B2B Settings

Module Guide: B2B Settings

Module Location

Settings > System Settings > B2B Settings

Module Purpose

The B2B Settings module serves as the main control panel for enabling and managing the Business-to-Business (B2B) portal. The goal is to configure the most basic settings of the B2B site, including activating the site and defining the new user registration process.

View & Configuration Explanation

This page contains the fundamental settings for the B2B portal:

• B2B Site Active: This checkbox serves as the main switch for the entire B2B portal.

  • If checked, the B2B portal will be active and accessible to business customers.

  • If unchecked, all B2B portal functionality will be disabled.

• B2B Registration Verification: This checkbox controls the registration process for new users on the B2B portal.

  • If checked, every new user who registers must be manually verified and approved by a system administrator before they can log in. This is a security layer to ensure only legitimate business partners gain access.

  • If unchecked, new users can log in immediately after completing the registration process without requiring approval.

• » To B2B Site: This link is a shortcut to directly open the front-end page of the B2B portal.

• [ Manage B2B Users ]: This link is a shortcut to the B2B user management page, where administrators can approve, reject, or manage business customer accounts.

• Save Settings Button: Saves the configurations set on this page.

Integrated Workflow & Business Process

• Activation of a New Sales Channel: Activating the "B2B Site Active" opens a self-service sales channel dedicated to corporate customers or distributors. They can view product catalogs, special pricing, and place orders independently.

• Access Security: The "B2B Registration Verification" option is crucial for controlling who can access sensitive information such as wholesale prices or volume discounts. This prevents competitors or unauthorized parties from viewing the company's commercial data.

• Automation & Efficiency: An active B2B portal allows customers to track order statuses, view transaction history, and download invoices on their own, which can reduce the administrative workload on internal sales teams.

Tips & Important Notes

• This is a high-impact module. Changing settings here will directly affect the availability of your B2B portal.

• It is highly recommended to always activate "B2B Registration Verification" as a standard security practice to protect your pricing data and business information.

• Before activating the "B2B Site Active" for the first time, ensure that all supporting configurations—such as the B2B price list, the product catalog to be displayed, and customer groups—are correctly set up in their related modules.