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


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 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 button

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 shown 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