B2B REGISTRATION FOR MAGENTO 2

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1 1 User Guide B2B Registration for Magento 2 B2B REGISTRATION FOR MAGENTO 2 USER GUIDE BSS COMMERCE 1

2 2 User Guide B2B Registration for Magento 2 Contents 1. B2B Registration for Magento 2 Overview How Does B2B Registration for Magento 2 Work? In the frontend of B2B Registration for Magento 2 extension In the backend of B2B Registration for Magento 2 extension General Configuration Customers Attributes in the backend Contact Us BSS COMMERCE 2

3 3 User Guide B2B Registration for Magento 2 1. B2B Registration for 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 owners effectively obtain additional information from wholesale customers when registering on the B2B form. BSS COMMERCE 3

4 4 User Guide B2B Registration for Magento 2 2. How Does B2B Registration for Magento 2 Work? 2.1. In the frontend of B2B Registration for Magento 2 extension Magento 2 store owners can extend the 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. BSS COMMERCE 4

5 5 User Guide B2B Registration for Magento 2 There is a message shown up after the customer created an account successfully. Then when this customer tries to sign in, there will be a Pending message shown up: Next, a notification will be sent to admin: BSS COMMERCE 5

6 6 User Guide B2B Registration for Magento 2 Then admin accepts or declines new accounts, there will be Approval or Disapproval s sent to customers. Here is an Approval Here is a Disapproval 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: BSS COMMERCE 6

7 7 User Guide B2B Registration for Magento In the backend of B2B Registration for Magento 2 extension General Configuration Go through Stores Settings Configuration BSS Commerce B2B Registration In General Configuration: Enabled: choose Yes to enable the module. BSS COMMERCE 7

8 8 User Guide B2B Registration for Magento 2 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. Add Tax/VAT Number Field: choose Yes to add this Tax/VAT number field into the creation form. Add Gender Field: select Yes in order to add Gender field into the registration form. 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. BSS COMMERCE 8

9 9 User Guide B2B Registration for Magento 2 In Approval Settings Auto Approve Accounts: 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 s Settings: Enabled: choose Yes to enable configurations below. Sender: choose a name and sender from Store Address of the default. Templates: choose one of the available templates of websites. This selected template will be used to send notifications about new accounts BSS COMMERCE 9

10 10 User Guide B2B Registration for Magento 2 created for admin. Recipients: input s receiving notification about new accounts created. They are separated by commas In Customer Settings: Enabled: choose Yes so that all configurations below can work. Sender: choose name and of the sender from Store Address of the default. Approval Templates: select one of the available templates of your site. This template will be used if admin change account status into Approved. Disapproval Templates: select one of the available templates of your site. This template will be used if admin change account status into Disapproved Customers Attributes in the backend In Customer Grid: After installing B2B Registration for Magento 2 extension, there is a Status column in Customer Grid in the backend: BSS COMMERCE 10

11 11 User Guide B2B Registration for Magento 2 In addition, admin can edit this status conveniently right in Customer Grid: Moreover, admin can have mass action: choose multiple customer accounts to approve or disapprove them at once: In Customer Information: Status information is included into Customer View: BSS COMMERCE 11

12 12 User Guide B2B Registration for Magento 2 Admin can change an account status as wish in Account Information: NOTE: In case admin creates an account in the backend for a customer, there will be an approval notification 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 sent to that customer. BSS COMMERCE 12

13 13 User Guide B2B Registration for Magento 2 3. Contact Us Any questions or concern about us, feel free to contact: Website: Support: support@bsscommerce.com 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 13