Okay
  Public Ticket #4540394
is this a plugin??
Closed

Comments

  • Shane started the conversation

    I am a consultant for a business that operates mostly as B2B.   I am looking at the B2B King module.  Is this a plugin that we download and install onto our own server?  Here are our needs:  

    • Login
      • List of branches
      • Select branch
      • Show specific products for that branch

     once logged in: 

    • 1)Products per customer / customer specific pricing.
    • 2)Show specific products by customer.
    • 3)Show shipping address based on customer's branch
    • 4)Order approval plugin.  Some clients require order approval.  On those we want to generate an automatic email with the contents of the order and have it emailed to a designated contact to review.  There should be 2 links in the email, approve order or decline order.  both of those should return the approver to the site (no login necessary) to update the status.

     

     

     

  •  2,724
    WebWizards replied

    Hi Shane,

    Thanks for getting in touch and for your interest in B2BKing!

    To answer your first question: Yes, B2BKing is a standard WordPress plugin. You download the full source code and install it on your own server. You have full control over the code and can modify it as needed. We offer both annual and lifetime licenses. In the case of annual licenses, if it expires, you can still use the plugin and all its features forever; you just wouldn't receive new updates or support.

    Regarding your specific feature requirements:

    1. Products and Pricing per Customer: It is possible to have unique products per customer and customer-specific pricing. This is achieved via our pricing features and the plugin's Product Visibility module:
    https://woocommerce-b2b-plugin.com/docs/faq-product-visibility-is-not-working-how-to-set-up-product-visibility/

    2. Branches and Subaccounts: Our plugin has a "Subaccounts" feature that allows for multiple buyers per account (which can act as branches). Each subaccount can have its own specific address.
    https://woocommerce-b2b-plugin.com/docs/multiple-buyers-per-account-subaccounts/

    However, please note a limitation regarding your requirement to show specific products per branch. Currently, the parent account and subaccounts (branches) share the identical product catalog and pricing. It is not possible by default to have the parent account and branches see different products or prices. Some level of customization would likely be needed to fully achieve that specific scope.

    3. Order Approval: There is a Company Order Approval feature available between parent and subaccounts:
    https://woocommerce-b2b-plugin.com/docs/company-order-approval/

    Regarding the email workflow, the system does not include "Approve" or "Decline" buttons directly inside the email body. Instead, the email contains a "Review" link. The user clicks that link, which takes them to the site where they can then approve or decline the order.

    I hope this helps clarify things! Let me know if you have any other questions.

    Kind regards,
    Stefan

  • Shane replied

    I am curious how payment methods are handled. None of these accounts pay online. They have 30 day terms with us. We invoice them outside of the website.

     

    See my notes in BOLD:

     

    Regarding your specific feature requirements:

    1. Products and Pricing per Customer: It is possible to have unique products per customer and customer-specific pricing. This is achieved via our pricing features and the plugin's Product Visibility module: https://woocommerce-b2b-plugin.com/docs/faq-product-visibility-is-not-working-how-to-set-up-product-visibility/

    This makes sense. We tried a similar plugin on our existing site. It made items not visible most of the time. The exception was when an item was searched, the limited visibility items would still appear in the search results. Example: Let’s say we assign item 12345.WB to Wesbanco. Nobody could see that on the site. But the moment someone searched 12345 it would also pull 12345.WB into the search results.

    2. Branches and Subaccounts: Our plugin has a "Subaccounts" feature that allows for multiple buyers per account (which can act as branches). Each subaccount can have its own specific address. https://woocommerce-b2b-plugin.com/docs/multiple-buyers-per-account-subaccounts/

    However, please note a limitation regarding your requirement to show specific products per branch. Currently, the parent account and subaccounts (branches) share the identical product catalog and pricing. It is not possible by default to have the parent account and branches see different products or prices. Some level of customization would likely be needed to fully achieve that specific scope.

    I am concerned about limitations on this. Our larger customer continues to grow (added 30 more branches in 2025) and they use breck-direct.com daily. I will also need each branch to have unique items. Some branches might have identical lists but some are very different. On breckproducts.com, I thought we could use the “wish-list” feature for this design but I cannot edit it once the customer changes the password. I am not against customization but I worry about long term use. I hope we can create templates so my team can setup new customers in the future and not required outside help coding to setup new customers. I guess we could always make BFS the main account and all the users subaccounts. But the larger customer has almost 500 users and we convinced them to go one login when change over. Sorry, thinking out loud

    3. Order Approval: There is a Company Order Approval feature available between parent and subaccounts: https://woocommerce-b2b-plugin.com/docs/company-order-approval/

    Regarding the email workflow, the system does not include "Approve" or "Decline" buttons directly inside the email body. Instead, the email contains a "Review" link. The user clicks that link, which takes them to the site where they can then approve or decline the order.

    This would work just as well for us. I assume we can edit the text in the email that will be sent out. Is it possible for BFS to view pending orders or get an email when it is submitted for approval?

  •  2,724
    WebWizards replied

    Hi Shane,

    Thank you for following up,

    -> B2BKing works with any external payment gateway, and also has its own built-in Invoice Payment Gateway. This sounds like it would be a good fit for your workflow - when enabled, customers can place orders without paying online, with the expectation that you invoice them separately afterwards.

    The plugin itself doesn't generate the invoice, but it allows the order to go through without payment. More details here: https://woocommerce-b2b-plugin.com/docs/invoice-payment-gateway/

     

    -> Our product visibility module hides products everywhere on the site, including in search results. So the issue you experienced with the other plugin shouldn't happen here - if item 12345.WB is assigned only to Wesbanco, only Wesbanco would see it, both when browsing and when searching. Other users searching for "12345" would not see 12345.WB in their results.

     

    -> For your scenario with branches needing different product lists, you'd likely need some customization or a creative approach to the site structure. One option could be setting up different pages or sections for different branches, or using B2B groups creatively to segment visibility. You could also potentially treat each branch as its own account (rather than a subaccount) so each gets its own product visibility rules and pricing. That way your team could set up new branches using templates/groups without needing developer help each time. There are trade-offs with each approach, and some custom work may still be needed depending on exactly how you want the UI to work. Unfortunately we're not able to do custom development ourselves as we focus exclusively on the plugin, but we can provide technical guidance and documentation to help a developer implement what you need.

     

    -> Yes, you can fully customize the email templates. Regarding the parent account - they receive an email notification whenever a subaccount places an order for approval. They can also view all pending orders under My Account -> Orders.

     

    I hope this helps clarify things. Let me know if you have any questions,

    Kind regards,
    Stefan

  • Shane replied

    Here are the follow-up questions from my client: 


    I love the option to place orders without paying online, product visibility and approval process.

     

    I think at this point, my biggest concern is branch specific products, address limits and tying addresses to branches.

    • Branch specific products - I think creating pages for each branch will work better than separate logins for each branch. Many of these customer use an internal portal that IT setups up with the login so they do not need separate logins for everything. The one customer that does not utilize this is open to the idea. We currently field 5-15 emails a day from this customer about login questions. Having a single login will streamline this process. I don’t know how many pages would be needed. I would need to investigate this a little bit. I am concerned the site will run slow with too many pages and I worry about templates if there are too many pages.
    • Address limits & tying addresses to branches – Have we addressed this more? I am concerned whether this will support all the current addresses and more. Will it slow down the site? When the customer chooses which branch, we will need the address to populate at checkout. We also currently offer editing capabilities in the attention line and email section at checkout for the designated address.

     

    I understand we might need some custom code but I also know that code like that can break during updates of wordpress or the plugins. What would be the plan for this for the future?


  •  2,724
    WebWizards replied

    Hi Shane,

     

    Thanks for passing along those follow-up questions.

    I want to be upfront here - it sounds like the final architecture for this project involves several moving parts (branch-specific products, address management tied to branches, single login for many users, etc.), and the best approach will really depend on the specific setup you and your developer decide on. Let me share some thoughts on each point, but I'd recommend working closely with a developer from the start to map out the full site plan, since some of these pieces go beyond what B2BKing handles natively.

     

    Branch-Specific Products via Pages

    If you'd like a single login and then separate pages per branch, one approach would be using WooCommerce product tags. For example, you could tag products with "Branch1", "Branch2", etc., and then create a page for each branch using a shortcode like [products tag="branch1"]. This is actually native WooCommerce functionality and doesn't require B2BKing specifically. B2BKing's visibility module works at the account/group level across the entire site, so it wouldn't apply per-page in this way.

    Regarding performance concerns - the number of pages on the site shouldn't be an issue. A page is essentially just a post in WordPress, and it's very common for WP sites to have thousands or tens of thousands of posts without performance problems.

     

    Addresses & Tying Addresses to Branches

    Allowing a customer to choose between multiple addresses at checkout isn't something B2BKing does natively. There are plugins like ThemeHigh Multiple Addresses that handle multiple shipping addresses, but tying a specific address to a specific branch page would require custom code to connect those pieces together.

     

    B2BKing Subaccounts

    With B2BKing's subaccounts feature, each subaccount is its own separate account under a parent (with a unique login, or the parent can use the "Log in as" button to switch). Product visibility in B2BKing applies at the account/group level across the entire site - not per page. So if you went the subaccount route, each subaccount could potentially have different visibility rules, but that's a different approach from the single-login-with-branch-pages idea.

     

    Custom Code & Updates

    You're right that custom code can sometimes need adjustments after WordPress or plugin updates. The best practice is to keep custom code in the child theme's functions.php or a code snippets plugin, and test updates on a staging site before pushing to production. This is standard for any WooCommerce site with customizations.

    Overall, I think the key here is to get very specific about the final architecture before starting. There are a few different ways to approach this, and each has trade-offs. I'd strongly recommend sitting down with your developer to map out exactly how logins, branch selection, product visibility, and address management should all connect - and then we can help confirm which parts B2BKing can handle and provide technical guidance for the rest.

     

    Let me know if you have any questions!

    Kind regards,
    Stefan

  • Shane replied

    Do you have a list or recommendation for any developers who have worked with your plugins and could do modifications to suit my client?

  •  2,724
    WebWizards replied

    Hi Shane,

    Unfortunately we don't have a specific list of developers. A couple of options I'd suggest:

    - https://www.codeable.io/ - you could get a quote there, they specialize in WordPress/WooCommerce work
    - https://woocommerce.com/development-services/ - WooCommerce's own development services directory

    Otherwise, any agency with solid WooCommerce experience should be able to work with this. B2BKing is a standard WooCommerce plugin, so any experienced WooCommerce developer should be able to pick it up without much trouble. We're always happy to provide technical guidance and answer questions from their side as well.

     

    Kind regards,
    Stefan