Three building blocks that every module depends on. Set these up in order and everything else clicks into place — pricing rules, catalog restrictions, payment rules, and approval workflows all flow naturally once your roles and lists are ready.
Create your B2B customer tiers: Wholesale Bronze, Silver, Gold, Distributor, Pending Approval. These are the primary targeting handles used by every other module.
Group existing customers into named lists. Used for cross-role targeting (e.g. "VIP Accounts" spanning multiple tiers) and for one-off campaigns.
Organise products into logical groups: Clearance, New Arrivals, Restricted. Update a list once and every rule referencing it updates automatically.
Once the building blocks are in place, create a Discount Rule targeting a User Role and a Product List — you'll see the targeting system working immediately.
Go to B2B Commerce Kit → User Roles → Add Role. At minimum create: one for each pricing tier you have (e.g. Wholesale Bronze/Silver/Gold) and one "Pending Approval" role for new registrants. These roles are the targeting handles used everywhere.
Edit any WordPress user → B2B Commerce Kit section → set their role. For bulk assignment: Users list → select all → Bulk Action: "Assign B2B Role." Get your existing customers into the right tiers before building pricing rules.
Go to B2B Commerce Kit → User Lists → Add List. Create any lists that cut across tiers — "VIP Accounts," "Trial Customers," "East Coast Distributors." If your business only has clean role-based tiers, you can skip lists for now.
Go to B2B Commerce Kit → Product Lists → Add List. Create lists matching your common groupings — "All Products," "New Arrivals," "Clearance," "High Margin." Use dynamic lists (by category/tag) where possible so they stay current automatically.
Go to B2B Commerce Kit → Discount Rules → Add Rule. Set type to "Percentage Discount," target users to "Wholesale Bronze" role, target products to "All Products," discount to 5%. Save and test — log in as a Wholesale Bronze user and confirm the discount appears on product pages and in cart.
Now add Silver (10%) and Gold (15%) rules. Then add any inventory rules, order restrictions, payment rules. Build one module at a time, test after each, and you'll have a solid B2B setup in a few hours.
Company Accounts (Module 3.1) are only required for shared credit lines, sub-accounts, and company-level contract pricing. Most pricing, discount, catalog, and inventory features work purely with User Roles — no company setup needed. Start with roles; add company accounts later if your operation requires them.
| Feature | Needs Company Accounts? |
|---|---|
| Discount Rules (tiered pricing) | No — roles only |
| Hide Price / gated catalogue | No — roles only |
| Inventory Rules / Order Restrictions | No — roles only |
| Payment & Shipping Rules | No — roles only |
| Private Catalogs | No — roles/lists only |
| Company Credit / Net Terms | Yes — needs company record with credit limit |
| Sub-Accounts (team ordering) | Yes — sub-accounts link to a company |
| Customer-Specific Pricing (per company) | Yes — or per individual user |
| PO Approval (checkout gate) | No — roles only |
Yes — and you should. Go to B2B Commerce Kit → Settings → Features. Toggle off any module you won't use. Disabled modules load zero PHP classes and zero JavaScript — no performance overhead whatsoever. All data is preserved and the module re-enables instantly if needed later.
Create a test WordPress user for each of your roles. Log in as that user (or use a browser incognito window with the test account) and browse product pages, add to cart, and go to checkout. Confirm the prices, payment options, shipping methods, and any restrictions are exactly as you configured. This is the most reliable way to verify targeting before going live.
Follow the same First Steps order — create matching roles and lists first, then recreate your pricing rules. Don't disable your old plugin until you've verified everything matches on staging. Run both plugins simultaneously on staging for a full billing cycle, comparing prices for each customer tier. See the full Migration Guide for detailed steps.