b2b registration for magento 2 - bsscommerce.com fileb2b account page url: input url of the customer...

1 User Guide | B2B Registration

B2B REGISTRATION

FOR MAGENTO 2

BSS COMMERCE

User Guide | B2B Registration for Magento 2

B2B REGISTRATION

FOR MAGENTO 2

USER GUIDE

BSS COMMERCE 1

https://bsscommerce.com/magento-2-b2b-registration-extension.html

BSS COMMERCE 2

2 User Guide | B2B Registration for Magento 2

Contents

1. B2B Registration for Magento 2 Overview ......................................................... 3

2. How Does B2B Registration for Magento 2 Work? ............................................ 4

2.1. In the frontend of B2B Registration for Magento 2 extension ........................... 4

2.2. In the backend of B2B Registration for Magento 2 extension ........................... 7

2.2.1. General Configuration ............................................................................... 7

2.2.2. Customers Attributes in the backend ....................................................... 10

3. Contact Us ........................................................................................................... 14

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1. B2B Registrationfor Magento 2 Overview

Magento 2 B2B Registration extension allows admins to create a new registration form

by adding more fields for B2B customers in the form. Hence, store ownerseffectively

obtain additional information from wholesale customers when registering on the B2B

form.

https://bsscommerce.com/magento-2-b2b-registration-extension.html

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2. How Does B2B Registrationfor Magento 2 Work?

2.1. In the frontend of B2B Registration for Magento 2 extension

Magento 2 store owners can extendthe customer registration form, which will contain

more attribute fields, such as: Date of Birth, Tax/VAT number, Gender and Address

Information. So when visiting your Magento 2 store, customers can register as

wholesale if they want instead of the default normal account creation.

There is a message shown up after the customer created an account successfully.

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Then when this customer tries to sign in, there will be a Pending message shown up:

Next, a notification email will be sent to admin:

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Then admin accepts or declines new accounts, there will be Approval or Disapproval

emails sent to customers.

Here is an Approval email:

Here is a Disapproval email:

When this customer signs in, if his account is still pending, then the Pending message

will be displayed. In case his account is disapproved, there will be a Disapproved

message:

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2.2. In the backend of B2B Registration for Magento 2 extension

2.2.1. General Configuration

Go through Stores Settings Configuration BSS Commerce B2B

Registration

In General Configuration:

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Enabled: choose Yes to enable the module.

In Register Settings:

B2B Account Page URL: input URL of the customer registration page

Shortcut Link in Header: select Yes to enable the shortcut link in the header.

So customers can click this shortcut link to navigate the registration page.

Shortcut Link Text: input the title of the shortcut link in the header.

Form Title: input the title of the B2B registration form

Add Date of Birth Field: choose Yes to add this birthday field into the

customer creation form. If not, then choose No.This configuration only works

when the default Show Date of Birth is not required (You go through

Configuration Customer Customer Configuration Name and Address

Options Show Date of Birth. In case this default setting is required then this

field will be added into B2B form)

Add Tax/VAT Number Field: choose Yes to add this Tax/VAT number field

into the creation form.This configuration only works when the default Show

Tax/VAT Number is not required (You go through Configuration Customer

Customer Configuration Name and Address Options Show Tax/VAT

Number. In case this setting isdefault required then this field will be added into

B2B form)

Add Gender Field:select Yes in order to add Gender field into the registration

form.This configuration only works when the default Show Gender is not

required (You go through Configuration Customer Customer

Configuration Name and Address Options Show Gender. In case this

setting is default required then this field will be added into B2B form).

Add Prefix Field:This configuration only works when the default Show Prefix

is not required (You go through Configuration Customer Customer

Configuration Name and Address Options Show Prefix. In case this


If you enable this setting, then Prefix Dropdown Options will show up.

All values are separated by the semicolon.

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Choose No if you do not want to add Prefix into name of B2B

customers.

Add Suffix Field:This configuration only works when the default Show Suffix

is not required (You go through Configuration Customer Customer

Configuration Name and Address Options Show Suffix. In case this


If you enable this setting, then Suffix Dropdown Options will show up.

All values are separated by the semicolon.

Choose No if you do not want to add Suffix.

Add Middle Field:Select Yes to add middle name into name of wholesale

customers.

Add Address Field: select Yes to add Gender field into the registration form.

Default Customer Group: choose a group which you want to add the

customer into.

In Approval Settings

Auto Approve Accounts:

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Choose Yes if you want to accept new accounts automatically.

NOTE:The difference between this Auto Approve Accounts function and the

default is that you still can change customer account status in the backend, whereas

the default cannot.

Choose No if you want to approve accounts manually.

Pending Message: you can edit text for the Pending message.

Disapproval Message: you can edit text for the Disapproval message.

In Admin Emails Settings:

Enabled: choose Yes to enable configurations below.

Email Sender: choose a name and email sender from Store Email Address of

the default.

Email Templates: choose one of the available email templates of websites.

This selected template will be used to send notifications about new accounts

created for admin.

Recipients: input emails receiving notification about new accounts created.

They are separated by commas.

In Customer Email Settings:

Enabled: choose Yes so that all configurations below can work.

Email Sender: choose name and email of the sender from Store Email Address

of the default.

Approval Email Templates: select one of the available email templates of

your site. This template will be used if admin change account status into

Approved.

Disapproval Email Templates: select one of the available email templates of

your site. This template will be used if admin change account status into

Disapproved.

2.2.2. CustomersAttributesin the backend

In Customer Grid:


After installing B2B Registration

column in Customer Grid in the backend:

In addition, admin can edit this status

Moreover, admin can have mass action: choose multiple customer accounts to

approve or disapprove them at once:

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B2B Registration for Magento 2 extension, t

Customer Grid in the backend:

In addition, admin can edit this status conveniently right in Customer Grid:


approve or disapprove them at once:

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for Magento 2 extension, there is a Status

conveniently right in Customer Grid:



In Customer Information:

Status information is included into Customer View

Admin can change an accoun

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:

Status information is included into Customer View:

Admin can change an account status as wish in Account Information:

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t status as wish in Account Information:

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NOTE: In case admin creates an account in the backend for a customer, there will

be an approval notification email sent to the customer after finish creating this

account. However, that account has Normal status, admin can change into B2B

Approval status, there also a notification email sent to that customer.


3. Contact Us

Any questions or concern about us, feel free to

Website: http:/bsscommerce.com

Support: [email protected]

Skype:support.bsscommerce BSS Support team is always ready to aid you with any issue referring to our

products. Additionally, we also give you Website development and Administration

Support.

We do offer:

1. Free installation services for commercial products

2. Free updates within offered support period

Our duties:

1. Responsibility for resolving product bugs

2. Help with technical queries

3. Technical support in installation and product usage.

BSS COMMERCE


or concern about us, feel free to contact:

http:/bsscommerce.com

[email protected]

Skype:support.bsscommerce

BSS Support team is always ready to aid you with any issue referring to our


Free installation services for commercial products.

Free updates within offered support period.

Responsibility for resolving product bugs.

Help with technical queries.

Technical support in installation and product usage.

BSS COMMERCE 14

BSS Support team is always ready to aid you with any issue referring to our


http://bsscommerce.com/

mailto:[email protected]

b2b registration for magento 2 - bsscommerce.com fileb2b account page url: input url of the customer...

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