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In today’s fast-paced and ever-evolving business landscape, e-commerce has become crucial to B2B (business-to-business) transactions. While Magento 2 B2B Commerce holds immense business potential, harnessing its power and maximizing its benefits requires a comprehensive understanding of its valuable features and functionalities.
In this Magento 2 B2B user guide, Mageplaza would like to explore the critical elements of Magento 2 B2B and provide an all-encompassing user guide to consolidate essential information simultaneously. Whether you are new to Magento 2 B2B or seeking to deepen your knowledge, this guide will drive your platform effectively and exploit its true potential.
First of all, before going to the main part about Magento 2 B2B User Guide, we would like to give you some basic information about B2B Commerce and its applications.
As its name suggests, B2B stands for “Business-to-Business” and refers to transactions, interactions, or relationships between two businesses rather than between a business and individual customers (B2C). In B2B Commerce, the focus is on selling products or services from one business to another, fulfilling the needs and requirements of the business customers.
B2B transactions typically involve larger quantities, higher order values, and more complex purchasing processes compared to B2C transactions. The customer in B2B transactions can range from small businesses to large enterprises and can span various industries and sectors.
Read more: What is B2B and B2C? Differences between B2B and B2C
API stands for Application Programming Interface. It is a set of rules, protocols, and tools that allows different software applications to communicate and interact with each other. APIs define the methods and data formats that software components can use to request services from each other and exchange information.
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Learn moreAdapting an API to B2B brings more advantages to your business than you think. By harnessing the power of APIs, your business can unlock new opportunities, improve efficiency, and stay ahead in the competitive B2B landscape. However, it’s not very easy to be accomplished. Fortunately, all crucial points are provided in this Magento 2 B2B User Guide. Here are five keys you need to pay attention to:
PWA is a modern web technology that combines the best features of web and mobile applications. It allows businesses to create web applications that function like native apps, providing a seamless user experience across devices. PWAs utilize APIs to leverage device capabilities, offline functionality, push notification, and more.
In the B2B context, PWAs offer several advantages. They provide mobile accessibility, enabling B2B users to access business applications and services on the go, increasing productivity, and facilitating remote work. PWAs also work offline or in low-connectivity environments, allowing users to continue working and accessing critical information even without an internet connection. Additionally, PWAs ensure cross-platform compatibility, working seamlessly on different operating systems and reducing the need for separate native apps. With features like push notifications, PWAs enable real-time updates and communication, keeping B2B users informed about important information or events.
Organizations using traditional eCommerce platforms are forced to compromise by changing their solution to fit their tech stack rather than the other way around. These barriers are removed by the headless design, which is flexible and quick to create unique encounters.
The headless technique implies the ability to provide B2B buyers with a completely unique retail facade, web, TV, telephone, or voice-actuated buying while relying on B2B-focused features for back-of seamlessly-fice capabilities. This may include creating requests, itemizing executives, and performing reconciliations with your PIM, CRM, or ERP. In the headless environment, different frameworks communicate with one another using APIs, successfully separating the backend from what happens in the front.
Usually, there are two reasons for online retailers to seek eCommerce solutions: the first is to improve the efficiency of their eCommerce directors, deals, and staff working; the second is to assist their business clients in achieving their goals. This entails going above and beyond one’s self to help others at the door and oblige their smallest shopping, requesting, and purchasing inclinations.
B2B customers can legitimately use the eCommerce API to push information to their ERP, reducing manual information transmission and human error. Without having to invest time and money into complicated combinations with various 3rd-party frameworks, open customer-facing facade eCommerce APIs let you manage critical item information to your client’s preferred frameworks. In general, the API may be used to quickly rebrand or replicate self-administration entryways to better answer end-user concerns and make B2B situations simple to manage.
In this Magento 2 B2B User Guide, we will provide you with the most informative and detailed instructions.
Now, let us show you how to configure B2B features in the Magento platform with easy steps:
This is an essential step in our Magento 2 B2B user guide. In each instance of status setting, the Companies Grid keeps track of all active company accounts and pending requests. Additionally, it provides the necessary tools for creating and managing company accounts. The list can be filtered, and the standard grid controls can change the column format.
You can set up the Company accounts from the storefront or back end by following our Magento 2 B2B User Guide. Setting up company accounts from the storefront is default enabled. As a result, guests can ask to open company accounts when they access the store. After accepting accounts, the company admin can set up the structure and users with various permission levels. To list the company account, you should:
An account can reflect the company structure. Users can be organized into teams or groups inside a company’s hierarchy of divisions and departments.
Steps to add a new company team:
To move a company team to another position:
To delete a company team:
Company users are people associated with a business. They are also often customers with varying access rights to storage resources.
Steps to add a Company User:
Steps to assign a user to a team:
Steps to assign a customer to a company from the backend:
You can utilize the system’s one specified Default User role, or you can change it to suit your needs. To match your business structure and organizational duties, you can create as many roles as necessary, such as:
In Roles and Permissions, the admin can quickly create, modify, duplicate, or delete any role. Steps to assign a role to a company user:
Magento 2 allows store owners to activate, edit, delete, or block any company accounts. Here are the guidelines:
To convert credit currency:
“Quick order” is a B2B feature designed to streamline the ordering process for businesses that frequently place bulk orders or reorder the same set of products. It allows customers to quickly and efficiently place orders by entering item SKUs and product codes or using other identification methods instead of manually selecting individual items from a catalog or website.
The primary goal of the “Quick order” feature is to save time and effort for B2B customers who already know what products they need and want to expedite the ordering process. By providing a dedicated input field or interface, customers can input a list of item codes or SKUs (Stock Keeping Units and the desired quantities and proceed directly to the checkout or order submission page.
This Magento 2 B2B User Guide will show you how to utilize this fantastic feature.
There are two ways to specify products for Quick Order
Magento B2B allows store owners to manage shared categories with custom pricing for different companies. Besides, customers also have access to two types of shared catalogs with various pricing structures and the standard, primary product catalog.
Only the Default (General) public shared catalog is visible from the storefront if the Shared Catalog functionality is enabled in the setup. The original primary catalog is still viewable from the Admin. Additionally, exclusive company accounts can have their members only have access to personalized records.
If the Shared Catalog feature status is “enable,” only the Default (General) public shared catalog is visible from the storefront, while the original primary catalog is still viewable from the Admin. Additionally, custom catalogs can be created to be visible only for members of some specific accounts.
In this Magento 2 B2B User Guide, we would like to show you how to access the Shared Catalogs page:
Click Catalog on the Admin Sidebar
Select Shared Catalogs, then config the price scope:
2.1. Create a New Shared Catalog
Steps to duplicate the existing shared catalog:
2.2. Set up Pricing and Structure
Step 1: Select the products
Step 2: Set custom prices
Apply a custom price:
Apply a tier price:
2.3. Assign Companies:
There are two ways to assign companies. They are:
Method 1: Shared Catalogs
Method 2: Edit the Company
2.4. Manage A Shared Catalog:
Magento 2 store administrators can use management tools in the Action column to manage their Shared Catalogs. In addition, this feature also provides many actions for multiple catalogs in the grid’s upper left corner.
In Magento 2 B2B, the “Requisition List” feature provides a convenient way for B2B customers to create and manage lists of frequently ordered products. It allows customers to create customized lists of items they often purchase, making it easier and faster to reorder those items in the future.
Besides, store owners can maintain various records that are focused on products from multiple merchants, buyers, organizations, campaigns, or anything. A customer account is capable of keeping up to 999 active requisition lists. The quantity is determined by how Magento B2B Commerce is configured.
Hope that our Magento 2 B2B user guide helped you create a requisition list successfully. Now, let’s move to the next step - adding products to requisition list. You can add products from the Product Pages, Shopping Cart, and even from an Existing order
After signing into your account, you have two options to view the Updated List:
To sum up, Magento 2 B2B Commerce is a comprehensive platform that caters to the unique needs of B2B businesses with features such as Company Accounts, Customer Approval, Shared Catalog, Quick Order, Pay on Account, and so on. By following the Magento 2 B2B User Guide of Mageplaza, you can fully leverage the power of Magento B2B and unlock its potential to transform their B2B e-commerce journey.
We hope that this Magento 2 B2B user guide will bring improvements to your brand. If you have any questions, please contact us or just write down your issues in your comment box. Mageplaza is always here to listen and solve your problem.
Thank you for your time!