Selecting your website's B2B settings

Website settings

Auto activate trade accounts created on website

When a customer creates a trade account on your website, by default, you need to approve and activate each account in order for the customer to be able to begin using it. Using this setting you can choose if you want the system to automatically approve and grant access to trade accounts, or if you still want to approve them yourself:

Select Yes if you want the system to automatically approve the accounts for you, or select No if you want to approve the accounts yourself.

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Activate the wholesale delivery feature

With this setting you can choose to set different delivery rates for your wholesale customers. Select Yes if you want to create separate delivery settings for them:

Click here to learn how to configure your wholesale delivery settings.

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Who should have access to bulk discounts

If you have installed the bulk discounts app the next setting can be used to determine who should have access to bulk discounts:

Place/leave a tick in the box beside who you want to be able to receive bulk discounts.

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Change the customer name to the company name on order pages

If on your order pages you would prefer to see the company names for your trade accounts instead of the customer names then select Yes for this setting:

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Default trade pricing band for new accounts

If you are using the trade pricing bands feature to set pricing for your trade customers use this setting to select a default pricing band that new trade customers are automatically assigned to when their account is activated. To set a default choose a pricing band from the dropdown list of bands you have created:

Settings for creating a different product/category environment

Having a different product/category environment for trade customers means you can create products and categories that only your trade customers will be able to see and buy.

Here is an explanation of how to activate the product/category environment for trade customers and the additional settings involved with it:

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Activate a different product/category environment for trade and normal customers

If you would like to have a different set of products/categories available to your trade customers then select Yes here:

Changing this setting to Yes will open a further set of settings for you to choose from.

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Should non-trade customers be able to view products that are only assigned to trade categories?

This setting allows you to create trade only products by determining who can view products assigned to trade only categories:

If you select No anyone not logged into a trade account would be unable to view products assigned to trade only categories. If you want every customer to be able to see all of your products select Yes.

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Show a different category menu to trade customers

If you want visitors who are logged into a trade account to see a different, trade only, category menu to regular customers then select Yes for this setting:

If you choose to enable this feature you will need to decide which of your categories should be 'trade only'. Click here to learn how to do this.

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Only show trade categories to trade customers

If you have enabled the trade category menu, but you would still like your trade customers to be able to see your regular categories as well select No for this setting:

Select Yes if you want trade customers to only be able to see trade categories.

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Hide non-trade products from trade customers

If you don't want your trade customers to be able to view products not in a trade category select Yes for this setting:

If you want trade customers to be able to view all products select No.