User Guide for B2B eCommerce Platform

Introduction

The User Guide for the B2B eCommerce Platform explains how it enhances your Bagisto store with essential business features, creating a complete and efficient B2B system.

It enables companies to manage corporate accounts, team users, and purchasing activities from a single dashboard.

The module includes quick ordering, requisition lists, and request for quote (RFQ) to support fast, organized buying.

The B2B Suite is ideal for wholesalers, manufacturers, and distributors aiming for a scalable online setup.

This user guide offers clear instructions to configure and operate every part of the B2B Suite.

Installation of B2B eCommerce Platform

1. Bagisto: v2.3.x

It indicates that the package or feature is compatible with Bagisto version 2.3.x.

2. Composer Installation Command

composer require bagisto/b2b-suite:dev-master

3. Register Service Provider

In bootstrap/providers.php

'providers' => [
    Webkul\B2BSuite\Providers\B2BSuiteServiceProvider::class,
],

Note: Composer’s auto-discovery cannot load this provider. The order of registration is important. B2BSuiteServiceProvider must appear after the Shop package or at the end of the providers list. If auto-discovery loads it earlier, it may cause issues.

4. Installation Command

php artisan b2b-suite:install

5. License

The B2B Suite is released under the MIT License, allowing free use and modification.

B2B Suite Configuration

The B2B Suite module can be easily configured from the Bagisto admin panel. It allows the admin to enable or disable B2B features and manage key settings for company operations.

To configure the module, log in to your Admin Panel and go to Configure → B2B Suite as shown in the image below.

General Configuration

Under the B2B Suite section, click on General to access the main configuration settings for the module. These options help you manage basic B2B features for your store.

Here, you will find the B2B Suite General Settings panel as shown in the image below.

• Enable B2B Suite: Turn this option ON to activate the B2B Suite features across your store.
  
• Number of Requisition Lists: Set the default number of requisition lists a company can create. By default, this value is set to 1.
  

After updating the settings, click on the Save Configuration button to apply the changes or Back to return to the previous screen.

Quotations & Purchase Orders Configuration

Under the B2B Suite section, click on Quotations & Purchase Orders to configure settings related to quotes and purchase orders.

Here, you will see the Quotations & Purchase Orders Settings panel as shown in the image below.

• Procurement Method: Allows draft purchase orders to be created for purchasing required quantities from suppliers.
  
• Quotation Prefix: Sets the prefix used before quotation numbers.
  
• Purchase Order Prefix: Sets the prefix used before purchase order numbers.
  
• Default Padding: Defines the number padding for generating quotation and purchase order numbers.
• Minimum Cart Amount: Sets the minimum cart total required to submit a quote request.
  
• Minimum Amount Message: Message displayed when the cart total is below the minimum limit.
  
• Default Expiration Period: The number of days available for checkout is shown only for accepted quotations.
  
• Expiration Period Unit: Time unit for the expiration period, such as Days, Weeks, Months.
  
• Supported File Formats: File types allowed for quote attachments (doc, pdf, xls, jpg, etc.).
  
• Maximum File Size (MB): Maximum upload size for files, with 10 MB as the default.
  
• Allow Customer to Approve Quote: When enabled, customers can approve quotations from their account panel.
  

Email Options

Under Quotations & Purchase Orders, you can configure email templates and sender details for smooth communication. As shown in the image below.

• Quotation Template: Set the email template used to send quotations to the company.
  
• Purchase Order Template: Set the email template used for sending purchase order emails.
  
• Cancel Order Template: Set the email template used when a quote or order is canceled.
  
• From Name: Enter the name that appears as the sender in emails.
  
• From Address: Enter the email address used to send emails to customers.

Click Save Configuration to apply the changes or Back to return to the previous screen.

B2B eCommerce Development: Admin Panel Functionalities

The Admin Panel in the B2B eCommerce platform provides all the tools needed to manage your store, including users, products, settings, and B2B features.

Company Management

The admin can add and manage companies directly from the admin panel, making it easy to monitor all registered businesses, their information, and overall B2B activities.

In the admin dashboard, the Companies section lets you view all registered companies, including key details such as name, email, and contact number.

Steps to Manage Companies

1. Log in to the Admin Panel.
2. Go to Customers → Companies.

Create Company

Admins can create a new company by entering all required information. Once created, the company can start using B2B features on the storefront.

Steps to Create a Company

Step 1:

Go to Customers → Companies and click Create Company.

Step 2:

Fill in the company details under the General section:

• First Name: Contact person’s first name
• Last Name: Contact person’s last name
• Email: Company email address
• Phone: Contact number
• Slug: Unique identifier for the company
• Business Name: Company or organization name
• Website URL: Company website (optional)
• VAT Tax ID: Company tax/registration number

Address Details

Enter the company’s address information:

• Address: Enter the complete street address where the user or company is located.
• City: Specify the city name for the address.
• Country: Choose the appropriate country from the dropdown list.
• State: Select the corresponding state or region for the address.
• Postcode: Provide the postal or ZIP code for accurate location identification.

Company Policies

Add company policies for better clarity:

• Return Policy: Define the terms and conditions for product returns.
• Shipping Policy: Specify the rules and guidelines for shipping products.
• Privacy Policy: Outline how user and customer data is collected and used.

Meta Information

Add SEO-related details to improve visibility:

• Meta Title: Enter the SEO title for the website or page.
• Meta Keywords: Add relevant keywords to improve search engine visibility.
• Meta Description: Provide a short description for SEO purposes.

Social Links

Enter social media profiles (optional):

• Facebook: Add the URL of the company’s Facebook page.
• Instagram: Add the URL of the company’s Instagram profile.
• YouTube: Add the URL of the company’s YouTube channel.

After entering all the information, click Save Company to create the company.

Click Back to return without saving.

Note: Admins can edit or delete any company later using the Actions column in the companies list.

Purchase Orders

The Purchase Orders feature in the B2B eCommerce allows the admin to view and manage all purchase orders created by different companies from a single place.

This helps monitor each company’s buying activity and ensures smooth order handling.

Steps to View Purchase Orders

Go to Admin Panel → Customers → Purchase Orders. The complete list of purchase orders will be displayed.

Purchase Order Details Include:

1. Purchase Order ID / Quotation Name / Status

Shows the unique order ID, the related quotation name, and the current status, such as Completed, Ordered, or Pending.

2. Company / Customer / Created At

Displays the company name, the customer who placed the order, and the date the purchase order was created.

3. Base Total / Negotiated Total / Expiration Date

Shows the original price, the final negotiated value, and the expiration date of the quotation or order.

4. Items

Lists all the products included in the purchase order.

Note: Admins can track and manage company purchase orders from one screen, helping maintain smooth processing and clear business reporting.

Quotation Management

The Quotation Management feature in the B2B eCommerce allows admins to review, negotiate, approve, and reject quotations efficiently within the system.

Go to Customers → Quotations in the admin panel.

This area displays all quotation requests submitted by the company and its users for further review and action.

1. Quotations List

The Quotations page shows every submitted quotation along with important details that help in tracking and handling negotiations.

Admins can also manage records easily using the Export, Create Quotation, Search, and Filter options.

General Details Include:

• Quotation ID / Name: Unique reference number and title of the quotation.
• Status: Current stage, such as Open, Accepted, or Rejected.
• Company / Customer: Associated company and customer name.
• Created At: Date and time when the quotation was created.
• Base Total / Negotiated Total: Original amount and revised negotiated amount.
• Expiration Date: Validity period of the quotation.
• Quotation Items: List of products included.

2. Quotation Details View

Click the View icon next to any quotation to open the detailed page.

This page shows complete information such as quotation details, company details, included items, and all exchanged messages.

3. Quotation Messages

Admins and company users can communicate directly through the Quotation Messages section for negotiation or clarification.

How to Send a Message:

• Click the Message button.
• Type your text in the message field.
• Click Send to deliver the message.

4. Send Quotation

Admins can update negotiation terms and resend the quotation to the company user.

Editable Fields:

• Name: Product name
• Negotiated Price: Updated price after negotiation
• Quantity: Adjusted quantity
• Message (Required): Notes or remarks before submitting

Click Save to send the updated quotation back for review.

5. Accept Last Quotation

Click Accept Last Quotation, add a message, and then click Save.

After acceptance, the quotation status changes to Accepted, and the company can proceed with the purchase through the Add to Cart option.

Note: Once accepted, the product quantity cannot be changed. Any modifications require creating a new quotation.

6. Reject Quotation

Click Reject Quotation, enter the rejection reason in the message box, and click Save to finalize.

Once a quotation is rejected, no further changes to pricing or products can be made.

B2B eCommerce Development: Frontend Functionalities

In the B2B eCommerce Platform, it refers to all the features and actions available to the company and its users on the website, allowing them to browse products, interact with the store, and complete purchases smoothly.

Company Registration

Company Registration allows businesses to join the storefront and easily set up their organization profile.

It helps companies quickly become part of your B2B platform and start using its features smoothly.

Once registered, companies can manage their profile, access their dashboard, and use features such as creating requisition lists, placing quick orders, and viewing purchase orders.

Steps to Register a Company

Step 1: On the storefront, click Sign Up from the header menu.

Step 2: The registration form will open.

Provide the necessary information to continue with the registration process.

Step 3: Fill in the company details:

General Details

• First Name: Enter your first name.
• Last Name: Enter your last name.
• Email: Enter a valid email address.
• Phone: Enter your contact number.
• Slug: Add a unique identifier for your company.
• Business Name: Enter your company name.
• Password: Create a secure password.
• Confirm Password: Re-enter the password.
• Subscribe to Newsletter: Select this if you want email updates.

Step 4: Click Register to create your account.

Company Sign In

If you already have a company account, you can log in from the storefront using the Sign In option. This gives you access to the company dashboard and all B2B features.

Steps to Sign In

Step 1: Click Sign In from the header menu to open the login form.

Provide your login credentials to proceed.

• Email: Use the email registered with your company.
• Password: Enter your account password.

Step 2: Click Sign In to access your company dashboard.

After logging in, you can manage your company profile, create users, create requisition lists, manage quotations, and handle all other B2B operations directly from the dashboard.

Request for Quote (RFQ)

The RFQ feature in B2B eCommerce development enables companies to submit quotation requests directly from the storefront, streamlining price negotiations and organizing bulk purchase discussions.

Note: Only signed-in customers can access this feature.

Cart Page Overview

Go to the Cart page from the storefront. Below the Cart Summary section, you will find the Request For Quote button.

Click this button to begin creating your quotation request.

Create Quotation Request

After clicking Request For Quote, the Quotation Form will open.

Fill in the required details:

1. Quotation Name – Enter a suitable name for the quotation.
2. Quotation Description – Add a brief note explaining your request.
3. Attach File – Upload any supporting documents if needed.

At the bottom of the form, you will see two options:

1. Save as Draft: Save your quotation to complete or submit later.
2. Request A Quotation: Send the quotation request directly to the admin.

Quotation Submission and Tracking

Once submitted, the quotation will appear under the Quotations section in your My Account dashboard.

Each request will display important information such as Quotation ID, Name, Company, Base Total, Status (Open/Accepted/Rejected/Draft), and Created Date, helping you track and manage all your quotation requests easily.

Requisition Lists

The Requisition Lists feature in B2B eCommerce development helps companies save products for future or bulk purchases, making repeat orders faster, more organized, and more convenient.

Requisition Lists Feature Overview

Go to My Account → Requisitions from the company storefront.

It allows users to view and manage their requisition requests from their accounts.

1. My Requisition Lists Page

This page displays all requisition lists created under the company account. If no lists exist, it shows the message “No Records Available.” To create a new list, click Create.

2. Create Requisition List

You can set up a new requisition list by entering the required details.

Fields Include:

• Name: Add the list name.
• Description: Provide a short description.
• Is Default: Enable this option if you want to set the list as default.

Click Save to create the requisition list.

3. After Creating a Requisition List

The newly created list appears on the My Requisition Lists page with its details. You can edit, manage, or delete the list whenever needed.

4. Add Products to a Requisition List

Products can be added directly from the product page. Click Add To Requisition List and select the list (such as “Wish”) from the dropdown.

5. Manage Requisition Lists

To manage a list, click the Edit icon under the Actions column.

6. Available Actions:

Rename the list, remove selected items, move selected products to the cart, or update product quantities within the list.

Quotation Handling

The Frontend Quotation Handling feature enables company users to view, track, and manage all their quotation requests directly from the dashboard.

Users can create quotations, negotiate prices, and communicate with the admin.

Accessing Quotations

Go to My Account → Quotations from the company storefront.

My Quotations

The My Quotations page lists all quotation requests submitted by the company, along with essential details for easy tracking.

Quotation Details Include:

• ID: Unique identifier of the quotation
• Quotation Name: Name assigned to the quotation
• Company: The Company that submitted the request
• Base Total: Total amount before negotiation
• Status: Current stage (Draft, Open, Accepted, Rejected)
• Created At: Timestamp of quotation creation
• Actions: Click the View icon to open full quotation details

Quotation Details

Click the View icon to see full quotation information, including quotation information, company details, items, and messages.

Quotation Messages

At the bottom of the page, users can communicate directly with the admin.

How to Send a Message:

• Click Message button.
• Type your message
• Click Send to deliver your message.

All messages appear in a conversation thread with sender name, content, and timestamp.

Quote Again

To revise or resend a quotation, click the Quote Again button. Update prices, quantities, or add remarks before submission.

Fields Include:

• Name: Enter the product name.
• Negotiated Price: Specify the updated or agreed-upon price.
• Quantity: Enter the revised quantity of the product.
• Message (Required): Add a note or message explaining the request.

Click Save to submit the revised quotation.

Reject Quotation

To reject a quotation, click the Reject Quotation button. Enter the reason and click Save.
The quotation status will update accordingly.

Purchase Orders

The company first generates a quotation, which is then reviewed and approved by the admin.

Once approved, the company places the order, and the confirmed order is added to the Purchase Orders section for further processing and tracking.

Manage all quoted orders

Go to My Account → Purchase Orders from the storefront.

The My Purchase Orders page will open, showing all created purchase orders with options to search, filter, and manage them.

Purchase Order Details Include

• ID: Unique purchase order number.
• Quotation Name: Reference name of the related quotation.
• Company: Name of the company linked to the order.
• Base Total: Original order value before any changes.
• Negotiated Total: Final amount after negotiation.
• Status: Current progress of the order (e.g., Completed, Pending, Ordered).
• Created At: Date and time when the purchase order was created.
• Actions: Options to view or manage the order.

Note: Company users can easily review and track all orders while staying informed about negotiated prices and order statuses for better procurement management.

Role Based Permissions

The Role Based Permissions feature lets companies create custom roles and define what each user can access. This ensures users only see the features needed for their responsibilities.

Steps to Create a Role

Step 1: Go to My Account → Roles from the storefront. The Roles page will show all existing roles with options to search, filter, and manage them.

Step 2: Click Add Role to open the role creation form.

Enter the required details:

• Name: Add the name of the role (e.g., Administrator, Manager).
• Description: Write a short purpose for the role.

Step 3: Set the access level under Access Control:

• All Permissions: Gives full access to all company features.
• Custom Permissions: Let’s you select specific permissions.

Click Save Role to create the role.

Note: You can edit or delete any role anytime. Roles can be assigned to users when creating or updating company users.

Company User Management

Company User Management allows businesses to add and manage multiple users under their company account, with each user assigned a specific role for proper access control.

Steps to Add a New Company User

Step 1: Go to My Account → Users from the storefront. The Users page will show all existing users with search and filter options.

Step 2: Click Add User to open the user creation form.

Step 3: Fill in the user details:

• First Name: Enter the user’s first name.
• Last Name: Enter the user’s last name.
• Email: Add a valid email address.
• Phone: Enter the contact number.
• Gender: Select the user’s gender.
• Date of Birth: Enter the birth date.
• Role: Choose a role from the list.
• Status: Set the user as Active or Inactive.
• Is Suspended: If enabled, the user can log in but cannot check out.

Click Save User to apply the changes.

Note: Company admins can edit, suspend, or delete users anytime. Access to features depends on the permissions assigned to each user’s role.

Quick Order

The Quick Order feature enables companies to quickly add multiple products to their cart by searching items by name, entering SKUs, or uploading a CSV file.

It is designed to make bulk and repeat purchases faster and more efficiently.

Quick Order Process Overview

Go to My Account → Quick Orders from the company storefront.

The Quick Order page will appear, allowing you to instantly add multiple products, manage bulk quantities, and speed up your purchasing process.

Available Options

1. Search Product by SKU or Name: Quickly find a product by entering its SKUs and name.
2. Enter Multiple SKUs: Add several SKUs at once by separating them with commas.
3. Upload File: Upload a CSV file to add multiple products in a single step.
4. Supported Format: Only CSV files are accepted. The file must include:
   • SKU: Product SKU
   • Quantity: Quantity to be added
5. Download Sample File: Use the sample CSV as a reference before creating your own file.

Selected Products

After entering a SKU, the matching product will appear. Click Add to List, and it will be added under the Selected Products section.

Once you confirm the selected items, click Add To Cart to move them directly to the shopping cart for checkout.

This feature helps companies place bulk orders quickly and smoothly, without navigating through multiple product pages.

Final Thoughts

It explains all the main features in an easy-to-understand manner, making it simple to manage setup, configuration, and everyday B2B tasks.

The B2B eCommerce platform provides straightforward and simple instructions to assist businesses in understanding and effectively using the B2B Suite on Bagisto.

This guide is designed to help wholesalers, manufacturers, and distributors make purchasing easier, manage their teams, and efficiently handle bulk orders.

By using this user guide, businesses can confidently create a scalable, secure, and well-organized B2B online store.