B2B Marketplace for WooCommerce

• Commission configuration for suppliers.
• The admin can auto/manual approve suppliers.
• Separate supplier registration form.
• The supplier can add products from his account.
• The admin can configure the product type for the supplier.
• The admin can configure the allowed categories for suppliers to add products.
• A customer can chat with the supplier.
• Send quotation request (RFQ) to the supplier.
• Buying leads for suppliers.
• Customers can create a quick order.
• Supplier dashboard to analyze sales.
• Supplier review section.
• Social channels for the supplier.
• Dedicated profile for a supplier.
• Supplier policies section.
• Supplier contact information section.
• The verification process for a supplier.

The user will get a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel.

For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then selects the “Add New” option.

After this, you will see an option on the top of your page that is “Upload Plugin”, click the option to upload the zip file.

By clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

Once the user installs the plugin, a message “Plugin installed successfully” displays and an “Activate Plugin” is visible to activate the plugin.

The user needs to click on the “Activate Plugin” button to activate the plugin.

Update Permalink under “Settings > Permalinks” as “Post name” as shown in the below snapshot.

To know how to translate the module, you can click here.

After the successful installation of the module, the admin can configure the B2B Marketplace module from the back-end.

For that, the admin needs to navigate through, B2B Marketplace > Configuration.

General Settings:

Minimum Commission – In the Minimum Commission, the admin needs to enter a commission rate, this commission mechanism will be applicable to all the suppliers.

For example, there is a supplier “S1″ and his/her product P1, and it’s the price is 100 USD. So on the sale of product P1”, the supplier will get 80 USD and admin will get 20 USD as a commission.

Auto approval supplier – If checked then the supplier will be auto-approved after the registration as a supplier. 

Ex – If the admin allows this option then the user who will sign up in the store as a supplier will convert into a supplier automatically. Otherwise, approval is required by the admin.

Supplier shows separate form – If this option is enabled, then the supplier will get separate login and registration form.

After setting up the general settings, the admin can click on the Save Changes button to save the settings.

Product Settings:

Allow the supplier to publish – If checked then the products added by the supplier will be auto-approved.

Otherwise, product approval is required by the admin. Ex –  If the supplier adds a product, every time product will be moderated by the admin.

Allowed Product Types – From here, the admin can select the product types which they want to allow for the suppliers.

Categories Allowed – From here, the admin can select the categories which they want to allow for the suppliers.

After setting up the product settings, the admin can click on the Save Changes button to save the settings.

Chat Settings:

Host Name – Here the admin will enter the hostname of the online store.

Port Number – Enter any available port number for the chat system.

Chat Name – Enter the name chat name here, which gets display in the front-end for the users.

HTTPS Enabled – Enable this option to use the chat system on the live server.

Upload Server Private Key File – Upload the server private key provided by the server service provider.

Upload Server Certificate Key File – Upload the server certificate key provided by the server service provider.

Server CA Bundle File – Upload the server CA Bundle File provided by the server service provider.

After setting up the chat system, the admin can click on the Save Changes button to save the settings.

And click on the Start Server button, to start the server for the chat system.

Note:

Admin needs to run the following command within the plugin root directory. It will install all the dependencies which are required to use the chat system. 

Plugin root path: wp-content/plugins/woo-b2b-marketplace

Command: npm install

Quick Order Settings:

Allow Quick Order from – The admin may set this field as ‘Both CSV and Table,’ ‘Quick Order Table,’ or ‘Upload CSV.’

• If the admin configures “Both CSV and Table,” the customers can upload products through a CSV file or directly in the table itself.
• On configuring the “Quick Order table,” the customers can add products directly to the table.
• If the admin configures “Upload CSV,” then products can be uploaded only through CSV files.

Show Blank Rows – The admin can set this field as Yes or No. Setting it as ‘Yes’ will introduce an empty set of fields in the Quick Order section.

A number of rows to add – The admin can define the number of rows to add to the quick order to add products.

The default number of rows – The admin can define the default number of rows present on the quick order page.

Want to see ombination Field – They may set this as “Yes or No.”

Search product By –

The admin may set this as ‘Both Name and SKU,’ ‘Product Name’ or ‘SKU.’ If the admin selects:-

• “Both Name and SKU”: The customer can either search for products either by the product’s name or its SKU.
• “Product Name”: The products can be searched using their names.
• “SKU”: The admin can search for products using their SKUs.

After setting up the Quick Order settings, the admin can click on the Save Changes button to save the settings.

Quote Settings:

Minimum Quantity for “Request For Quote” – The admin can enter the minimum quantity for requesting a quote for the customer.

Now, the admin can click on the Save Changes button to save the quote set.

Asset Visibility:

Email – Here configure whether the supplier Email will be displayed on the supplier profile or not.

Phone Number – Configure whether the supplier’s Phone Number will be displayed on the supplier profile or not.

Address – Configure whether the supplier Address will be displayed on the supplier profile or not.

Social Links – Configure whether the supplier Social Links will be displayed on the supplier profile or not.

Advance Setting:

The Advanced tab provides dynamic functionality to the WooCommerce B2B Marketplace Plugin.

The admin can configure the Endpoint and Title for the supplier.

Endpoint: The extra part is present in the URL of any website.

Such as https://webkul.com/about-us/company-profile/, which is mainly to display different content without the need to navigate to multiple pages.

• For instance, a supplier can have a supplier profile page, which displays on the URL. As an example.com/supplierprofile.
• We can append an endpoint ‘edit-supplier profile’ to the URL to show the Edit page for supplier profiles. Such as example.com/supplierprofile/edit-supplierprofile.

The admin will have to navigate through Marketplace > Settings > Advanced to configure the Endpoint and Title as shown in the image below.

Also, the admin can customize the URL for each Endpoint. The Endpoints must be distinctive to avoid conflicts.

Shipping:

The Shipping tab provides the admin functionality to redirect it to the WooCommerce shipping. Once the admin will click on Click here, it will navigate the admin to the WooCommerce shipping.

The admin has to navigate to B2B Marketplace > Suppliers to manage the existing B2B suppliers or create a new one.

From here, the admin can approve/disapprove the supplier’s accounts.

The admin can verify a supplier by clicking Unverified and the popup will appear to confirm the same.

Once verified, the verified supplier icon will be available on the product page and the profile of the supplier.

Once the admin clicks on the Manage button, they can see all details related to the supplier. As per the below image:

Also, the admin can check all the orders of the particular supplier under the Orders tab as per the below image:

The admin can pay the supplier for the orders by clicking on the Pay button. Also, the admin performs the Pay action in bulk.

To see all the transactions of the supplier, the admin can click on the transaction tab. For reference, check the below snapshot:

Further, the admin can click on the Commission tab to set the commission per supplier.

Commission in Percentage – Enter the percentage of commission for the supplier.

Total Sale – Total sale of that particular supplier.

Admin Commission – Admin commission in total sales based upon total sales.

Existing Commission – Existing commission rate for the supplier.

Now, under the category tab, the admin can assign the categories to the suppliers:

The admin can check the commission details of the suppliers by navigating the B2B Marketplace > Commission. For reference, check the below snapshot:

Here, the admin can see the list of all the suppliers along with their names, email, commission percentage, etc.

Admin can manage supplier or view details upon clicking supplier’s name.

The admin can see the feedback of the customers for the suppliers by navigating through B2B Marketplace > Feedback as per the below image:

From here, the admin can bulk approve/disapprove the feedback. Also, they can delete the feedback in bulk.

The admin can manage the quote attribute list by navigating through B2B Marketplace > Attributes as per the below image:

Here, the admin can edit the existing attribute and also can delete them.

Also, the admin can create a new attribute for the quote by clicking on the Add New button as per the below image:

Default Label – Enter the label for the attribute.

Attribute Type – Select the attribute type as Text, Text area, and Number.

Required Type – Decide whether to make this field mandatory or not.

Attribute Status – The admin can enable or disable the attribute from the front end.

After, setting up all the fields, the admin can click on the Save Changes button to save the attribute.

These created attributes will be displayed on the Request for Quote form. Check below example image :

There are several actions performed in the B2B marketplace related to the admin like new orders, changes in order status, approval of a product, a review post by the buyer, and many more.

The admin can check the same by navigating through B2B Marketplace > Notifications as per the below image:

To check the order notification, the admin can click on the Order tab as per the below image:

The admin can see the list of RFQ’s and buying leads of the customer from the back-end.

Further, for that, the admin needs to navigate through B2B Marketplace > Quotes as per the below image:

To see the buying leads, the admin needs to click on the Buying Leads tab as per the below image:

The admin can navigate to B2B Marketplace > Shop Inquiry to see all the queries that the supplier has raised.

For reference, you can check the below snapshot:

From here, the admin can delete the inquiries and can also reply to the suppliers on the queries. To reply, the admin needs to click on the Reply Button.

Once the admin enters their reply in the message text area, they can click on the REPLY button. Then the buyer will receive a reply to their query.

B2B marketplace admin can create products and can assign the created product to a supplier.

To assign a product to a supplier, navigate to WooCommerce > Products. Here, create a new product or edit an existing product.

Under Supplier, the admin can assign a supplier for that respective product.

A user can register a supplier on the B2B Marketplace, by clicking the My Account, menu.

Here, a combined option of the registration for a buyer and a supplier is shown in the below snapshot.

After clicking the I am a supplier button more fields will appear for the supplier registration.

The user will input an Email address, Password for the account, First Name, Last Name, Shop Name, Shop URL, and Phone Number and hit the “Register” button to register as a supplier.

Here an Ajax check for the supplier shop URL is implemented i.e. when you enter a shop URL if it is available then it will show as “Available” otherwise it will return as “Already Exists“.

Separate Login Form

The admin can also enable the option of separate login for the suppliers of the B2B Marketplace.

It can be configured by navigating to  B2B Marketplace > Configuration > General > Supplier show separate form.

And on the front end, the registration form will be displayed below image :

The suppliers of the marketplace can see their dashboard from the back end. On the dashboard, they can see their lifetime sale, total payout, remaining amount, refunded amount, etc.

For reference, check the below image:

B2B Marketplace suppliers can add 6 types of products from their panel. The list of the product types is as follows :

1. Simple Product
2. Virtual Product
3. Downloadable Product
4. Grouped Product
5. External/Affiliate Product
6. Variable Product

To add a product navigate to Products > Add New.

Here, the supplier will provide the below options:

Product Name, Product description, Product short description, Product categories, Product tags, Product image, and Product Gallary Images.

Also, the supplier can select the product type.

General :

In the General section, the supplier can enter below details:

Regular price – Product’s normal/regular price
Sale price – Product’s discounted price that can then be scheduled for certain date ranges. The sale expires at 11:59 pm on the specified end date.

Inventory:

In this section the supplier will provide the following information :

SKU – SKU (Stock Keeping Unit) of the respective product.

Manage stock? – Check to manage stock to provide inventory. Otherwise, only the ‘Stock status’ option is visible in the Product Data Inventory box.

Stock quantity – Quantity of the product. WooCommerce auto-manages inventory and auto-updates Stock Status as Stock, Out of Stock, or On Backorder.

Allow backorder? – Select to allow backorder.
Low stock threshold – Enter a number upon which you are notified.
Sold individually – Tick the Sold Individually box to limit the product to one per order.

Shipping:

Weight – Weight of the Product.

Dimensions – Length, width, and height for the Product.

Shipping class – Shipping classes are used by certain shipping methods to group similar products. Here, the supplier can select the respective shipping class.

Linked Products :

Upsells – Select Upsell products for already created products.
Cross-sells – Select Cross-sell products for already created products.

Attributes :

On the Attributes tab, you can assign details to a product. You will see a select box containing the global attribute sets you created (e.g., Color).

Here the supplier can create custom attributes as well.

Advanced :

Purchase note – Enable/Disable customer reviews for this product. Menu order – Enable/Disable customer reviews for this product.
Enable reviews – Enable/Disable customer reviews for this product.

The product on the front end will be displayed as below image:

The supplier can see all the orders by navigating through B2B Marketplace > Orders as per the below image:

Further, the supplier can also view the orders by clicking on the View button as per the below image:

The supplier can change the order status under the Order Status section.

Here the supplier can change the required status of the order.

On the order details page, the supplier can Print the Invoice by clicking on the Print Invoice button.

The supplier can refund the order as well by clicking Refund. Here the supplier can enter the refund reason and enter the refund amount to process the refund.

The supplier can ask their queries to the admin by navigating through B2B Marketplace > Shop Inquiry as per the below image:

Further, to add a new query, the admin needs to click on the Add New button.

Here, the supplier can enter the subject and message of the query.

The supplier can see the list of their shop followers by navigating through B2B Marketplace > Shop Followers as per the below image:

Moreover, the supplier can also send the notification to the customers by clicking on the Send Notification button.

Once, the supplier clicks on the Send Notification button, they have to enter the subject and message for the notification.

After that, the supplier can click on the Send Notification button to send the notification to the customer.

A customer can become a follower by clicking Add As Favourite Supplier on the product page.

The supplier profile displays critical information about the suppliers. After the registration, the supplier needs to complete their profile.

For managing the profile, the suppliers need to navigate through B2B Marketplace > Account Settings.

General

Under general setting, the supplier can the shop information such as:

Logo – The supplier can upload the logo for their shop.

Banner – Upload the banner image here which will show on the supplier profile page.

Name – Enter the name of the shop.

Slug – Here the supplier can enter the URL for their shop.

Tagline – Enter the shop tagline here.

After setting up all the fields, the supplier can click on the Save Changes button to save.

Note – To change the user profile image, the supplier needs to navigate through Profile and then change the profile image on Gravatar.

Social

• The supplier can enter their company/shop overview.
• They can set the meta keywords and meta descriptions for their shop.
• The supplier can enter their Twitter, Facebook, Instagram, and Google Plus accounts.
• Also, they can add Vimeo, Pinterest, and Youtube IDs.
• The supplier can also enter their Tax/VAT Number.

After setting up all the details, the supplier can click on the Save Changes button to save the settings.

Supplier

Under the supplier tab, the supplier can enter their personal information.

• The supplier can enter his user name, display name, first name, last name, email, and nickname.
• Also, they have to enter the website URL and their role/designation.
• The supplier can decide the response time for the customers and also can choose the response type from the drop-down such as Hours or Days.
• Further, the supplier can enter their payment details and also can check the verification status of their profile.

Policy

Under the policy tab, the supplier can enter their return policy, shipping policy, and privacy policy.

Category

Under the category tab, the supplier can see the categories assigned to them by the admin.

The supplier can make the settings from the configuration option. Here the supplier can make the general settings for their shipping.

The supplier will redirect to the available shipping as per the given screenshot.

On the front-end, the supplier profile will be displayed as below image. Here the Profile, Recent Products, Supplier Collection will be displayed.

Reviews, Company Overview, Policies, Social Channels and Contact information will also be displayed on the supplier profile.

Click Product(s), to view the products of a supplier.

Click Rating to view the average rating of the supplier on different factors like Price, Value, and Quality.

A user can give a review to the supplier under Review(s) and can view existing supplier reviews as well.

The buyers can ask their queries regarding the product to the suppliers on the product page.

The customers can click on the chat option to start the chat and ask their relevant queries related to the product.

Once, the buyer updates their query for the product, the supplier can revert regarding the same from the back-end.

For that, they need to navigate through B2B Marketplace > Chitchat as per the below snapshot:

Now, the buyers can check the supplier’s answer regarding their query on the product page. As per the below image:

A customer can place a quick order on the B2B marketplace to quickly add and purchase the products by searching for them using a product name or SKU.

The below image is of the front-end display of the quick order.

The buyer can add more rows to the quick order by clicking “Add more rows”.

Here the buyer can search for the product with the product name and pick the product from the auto-suggestion.

After selecting the product, it will display in quick order like the below image. The buyer can edit the quantity as per their requirement.

In the case of variable products, the buyer can select the respective variation under Combination.

Click Create Order to add all the products to the cart. After that, a buyer can proceed further with the checkout.

A buyer can add the product to the quick order by CSV as well. A sample CSV file can be found by clicking Get Direction.

After downloading the file the buyer can enter the product information into the CSV file as per the requirements.

Here only two fields are available. The first is SKU/ProductId and the second is Quantity.

Click upload to upload the prepared CSV file.

After upload, the products will be added to the cart.

A customer can create a Request For Quote (RFQ). RFQ is a business process where a customer can request a quote from a supplier for the purchase of specific products or services.

Here, a customer can request custom products as well.

Customers can click Request To Quote to submit RFQ for a product.

It will redirect the user to the respective supplier profile under the Request a Quote section.

Further, in this form, the customer will enter the below information: 

Product Name – Name of the product.

Product Description – Description of the product.

Enter Quantity – Quantity of the product looking to purchase.
Enter Price – Price of each unit.
Sample Images – Sample images for reference.

Note: The customer can add the product to the RFQ by clicking Add Product. Here, a customer can add multiple products in the same RFQ.

Company Name – Name of the company/organization
E-Mail – E-Mail of the customer.
Project Description – A small description of the quote.
Other – Any specific instruction.

The customer can view the quote under My Account > Quotations.

The supplier can view the submitted RFQ under B2B Marketplace > Quotes > RFQ.

Further, the supplier can view specific RFQ as follows.

The supplier can submit the quote under Action.

The customer can view the submitted quote in My Account > Quotations > View Quote > Quotes.

Customers can send a message to the supplier and Approve or Reject the Quote as well.

After approval, a customer can add the respective products to the cart.

Further, to add products to the cart move to My Account > Quotations > Select a Quote > General.

Further, click on the cart icon to add quote products to the cart.

Buying leads functionality helps the customer to raise RFQ for the products that are listed or not listed on the website.

In this, a Request for a Quote is sent to multiple suppliers on the website. And it upon the different categories allowed by the admin.

Further, a supplier can view their allowed categories under B2B Marketplace > Account Setting > Category.

RFQ Form

A customer can submit a buying lead by navigating the menu Request for Quote.

Further, in this form, the customer will enter the below information:

Select Categories – Select Category for the quote.

Product Name – Name of the product.

Product Description – Description of the product.

Enter Quantity – Quantity of the product looking purchase.
Enter Price – Price of each unit.
Sample Images – Sample images for reference.

Note: The customer can add the product to the RFQ by clicking Add Product. Here, a customer can add multiple products in the same RFQ.

Company Name – Name of the company/organization
E-Mail – E-Mail of the customer.
Project Description – A small description of the quote.
Other – Any specific instruction.

The customer can view the quote under My Account > Buying Leads.

Marketplace suppliers can view the submitted buying lead under B2B Marketplace > Quotes > Buying Leads.

B2B marketplace suppliers can view the Quote below image:

Click the Quote Product icon to submit a quote.

Marketplace customers can view the lead under My Account > Buying Leads.

Here, a customer can select a buying lead and can add a message to the supplier if required or approve/reject the same.

After approval, a customer can add the respective products to the cart.

Further, to add products to the cart move to My Account > Buying Leads > Select a Lead > General.

Click on the cart icon to add products to the cart and proceed with the checkout.

That’s all for the B2B Marketplace for WoooCommerce.

Support

If you need any technical assistance, please reach us by mail at support@webkul.com.

Also, discover various solutions to add more features and enhance your online store by visiting the WooCommerce plugins page.

Additionally, if you require expert assistance or want to develop custom unique functionality Hire WooCommerce Developers for your project.

For assistance related to B2B Marketplace Development, our team is here to help.