[2023 Update] All Magento 2 B2B Features to Better a B2B Website

When you search for Magento 2 B2B suite, Magento 2 B2B Extension, Magento B2B, B2B eCommerce Platform, Magento B2B features or Magento 2 B2B features, there are hundreds of results at a click.

It makes sense!

Grabbing the Magento B2B feature list in your hand can take your B2B eCommerce business to a higher level and streamline corporate buying experiences. 

The Magento B2B firm is now gradually turning into eCommerce, making it easy for sellers to access more potential corporate customers while buyers can place orders at will rather than calling and waiting forever for the salespeople.

In that context, we introduce a recommended Magento 2 B2B Feature List to help.

Please note that most of these following extensions below are compatible with the Hyva theme, thus, store owners who are using the Hyva theme can also make use of them.

Let’s check it all out down below.

DON’T MISS a full package as Magento 2 B2B extensions or B2B Web development services to complete your wholesale website.

I. Essential Magento 2 B2B Feature List

B2B, short for business-to-business, is a form of transaction between businesses. B2B customers are wholesalers who always buy in bulk.

Compared to B2C customers, B2B customers have more urgent business needs, and the relationship between you and your B2B customers will last longer.

That is why you should not treat your B2B customers as their B2C counterparts. 

Your B2B customers would prefer something other than the multi-click B2C experience. They would expect as much as possible a fast, simple, and convenient shopping experience.

Your B2B customers would not be satisfied with the multi-click B2C experience. They would expect a fast and simple, and convenient shopping experience, as much as possible.

Thus, enriching your site with enough Magento B2B functionality will make your business more professional in the eyes of corporate buyers and increase their satisfaction when doing business with you.

Below, we will walk you through all the unique demands of B2B customers.

1. Magento 2 B2B Price

Wholesalers are sensitive to price much more than any customer group. Hence, in your Magento B2B features list, make sure you manage the price wisely. For example, you can hide the price and offer those contacting you a personalized quotation.

Hide Price

The very first of the Magento 2 B2B features list you should employ to boost sales and conversion rate is the Hide Price functionality.

As the name might already suggest, you should hide product prices from particular customer groups – wholesalers, for example, and encourage them to take further actions to get discounted rates.

Benefits are a no-brainer:

Firstly, the Hide price allows a flexible Magento B2B pricing policy to make the most out of customer groups’ purchasing powder.

Secondly, it promotes the connection between sellers and buyers. Indeed, online B2B is now self-serviced; however, the two must still be in touch to ensure a long-term relationship.

Important as the hide-price Magento B2B functionality is, the default Magento Commerce b2b features failed to do so. All visitors can get your valuable Magento B2B pricing strategy at a glance. Thus, you need to invest in a Hide Price Magento 2 B2B extension.

Key features:

• Hide prices from specific products, categories
• Hide prices for selected customer groups
• Tailor Add to Cart button with custom text and redirect it to custom URL

Call for price

If you plan to hide prices from wholesalers, then do not make it hard like hail to get the price. Anyone interested in your products should find a direct way to call for a personalized quotation.

The Hide Price extension – a Magento 2 Commerce B2B extension allows tailoring some text and adding links to the Contact us page, email, or phone number. Nevertheless, these sound like traditional B2B experiences, which might not be included in Magento 2 B2B feature list that wholesalers ask for.

Instead, they want a more “automatic” call for the price method. Can they?

Magento 2 B2B firm buyers can call for price quickly with the support of our Hide Price/Call for Price extension:

• Hide price from groups, categories, and products
• Replace Add to cart with customizable call-for-price text
• Enable Call for Price form for customers to submit their wanted price on the fly

For those who are seeking flexible Magento B2B features for your website, Magento 2 Price Per Customer (aka Custom Pricing) is the best solution. Utilizing this tool, the admin user can customize different prices of the same product for different customers/ customer groups, and the custom price will completely replace the original price. 

Key features:

• Customize different product prices for different customers/ customer groups
• Replace original price completely with a custom price per customer price
• Assign Price rules massively with conditions
• Compatible with Hyva theme

Request for quote

Some vendors provide extensions that are similar to the Call for Price extension and name it “Request for quote” extension. However, the B2B quote request process is far more complicated than the Call-for-price form.

Ideally, a quote request process should cover from browsing to requesting a quote and order placement.

Therefore, let’s get insight into Request for Quote features in Magento 2 Commerce B2B solution, known as Magento 2 B2B Enterprise Edition, to know how Magento 2 supports wholesalers to submit a Magento B2B pricing negotiation.

Here comes the example of The Quote Magento 2.4 B2B features:

Step 1: Buyers Request a Quote

On the storefront, Magento 2 B2B buyers log in to their wholesale accounts. While browsing across the Magento 2 B2B website, they can add any products to Magento B2B quote for later pricing negotiation.

The quote cart works almost similarly to the regular shopping cart, except for the fact that the buyers do not need to make an actual payment. The payment method for the quote is set to No Payment Information Required.

By clicking on Request a Quote, buyers will send a quote submission to the seller and wait some time for the reply via email.

Step 2: Seller Review The Submitted Quote & Respond

The seller, on the other side, is notified about the quote request via email and in the Quotes grid. Here he or she can check all quote information to decide whether to decline, accept, or adjust the quote information.

An email will be sent to inform of the seller’s decision so that the buyer can take further action.

Step 3: Buyers Receive The Quote Response

Similarly, the buyers can get notified about the quote via email and under the My Quote Account Dashboard. Based on the seller’s decision, corporate buyers can extend the negotiation process or end the quote.

Step 4: Buyers Convert Quote to Cart

Upon agreement with the seller, the buyers can check all items out at the proposed prices. Additional discounts or negotiations are unavailable.

Excitingly enough, we will soon associate all of these essential quote features in our Magento 2 B2B suite.

Explore later down below!

2. Magento 2 Commerce B2B accounts

B2B buyers make an order on behalf of their company rather than on their own. Thus, account and customer data management is also much more complicated than that of the B2C business. Generally, an account can be used by a team that takes different roles within a Magento B2B firm.

Company account

For Magento 2 Community website, you can install the Magento 2 Company Account to make use of the B2B account features.

Simply put, this extension allows sharing access to a B2B account with many users, but roles and permissions are limited.

For instance, a super-administrator has the utmost capability to deal with overall tasks. Meanwhile, sub-admins are assigned to shoulder the management burden related to specific aspects, such as tracking sales and quotes or placing orders.

Benefits of Magento 2 B2B features of the company account you can savor from Magento enterprise B2B edition:

From the sellers’ perspective:

• Magento 2 enables B2B features in terms of account access;
• Get to know more about B2B customers;
• Create Magento B2B firm accounts in the backend and assign them to customers;
• Manage all B2B customers within a handy grid;
• Set up Magento B2B pricing rules and marketing campaigns accordingly;
• Grant specific payment and shipping methods per customer group;
• Accelerate the B2B ordering process and customer experience.

From the buyers’ perspective:

• Create Magento B2B firm account information at will;
• Assign roles and permissions to make use of human resources;
• Track purchase and related data: quotes, orders, wishlists, company credit, etc.;
• Take advantage of advanced Magento 2 B2B features.

*Note: This module is compatible with Hyva theme.

CHECK RIGHT NOW >>> All You Need to Know about Magento 2 B2B Company Structure, Roles, and Permissions.

Custom customer attributes

By default, when customers register on your website, you can only collect some basic information about them. That’s not enough, especially for B2B customers.

Luckily, you get more information about your customers to enrich the registration form with more useful fields and keep tight control of account sign-up requests.

Hereby we would like to present the solution to add custom attributes on your registration page for Magento 2 Community website:

Want to add fields into your registration form to get as much customer information as possible? JUMP INTO Magento 2 Customer Attributes RIGHT AWAY!

Key features:

• Adopt advanced attributes for Magento B2B Commerce
• Add almost any field to the sign-up form
• Support 9 input types of attributes
• Auto-update customer attributes filled
• Included these attributes in various documents at will
• Get customer attributes via API and import to .csv file
• Compatible with Hyva theme

Optimize your B2B sign-up form immediately to gain more customer data by LEVERAGING Magento 2 B2B Registration!

Key features:

• Grant a new sign-up form for wholesalers
• Control the sign-up at hand: preview, pending, approve or reject the registration
• Enable/disable the default registration link in clicks
• Included in Magento 2 B2B Suite
• Compatible with Magento 2 Customer Attributes
• Compatible with Hyva theme

Approve/reject new account registrations

Sometimes, your store can be getting swarmed by fake customer accounts, leading to an overload on your server or database.

That’s why you need Magento 2 Customer Approval to prevent you from potential security issues, fraud and problematic customers.

Key features:

• Allows admins to block or allow new registrations
• Automatically approve the account registration and update if necessary
• Compatible with Hyva theme

Sales Rep

Sales Representative is an additional feature for Magento 2 that allows store owners to create sales users and assign customers to them.

Magento 2 Sales Rep extension supports the admin in building the perfect sales reps team, making it easier for the admin to manage the customers and make customers happier:

• Add “Salesperson” to user roles of Magento 2
• Create unlimited “Sales Rep” and “Admin Sales Rep” accounts
• Assign customers to a specific representative from the admin
• Update the appointment via email and in My Account
• Allow professional management in seller view
• Compatible with Hyva theme

3. Magento 2 B2B purchase

Regarding Magento 2 Enterprise B2B purchase features, keep “fast” in mind. Corporate customers spend less time browsing the website. Instead, they already have a “wish” list and specific knowledge about what to buy. Thus, they require quick searching and a friction-free ordering process included in our Magento B2B feature list.

Best-practice of online Magento B2B purchases:

• Magento 2 enables B2B features of the purchasing process
• Easily search throughout the website
• The quick-order form to reduce loading
• Display the stock availability
• Eye-catching pricing incentives (if any), for example, the tier prices
• Add multiple products to the cart in one go

Add multiple products to the cart

By default, customers can only add simple/downloadable/virtual products directly to the cart from the product listings. To order products with custom options, then they have to reload multiple product pages.

Such a time-consuming experience!

Once you enable Magento B2B features of Add Multiple Products to Cart for Magento 2 B2B extension, it will fasten the ordering 5x faster:

• Add bulk products to cart right on catalog page, block, widget, and product listing
• Display checkbox, qty box to choose as multiple products and qty as wished
• Choose custom options in popup – no more getting back and forth on the product page
• Show success popup to check the shopping cart at a glance
• Include related/cross-sell/up-sell products on success popup to increase the chances of sales
• Work with almost all product types
• Included in Magento 2 B2B Suite
• Available for Magento 2.3 B2B Features (a.k.a Magento Enterprise B2B)
• Compatible with Hyva theme

Configurable wholesale display

BSS Commerce is among the pioneers of configurable product improvements. Thus, we introduce this Table View Configurable Display as a must-have Magento 2 B2B feature.

As can be referred from the icon, all child products are now well-displayed within a table grid so that customers can check the availability, price and add multiple child products at once:

• Display child products of the configurable in a table with the last attribute
• Support SKU, stock availability, unit price, special price, tier price, etc.
• Enable Advanced Tier Price for the configurable
• Adopt the default color swatch per option-click
• Be smartly responsive to various devices
• Included in Magento 2 B2B Suite
• Compatible with Hyva theme

4. Magento 2 B2B checkout

Wholesalers often involve large orders and frequent purchases. Thus, the checkout had better not go wrong. Try to make it quick and friction-free. Moreover, the checkout must look professional and secure to fasten the purchasing decision.

A converting checkout page should:

• Enable Magento 2 B2B features of shipping and payment
• Display all cost upfront
• Offer a wide range of shipping options
• Speed up the checkout with the saved payment information
• Support flexible payment terms and policy
• Own the checkout experiences (branded patent checkout page)
• Optimize checkout for mobile
• Safe and fast fulfillment
• Display all on one page

Fully optimized one step checkout

How 3-step checkout in the default can be gathered? CLICK TO SEE >>> Magento 2 One Step Checkout

This One Page Checkout for Magento 2 B2B suite for Magento B2B Commerce include:

• All-in-One Optimized Checkout: Gather all Magento 2 checkout steps into one step checkout page;
• Google Address Suggestion: Auto-detect GEO IP and suggest the address on inputting some characters;
• Clear Communication about Order: Include options of order delivery date, delivery note, and order comment;
• Enhanced Payment Trust Badges: Show integrated payment method badges to guarantee payment security;
• Neatly Responsive Checkout: All components of the One Step Checkout is well calculated to fit cross devices;
• Plug-n’-Play Compatibilities with various extensions in Magento 2 B2B suite.

*Note: This module is compatible with Hyva theme.

Minimum order amount per customer group

Should you deliver if the wholesale order value is too low? Never!

You must carefully calculate to set up a minimum or maximum amount, from or below which you can guarantee a healthy profit margin, make the most out of cost efficiency, and, more interestingly, promote changes of more significant sales.

This Minimum Order Amount per Customer Group, hence, provides essential Magento B2B features:

• Impose a limitation for order amount on specific customer groups
• Disable the checkout button in case of under-value orders
• Tailor error message to inform of the minimum order amount requirement
• Included in Magento 2 B2B Suite
• Available for Magento 2.3 B2B Features

Shipping & payment method per customer group

Since B2B customers purchase a large order, you should offer them special shipping and payment method, which couldn’t apply to B2B customers.

For example, you might want to offer a premium shipping method for VIP customers or allow a regular wholesale customer to pay with crypto.

That’s when the Magento 2 Shipping & Payment Method per Customer Group becomes useful, as it enables you to:

• Restrict shipping methods for particular customer groups
• Restrict payment methods for particular customer groups
• Compatible with Hyva theme

5. Magento 2 reseller extension

If wholesales feel satisfied with their shopping experiences on your Magento 2 B2B website, there is a likelihood that they will come back for even larger orders.

Hence, prepare the list of Magento reseller extensions and grab the chance to turn them into loyal customers.

So what is the Magento reseller extension? – Simply put, the extension provides Magento 2 B2B features to make the reselling process fast and easy and to reward return customers with incentives to retain them next time.

Advanced reorder product list

Reorder is as important as any quick order method. It’s even the fastest way to order for wholesale customers who purchase the same list of products repeatedly. Hence, B2B sellers should offer this function.

Magento default does support reordering products. However, it is not what the wholesale buyers are looking for. It only allows customers to reorder a whole previous order without knowing what is included.

Though the list of products is the same, the number of items for each product might differ each time they order. Moreover, customers might need different products for different seasonal sales. 

So how to allow customers to customize their reorder?

Here comes the Reorder Product List – an extension offer even more advanced features than Magento 2 B2B Enterprise Edition does:

• List all ordered products to search and reorder at will
• Light-fasting search by any characters or attributes of the products
• Check product information within a quick view popup – no more loading and going between pages
• Add multiple products to cart in one go
• Work with all Magento 2 product types
• Included in Magento 2 B2B Suite

Refund by store credit

Store Credit enables you to refund customers by store credit instead of cash, bank transfer, etc.

The benefit of this Magento reseller extension is a no-brainer:

• Keep cash in-store
• Save time and cost of the refund
• Turn refunded orders into new sales

Key features of Magento 2 Store Credit extension:

• Refund store credits to customers’ accounts
• Check detailed credit transactions and manage each of store credit accounts
• Allow customers to spend their store credits on the purchase
• Provide customers with a visible page to keep track of their credit wallet
• Work well with both default and integrated payment method
• Included in B2B suite
• Compatible with Hyva theme

B2B Company Credit

Credit limit allows store owners to offer credit to trusted customers, which helps you strengthen your relationship with your wholesale customers.

Magento 2 B2B Company Credit extension supports recording details of purchase orders, setting customer credit limits, and increasing interactions between store owners and B2B customers:

• Use purchase order (PO) as a payment method
• Set a tailored credit limit and allow credit excess per customer
• Add PO number and credit info on credit memo/ order/ invoice
• Detailed emails to customers of changes in available credit
• Set reminder emails for due and overdue payment
• Compatible with Hyva theme

6. Restrict access

As the Magento 2 B2B website owner, you don’t want your competitors to know your product’s wholesale price. Restricting unauthorized access from suspicious customer accounts stops your competitors from stealing your pricing advantages.

Moreover, restricting access can prevent problems when retailers visit the product page with prices for wholesale customers and the opposite.

So hereby, we would like to introduce you to 2 best solutions to restrict access objects to a suitable customer group or a specified account.

Force Login

Magento 2 Force Login module supports “force login” function for specific pages and all the site;

Key features:

• Enable/Disable the default Magento 2 customer registration link
• Redirect users after logging in
• Compatible with Hyva theme

Category Permission

Catalog Permission allows store owners to limit access to specific categories by customer groups. 

Key features:

• Restrict access to categories by customer groups
• Restrict access to CMS pages by customer groups
• Tailor error messages for all or per category/CMS page
• Redirect non-authorized customers to a CMS page or a custom URL
• Compatible with Hyva theme

II. Recommended Magento 2 B2B Extensions

In this part, we will recommend all necessary extensions to optimize the B2B shopping experience in your store.

1. Magento 2 B2B Complete Package

LET’S SEE what’s included in our Magento B2B Website product to minimize your development time and cost.

We cover all Magento 2 B2B features you need within a complete suite, called B2B Wholesale Package:

• Bundle up 20+ B2B extensions in 1 package required by Magento 2 B2B marketplace
• Cover customer journey from A to Z
• Guarantee excellent compatibility
• Save nearly 50% compared to separate purchase (One-time payment)
• Adopt many advanced features of Magento 2 B2B Enterprise Edition
• Coming Soon – Company Credit, B2B Website
• Compatible with Hyva theme

2. Magento 2 B2B Request For Quote

Impressively, this Request for Quote adopts all features of the Quote Request in the expensive Magento 2 B2B Commerce and more:

For B2B sellers:

• Enable “Add to Quote” per product or for all products;
• Display “Add to Quote” for specific categories, as well;
• Choose customer groups, say B2B, to allow “Add to Quote.”
• Define minimum quote amount per custom group;
• Manage the requests professionally: approve, reject, or customize the quote.

For B2B buyers:

• Add multiple products to the quote cart;
• Get updated on all submitted quote requests in My Quote and via emails;
• Convert quote to order and checkout in clicks.

3. Magento 2 Quick Order

When “fast” becomes “faster”:

• Quick order by SKUs
• Add bulk products to cart by .csv file
• Enter multiple SKUs to order large in one go
• Support almost all product types
• Set up the fast order form in a matter of minutes
• Quick Order by SKU
• Compatible with Hyva theme

III. Conclusion

All in all, we wrap all required for Magento 2 B2B features at your fingertips. Should you be interested in any solution we have recommended above, let us know by leaving a comment below.

We are willing, almost all the time, to consult you with the best Magento 2 B2B eCommerce solutions.

If you have any questions or issues related to B2B features in Magento, please share them with us. We are one of the world’s leading Magento extension providers and web development agencies. With experienced and certified Magento developers, we commit to bringing high-quality products and services to optimize our business effectively.

You can also check related posts: 

• Magento 2 Quick Order – Essential Feature For Every B2B Store
• How To Create B2B Company Account In Magento 2 EE?

BSS Commerce is one of the leading Magento extension providers and web development services in the world. With experienced and certified Magento developers, we commit to bringing high-quality products and services to optimize your business effectively. Furthermore, we offer FREE Installation – FREE 1-year Support and FREE Lifetime Update for every Magento extension.

CONTACT NOW to let us know your problems. We are willing to support you every time.