Have you any kind of doubt?

WooCommerce B2B is very simple to use, but some doubts could but you may have some doubts, it's normal. For this reason, we have collected the requests made most often by our customers to provide all new users with answers to their doubts quickly and easily.

Here most popular questions, take a look.

Where can I find information on WooCommerce B2B options?

You can download from your Envato account the zip file that contains both the plugin and the documentation, also available online:

https://woocommerce-b2b.com/documentation/

in which all features are described in detail, with examples, screenshots, hooks.

What themes is WooCommerce B2B compatible with?

WooCommerce B2B is designed and developed to be compatible with all WooCommerce themes. WooCommerce B2B uses all the standards and best practices provided by WordPress and WooCommerce (general WordPress/WooCommerce hooks that all themes should use), to ensure complete compatibility with all third-party assets that use the same standards.
Compatibility is excellent, WooCommerce B2B actually work fine with any theme, below is a list of the mayor themes already tested and used by our users:

Plugin installation fails, why?

By installing WooCommerce B2B through the admin section of WordPress (“Plugins” page), you may receive the error:

“The uploaded file is not a compatible plugin”

This means that the file you downloaded is not the correct one.
In your Envato account, in fact, you have the possibility to download two types of ZIP archives by clicking on the “Download” button:
– All files & documentation: the ZIP file contains both the plugin and the documentation related files
– Installable WordPress file only: the ZIP file contains only the installable plugin

To install WooCommerce B2B directly from the WordPress “Plugins” page, simply use the second file type (“Installable WordPress file only”).

How can I start to use the plugin?

WooCommerce B2B provides multiple features that, depending on the different combinations, can give life to different scenarios and contexts, according to your specific needs.
To get to know the options and how each of them works, I suggest you take a look at documentation, where you can find descriptions, examples and screenshots.

For a todo list of the minimum steps to follow to start using WooCommerce B2B take a look at the “Quick start” section in the documentation:

Quick start

How do I update the plugin?

When an update is available, you will receive a notification email and you will be able to download and install the new version. Since v3.0.2, you will receive plugin updates notification directly in your WordPress plugins page. You can update in several ways:

WordPress mode

To install new release, simply download it from your Envato account, then go to WordPress backend page:

Plugins > Add new

Click on “Upload plugin” button and browse your folders to select WooCommerce B2B downloaded archive file.

Manual mode

To install new release, simply download it from your Envato account, unzip the archive file and copy the entire folder:

wp-content/plugins/woocommerce-b2b/

with the new one by using an FTP client (such as FileZilla).

Automatic mode

If you prefer to automate this process and receive notification directly in the backend of your WordPress, you can install the free third party “WP Envato Market” plugin available on GitHub (https://github.com/envato/wp-envato-market).

## Important! ##

In some cases (depending on the release) you may get the message:

“WooCommerce B2B database update required. Before to update, please be sure to have a database recovery backup”

To update the database simply click on the “Update WooCommerce B2B database” button. This operation is necessary for the correct functioning of the plugin and the updating of data.

NB: To know more, please take a look to Documentation

I think there is a bug or malfunction, what do I do?

Keep calm and do not panic!
The first thing to do is enable WordPress debug mode, as described in Debugging in WordPress guide.

The general best practice for dealing with a malfunction is to narrow down to understand the cause or source, often the cause is not where you think!

It is common practice in WordPress to disable all plugins and use a basic theme, re-enabling one plugin at a time and carrying out a new test once enabled until the problem occurs again.
This way, you will be able to narrow down the context that causes the problem and tackle debugging in a faster and more limited way.

Before opening a support ticket, make sure you have narrowed down the possible source of the problem so you can contact the right support team.

If with these tests you have ensured that the problem is caused by WooCommerce B2B, please open a ticket to our Support Center, our team will be pleased to help you to resolve your doubts!

If I uninstall the plugin, what happens to its data in the database?

By default the plugin delete all its data if you uninstall it. Alternatively, you can always deactivate the plugin without loosing data.

Where do I see plugins options?

In the admin page, under WooCommerce `Settings` menu, in `B2B` tab.

How can I get custom development?

Our team does not provide custom development on demand, but we are happy to recommend the best freelance Marketplace in the world!
On Fiverr, you can find the professional that best suits your needs:

Hire a freelance

How can I translate WooCommerce B2B in my language?

WooCommerce B2B is already provided in two languages: English and Italian. All plugin strings have been localized using the GNU gettex framework to make it completely “translation ready”, so it can be easly translated in the same way that other WordPress plugins.

WooCommerce B2B is also compatible with WPML, the most famous translation WordPress plugin. Take a look here to get a guide.

Take a look to language packs provided by our awesome users: Translations

In the included documentation you’ll find a simple guide to translate WooCommerce B2B in the language of your choice.

Is WooCommerce B2B compatible with HPOS?

Yes, since 3.3.0 version, WooCommerce B2B introduced full compatibility with WooCommerce HPOS (High-Performance Order Storage), previously knowed as COT (Custom Order Tables).

What is the GUEST group? Can I delete or modify it?

By default, WooCommerce B2B generates a special group called GUEST, useful for identifying all users not registered / logged in or without any group and assigning specific rules. Do not delete this group and do not consider it a generic group.
You can change the name if you prefer, but remember to think of it for its logical purpose (in general, you could think of it as general visitors or B2C users).
Deleting the GUEST group or changing its logical meaning could cause anomalous and unexpected behavior.

How can I import/export WooCommerce B2B products fields?

Since version 2.1.0 WooCommerce B2B extends default WooCommerce import/export tools. So, simply go to:

Products > All Products

and click on the “Import” or “Export” button near the page title.

Notice: to export WooCommerce B2B data, please check “Yes, export all custom meta”.

Can I set percentage discount by product category?

WooCommerce B2B allows you to enter a globally discount as a percentage, or final dedicated specific prices by group on each product.
It’s not possible to add discounts by product category, but you can easily get around this.
Consider that the dedicated group price for each product can be bulk updated through WooCommerce’s default Import / Export tools, with a CSV file.
Then, it is possible to filter your CSV file by category and calculate the final product price starting from the product price and percentage discount you want directly with Excel, for example, and upload the file to update the final product group price.

In example:
Product price: 80
Desired discount percentage: 5
Calculate final group price: Product price – ( Product price × Desired discount percentage / 100 ) = 80 – ( 80 * 5 / 100 ) = 80 – 4 = 76

How can I apply WooCommerce B2B groups to other user roles than “customer”?

Since version 3.2.1, WooCommerce B2B allow you to select desired roles to consider as customer in plugin settings page. You can know more about this hook by reading documentation, in Settings page section.

Since version 3.0.0, WooCommerce B2B allow you to use its features on other roles except customers, by using the proper hook “wcb2b_has_role_customer”. You can know more about this hook by reading documentation, in Plugin Hooks section.
If you want, you can also work around the problem by using the free plugin Multiple-roles, with which you can assign your custom role to users who already have the customer role and use both of them.

Notice: Multiple roles is a third part plugin, then Code4Life is not responsible of problems or malfunctions resulting from its use

How can I create a group dedicated registration form?

To create a registration form dedicated to a specific group, simply go to the group edit page:

Users > All Groups

to edit your desired group, scroll down to the “Shortcodes summary” section and copy the shortcode provided next to “B2B login/registration forms”.

Now go to:

Pages > All Pages

and click on “Add new” button near the page title to create a new WordPress page.

Finally, paste the shortcode copied previously in the content area and publish the page.

Why does my menu look broken after the update?

Since version 3.2.0 the global options that activate/deactivate visibility by group have been eliminated.

Visibility now depends exclusively on the individual settings of product pages and categories, check their configuration.

Why I get 404 error on my pages?

Since version 3.0.1 WooCommerce B2B introduce a new feature which allows you to manage pages visibility by group. If you get a 404 error on your pages, make sure you have correctly set page visibility per group.

How quotation request works?

With the new quotation request management system you will be able to allow your customers to receive personalized offers with respect to their requests.

When a customer is on the checkout page, you can choose the special “Quotation request” from the payment methods. In this way, the order will be transformed into a quotation request, with the status “On quote” and you will receive a notification email, which will allow you to modify the order as you prefer (for example, by offering discounted prices).

When you have finished, simply put the order in “Quoted” status, to automatically send a notification to the customer that his request has been processed. Each customer will be able to see the list of quotations in their my-account area, check their status and, if accepted, proceed to payment using the appropriate button that WooCommerce B2B adds to “Quoted” orders.

NB: the requests for quotation do not reduce the stock of the product, this occurs only later, when the quotation is put in the “Quoted” status.

See also the FAQ “How can I use quotations to make personalized offers to my clients?”.

How can I use quotations to make personalized offers to my clients?

Some companies that also use WooCommerce to manage telephone or email orders, WooCommerce B2B quotations can be very useful.
Consider that an operator can create an order from the backend (as provided by default by WooCommerce):

Orders > Add New

and choose “Quoted” as the status.
In this way, customer will receive your best offer and will be able to view it in his MyAccount area, where hewill eventually be able to accept the quote and pay for the order just entered.

How can I use groups Terms & Conditions shortcode?

Using the dedicated Terms & Conditions per group feature is very simple: simply enter the text you prefer for each group, then use the shortcode [wcb2bgrouptermsconditions] on the terms and conditions page, or on any page you prefer. In this way each customer, depending on the group to which he is assigned, will see the text dedicated to his own group.

What it happens with “Page/Product categories visibility” option?

You can select in every page or product category the visibility for each customer group. Customers can see only products belonging the visible product categories. All not visible items aren’t displayed in all the website (menu, shortcodes, widgets, lists, up-sells, cross-sells, related).

Is it possible to have a public price list and allow users logged in to view the discounted price dedicated to them?

Yes, it is possible. Simply deselect the “Hide prices” option, so each guest user will see the default price assigned to the product, while the logged in customers will see the discounted price (if assigned to a group).

Why cannot I view the status and group fields on the user edit page?

Status and group fields are available only for users with customer role. All other users do not have them.

To extends default behavior to other roles, please refer to FAQ “How can I apply WooCommerce B2B groups to other user roles than “customer”?”

Why I can’t find group and status in user details?

WooCommerce B2B is an extension developed to work with the default “customer” role of WooCommerce, probably the user you are trying to change group and/or status has another role.

Why prices don’t update if I change group discount percentage or customer group assignment?

To improve performance, WooCommerce B2B generates a cache of price using user ID, so every time the user navigates the site (when logged in) prices are not recalculated, but taken from the cache, improving the browsing speed and the User Experience.

To clear WooCommerce cache and regenerate prices, simply go to:

WooCommerce > Status > Tools > WooCommerce transient

and click on the “REMOVE TRANSIENT” button

How works VIES validation and what it needs?

VIES is an electronic mean of validating VAT-identification numbers of economic operators registered in the European Union for cross border transactions on goods or services. Through VIES WebService, WooCommerce B2B will validate your EU customers VAT number in checkout and in extended registration form.

To know more about supported EU member countries, please refer to: VIES VAT number validation.

Important: VIES validation is based on third part API, WooCommerce B2B is not responsible for any malfunctions and/or validation errors. VIES validation requires PHP SOAP extension, please check if it is enabled on your server or contact your hosting provider.

How can I create order from WP-ADMIN with groups data?

When you generate an order from the backend, to make sure that the group / customer data is correctly collected, it is sufficient to proceed as follows:

1- Create the new order
2- Choose the customer
3- Save the order
4- Add the products and items you prefer and complete everything you need
5- Finally, update the order

Steps 1 to 3 are necessary to assign the customer’s budget to the order, to ensure that the customer / order / group correspondences are correctly created.

Is it compatible with multi-vendor plugins?

WooCommerce B2B doesn’t completely support multi-vendor websites. Options can be only set globally and not for each vendor. Please, ask support for more information.

Where can I find customers export tools?

In the admin page, under `Tools` -> `Export`.

Can customers choose their own group?

Yes, by choosing “Allow to choose” in “Default group” option, a new field will be added to registration page. In this way, customers can choose their desired group when register.

How does the quick order work?

By installing WooCommerce B2B automatically a new “Quick order” page (in draft) will be created containing the shortcode for bulk quick orders.
Just upload a CSV file containing at least two columns:

  1. SKU: the unique SKU code of the product (or variant) to add to the cart
  2. Quantity: the quantity of product to add to the cart

Other columns will not be considered, but you can add others if you prefer and for your convenience (for example: the title, or notes).

During the upload phase, the cart will be emptied and the products contained in the CSV file will be added.
At the end of the operation, a report of the products inserted or that have generated an error will be printed on the screen.

Some features don’t seem to work in the cart and checkout, what should I do?

For WooCommerce stores started after the release of version 8.3 in November 2023, the Cart and Checkout blocks are the default experience.
Unfortunately, at the moment this new feature does not provide all the hooks used in previous versions and this can prevent the possibility of advanced customization used in many plugins.
WooCommerce B2B is ready to use the new Cart and Checkout blocks in most of its features, but on some of them there is currently no possibility of updating, unfortunately.
For this reason, to fully use the advanced features of WooCommerce B2B, it is recommended to use the “Classic” shortcodes, which guarantee full compatibility not only with WooCommerce B2B but with all the other plugins.

To know more, please take a look to Reverting to the classic Cart and Checkout

Is WooCommerce B2B compatible with ERP software?

WooCommerce B2B is designed and developed using the standards set by WordPress/WooCommerce and is perfectly integrated into the WooCommerce REST API, precisely to allow perfect harmony and synchronization with external software.
Our partnership with Storehub.io, which allows perfect and easy synchronization with ERP with free trial & setup, is proof of this.

If I update from 1.0 version, I will lose all groups previously created?

No, WooCommerce B2B new version automatically convert old groups in new version, you will not lose anything previously set.

If I update from 1.0 version, I will lose the previous settings?

No, updating you will not lose anything previously set.

I’m updating from 1.0 version but I can’t found groups management. Where is it?

Since version 2.0.0, groups are under `Users` -> `All Groups`.

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