customers
• Active vs inactive customers
• Average order value by role
• Customer retention rates
• Most popular products by role

Import/Export Overview

Bulk data management tools for efficient B2B operations.

Import/Export Features

• User Import/Export: Bulk user management
• Product Import/Export: Product data management
• Pricing Import/Export: Bulk pricing updates
• Visibility Import/Export: Product visibility management
• Template Downloads: Pre-formatted CSV templates

Supported Formats

• CSV files for data import/export
• Excel files (.xlsx) for complex data
• JSON format for API integrations
• XML format for legacy systems

User Import/Export

Efficiently manage large numbers of B2B users with bulk import/export tools.

User Export

1. Navigate to WooCommerce → B2B Commerce → Import/Export
2. Select User Export tab
3. Choose export options:
   • All users or specific roles
   • Date range for user registration
   • Include user meta data
   • Export format (CSV, Excel)
4. Click Export Users
5. Download the generated file

User Import

1. Prepare your CSV file with user data
2. Use the provided template for correct formatting
3. Go to User Import tab
4. Upload your CSV file
5. Map columns to user fields
6. Preview import data
7. Execute the import

Import Template

Download the user import template to ensure proper formatting:

• Username, email, first name, last name
• Company name, business type, tax ID
• User role, customer groups
• Custom fields and meta data

Product Import/Export

Manage product data, pricing, and visibility in bulk.

Product Export

1. Go to WooCommerce → B2B Commerce → Import/Export
2. Select Product Export tab
3. Choose export options:
   • All products or specific categories
   • Include pricing data
   • Include visibility settings
   • Export format selection
4. Click Export Products

Product Import

1. Prepare your product data file
2. Use the product import template
3. Go to Product Import tab
4. Upload your data file
5. Map columns to product fields
6. Configure import settings
7. Execute the import

Bulk Operations

• Update product pricing for multiple products
• Set visibility rules for product categories
• Export product visibility settings
• Import bulk pricing rules
• Category-based updates
• Template-based product management

Email Templates

Customize email templates for professional B2B communications.

Template Types

• User Registration: Welcome emails for new registrations
• User Approval: Account approval notifications
• User Rejection: Professional rejection emails
• Order Confirmations: B2B order confirmations
• Password Reset: B2B-specific password reset emails

Customizing Templates

1. Navigate to WooCommerce → B2B Commerce → Email Templates
2. Select the template you want to edit
3. Modify the subject line and content
4. Use available placeholders for dynamic content
5. Preview the template
6. Save your changes

Template Design

• Professional HTML email templates
• Responsive design for all devices
• Brand customization options
• Logo and color scheme integration
• Mobile-friendly layouts

Email Placeholders

Use dynamic placeholders to personalize your B2B email communications.

User Placeholders

{user_name} - Customer's display name
{user_email} - Customer's email address
{user_first_name} - Customer's first name
{user_last_name} - Customer's last name
{user_role} - Customer's user role
{company_name} - Customer's company name
{business_type} - Customer's business type

Site Placeholders

{site_name} - Your website name
{site_url} - Your website URL
{admin_email} - Admin email address
{login_url} - Login page URL
{registration_url} - Registration page URL

Order Placeholders

{order_number} - Order number
{order_total} - Order total amount
{order_date} - Order date
{order_status} - Current order status
{shipping_address} - Shipping address

Shortcodes Overview

Use shortcodes to easily integrate B2B Commerce features into any page or post.

Available Shortcodes

• Registration Form: B2B customer registration
• Login Form: B2B customer login
• User Dashboard: Customer dashboard display
• Product Catalog: Role-specific product display
• Pricing Display: Show role-based pricing

Using Shortcodes

Add shortcodes to any page, post, or widget area:

1. Edit the page or post where you want to add the shortcode
2. Insert the shortcode using the format: [shortcode_name]
3. Add any required parameters
4. Save and preview the page

Registration Shortcode

Display B2B customer registration forms anywhere on your site.

Basic Registration Form

[b2b_registration_form]

Advanced Registration Options

[b2b_registration_form 
    title="Join Our B2B Program"
    redirect_url="/b2b-dashboard"
    show_company_fields="true"
    require_approval="true"]

Registration Form Parameters

• title - Custom form title
• redirect_url - Where to redirect after registration
• show_company_fields - Show/hide company information fields
• require_approval - Enable/disable approval requirement
• allowed_roles - Restrict registration to specific roles

Support & Documentation

B2B Commerce plugin comes with comprehensive documentation and support resources to help you get the most out of your B2B platform.

Support Resources

• Documentation: Complete plugin documentation (this file)
• Video Tutorials: Step-by-step video guides for setup and configuration
• FAQ Section: Frequently asked questions and answers
• Community Forum: Connect with other B2B Commerce users
• Email Support: Direct support for plugin-related issues

Getting Help

If you need assistance with B2B Commerce plugin:

1. Check this documentation first
2. Review the FAQ section
3. Search the community forum
4. Contact support with specific questions

Support Includes

• Plugin installation and setup assistance
• Configuration and customization help
• Bug reports and technical issues
• Plugin updates and compatibility
• Feature explanations and usage guidance

Support Limitations

• Custom code modifications
• Third-party plugin compatibility
• Server configuration issues
• Theme customization beyond plugin features
• Hosting-related problems

Available Shortcodes

B2B Commerce plugin provides several shortcodes for easy integration with your website.

User Registration Form

[b2b_registration]

Shows the B2B user registration form with company information fields.

Customer Dashboard

[b2b_dashboard]

Shows a personalized dashboard for B2B customers.

Product Visibility

[b2b_products role="b2b_customer"]

Display products visible to specific user roles.

Import/Export System

Efficiently manage large numbers of customers and products with import/export tools.

User Import/Export

Export and import B2B users with all their information:

• User account information
• Company details
• User roles and groups
• Approval status

CSV Template Format

username,email,first_name,last_name,company_name,business_type,tax_id,role,groups
john_doe,john@company.com,John,Doe,ABC Company,Retail,123456789,b2b_customer,wholesale

Product Import/Export

Manage product visibility and pricing in bulk:

• Export product visibility settings
• Import bulk pricing rules
• Category-based updates
• Template-based product management

Email Notification System

Automate your B2B communications with customizable email templates.

Email Templates

Create and manage email templates for various B2B scenarios:

• User Approval: Welcome emails for approved customers
• User Rejection: Professional rejection notifications
• Welcome Emails: New customer onboarding
• Order Confirmations: B2B order confirmations

Available Placeholders

{user_name} - Customer's display name
{user_email} - Customer's email address
{company_name} - Customer's company name
{site_name} - Your website name
{site_url} - Your website URL
{admin_email} - Admin email address

Troubleshooting

Common issues and solutions for B2B Commerce plugin.

Common Issues

• Pricing not showing: Check user roles and pricing rules configuration
• Products not visible: Verify product visibility settings for user roles
• Registration not working: Check email settings and approval process
• Dashboard not loading: Ensure user has proper B2B role assigned

Getting Help

If you need assistance:

1. Check this documentation first
2. Review the FAQ section
3. Contact support with specific questions

Performance Optimization Tips

Follow these optimization strategies to ensure optimal B2B Commerce performance.

Database Optimization

• Regular Cleanup: Clean up old user data and logs regularly
• Index Optimization: Ensure proper database indexing for B2B tables
• Query Optimization: Monitor and optimize slow queries
• Data Archiving: Archive old orders and user data when appropriate

Caching Strategy

• Object Caching: Enable WordPress object caching for user roles and pricing
• Page Caching: Configure page caching with B2B-specific exclusions
• Fragment Caching: Cache product visibility and pricing calculations
• CDN Integration: Use CDN for static assets and product images

Code Optimization

• Lazy Loading: Implement lazy loading for product catalogs
• AJAX Requests: Use AJAX for dynamic content loading
• Minification: Minify CSS and JavaScript files
• Image Optimization: Optimize product images and thumbnails

Server Configuration

• PHP Optimization: Optimize PHP settings for B2B operations
• Memory Limits: Increase memory limits for bulk operations
• Database Connection: Optimize database connection pooling
• Server Resources: Ensure adequate server resources for B2B traffic

Performance Monitoring & Analytics

Monitor your B2B Commerce performance with these tools and techniques.

Built-in Monitoring

• Performance Dashboard: Access performance metrics in the admin panel
• Query Monitoring: Track database query performance
• User Activity: Monitor user role performance and access patterns
• Error Logging: Track and analyze performance-related errors

Third-Party Tools

• New Relic: Application performance monitoring
• Query Monitor: WordPress-specific query analysis
• GTmetrix: Website speed and performance testing
• Google PageSpeed: Performance insights and recommendations

Performance Alerts

Set up alerts for:

• Slow page load times (>3 seconds)
• High database query times
• Memory usage spikes
• Cache miss rates
• User role check failures

Regular Maintenance

• Weekly: Review performance metrics and logs
• Monthly: Optimize database tables and clean up old data
• Quarterly: Review and update caching strategies
• Annually: Comprehensive performance audit and optimization

Common Issues & Solutions

Here are solutions to common issues you might encounter with B2B Commerce plugin.

Users not receiving approval emails

Solution: Check your WordPress email settings and ensure SMTP is configured properly. Test email delivery in the plugin settings.

Pricing not showing correctly

Solution: Clear any caching plugins and ensure the user is logged in with the correct role. Check pricing rules configuration.

Products not visible to B2B customers

Solution: Verify product visibility settings and ensure the customer has the correct user role assigned.

Upgrade to B2B Commerce Pro

Unlock advanced features with the premium version of B2B Commerce.

Premium Features

• Quote Management: Complete quote request and approval system
• Product Inquiries: Advanced product inquiry forms
• Advanced Calculator: Advanced pricing calculator for complex orders
• Enhanced Reporting: Detailed analytics and custom reports
• API Integration: REST API for custom integrations
• Priority Support: Dedicated support channel

Upgrade Benefits

• Unlimited customer groups
• Advanced pricing rules
• Custom email templates
• Bulk operations
• Priority updates
• Professional support

Thank you for using B2B Commerce Plugin.

Once again, thank you so much for choosing B2B Commerce plugin. We're glad to help you if you have any questions relating to this plugin. No guarantees, but we'll do our best to assist. If you have a more general question relating to B2B Commerce plugin, you might consider visiting our support forum and asking your question in the "Support" section.