B2B Suite| User Manual

User Manual - B2B Suite

Magento 2 B2B Suite is a win-win solution as you get an all-in-one complex instrument for running your B2B business. 

Compatibility: Magento Open Source 2.3.X - 2.4.X, Magento Commerce 2.3.X - 2.4.X

Modules, included in B2B Suite 1.0.6: Cart to Quote 1.7.1, Company Accounts 1.7.0, Credit Limit 1.1.0, Requisition Lists 1.1.0, Quick Order 1.1.2

Installing Magento 2 B2B Suite

Command Line Installation

  1. Backup your web directory and store database
  2. Download the B2B suite installation package
  3. Upload contents of the B2B suite installation package to your store root directory
  4. In SSH console of your server navigate to your store root folder:
cd path_to_the_store_root_folder

run the following command:

php -f bin/magento module:enable Aheadworks_Ca
php -f bin/magento module:enable Aheadworks_Ctq
php -f bin/magento module:enable Aheadworks_CreditLimit
php -f bin/magento module:enable Aheadworks_RequisitionLists
php -f bin/magento module:enable Aheadworks_QuickOrder

then:

php -f bin/magento setup:upgrade

after:

php -f bin/magento setup:static-content:deploy

     5. Flush store cache; log out from the backend and log in again

Make sure the installation is done from the FTP Administrator account. Otherwise, set 775 permissions to the store root directory after the extension is deployed.

Composer Installation

If you are installing an extension from Aheadworks for the first time, you need to add our composer repository to your Magento store:

     1. Login to your ssh console and navigate to your store folder:

cd path_to_the_store_root_folder

Run the following command:

composer config repositories.aheadworks composer https://dist.aheadworks.com/

On successful execution of the command you will be able to use the composer to install the extensions.

To install the extension:

     2. Login to your ssh console and navigate to your store folder:

cd path_to_the_store_root_folder

    3. Run the following command to install the latest version of the extension:

composer require aheadworks/module-ca-b2b-suite
composer require aheadworks/module-ctq-b2b-suite
composer require aheadworks/module-credit-limit-b2b-suite
composer require aheadworks/module-requisition-lists-b2b-suite
composer require aheadworks/module-quick-order-b2b-suite

if you need to install a specific version, run this command:

composer require aheadworks/module-ca-b2b-suite:<version>
composer require aheadworks/module-ctq-b2b-suite:<version>
composer require aheadworks/module-credit-limit-b2b-suite:<version>
composer require aheadworks/module-requisition-lists-b2b-suite:<version>
composer require aheadworks/module-quick-order-b2b-suite:<version>

 

Specify the version of the extension in <version>

When prompted, enter Public Key (Username) and Private Key (Password):

Both Public Key (Username) and Private Key (Password) can be found in My Projects and Licenses in your personal account on our site:

 4. Enable the extension:

php -f bin/magento module:enable Aheadworks_Ca
php -f bin/magento module:enable Aheadworks_Ctq
php -f bin/magento module:enable Aheadworks_CreditLimit
php -f bin/magento module:enable Aheadworks_RequisitionLists
php -f bin/magento module:enable Aheadworks_QuickOrder

Next, register the extension:

bin/magento setup:upgrade

Recompile your Magento store if you are in the Production mode:

bin/magento setup:di:compile

To verify that the extension is enabled, run this command:

bin/magento module:status

Clean store cache, by running the following command:

bin/magento cache:clean

Log out and Log in the backend again.

To upgrade the extension:

     5. To update or upgrade an extension:

Download the updated extension file. Take note of the module-name and version. Export the contents to your Magento root.

If a composer package exists for the extension, run one of the following.

Update per module name:

composer update aheadworks/module-ca-b2b-suite
composer update aheadworks/module-ctq-b2b-suite
composer update aheadworks/module-credit-limit-b2b-suite
composer update aheadworks/module-requisition-lists-b2b-suite
composer update aheadworks/module-quick-order-b2b-suite

Updater per version:

composer require aheadworks/module-ca-b2b-suite:<version>
composer require aheadworks/module-ctq-b2b-suite:<version>
composer require aheadworks/module-credit-limit-b2b-suite:<version>
composer require aheadworks/module-requisition-lists-b2b-suite:<version>
composer require aheadworks/module-quick-order-b2b-suite:<version>

Run the following commands to upgrade, deploy, and clean the cache.

php bin/magento setup:upgrade --keep-generated
php bin/magento setup:static-content:deploy
php bin/magento cache:clean

Set up cron

For stable B2B suite workflow Magento Cron should be set up. If you have already configured cron jobs for your Magento installation then you can skip this step.

Read the following instructions on setting cron job for your Magento store: Magento user guide.

Generally, it would be enough to run in SSH console of your server: 

crontab -e

And insert the following line:  

*/3 * * * * php -c <ini-file-path> <your Magento install dir>/bin/magento cron:run
*/3 * * * * php -c <ini-file-path> <your Magento install dir>/update/cron.php
*/3 * * * * php -c <ini-file-path> <your Magento install dir>/bin/magento setup:cron:run
Remember to confirm the Save request when exiting the installation.

Uninstalling Magento 2 B2B Suite

Automatic removal

To uninstall the module, run the following command:
php bin/magento module:uninstall Aheadworks_Ca
php bin/magento module:uninstall Aheadworks_Ctq
php bin/magento module:uninstall Aheadworks_CreditLimit
php bin/magento module:uninstall Aheadworks_RequisitionLists
php bin/magento module:uninstall Aheadworks_QuickOrder
Please note: uninstall script works correctly only if the module was previously installed via Composer

Note for a developer:

To use the uninstall script in the standard workflow, see Magento\Setup\Console\Command\ModuleUninstallCommand::validate(). The function should return an empty array for further correct processing. You can simply comment out the lines 319-338.

Manual Removal

1. Disable the module by executing the following commands:

php bin/magento module:disable Aheadworks_Ca
php bin/magento module:disable Aheadworks_Ctq
php bin/magento module:disable Aheadworks_CreditLimit
php bin/magento module:disable Aheadworks_RequisitionLists
php bin/magento module:disable Aheadworks_QuickOrder
php bin/magento setup:upgrade
 
2. Remove the extension files from the following folder:
 
app/code/Aheadworks/Ca
app/code/Aheadworks/Ctq
app/code/Aheadworks/CreditLimit
app/code/Aheadworks/RequisitionLists
app/code/Aheadworks/QuickOrder

 

 

Introducing the Magento 2 B2B Suite

Magento 2 B2B Suite is a complex instrument to run your business smoothly and efficiently. The module consists of 5 extensions which are closely integrated allowing to do the following:

  • Enable customers to create corporate accounts with multiple members of various roles and permissions (Company Accounts)
  • Encourage sales by offering credit to the customers you trust (Company Credit)
  • Negotiate requests for quotation with customers you trust and reach the best win-to-win deals (Cart to Quote)
  • Enable customers to collect frequently bought products into multiple requisition lists for further quick orders (Requisition list)
  • Speed up placing bulk orders by collecting and adding SKUs straight to Cart (Quick Order by SKU)

Magento 2 Company Accounts

First and foremost, Magento 2 Company Accounts makes B2B comfortably possible! Secondly, you get both Bs of the model at the same time. For merchants, it is easier to manage the accounts of companies, and project for higher sales as you can see a broader purchasing strategy of the partner. For customers - to stay organized within a sharp structure with apparent role boundaries, to act as one but lose no individuality, to always retain composure and feel the back of the colleague.

You can find a detailed user guide here:

Magento 2 Company Credit

Aheadworks B2B Company Credit extension for Magento 2 facilitates offering credit to encourage customers to speed up and increase the amount of their spending. Company Credit for Magento 2 allows individual and bulk offers to customers, groups, and even companies they represent. The module helps tackle potential risks in offering credit by arranging accurate records of credit history and enabling updates to the limits and balances when need be. Selling on credit you state the stability of your business and stand up against the competition.

Check this user guide to see the available configuration options:

Magento 2 Cart to Quote

The Cart to Quote extension for Magento 2 is to support natural negotiations when customers strive to get the precise and quantifiable product at the lowest possible price, and merchants aim at a higher profit, hoping to sell more and sell stuff faster. Furthermore, negotiations let shoppers experience merchants' flexibility, generosity, and appreciation of their needs. The module allows clients to easily shape requests for quotes (RFQ) while browsing the catalogs and topping up carts. Admins get able to manage the quotes, suggest counter-offers, set email notifications and react to responses with the change of quotation status - to shape order and close the deal in a mingle of an eye.

You can find settings details and Frontend view in this guide:

Magento 2 Requisition Lists

Requisition Lists for Magento 2 is an extension to support customer procurement operations on your Magento 2 stores. It enables customers to collect frequently bought products into multiple requisition lists and use them at a later date to place orders. Each item on a requisition list is associated with a catalog entry and has the following attributes: Product Name, Image, SKU, Size, Color (other configurable parameters of a product), Current Product Price. The extensions makes it possible to edit both the requisition lists and the products on the lists. Editing products presumes updating product configuration and quantity, as well as removing products from the list, individually or in bulk. Furthermore, customers are able to move or copy products from list to list. Selected products can be added to Cart in one click. The module can be integrated with Company Accounts and Easy Reorder, the modules that together provide for full-fledged corporate experience in eCommerce procurement. 

For an in-depth look check this user guide:

Magento 2 Quick Order by SKU

Quick Order by SKU for Magento 2 is an extension to enable the fast placing of orders by entering, uploading, or importing product SKUs to a specially designated form on the Quick Order page. Products are collected into an order list, where configuring and updating the quantity of thereof is implemented. Lists are transferred into Cart with a single click on a button.

Find out configuration details and Frontend view here:

B2B Suite Integrations

 

Integration

Benefits

Company Accounts + Cart to Quote

Company is a customer attribute in the M2 Company Accounts extension, thereby on integration with Cart To Quote it will be added to the layouts of the Create/Edit Quote page and Quotes grid. 

Company Accounts + Company Credit

Credit limit specification is now enabled to customer companies.

Company Accounts + Quick Order by SKU

B2B clients shop differently from regular customers and thereby may need the Quick Order functionality more than the latter. Collect and enter SKU straight to cart with Quick Order by SKU integration.

Company Accounts + Requisition Lists With Company Accounts and Requisition Lists integration corporate customers can share requisition lists between company sub-accounts, and see who updated the lists last (two columns are added to the My Requisition Lists grid: Owner and Updated By).

The Company Account Admin has absolute rights over the requisition lists created by company members.

The Admin can edit the lists of the members like his/her own ones. It means that the Admin can change the quantity of the products, product options, delete and add new products; change the name of the list; share of hide the list for the members.

To share a requisition list between the company members, the Customer proceeds to the Edit Requisition List pop-up and ticks the Shared checkbox. The Company Admin will have access to all requisition lists, whether they were shared or not.

When the Company Admin is browsing the store, the Add to Requisition List option on a product page will feature all requisition lists created within the company (both those of the Admin and company members). The requisition lists owned by the Admin will be at the top of the Add to Requisition List drop-down. Company sub-accounts will see the lists they own, as well as the lists that were shared among the company.

Cart to Quote + Quick Order by SKU

The Magento 2 Cart to Quote module features the Request for Quote button on the Cart page when the Quick Order list is converted to Cart.

 

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