B2B REGISTRATION FOR MAGENTO 2 USER GUIDE

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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 Registrationfor Magento 2 Overview How Does B2B Registrationfor 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 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. 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 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 3

4 4 User Guide B2B Registration for Magento 2 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: BSS COMMERCE 5

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

7 7 User Guide B2B Registration for Magento 2 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 7

8 8 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 BSS COMMERCE 8

9 9 User Guide B2B Registration for Magento 2 General Configuration: In Enabled: choose Yes to enable the module. Register Settings: In B2B Account Page URL: input URL of the customer registration page In 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. In Shortcut Link Text: input the title of the shortcut link in the header. In Form Title: input the title of the B2B registration form In 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) In 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 is default required then this field will be added into B2B form) In 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) BSS COMMERCE 9

10 10 User Guide B2B Registration for Magento 2 In 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 setting is default required then this field will be added into B2B form) If you enable this setting, then Prefix Dropdown Options will show up. All values are separated by the semicolon. Choose No if you do not want to add Prefix into name of B2B customers. In 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 setting is default required then this field will be added into B2B form). 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. In Add Middle Field: select Yes to add middle name into name of wholesale customers. In Add Address Field: select Yes to add Gender field into the registration form. In Default Customer Group: choose a group which you want to add the customer into. In Disable Regular Registration: select Yes to disable the normal Create an Account link in header, Create an Account button in Sign-in Page and checkout page. Choose No to enable both the default registration and B2B registration. BSS COMMERCE 10

11 11 User Guide B2B Registration for Magento 2 BSS COMMERCE 11

12 12 User Guide B2B Registration for Magento 2 Approval Settings: In Auto Approve Accounts: Choose Yes if you want to accept new accounts automatically or No if you want to approve accounts manually 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. In Pending Message: you can edit text for the Pending message. In Disapproval Message: you can edit text for the Disapproval message. Admin Settings: In Enabled: choose Yes to enable configurations below. In Sender: choose a name and sender from Store Address of the default. In Templates: choose one of the available templates of websites. This selected template will be used to send notifications about new accounts created for admin. In Recipients: input s receiving notification about new accounts created. They are separated by commas. Customer Setting: In Enabled: choose Yes so that all configurations below can work. In Sender: choose name and of the sender from Store Address of the default. In Approval Templates: select one of available templates of your site. This template will be used if account status is changed into Approved. In Disapproval Templates: select one of the available templates of your site. This template will be used if admin change account status into Disapproved. BSS COMMERCE 12

13 13 User Guide B2B Registration for Magento 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. 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: BSS COMMERCE 13

14 14 User Guide B2B Registration for Magento 2 Status information is included into Customer View 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 14

15 15 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 15