All features
Everything B2B does, on one page.
Each line links the help page that explains it.
Business accounts
- A business application form with up to 200 of your own questions and up to three private documents (more)
- Review each application, or let valid ones through automatically; approve into a business group, put on hold, or decline with a message (more)
- Up to 20 account types, and business groups with shared terms (such as Dealers 20% off) (more)
- Retail customers keep shopping as before; regular and sale prices on your products are never changed (more)
- Every change goes through a review screen before it is saved; a colleague's newer save is never overwritten (more)
- Companies move to another group by themselves once their paid business orders reach an amount you set (more)
Business prices
- A clear order: the account's own terms, then its group, then a customer role rule, then the business defaults; levels never add up (more)
- An exact price, a percentage or amount off, or a percentage or amount added, from the regular or the sale price (more)
- A general discount, prices for single products and variations, and prices by customer role (more)
- Price books: dated sets of business prices with volume or graduated quantity bands, a cart discount, versions and import/export (more)
- A price preview of what a business customer pays before anyone buys (more)
- The customer sees where each price comes from, in the shop and on each cart line (more)
- Business accounts in the shopper's currency with WPML Multilingual & Multicurrency or FOX - Currency Switcher; saved terms stay in your store's currency (more)
Who sees and buys what
- Per product or category: who may see it, see its price and buy it; a message or a link for everybody else (more)
- Minimum, maximum and step quantities for business customers (cases of 12) (more)
- Pages and posts only business customers may open, also left out of menus, search and feeds (more)
- Order minimums and maximums by units or amount, for an account, a group or everyone (more)
- Which payment and delivery methods each account, group or role may use (more)
- Separate business stock: a business quantity beside WooCommerce's stock that only business customers buy from (more)
Quotes and company buying
- Quotes: the buyer asks, you answer in a conversation and send an offer, the buyer accepts and pays exactly that offer (more)
- A branded quote page and PDF in three layouts; reusable offers many accounts can claim (more)
- A business portal under My Account with the buyer's terms, lists, quotes and recent purchases (more)
- Company teams: owner, managers, buyers and finance, with invitations and shared addresses (more)
- Quick order by search or a pasted SKU list, saved lists private or shared, and order again (more)
- Spending controls: caps per order and per month, and approval of a buyer's purchase above an amount (more)
- Pay on account: order now and pay by invoice, with payment terms, a purchase order number, a credit limit, Accounts receivable and payment reminders (more)
- Messages with the store outside quotes, with files, started by the customer or by your staff (more)
Tax and records
- Tax exemption applications with documents, your review, a scope by country and state and an end date (more)
- An official VAT number check with the applicant's consent, and prices shown with or without tax for chosen customers (more)
- Business sales reports by period: orders, verified sales, top customers and groups (more)
- Record exports, support diagnostics, and connections to Dynamic Pricing, Free Gifts & BOGO and Store Credit (more)
Your own AI
- Use Claude, ChatGPT, Codex or another AI app through WordPress's Abilities API and B2B's MCP address; B2B adds no AI service or charge (more)
- Every change an AI prepares waits for your approval with the values now and after; Undo from the AI log (more)
- An AI activity log kept 90 days, and switches for what AI may do (more)
- A chat in B2B's screens on your own AI key (more)
- An optional shopping assistant that tells business customers their own prices (more)