The three building blocks every module depends on — set these up first and everything else clicks into place.
Create B2B-specific roles like Wholesale Bronze, Silver, Gold. Every pricing rule, catalog restriction, and payment rule targets roles.
Group customers into named lists by account tier, region, or any custom criteria. Reusable across all modules.
Organise products into logical groups — Clearance, New Arrivals, Restricted. One list change updates every rule that references it.
Once building blocks are set, add a Discount Rule or Order Restriction to test targeting works as expected before going live.
Go to B2B Commerce Kit → User Roles. Click Add Role. Name it (e.g. "Wholesale Gold"), set WordPress capabilities, and save.
Edit any WordPress user and set their B2B role from the User Role dropdown in the B2B Commerce Kit section.
Go to B2B Commerce Kit → User Lists → Add List. Add customers individually or by role. Lists update dynamically.
Go to B2B Commerce Kit → Product Lists → Add List. Add products individually, by category, or by tag.
Try Discount Rules → Add Rule first. Select a User Role target and a Product List scope — you'll see the targeting system in action immediately.
Yes. Go to B2B Commerce Kit → Settings → Features. Each module has an on/off toggle. Disabled modules load zero PHP or JavaScript — no performance overhead, no database queries.
No. Discount Rules, Customer Pricing, Inventory Rules, and most other modules work purely with User Roles and User Lists. Company Accounts are only needed if you want shared credit limits, sub-accounts, or company-level contract pricing.