B2B Commerce Kit for WooCommerce · v3.9.2

Documentation & FAQ

Everything you need to install, configure, and get the most out of all 20 modules. Find your topic below or use the sidebar to jump straight to any page.

v3.9.2 — Company Credit HPOS compatibility · PO Approval admin system · Points sub-account sharing · PHPCS compliance

Introduction

Overview #

B2B Commerce Kit is a single WooCommerce plugin that replaces the fragile multi-plugin stacks most wholesale stores rely on. All 20 modules share a unified codebase, targeting system, and database schema — so features work together rather than fighting each other.

3.1
Company Accounts
Business profiles, user linking
3.2
Company Credit & Net Terms updated
Credit limits, Net 7–90, HPOS-ready
3.3
Sub-Accounts updated
Team members, points sharing
3.4
Quote / RFQ System
Form builder, negotiation
3.5
PO Approval Workflows updated
Checkout gate + admin PO panel
3.6
Discount Rules Engine
6 discount types, targeting
3.7
Customer-Specific Pricing
Per-account contract rates
3.8
Inventory Rules
Min/max/step, backorders
3.9
Order Restrictions
Cart minimums/maximums
3.10
Hide Price / Call for Price
Login-gated pricing
3.11
Payment & Shipping Rules
Role-based gateway control
3.12
Private Catalogs
Exclusive product visibility
3.13
Bulk Orders
SKU search, CSV upload
3.14
Purchase Lists
Saved lists, quick reorder
3.15
Tax Exempt Management
Certificates, auto-removal
3.16
Custom B2B Registration
Drag-and-drop form builder
3.17
User Roles & Permissions
Custom roles, capabilities
3.18
Product & User Lists
Reusable targeting groups
3.19
Conversation Bubbles
Targeted store notifications
3.20
Points & Rewards updated
Milestones, expiry, sub-account sharing
Getting Started

Installation #

RequirementMinimumRecommended
WordPress6.4Latest
WooCommerce8.0Latest
PHP7.48.2+
MySQL / MariaDB5.7 / 10.48.0+ / 10.6+

Go to Plugins → Add New → Upload Plugin, select the .zip file, click Install Now, then Activate. The B2B Commerce Kit menu appears immediately in your WordPress sidebar. All 20 modules are enabled by default — visit B2B Commerce Kit → Settings → Features to toggle any off.

Yes — fully. B2B Commerce Kit v3.9+ is HPOS-native throughout. All order meta reads and writes use $order->get_meta() / $order->update_meta_data(). Company Credit, PO Approval, and all order-related features work identically with both the classic post-meta storage and the new custom order tables. Enable HPOS from WooCommerce → Settings → Advanced → Features with zero impact on functionality.

B2B Commerce Kit is built on a self-contained architecture that minimises hook collisions. It hooks into standard WooCommerce filters in a predictable, priority-aware way. If you're migrating from another B2B plugin (B2BKing, WholesaleX, etc.), disable the old plugin first and follow the migration guide to avoid duplicate rules.

Yes. B2B Commerce Kit can be network-activated on WordPress Multisite. Each subsite maintains its own independent set of rules, company accounts, and settings. License usage is counted per active site, not per network.

Full Installation Guide →
Getting Started

First Steps #

Set these up first. User Roles, User Lists, and Product Lists are the targeting building blocks used by every other module. Configuring them before adding pricing rules or restrictions saves significant time later.
  • Step 1: Create User Roles (e.g. Wholesale Bronze, Silver, Gold)
  • Step 2: Build User Lists (group existing customers by role or tier)
  • Step 3: Create Product Lists (e.g. Clearance, New Arrivals, Restricted)
  • Step 4: Set up your first Discount Rule or Order Restriction to test targeting
  • Step 5: Configure Company Accounts and credit if you offer B2B trade terms

Yes — and you should. Go to B2B Commerce Kit → Settings → Features. Each module has an on/off toggle. When a feature is disabled, its PHP classes, JavaScript assets, and admin menu items are completely removed from the load path. Zero performance overhead, zero database queries for unused modules.

Full First Steps Guide →
Power Features

Rule Combinations That Work Really Well #

B2B Commerce Kit's modules are designed to work together. Here are the most powerful combinations — and the real-world outcome each one creates for your customers.

🏷️ Tiered wholesale pricing without any coupon codes

Create three User Roles (Bronze, Silver, Gold) and a Discount Rule for each with different percentages (5%, 10%, 15%). Assign customers to their tier. Done.

User Roles Discount Rules
Customer sees: Their tier price automatically on every product page and in cart — no code required, no manual override.

💳 Net 30 accounts with automatic overdue blocking

Set up Company Accounts with a credit limit and Net 30 terms. Enable "Block When Overdue." Customers order on credit; when they don't pay on time, checkout is blocked automatically.

Company Accounts Company Credit
What happens: No manual chasing or account management. The system enforces payment terms and unblocks the account the moment you record a payment.

🔒 Gated catalogue with approval workflow

Hide all prices from guests (Hide Price). Require B2B registration (Custom Registration) with admin approval before pricing is visible. Large orders then need PO sign-off.

Hide Price B2B Registration PO Approval
What happens: Retail visitors see "Register for wholesale pricing." Approved wholesale customers see prices and can order. Orders above $5,000 need a manager sign-off.

📦 Case-pack enforcement with volume reward

Set Inventory Rules to enforce a step of 12 (must order in multiples of 12). Add a Discount Rule giving 5% off at 24+ units. Customers must buy cases, and get rewarded for buying more.

Inventory Rules Discount Rules
Customer sees: Quantity selector jumps in increments of 12. At 24 units, a "5% off applied" banner appears on the cart. Enforced and rewarded in one setup.

⭐ Loyalty programme that auto-upgrades tiers

Customers earn points on every order. Use the woob2b_points_awarded hook to auto-upgrade their role to Gold when they hit 1,000 points — which then unlocks better discount rules.

Points & Rewards User Roles Discount Rules Hooks
Customer experiences: They order normally, earn points, hit a milestone, receive an email saying they've been upgraded to Gold — and immediately see better prices on their next visit.

👥 Multi-user company with per-person spending limits

Company Account shares one $20,000 credit line. Sub-accounts are set with individual spending limits ($2,000 each). Large orders need the parent account's approval.

Company Accounts Sub-Accounts Company Credit PO Approval
What happens: A team member tries to order $3,000. It exceeds their personal limit so the parent gets an approval request. The company credit isn't charged until approved.

🚚 Invoice-only checkout with free shipping for trade accounts

Payment & Shipping Rules hide all payment methods except "Invoice" for Wholesale roles. Free Shipping is only shown to that same Wholesale role. Retail customers see normal payment options with paid shipping.

Payment & Shipping Rules User Roles
Customer sees: Trade customers see "Invoice" payment and "Free Shipping." Retail customers see Stripe, PayPal, and standard shipping rates. Same store, different experience by role.

📋 Repeat ordering for operations teams

Head buyer builds a "Monthly Restock" Purchase List shared company-wide. Any team member (sub-account) opens the list, adjusts quantities, and adds to cart in one click — no browsing required.

Purchase Lists Sub-Accounts
Time saved: Instead of 20 minutes browsing and adding individually, the restock takes under 2 minutes. The same list works for every team member every month.

🏭 Custom-item quoting with contract pricing lock-in

Customers request quotes on configurable products (RFQ). Your team negotiates and agrees a price. That agreed price is saved as a Customer-Specific Price so it applies automatically on all future repeat orders.

RFQ System Customer Pricing
Outcome: First order goes through the negotiation flow. Every repeat order after that automatically applies the agreed contract rate — no further quoting needed.

🔔 Flash sale with targeted announcement

Create a scheduled Discount Rule (10% off, active Friday–Monday) targeting the Wholesale role. Add a Conversation Bubble on product and cart pages to notify those customers of the sale.

Discount Rules Conversation Bubbles User Roles
Customer sees: A banner on product pages saying "Wholesale Flash Sale — 10% off this weekend" and the discount is already applied. Retail visitors see nothing different.
Quoting & Ordering · Module 3.5 · Updated v3.9

PO Approval Workflows #

Two complementary systems in one module. The checkout approval gate intercepts orders above a threshold and holds them for manager sign-off. The admin PO panel lets buyers submit purchase orders before ordering, which admin approves, converts to a WooCommerce order, tracks payment, and marks paid — the full net-terms invoice workflow.

Which system should I use? Use the checkout gate if you want to intercept orders at the moment a buyer clicks "Place Order." Use the admin PO panel if your buyers submit purchase orders before ordering and you invoice them separately.

Define tiers in Settings → PO Approval Settings → Approval Thresholds. Example: under $1,000 auto-approve; $1,000–$5,000 requires Shop Manager; above $5,000 requires Administrator. The order is set to "Pending Approval" status. Approvers get an email with a direct link to approve or reject. The buyer is notified either way.

The admin PO panel (added in v3.9) is a full purchase order management system. Buyers submit POs from My Account → Purchase Orders before any WooCommerce order exists. Admin reviews, approves, and then converts the PO to a WooCommerce order with one click. Admin sets a payment due date, sends payment reminders, and marks POs as paid when payment is received. All approval state is stored as HPOS-compatible order meta.

Yes. Enable Require PO Number in Settings → PO Approval. A mandatory PO number field is added to checkout for eligible roles. The PO number is stored on the order and appears on confirmation emails and admin order screens.

Orders expire after the days set in Settings → PO Approval Settings → Approval Expiry (default: 7 days). Approvers receive reminder emails. Expired pending orders are automatically cancelled and the customer is notified by email.

Full PO Approval Docs →
Credit & Payments · Module 3.2 · Updated v3.9

Company Credit & Net Terms #

Extend trade credit to B2B buyers with configurable payment terms (Net 7 through Net 90), real-time balance tracking, and automated overdue management. Fully HPOS-compatible in v3.9 — all credit state lives on the WC order via $order->get_meta().

Installing the module adds a Company Credit payment method to WooCommerce checkout. When an eligible user selects it, the order total is deducted from their company's available credit balance. The balance updates in real time and the transaction is recorded in the company's credit history. No actual payment processing — it's an internal ledger system.

Net 7, Net 14, Net 30, Net 45, Net 60, and Net 90. Default is Net 30. Set a different default per company or change the global default from Settings → Credit Settings → Default Payment Terms.

Checkout is blocked with a clear message. Optionally, set a threshold above which orders require manual admin approval before credit is charged. The woob2b_credit_available filter lets you programmatically adjust the available balance check.

Yes. From B2B Commerce Kit → Company Accounts → [Company] → Credit, use the Add Transaction button to record payments, manual credits, refunds, or adjustments. The balance updates immediately.

Full Company Credit Docs → Net Terms Setup →
Pricing & Discounts · Module 3.6

Discount Rules Engine #

Automatic, condition-based pricing that goes far beyond WooCommerce coupons. Six discount types, unlimited rules, no coupon codes required.

  • Percentage discount — e.g. 10% off all products for Wholesale role
  • Fixed per product — e.g. $5 off each unit for VIP buyers
  • Fixed cart total — e.g. $25 off orders over $500
  • Quantity-based percentage — tiered: buy 10–24 get 5% off, 25–49 get 10% off
  • Quantity-based fixed — tiered dollar-off by quantity purchased
  • BOGO — Buy X Get Y free or at a percentage off

Rules are evaluated in priority order — lower number = applied first. By default all matching rules stack (apply together). Turn on Stop Processing on a rule to prevent any lower-priority rules from running after it. Customer-Specific Pricing always overrides all rule-based discounts, regardless of priority.

Yes. Every rule has optional Start and End Date/Time fields. Set them and the rule activates and deactivates automatically — no manual toggling needed. Add a Usage Limit to cap total redemptions. Combine with a Conversation Bubble to announce the sale to eligible customers.

Full Discount Rules Docs →
Pricing & Discounts · Module 3.20 · Updated v3.9

Points & Rewards #

A B2B-native loyalty system. Earn points for purchases, account actions, milestones, and sub-account activity. Redeem them as a cart discount at checkout. Points showing on product pages, cart, checkout, and My Account — with widget injection that works on WooCommerce Blocks, FunnelKit, and CartFlows.

  • Purchases — configurable points per $1 spent (separate earn rates for tax & shipping)
  • Account actions — registration bonus, first order, sub-account approval
  • Milestones — e.g. 10th order, $10,000 annual spend (unlimited milestone rules)
  • Sub-account purchases — parent can receive a % of what their team members earn

Optionally. Set an expiry period (days from earning date) under Settings → Points & Rewards → Point Expiry. The system runs a daily cleanup job to expire old points. Customers receive an email reminder before expiry. Set to 0 to run a permanent programme.

Configurable. You can allow or disallow combining points with coupons in Settings → Points & Rewards → Allow with Coupons. If disallowed, applying a coupon automatically removes any redeemed points from the cart — and vice versa.

Full Points & Rewards Docs →
Real-World Applications

Use Cases by Industry #

B2B Commerce Kit is built for every kind of wholesale and B2B operation. Each scenario below shows which modules to use and what the end result looks like for your customers.

Wholesale Distributors

Tiered pricing by role (Bronze/Silver/Gold). Minimum order quantities per case. Net 30/60 terms with credit limits. Sub-accounts for purchasing agents.

Discount RulesCompany CreditInventory RulesSub-Accounts
Outcome: Each buyer's role determines their price automatically. Agents share the company credit line. Large orders hold for sign-off.

Manufacturers Selling Direct

Lock down catalogue from public view. Require approved B2B registration. Negotiate contract prices per customer. Run PO workflows for large orders.

Hide PriceB2B RegistrationCustomer PricingRFQ System
Outcome: Public sees "Register to see pricing." Approved wholesale customers see their agreed contract rates. Custom quotes for bespoke orders.

Office & Industrial Supplies

B2B buyers reorder the same items monthly. Purchase Lists let them save and reorder in one click. Bulk Orders handles SKU pastes and CSV uploads.

Purchase ListsBulk OrdersPoints & Rewards
Outcome: Monthly restock takes under 2 minutes. Points accumulate with every order, building loyalty with buyers who have dozens of supplier options.

Food Service & Hospitality

Case-pack ordering enforced (step of 12, 24, etc.). Different prices for chains vs independents. Auto-remove tax for hotel operators. Restrict products by distributor tier.

Inventory RulesCustomer PricingTax ExemptPrivate Catalogs
Outcome: A restaurant chain sees their contracted unit price and must order by the case. A hotel sees no tax on their account. Each buyer's experience is tailored.

Healthcare & Medical Equipment

Restrict products to verified, credentialed buyers. Document upload on registration. Enforce minimum order values. Invoice-only for approved accounts.

Private CatalogsB2B RegistrationTax ExemptPayment Rules
Outcome: Unapproved visitors can't see medical equipment products at all. Credentialed buyers log in and see their approved catalogue with tax removed.

Branded Merchandise & Print-on-Demand

RFQ with file upload (logo, artwork) for custom items. PO Approval for large custom runs. Customer Pricing locks in agreed rates for repeat orders.

RFQ SystemPO ApprovalCustomer Pricing
Outcome: First order: quote and negotiate. Every repeat: agreed rate applies automatically. Large orders: manager sign-off before production starts.

Building & Trade Supplies

Contractors know their SKUs — Bulk Orders is faster than browsing. Order Restrictions enforce project minimums. Invoice payment for trade account holders. Points reward frequent reordering.

Bulk OrdersOrder RestrictionsPayment RulesPoints & Rewards
Outcome: Contractors order from a spreadsheet, paste into Bulk Orders, done. Trade accounts have Invoice as their only payment option. Points build up fast with frequent orders.

Chemical & Hazardous Materials

Restrict to licensed buyers via registration document upload. Disable air freight for hazardous items. Enforce quantity maximums per order for compliance.

Private CatalogsB2B RegistrationOrder RestrictionsPayment & Shipping Rules
Outcome: Restricted products invisible to unlicensed buyers. Air freight hidden for hazardous SKUs. Max quantity per order enforced at cart level.

Multi-Location Retail Groups

Each store is a sub-account under head office. Stores order independently; head office sees all orders and approves above a threshold. Shared credit line across all locations.

Sub-AccountsCompany CreditPO ApprovalPurchase Lists
Outcome: Any store manager can order. Head office has full visibility. Standard product lists shared company-wide so all stores can reorder approved items.
FAQ · Pricing & Discounts

Pricing & Discounts FAQ #

Yes — this is the primary purpose of the Discount Rules Engine. Create a rule targeting a User Role or User List, set the discount type and amount, and prices adjust automatically for those customers on product pages and in cart. No coupon codes, no manual intervention.

Yes. Customer-Specific Pricing lets you set an exact price (or % adjustment) for any user or company on any product. This overrides all discount rules. Use it for negotiated contract pricing — the customer sees their agreed rate on the product page and at checkout.

Yes. Use a Quantity-Based Percentage rule. Set tiers: 10–24 units = 5% off, 25–49 = 10% off, 50–99 = 15% off, 100+ = 20% off. Unlimited tiers per rule. The discount applies automatically as the customer's cart quantity hits each threshold.

Yes. The Hide Price module replaces the price and Add to Cart button with a custom message (e.g. "Register for wholesale pricing") for non-logged-in visitors or specific roles. Combine with Custom B2B Registration for a complete gated catalogue.

Discount Rules Docs → Customer Pricing Docs →
FAQ · Accounts & Users

Accounts & Users FAQ #

Yes. Use Custom B2B Registration with an approval workflow. New registrants are assigned a "Pending Approval" role that cannot access pricing or checkout. Once you review and approve, upgrade them to your Wholesale role. Combine with Hide Price to ensure they see nothing until approved.

Create three User Roles: Wholesale Bronze, Wholesale Silver, Wholesale Gold. Create a Discount Rule for each with different percentages (5%, 10%, 15%). Assign customers to their role. Customers see their tier price automatically — no coupons.

User Roles are WordPress-level access controls (set per user). User Lists are manually curated groups that can cross-cut roles — e.g. "VIP Accounts" including some Silver and some Gold customers. Use Roles for broad tier-based pricing; use Lists for bespoke targeting like "Customers in our loyalty scheme" or "High-spend Q3 accounts."

Yes. Add a File Upload field to your Custom B2B Registration form. Tax Exempt Management lets customers self-certify or submit certificates for review, and automatically removes tax from their orders once approved. An audit trail of all approvals is maintained.

User Roles Docs → Registration Docs →
FAQ · Ordering & Quoting

Ordering & Quoting FAQ #

Yes. Order Restrictions lets you set a minimum cart subtotal or total for specific roles or all users. The customer sees a clear message on the cart page and checkout is blocked until the minimum is met. Set custom messaging like "Wholesale orders require a minimum of $250."

Yes. Inventory Rules lets you set a Quantity Step per product. Set step = 12 and the quantity selector only allows 12, 24, 36, etc. Combine with a Minimum Quantity of 12 and a Default Quantity of 12 for a complete case-pack setup.

Yes. Payment & Shipping Rules lets you show or hide any payment gateway by User Role. Create a rule that hides all gateways except "Invoice" for your Wholesale role, and hides "Invoice" for all other roles.

Yes. Private Catalogs lets you assign products or categories to a catalog visible only to specified roles, User Lists, or individuals. Non-authorised users cannot see these products in search, categories, or via direct URL.

Order Restrictions → Inventory Rules →
FAQ · Credit & Payments

Credit & Payments FAQ #

Enable Company Credit & Net Terms. Set the global default to Net 30. Create a Company Account for the customer, set their credit limit, and assign their WordPress users. They'll see "Company Credit" at checkout. Every order deducts from their available balance. Record payments manually to restore balance.

Yes. Tax Exempt Management lets customers submit a certificate. You review and approve. Approved customers have WooCommerce tax automatically removed from all their orders. An audit trail of all approvals is maintained.

Yes. Payment & Shipping Rules lets you show or hide any WooCommerce shipping method by role. Show "Free Shipping" only to your Wholesale role and hide it from retail customers and guests.

Company Credit Docs → Tax Exempt Docs →
Developer Reference

Hooks & Filters #

Every B2B Commerce Kit module exposes action and filter hooks so you can extend or integrate without touching plugin files. 38 hooks cover credit events, PO approval, discount pricing, quote submissions, points earning, company creation, and more.

Common uses: Sync credit charges to your accounting software · Push quotes to your CRM · Award bonus points on weekends · Auto-upgrade users to a better role when they hit a milestone · Enforce a minimum price floor · Push approved orders to your warehouse system.
Full Hooks Reference → Best Practices →
Configuration

Settings & Configuration #

All global settings live under B2B Commerce Kit → Settings. The Features tab is the master on/off switch for every module.

No. Toggling a module off removes it from the load path (zero PHP, zero JavaScript) but all its data — rules, company records, quotes — remains in the database. Re-enable the module and everything is exactly as you left it.

When enabled, deleting the plugin removes all B2B Commerce Kit database tables and options. Leave disabled (default) to preserve data during reinstalls. Enable only for a clean removal.

Full Settings Reference →
Support

General FAQ #

Licenses are per active WordPress installation, billed annually. Starter covers 1 site, Professional covers 3 sites, Agency covers unlimited sites. All plans include every module and update access for the license period. License keys are entered under B2B Commerce Kit → Settings → License.

Yes. Every module exposes a REST API under the /wp-json/woob2b/v1/ namespace. Authentication uses standard WooCommerce API keys or WordPress application passwords. The PO Approval module has full CRUD endpoints for purchase orders, approval rules, and settings.

Submit a ticket from your FlikCode account dashboard or email support@flikcode.com. Support is staffed by engineers who work directly on the plugin. Priority and dedicated support are available on Professional and Agency plans.