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TRANSCRIPT
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
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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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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.
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4 User Guide | B2B Registration for Magento 2
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
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.
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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
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.
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:
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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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User Guide | B2B Registration for Magento 2
B2B Registration for Magento 2 extension, t
Customer Grid in the backend:
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:
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for Magento 2 extension, there is a Status
conveniently right in Customer Grid:
Moreover, admin can have mass action: choose multiple customer accounts to
12 User Guide | B2B Registration
In Customer Information:
Status information is included into Customer View
Admin can change an accoun
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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:
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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.
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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.
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User Guide | B2B Registration for Magento 2
or concern about us, feel free to contact:
http:/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
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.
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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