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Getting started

Install B2B Suite, create your first customer group, price it, and put a trade buyer through checkout.

B2B Suite extends WooCommerce — it does not replace it. Before you start, make sure the store is running WooCommerce 8.0 or newer, WordPress 6.5+ and PHP 8.1+.

Install

  1. Install and activate B2B Suite for WooCommerce from the Plugins screen.
  2. If you bought Pro, upload and activate B2B Suite for WooCommerce Pro as well. Pro is an add-on: the free plugin owns the database and the pricing pipeline, so it must stay active.
  3. Activation creates the plugin’s own tables and runs any pending upgrades. Nothing on your storefront changes yet.

The setup wizard

A brand-new install opens the wizard automatically. It walks the four decisions that make a trade store work:

  1. A customer group — the contract a set of buyers is on.
  2. A price rule for that group — percentage off, amount off, or a fixed price.
  3. A registration page — created and published for you in one click if you do not have one.
  4. Price visibility — public prices, or hidden until a buyer is approved.

Every step reads your current settings first, so if something is already set up it says so instead of asking again. You can leave and resume; skipping is remembered.

Your first group

Pricing → Customer groups → Add group. A group is just a name and its members. Assign customers from the group’s members tab, or let the approval queue assign them for you when you approve a trade application.

The free plugin includes one group. Pro removes the limit.

Your first price rule

Pricing → Price rules → Add rule. A rule needs three things:

  • Who it applies to — a customer group.
  • What it applies to — the whole shop, or a specific product. (Pro adds category, tag and individual-customer targeting.)
  • What it does — a percentage off, an amount off, or a fixed price. Optionally only within a quantity band.

Percentages are always calculated from the regular price, never the sale price.

Check it before you announce it

Pricing → Check a price resolves a real price for a real customer and shows the full precedence walk — including the rules that did not win, and why. It uses the same code that charges the customer at checkout, so it cannot tell you a different story than the cart will.

Then use view as customer to browse the storefront as that buyer. It swaps only the pricing context: it never logs you in as them, and never touches their cart.

Where to go next

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