Hello,
We are using B2BKing with multiple customer groups/levels, each one having different discount rules. We have a hierarchy of 4 levels, for example:
Level 1 → Beginner
Level 2
Level 3
Level 4 → Top Level (e.g., most loyal clients, best discounts)
Our goal:
If a Level 4 user (e.g., "Top Level") creates a subaccount, we want that subaccount to be assigned a different group — for example, Level 2, not the same group as the parent. This way, the subaccount would progress through the levels, instead of inheriting the top one right away.
The problem:
Currently, B2BKing assigns the same group as the parent account.
We want the ability to assign subaccounts to a different group, based on who created them.
Question:
Is there a way (via hook, code snippet, or future feature) to dynamically assign a specific group to newly created subaccounts, based on the group/level of the parent account?
This is very important for us as we manage discount levels through customer groups, and we want better control over how subaccounts progress through the system.
Technically the hook you mentioned "b2bking_after_subaccount_created" is the correct one, but the problem is deeper.
In B2BKing, subaccounts are designed to be "employee / branch accounts" and always fully inherit the parent account in terms of pricing, what products they have access to, etc.
So unfortunately I think what you're asking is not really possible, because even if we forced a different group technically, the subaccount would still get the same prices and terms as the parent account.
I think it's better if we focus on what you're looking to ultimately achieve. What is the actual core goal here that you wish to achieve? Are these some kind of "sales reps" perhaps, or what do the parent account and subaccounts represent? What functionality do you need ideally?
Please let me know and we will try to think of the best solution or workaround here, maybe with a built-in setting or custom code snippet if needed.
Thank you for your response. I understand that in your system, subaccounts are considered to be employees or branches that inherit all terms and conditions from the parent account (such as pricing, group, and product access).
However, in our case, subaccounts are not employees, but rather individual clients that are managed by our sales representatives (who are the main parent accounts).
These sales representatives:
Make their own purchases (they belong to the highest group – Level 4),
Also have clients of their own, and they create subaccounts for these clients,
We need these subaccounts to be assigned to a different, lower-level group (e.g., Level 2 or 3), so they receive their own pricing and can grow through the loyalty system.
It is also very important for us that:
Sales reps can see what their subaccounts/clients are purchasing,
Can help them fill their carts or check their order history,
But at the same time, the subaccounts should not receive the same prices or terms as the parent account.
Is there any way this could be achieved through a different mechanism than subaccounts? Perhaps via user meta relationships, assigned sales reps, or some alternative solution?
We would really appreciate your guidance, as this functionality is crucial for us.
Thanks for explaining your use case in detail! Based on what you've described, I think SalesKing would be a much better fit for your needs rather than using B2BKing's subaccount system. Here's why:
1. Create accounts for their clients and assign them to specific customer groups (like Level 2 or 3) 2. View their clients' purchases and order history 3. Help fill their clients' carts 4. Manage their client base while keeping separate pricing/terms for each customer group
This seems to match what you're looking for, as each client would have their own independent account with their own group assignment, rather than inheriting everything from the parent account as B2BKing subaccounts do.
SalesKing is specifically designed for sales representative scenarios, where reps need to manage multiple independent customers rather than employee/branch subaccounts.
Do you think that could be a solution for you here?
If you only need B2BKing for subaccounts, we're happy to provide a refund so that you can switch to the other plugin.
We are currently using your plugins and are in the process of building a complete B2B system. We would like to clarify which of the following functionalities can be implemented using your tools (e.g., B2BKing, SalesKing), and what would require additional plugins or custom solutions.
Our business model:
We have sales representatives (managers), each with their own customer base
Each customer should be assigned to a specific sales rep
Sales reps should be able to:
View all purchases and orders from their assigned clients
Create carts or place orders on behalf of their clients
Payment terms management:
Sales reps or admin should be able to set delayed payment terms for specific clients (e.g., 14 days or until a specific date)
If the client fails to pay by the deadline, the system should:
Automatically block new orders
Show the outstanding balance that must be paid first
Bonus / loyalty system:
We want to allow clients to accumulate bonuses when they reach specific purchase thresholds.
For example, if a client spends €1000 within a certain time period, they:
Can pay partially or fully with their accumulated bonus amount
Or receive a category-based discount (e.g., 10% off in selected categories)
Discounts and promotional rules:
Gift with purchase logic:
We would like to set a rule where:
If a customer from a specific group (e.g., “Stylists”) buys a certain number of products from Group A (or category A),
→ They automatically receive a product from Group B as a free gift (added to the cart at 0 €)
Dynamic discount rules for specific groups:
Certain groups should receive specific discounts on selected products or categories
These discount rules should be flexible and allow us to assign different discount types to different customer groups
Automatic level upgrade:
If a client reaches a certain purchase amount (e.g., €2000 within a month), the system should automatically upgrade them to a higher discount group
Our questions:
Which of these features can be implemented with your platform (B2BKing / SalesKing)?
Which functionalities would require additional plugins or custom code?
Can you recommend trusted plugins that work well with your system to achieve this?
Do you offer advanced B2B solutions or integrations for businesses with this type of workflow?
We would appreciate your insight and guidance, as this functionality is essential to our operations.
Thanks for following up! Let me address your questions regarding the different functionalities you described:
1. Sales Representatives Management: Yes, this is fully possible with SalesKing - sales reps can manage their customer base, view orders, and create carts for clients.
3. Bonus/Loyalty System: While we don't have a specific bonus accumulation feature, you can achieve similar results using B2BKing's automatic group changes based on purchase value. For example, when a customer reaches €1000 in purchases, they can be automatically moved to a group with higher discounts. You can learn more about this here: https://woocommerce-b2b-plugin.com/docs/automatic-group-changes-based-on-total-purchase-value/
4. Gift with Purchase: We currently don't have functionality for automatic free gifts based on purchases. This would require custom development or a separate plugin.
5. Dynamic Discount Rules: This is fully supported in B2BKing through Dynamic Rules - you can create flexible discount rules for different customer groups across products and categories.
6. Automatic Level Upgrade: As mentioned above, this is possible using B2BKing's automatic group changes feature.
To summarize: - Core B2B features (sales rep management, customer groups, dynamic pricing) are covered by B2BKing + SalesKing - Payment terms and gift with purchase would require additional solutions - The bonus system could be partially achieved through our group system
Let me know if you need any clarification on these points!
Hello,
We are using B2BKing with multiple customer groups/levels, each one having different discount rules. We have a hierarchy of 4 levels, for example:
Level 1 → Beginner
Level 2
Level 3
Level 4 → Top Level (e.g., most loyal clients, best discounts)
Our goal:
If a Level 4 user (e.g., "Top Level") creates a subaccount, we want that subaccount to be assigned a different group — for example, Level 2, not the same group as the parent. This way, the subaccount would progress through the levels, instead of inheriting the top one right away.
The problem:
Currently, B2BKing assigns the same group as the parent account.
We want the ability to assign subaccounts to a different group, based on who created them.
Question:
Is there a way (via hook, code snippet, or future feature) to dynamically assign a specific group to newly created subaccounts, based on the group/level of the parent account?
This is very important for us as we manage discount levels through customer groups, and we want better control over how subaccounts progress through the system.
Thank you very much in advance!
Hello Vladislav,
Thank you for purchasing our plugin,
I also read your ticket at https://webwizards.ticksy.com/ticket/3844308/ - I will reply only here so we can keep the discussion focused,
Technically the hook you mentioned "b2bking_after_subaccount_created" is the correct one, but the problem is deeper.
In B2BKing, subaccounts are designed to be "employee / branch accounts" and always fully inherit the parent account in terms of pricing, what products they have access to, etc.
So unfortunately I think what you're asking is not really possible, because even if we forced a different group technically, the subaccount would still get the same prices and terms as the parent account.
I think it's better if we focus on what you're looking to ultimately achieve. What is the actual core goal here that you wish to achieve? Are these some kind of "sales reps" perhaps, or what do the parent account and subaccounts represent? What functionality do you need ideally?
Please let me know and we will try to think of the best solution or workaround here, maybe with a built-in setting or custom code snippet if needed.
Kind regards,
Stefan
Hello,
Thank you for your response. I understand that in your system, subaccounts are considered to be employees or branches that inherit all terms and conditions from the parent account (such as pricing, group, and product access).
However, in our case, subaccounts are not employees, but rather individual clients that are managed by our sales representatives (who are the main parent accounts).
These sales representatives:
Make their own purchases (they belong to the highest group – Level 4),
Also have clients of their own, and they create subaccounts for these clients,
We need these subaccounts to be assigned to a different, lower-level group (e.g., Level 2 or 3), so they receive their own pricing and can grow through the loyalty system.
It is also very important for us that:
Sales reps can see what their subaccounts/clients are purchasing,
Can help them fill their carts or check their order history,
But at the same time, the subaccounts should not receive the same prices or terms as the parent account.
Is there any way this could be achieved through a different mechanism than subaccounts? Perhaps via user meta relationships, assigned sales reps, or some alternative solution?
We would really appreciate your guidance, as this functionality is crucial for us.
Thank you again for your support!
Hi Vladislav,
Thanks for explaining your use case in detail! Based on what you've described, I think SalesKing would be a much better fit for your needs rather than using B2BKing's subaccount system. Here's why:
With SalesKing (https://kingsplugins.com/woocommerce-b2b/salesking/), your sales representatives would be able to:
1. Create accounts for their clients and assign them to specific customer groups (like Level 2 or 3)
2. View their clients' purchases and order history
3. Help fill their clients' carts
4. Manage their client base while keeping separate pricing/terms for each customer group
This seems to match what you're looking for, as each client would have their own independent account with their own group assignment, rather than inheriting everything from the parent account as B2BKing subaccounts do.
SalesKing is specifically designed for sales representative scenarios, where reps need to manage multiple independent customers rather than employee/branch subaccounts.
Do you think that could be a solution for you here?
If you only need B2BKing for subaccounts, we're happy to provide a refund so that you can switch to the other plugin.
Kind regards,
Stefan
We are currently using your plugins and are in the process of building a complete B2B system. We would like to clarify which of the following functionalities can be implemented using your tools (e.g., B2BKing, SalesKing), and what would require additional plugins or custom solutions.
Our business model:-
-
-
-
-
Payment terms management:We have sales representatives (managers), each with their own customer base
Each customer should be assigned to a specific sales rep
Sales reps should be able to:
View all purchases and orders from their assigned clients
Create carts or place orders on behalf of their clients
-
-
-
-
Bonus / loyalty system:Sales reps or admin should be able to set delayed payment terms for specific clients (e.g., 14 days or until a specific date)
If the client fails to pay by the deadline, the system should:
Automatically block new orders
Show the outstanding balance that must be paid first
-
-
-
-
Discounts and promotional rules:We want to allow clients to accumulate bonuses when they reach specific purchase thresholds.
For example, if a client spends €1000 within a certain time period, they:
Can pay partially or fully with their accumulated bonus amount
Or receive a category-based discount (e.g., 10% off in selected categories)
-
-
-
-
-
-
-
Our questions:Gift with purchase logic:
We would like to set a rule where:
If a customer from a specific group (e.g., “Stylists”) buys a certain number of products from Group A (or category A),
→ They automatically receive a product from Group B as a free gift (added to the cart at 0 €)
Dynamic discount rules for specific groups:
Certain groups should receive specific discounts on selected products or categories
These discount rules should be flexible and allow us to assign different discount types to different customer groups
Automatic level upgrade:
If a client reaches a certain purchase amount (e.g., €2000 within a month), the system should automatically upgrade them to a higher discount group
Which of these features can be implemented with your platform (B2BKing / SalesKing)?
Which functionalities would require additional plugins or custom code?
Can you recommend trusted plugins that work well with your system to achieve this?
Do you offer advanced B2B solutions or integrations for businesses with this type of workflow?
We would appreciate your insight and guidance, as this functionality is essential to our operations.
hello i didnt get answer
Hi Vladislav,
Thanks for following up! Let me address your questions regarding the different functionalities you described:
1. Sales Representatives Management:
Yes, this is fully possible with SalesKing - sales reps can manage their customer base, view orders, and create carts for clients.
2. Payment Terms:
Unfortunately, we don't have built-in delayed payment functionality. You can use B2BKing's "pay later" invoice gateway https://woocommerce-b2b-plugin.com/docs/invoice-payment-gateway/ but this has no specific time delay or limit.
3. Bonus/Loyalty System:
While we don't have a specific bonus accumulation feature, you can achieve similar results using B2BKing's automatic group changes based on purchase value. For example, when a customer reaches €1000 in purchases, they can be automatically moved to a group with higher discounts. You can learn more about this here: https://woocommerce-b2b-plugin.com/docs/automatic-group-changes-based-on-total-purchase-value/
4. Gift with Purchase:
We currently don't have functionality for automatic free gifts based on purchases. This would require custom development or a separate plugin.
5. Dynamic Discount Rules:
This is fully supported in B2BKing through Dynamic Rules - you can create flexible discount rules for different customer groups across products and categories.
6. Automatic Level Upgrade:
As mentioned above, this is possible using B2BKing's automatic group changes feature.
To summarize:
- Core B2B features (sales rep management, customer groups, dynamic pricing) are covered by B2BKing + SalesKing
- Payment terms and gift with purchase would require additional solutions
- The bonus system could be partially achieved through our group system
Let me know if you need any clarification on these points!
Kind regards,
Stefan