>5 Essential Functions for A Magento 2 B2B Site Must Have

5 Essential Functions for A Magento 2 B2B Site Must Have

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Recently, the number of B2B markets have been increasing at an astounding pace. As an owner of the online store for wholesalers, grab this trend. However, keep in mind B2B shopping experiences are far more different from those of B2C. In other words, there are essential Magento 2 B2B features you should never miss out. In the previous post, we update you on advanced functions specially developed for Enterprise Edition. Today, we introduce a full package of these features and even more, but for Magento 2 Community Edition.

Let’s explore!

Function 1: Magento 2 B2B Price

Hide Price

The first of Magento 2 B2B features you should employ to boost sales and conversion rate is Hide Price function. To be more specific, you should hide the prices of products except for particular customer groups. For instance, you only show the price for your merchant group and hide price for all guests. So customers who don’t belong to the wholesale groups cannot see or add products to the cart.

The price restriction aids store owners to prioritize wholesalers and provide flexible pricing policy based on different customer groups. Furthermore, when hiding prices, you easily motivate your guest to sign up and log in. However, the problem is that you cannot hide price with the default Magento 2 Community.

Understanding your concern, we develop Magento 2 Hide Price extension to hide price for products, customer groups, and categories. Using this hide price extension, the product price and Add to cart button will be hidden for guests and not-logged-in customers. There will be a message shown to force customers to log in to view the price. They will be directed to Customer Login Page to finish signing up before being able to check product price or add that item to cart.

An advanced version of this Magento 2 B2B feature: Magento 2 Hide Price Call for Price extensions

Magento 2 Hide Price Extensions
Magento 2 Hide Price Extensions

Magento 2 Hide Price extension allows disabling price for child product of Configurable ProductLook at this list of features:

  • Hide prices from non-registered customers, specific customer groups.
  • Hide price and replace Add to Cart button with a custom message.
  • Disable Add to Cart button and redirect customers to custom URL.
  • Disable price or Add to Cart button separately.
  • Hide price for child product of Configurable Product.

B2B Quote

Before discussing Magento 2 Quote for the CE, some might wonder how the EE support this B2B feature?

Briefly, with Quote settings, admins also can choose Yes or No depending on their purpose. When selecting Yes, you can allow customers to submit negotiable prices for products in the shopping cart. Additionally, admins can control and process quote orders at Quotes Grid. When you pick No, then it will disable customers to submit negotiable prices for products in the shopping cart.

  • Step 1: Customer Request Quote

Customers set up a negotiable price for products in the shopping cart. Information saved in My Quotes list at Frontend Account Dashboard; there will be a notification email sent to Sales Representative of Company. Moreover, Quotes information is displayed on the Admin Quotes Grid. Here is a product when it is removed from the cart page.

Magento 2 B2B features
B2B Quote for Magento 2 EE
  • Step 2: Admin view and response

Admin checks information and process negotiable order price for products and negotiates prices by sending email to customers. Besides, feedbacks information from admin is sent to quote submitters and Sales Representative’s emails. Admin will fill in information for negotiating with customers and choose Send.

  • Step 3: Buyer view and response

After each time admin sends an email, the customer will receive this information. Admin is not able to amend quotes until the customer has the next action.

Customers check feedback information from admin and respond to admin negotiable price until the agreement is reached or denied Quote and finish the negotiation process. Particularly, they will fill in the information and send it back to the admin.

  • Step 4: Admin decide to accept or decline a quote

In turn, admins will receive this information; customers cannot continue to send new comments until admins have the next action.

The result can be either:

Quotes Accepted

When both admin and customer accept a negotiated price, customers will accept the price and be able to process checkout. After that moment, there will be no longer any discount for a negotiated order.

When reaching an agreement, customers can choose to Proceed to checkout button to process checkout quotes with the amount and price as agreed.

Note that the amount cannot be edited.

Quotes Declined

If the negotiated price is denied by admin or customer then negotiation process is broke, there will be no longer any feedback from admin or customer.

Customers choose Close Quotes to finish their negotiation process

Admin choose Decline to finish the negotiation process

BSSCommerce offer Request for Quote extension with similar features.

Function 2: Magento 2 B2B Accounts

We have mentioned customer login in the first Magento 2 B2B feature above, and the importance of wholesale account is to take advantage of getting customer data when they sign up. By default, this task is fairly hard to complete.

Therefore, in the Magento 2 B2B Account part, we introduce a perfect combo, which is one of the best-seller extensions: Magento 2 B2B Registration extension and Magento 2 Customer Attributes extension.

Due to the default automatic activation for a new account while Magento 2 wholesale registration form extension helps you to control registered customer. This is pretty useful when you want to verify the detailed information of customers before giving them access to your Magento 2 site. Moreover, you can add extra customer registration fields in Magento 2 registration form and enrich customer database with Magento 2 Customer Attributes.

Now check these extended Magento 2 B2B features to find out how they are helpful:

Magento 2 B2B Registration extension:

Create a new registration form for B2B customers

Integrated with Magento 2 Customer Approval Extension for B2B

Ability to approve/reject B2B customer registration

Send an email to admins when having a registered wholesale account.

Send an email to customers when their accounts are approved/rejected.

Approve/decline multiple accounts at once in the backend

Magento 2 Customer Attributes extension:

Magento 2 Customer Attributes extension
Magento 2 Customer Attributes extension
  • Create customer attributes of 8 different types easily
  • Include additional customer attributes in Registration Form and Customer Account Page in the frontend
  • Add customer attributes in Customer Grid, Customer Detail Page, and Order Detail flexibly in the backend.
  • Show custom customer registration fields for multiple store views
  • The combination of these two Magento 2 B2B features helps you to collect more customer information via registration.

Function 3: Magento 2 B2B Purchase

Providing customers with convenient shopping is likely to earn their satisfaction, meaning they will come back for more. In default, there is more room for improvement – wish list for example. In Magento 2 Community Edition, there is only wish list for all products. Such a shortage!

Now let’s imagine that a customer is choosing Christmas gifts for his 3 professors. He will have to put all the goods in one wish list. It will be very confusing for him to select which one is suitable for every professor, then that will make an abandoned cart.

Hence, the next in the list of recommended Magento 2 B2B features are multiple wishlists, by which the customer can differentiate goods in many groups with a specific purpose, he will feel much more comfortable to decide what to buy among hundreds of items in the screen. As a result, the abandoned cart rate will decrease.

Next, we discuss Magento 2 Quick Order function for B2B shoppers.

In the purchase process, customers normally have to put each product to cart. In case your customers are wholesalers, the buying procedure gets complicated. Don’t worry; we have several suggestions for you in this part by using these Magento 2 B2B extensions:

Magento 2 Add Multiple Products to Cart

Magento 2 Add Multiple Products To Cart
Magento 2 Add Multiple Products To Cart

Magento 2 Wholesale Fast Order

Magento 2 B2B Quick Order function allows customers to order based on SKUs or products’ names quickly. When inputting product’s name or SKU in the search field, several suggested results will appear for customers to select. After choosing the image, name, and price of this product will display. Customers can select each product’s quantity in the quantity box.

Magento 2 Wholesale Fast Order
Magento 2 Wholesale Fast Order

Bonus: Alternative choices to quickly order many children items of the configurable at once – Magento 2 Configurable Product extensions

With Magento 2 Add Multiple Products to Cart, merchants can add many items to cart right on the category, search result page, and homepage conveniently. Whereas, using the Magento 2 quick order, B2B customers can order more quickly than ever through a CMS Page in Magento stores. Additionally, the second module supports CSV import function for simple products without custom options to buy a large quantity of as many products as possible conveniently.  

After 3 Magento 2 B2B features, your customers can easily order in bulk, but you might need some tricks to encourage them to purchase more. So read the fourth function below.

Function 4: Magento 2 B2B Checkout

Checkout is the make-or-break point, whether for B2B or B2C. Before wholesalers can check out, you should set a minimum order amount, so that they have to meet the required amount to check out. Of course, the more significant the amount your customer spends, the more revenue you get.

In the fourth part, we also recommend a solution called Magento 2 Shipping and Payment Method per Customer Group that serves every customer group to receive the orders. This module helps B2B store owners provide various shipping and payment method per customer group.

The act of assigning different shipping and payment method to a particular customer group can create a better strategy aiming to prioritize potential and superior buyer group. It is sensible to state that the wholesalers should be given priority during checkout process than the general or not-logged-in group. The wholesaler buyers, for instance, can pay by check, money, bank transfer, and PayPal, whereas, the general and not-logged-in customer has a limited choice of payment methods with only check and money.

Function 5: Magento 2 B2B Reorder

The last among Magento 2 B2B features, but definitely not the least is about Reorder function. Instead of finding a previously ordered product in the product list and add to cart again, customers can save much time and effort with our extension: Magento 2 Reorder Product.

All customers have to do is go to their “My reorder product” section, check their previous orders, and add their desired products to cart. The repurchase process will be shortened a lot and more convenient for B2B customers.

In addition to the Magento 2 B2B Reorder function, there is another tip for you to keep loyal customers after they made purchases using Store Credit. However, Magento 2 Community does not support this function. Hence, we suggest using the Magento 2 Store Credit extension. Why you should you this plugin, look at the below list which will give you the answer:

  • Add store credit to any customer account
  • Allow customers to spend their store credit for purchases both on the shopping cart and checkout page.
  • Permit buyers to use credit for shipping fee or tax.
  • Restore to store credit when an order is refunded
  • Send notification emails to customers whenever store credit is updated

Conclusion

Above are 5 Magento 2 B2B features for store owners to win. Equipping these features for your Magento 2 B2B store helps your wholesale business a lot, namely get customer database, customer registration, simplify the order process and keep them loyal.

Magento 2 b2b extensions