We are scoping out a new WooCommerce store for our client and a core piece of functionality is the ability to consolidate invoices.
ie. A company places 10 orders through the site on their credit account, no invoices should be sent out at time of order; at the end of the month the store admin would like the option to select these 10 orders and create an invoice containing the total price, along with a breakdown of each separate order.
Is this possible within your plugin; how are invoices managed?
It would then be possible for the customer to repay all the credit in a single transaction and receive an invoice for that transaction.
B2BKing does not have a dedicated consolidated invoice feature. The store admin would have to either manually invoice the customer, or use the invoice generated for the transaction where the customer is replaying the credit used.
Let me know if I can help with anything, or if you have any questions,
On our client's current system they can flag whether an account required 'consolidated' invoices via a checkbox; they can then access an orders / invoice dashboard where they can view all orders for that account, select multiple orders, and this then creates a single consolidated invoice in the backend that can be sent out to the client; the client being in control of this is the key part.
Would this be achievable; we are a development team and so can add our own functionality on top of the plugin if you feel it's possible via hooks or the like.
On a related note, does this plugin generate invoices visible in the admin via pdf or similar?
To simplify things, here is a list of functionality that our client requires on the site, please may you advise what the B2B wholesale suite / B2B King plugin can handle and what will require additional development work from our side:
Parent / child accounts
Parent can log in as a child account (consume their role)
Parent can manage child account budgets / purchasing limits
Automated budget approval emails send out when an account goes over budget
Ability to setup order approval process so the parent account needs to approve certain orders, or orders that have gone over budget etc.
Tailored pricing per account or by customer group
Tailored pricing at a product level
The main site admin can manage the base margin / discount for B2C (passing trade customers)
The main site admin can setup 'template orders' for customer accounts so that customers can place orders from a defined set of products & quantities
Product pricing should show with VAT and excluding VAT on frontend
Invoice generation
Invoices generated for B2B orders for customers to 'pay later'
The main site admin needs the ability to flag an account as requiring 'consolidated invoices'. This will allow the site admin to view their orders/invoices in the backend and merge them every month (for example) so they can send a single invoice to the customer instead of 40 or 50.
The credit addon is only compatible with B2BKing - currently no plans to make it compatible with B2B & Wholesale Suite. These 2 plugins are quite similar with most of the same features, but B2BKing has a few extra options and features, so it’s the one we usually recommend.
On our client's current system they can flag whether an account required 'consolidated' invoices via a checkbox; they can then access an orders / invoice dashboard where they can view all orders for that account, select multiple orders, and this then creates a single consolidated invoice in the backend that can be sent out to the client; the client being in control of this is the key part.
Do they have a system based on a different platform and are migrating to a WooCommerce site? Our plugin does not have this kind of feature where you can select multiple orders and have an invoice generated for the selected orders.
I could be wrong but I don't believe there's any plugin with this sort of functionality on the market. I think the closest thing are some 'combine orders' plugins, but those would probably not preserve orders in their original state. Perhaps it's worth taking a look to see if there's any 'combine orders' plugin that's at least close to what you're looking for.
If you wanted to custom code something like this, B2BKing would not be relevant to it - these are WooCommerce orders and you would basically have to build a WooCommerce plugin.
Where B2BKing can help is with the ability to place orders on credit without paying for them immediately.
On a related note, does this plugin generate invoices visible in the admin via pdf or similar?
If not, you may want to look at using the 'WooCommerce Bundles' plugin.
(5) It is possible to show price Inc. and Ex. VAT
(6) Our plugin has a 'pay later' payment gateway which is our 'Invoice Payment Gateway'. B2BKing does not generated the actual invoices, it just allows ordering without paying immediately.
Thanks for the detailed breakdown, that is extremely useful. Please find my responses below and a few follow up questions that I'm hoping you can expand on please.
Do they have a system based on a different platform and are migrating to a WooCommerce site? Our plugin does not have this kind of feature where you can select multiple orders and have an invoice generated for the selected orders.
The client is currently using a bespoke piece of software, we will be migrating over to WooCommerce for this. When you select multiple orders and generate an invoice via B2B King does that generate separate invoices or one single invoice for the selected orders?
We are a team of developers and so if required we will build on top of the B2B King plugin, is this possible via hooks etc? And would you be able to assist if we any more technical questions should we purchase the premium plugin?
There is no feature to log in as the child account or to set budgets / purchasing limits.
That is fine, as per above, would this be something we could look to build on top of the plugin, is this recommended? Could you help point us to the right hooks etc. if we were to do this?
Following a further conversation with our client, their customers would tend to be an organisation, with child accounts related to a branch; is it possible to associate a child account with a sub group of branch. IE Nike would be the parent account, Nike would then have Nike - North West, Nike - South West, and each branch would have 2 or 3 employee accounts?
The main site admin can setup 'template orders' for customer accounts so that customers can place orders from a defined set of products & quantities
If not, you may want to look at using the 'WooCommerce Bundles' plugin.
I was more referring to repeat orders here; so a user can login and place an order from a predefined list of products and simply 'add to basket', this could be 40 or 50 products, like a requisition list?
I appreciate it might not be possible but would you be willing to jump on a 15 minute call to discuss some of our requirements in more detail if we were to purchase the premium plugin?
To add to our previous post, for budget approval we think the order approval plugin might work, are we able to hook into this via plugin hooks and actions to determine extra logic to flag what orders qualify as requiring approval?
"When you select multiple orders and generate an invoice via B2B King does that generate separate invoices or one single invoice for the selected orders?
We are a team of developers and so if required we will build on top of the B2B King plugin, is this possible via hooks etc? And would you be able to assist if we any more technical questions should we purchase the premium plugin?"
There's no option in B2BKing to select multiple orders and generate a combined invoice. The way this would usually work is that there's simply an invoice auto-generated for each order.
This is based on the functionality of the https://wordpress.org/plugins/woocommerce-pdf-invoices-packing-slips/ plugin - B2BKing has some integrations with it but the above plugin is the core component. It may be worth asking their team if there's any way to consolidate multiple orders into a single invoice with their plugin - perhaps they're more familiar with this question,
On our end, we are happy to assist you with any technical info / advise on how anything may be achieved technically, share or add hooks if/when needed - for this feature and any other feature,
Following a further conversation with our client, their customers would tend to be an organisation, with child accounts related to a branch; is it possible to associate a child account with a sub group of branch. IE Nike would be the parent account, Nike would then have Nike - North West, Nike - South West, and each branch would have 2 or 3 employee accounts?
With B2BKing, you can have multiple levels of subaccounts. This is enabled by adding this code snippet to the site:
This allows subaccounts to create their own subaccounts.
I was more referring to repeat orders here; so a user can login and place an order from a predefined list of products and simply 'add to basket', this could be 40 or 50 products, like a requisition list?
B2BKing does have a purchase lists feature: https://woocommerce-b2b-plugin.com/docs/purchase-lists-wish-lists-requisition-lists/ - each customer can save the cart to a list, or create a list from scratch, and then they can add that list to their cart at any time with a single click. So you can definitely use this for repeat orders, replenishing stock, etc.
(each customer would define their own lists, they're not predefined by the admin).
To add to our previous post, for budget approval we think the order approval plugin might work, are we able to hook into this via plugin hooks and actions to determine extra logic to flag what orders qualify as requiring approval?
We could definitely use a hook to enable/disable approval based on the order amount for example, or a custom limit - I'd be happy to assist with that,
We're only able to do email/ticket-based support - our customers are in many different time zones so it's the only way that's really feasible for us. But I'd be happy to answer any other question you may have, just let me know,
Hi there,
We are scoping out a new WooCommerce store for our client and a core piece of functionality is the ability to consolidate invoices.
ie. A company places 10 orders through the site on their credit account, no invoices should be sent out at time of order; at the end of the month the store admin would like the option to select these 10 orders and create an invoice containing the total price, along with a breakdown of each separate order.
Is this possible within your plugin; how are invoices managed?
Any help would be much appreciated.
Kind regards,
Nick
Hi Nick,
Thank you for getting in touch,
B2BKing has a company credit feature ( https://kingsplugins.com/woocommerce-wholesale/b2bking-company-credit/ ) that would allow customers to place orders on credit.
It would then be possible for the customer to repay all the credit in a single transaction and receive an invoice for that transaction.
B2BKing does not have a dedicated consolidated invoice feature. The store admin would have to either manually invoice the customer, or use the invoice generated for the transaction where the customer is replaying the credit used.
Let me know if I can help with anything, or if you have any questions,
Kind regards,
Stefan
Hi Stefan,
Thanks for getting back on this. Is the credit plugin fully compatible with https://woocommerce.com/products/b2b-wholesale-suite/ and would work with the parent /child accounts etc.
On our client's current system they can flag whether an account required 'consolidated' invoices via a checkbox; they can then access an orders / invoice dashboard where they can view all orders for that account, select multiple orders, and this then creates a single consolidated invoice in the backend that can be sent out to the client; the client being in control of this is the key part.
Would this be achievable; we are a development team and so can add our own functionality on top of the plugin if you feel it's possible via hooks or the like.
On a related note, does this plugin generate invoices visible in the admin via pdf or similar?
Kind regards,
Nick
Hi Stefan,
To simplify things, here is a list of functionality that our client requires on the site, please may you advise what the B2B wholesale suite / B2B King plugin can handle and what will require additional development work from our side:
Any advise would be much appreciated,
Nick
Hi Nick,
The credit addon is only compatible with B2BKing - currently no plans to make it compatible with B2B & Wholesale Suite. These 2 plugins are quite similar with most of the same features, but B2BKing has a few extra options and features, so it’s the one we usually recommend.
On our client's current system they can flag whether an account required 'consolidated' invoices via a checkbox; they can then access an orders / invoice dashboard where they can view all orders for that account, select multiple orders, and this then creates a single consolidated invoice in the backend that can be sent out to the client; the client being in control of this is the key part.
Do they have a system based on a different platform and are migrating to a WooCommerce site? Our plugin does not have this kind of feature where you can select multiple orders and have an invoice generated for the selected orders.
I could be wrong but I don't believe there's any plugin with this sort of functionality on the market. I think the closest thing are some 'combine orders' plugins, but those would probably not preserve orders in their original state. Perhaps it's worth taking a look to see if there's any 'combine orders' plugin that's at least close to what you're looking for.
If you wanted to custom code something like this, B2BKing would not be relevant to it - these are WooCommerce orders and you would basically have to build a WooCommerce plugin.
Where B2BKing can help is with the ability to place orders on credit without paying for them immediately.
On a related note, does this plugin generate invoices visible in the admin via pdf or similar?
We do not have our own PDF invoice generation - we usually recommend using this popular PDF invoices plugin: https://wordpress.org/plugins/woocommerce-pdf-invoices-packing-slips/
Regarding your list of requirements:
(1) Parent / child accounts
There is no feature to log in as the child account or to set budgets / purchasing limits.
It is possible to require order approval (see https://woocommerce-b2b-plugin.com/docs/company-order-approval/ ), for specific accounts. For those accounts, the parent would have to approve all orders.
(2) Yes, you can set up tailored pricing for specific products, specific user groups and even specific usernames in various combinations.
(3) It is possible to configure a general % discount for B2B users based on the B2C price.
(4)
B2BKing does have an "Offers" feature ( https://woocommerce-b2b-plugin.com/docs/offers-2/ ), although I don't know if it's advanced enough for your needs.
If not, you may want to look at using the 'WooCommerce Bundles' plugin.
(5) It is possible to show price Inc. and Ex. VAT
(6) Our plugin has a 'pay later' payment gateway which is our 'Invoice Payment Gateway'. B2BKing does not generated the actual invoices, it just allows ordering without paying immediately.
Kind regards,
Stefan
HI Stefan,
Thanks for the detailed breakdown, that is extremely useful. Please find my responses below and a few follow up questions that I'm hoping you can expand on please.
Do they have a system based on a different platform and are migrating to a WooCommerce site? Our plugin does not have this kind of feature where you can select multiple orders and have an invoice generated for the selected orders.
The client is currently using a bespoke piece of software, we will be migrating over to WooCommerce for this. When you select multiple orders and generate an invoice via B2B King does that generate separate invoices or one single invoice for the selected orders?
We are a team of developers and so if required we will build on top of the B2B King plugin, is this possible via hooks etc? And would you be able to assist if we any more technical questions should we purchase the premium plugin?
There is no feature to log in as the child account or to set budgets / purchasing limits.
It is possible to require order approval (see https://woocommerce-b2b-plugin.com/docs/company-order-approval/ ), for specific accounts. For those accounts, the parent would have to approve all orders.
That is fine, as per above, would this be something we could look to build on top of the plugin, is this recommended? Could you help point us to the right hooks etc. if we were to do this?
Following a further conversation with our client, their customers would tend to be an organisation, with child accounts related to a branch; is it possible to associate a child account with a sub group of branch. IE Nike would be the parent account, Nike would then have Nike - North West, Nike - South West, and each branch would have 2 or 3 employee accounts?
The main site admin can setup 'template orders' for customer accounts so that customers can place orders from a defined set of products & quantities
B2BKing does have an "Offers" feature ( https://woocommerce-b2b-plugin.com/docs/offers-2/ ), although I don't know if it's advanced enough for your needs.
If not, you may want to look at using the 'WooCommerce Bundles' plugin.
I was more referring to repeat orders here; so a user can login and place an order from a predefined list of products and simply 'add to basket', this could be 40 or 50 products, like a requisition list?
I appreciate it might not be possible but would you be willing to jump on a 15 minute call to discuss some of our requirements in more detail if we were to purchase the premium plugin?
Kind regards,
Nick
Hi Stefan,
To add to our previous post, for budget approval we think the order approval plugin might work, are we able to hook into this via plugin hooks and actions to determine extra logic to flag what orders qualify as requiring approval?
Hi Nick,
"When you select multiple orders and generate an invoice via B2B King does that generate separate invoices or one single invoice for the selected orders?
We are a team of developers and so if required we will build on top of the B2B King plugin, is this possible via hooks etc? And would you be able to assist if we any more technical questions should we purchase the premium plugin?"
There's no option in B2BKing to select multiple orders and generate a combined invoice. The way this would usually work is that there's simply an invoice auto-generated for each order.
This is based on the functionality of the https://wordpress.org/plugins/woocommerce-pdf-invoices-packing-slips/ plugin - B2BKing has some integrations with it but the above plugin is the core component. It may be worth asking their team if there's any way to consolidate multiple orders into a single invoice with their plugin - perhaps they're more familiar with this question,
On our end, we are happy to assist you with any technical info / advise on how anything may be achieved technically, share or add hooks if/when needed - for this feature and any other feature,
Following a further conversation with our client, their customers would tend to be an organisation, with child accounts related to a branch; is it possible to associate a child account with a sub group of branch. IE Nike would be the parent account, Nike would then have Nike - North West, Nike - South West, and each branch would have 2 or 3 employee accounts?
With B2BKing, you can have multiple levels of subaccounts. This is enabled by adding this code snippet to the site:
add_filter('b2bking_allow_multiple_subaccount_levels','__return_true');
This allows subaccounts to create their own subaccounts.
I was more referring to repeat orders here; so a user can login and place an order from a predefined list of products and simply 'add to basket', this could be 40 or 50 products, like a requisition list?
B2BKing does have a purchase lists feature: https://woocommerce-b2b-plugin.com/docs/purchase-lists-wish-lists-requisition-lists/ - each customer can save the cart to a list, or create a list from scratch, and then they can add that list to their cart at any time with a single click. So you can definitely use this for repeat orders, replenishing stock, etc.
(each customer would define their own lists, they're not predefined by the admin).
To add to our previous post, for budget approval we think the order approval plugin might work, are we able to hook into this via plugin hooks and actions to determine extra logic to flag what orders qualify as requiring approval?
We could definitely use a hook to enable/disable approval based on the order amount for example, or a custom limit - I'd be happy to assist with that,
We're only able to do email/ticket-based support - our customers are in many different time zones so it's the only way that's really feasible for us. But I'd be happy to answer any other question you may have, just let me know,
Kind regards,
Stefan