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CodeAtoZ B2B Suite for WooCommerce

CodeAtoZ B2B Suite for WooCommerce

By codeatoz
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Description

CodeAtoZ B2B Suite for WooCommerce turns your WooCommerce store into a full-featured B2B commerce platform. Six powerful free modules cover the essentials, and a Pro add-on unlocks 16 additional advanced modules.

Whether you run a wholesale operation, a distributor network, or a trade-only store, this plugin gives you everything needed to serve business customers professionally — from gated pricing and quote requests to custom registration forms with approval workflows.

Free Modules

Access Control
Hide prices, remove Add-to-Cart buttons, and restrict your catalogue for guest users or specific customer roles. Set a custom replacement action — show a Login button, Request a Quote modal, or a contact inquiry form instead.

Wholesale Pricing
Create role-based and user-based pricing rules with percentage discounts, flat discounts, or fixed prices. Full support for quantity tier pricing (volume discounts) and per-product minimum order quantities (MOQ).

RFQ & Quotes
Add a “Request a Quote” button to any product. Customers build a quote cart, submit a request, and you review, adjust, and send a formal quote from the admin panel. Optional PDF generation, quote expiry management, and one-click conversion to a WooCommerce order.

Registrations & Approvals
Replace standard WooCommerce registration with a B2B-specific form that collects company name, VAT number, phone, and supporting documents. Approve or reject applications from the admin panel. Automatic email notifications go to both customers and admins at every step.

Analytics
Track key B2B events — quote requests, approvals, registrations, and pricing rule applications — and view them in a clean admin dashboard with chart visualisations.

Automation
Schedule email reminders for unanswered quotes, follow-up emails for cold leads, and Slack notifications for new quotes and registrations. Fully configurable intervals and message templates.

Why choose CodeAtoZ B2B Suite?

  • Modular — enable only the features your store needs; each module can be toggled independently.
  • No bloat — no licensing code, no telemetry, no external pings beyond your own WooCommerce configuration.
  • WP.org compliant — 100% GPL code, all assets bundled locally, no CDN dependencies.
  • HPOS ready — fully compatible with WooCommerce High-Performance Order Storage.
  • Theme agnostic — uses standard WooCommerce hooks; frontend templates are overridable from your theme.

Pro Add-on Features

Upgrade to CodeAtoZ B2B Suite Pro for:

  • CRM Integration — HubSpot, Salesforce, Zoho CRM, Pipedrive
  • Dealer Portal — Saved carts, branded dashboards, quick re-order
  • Lead Generation — Callback forms, inquiry widgets, WhatsApp click-to-chat
  • AI Assistant — AI-powered quote suggestions, price scoring, and lead prioritisation (Claude / OpenAI)
  • Sales Reps & Commission — Assign reps to customers, track commission
  • ERP Integration — Push orders to SAP, NetSuite, Xero via webhooks
  • Bulk / Quick Order — SKU paste / CSV upload for fast ordering
  • Net Terms & Credit Accounts — Net 30/60/90 payment terms, per-customer credit limits
  • Company Accounts — Multi-user company accounts with Buyer, Viewer, and Admin roles
  • Catalog Visibility Rules — Show/hide products by role, company, or user
  • Invoice Manager — Auto-generate PDF invoices, email them on order status change
  • Custom Checkout Fields — PO Number, Department, Delivery Note
  • Price Books — Scheduled price lists assignable to users, roles, or companies
  • Advanced Reporting & Export — B2B revenue, quote conversion, rep performance
  • In-App Notifications — Real-time bell notifications for quotes, approvals, credit events
  • Account Statement — Monthly purchase and credit statement downloadable from My Account

Compatibility

  • WooCommerce HPOS — Fully compatible with High-Performance Order Storage (custom order tables)
  • Block Themes — Works with both classic and block-based themes
  • Multisite — Plugin can be network-activated

Screenshots

Dashboard — at-a-glance stats for quotes, registrations, and approvals, with quick access to every module
Dashboard — at-a-glance stats for quotes, registrations, and approvals, with quick access to every module
Wholesale Pricing — rule builder with role, product, category, and quantity-tier filters
Wholesale Pricing — rule builder with role, product, category, and quantity-tier filters
Quotes / RFQ — manage, review, adjust pricing, and convert quote requests to orders
Quotes / RFQ — manage, review, adjust pricing, and convert quote requests to orders
Registrations — B2B customer onboarding with an approval workflow
Registrations — B2B customer onboarding with an approval workflow
Analytics — quote submission and revenue trends with conversion metrics
Analytics — quote submission and revenue trends with conversion metrics
Automation — quote reminders, follow-up emails, and Slack notifications
Automation — quote reminders, follow-up emails, and Slack notifications
Settings — enable or disable individual modules with per-module toggles
Settings — enable or disable individual modules with per-module toggles
Access Control settings — catalog mode, guest restriction, and price/add-to-cart visibility by role
Access Control settings — catalog mode, guest restriction, and price/add-to-cart visibility by role
Pricing settings — tier pricing and minimum order quantity (MOQ) options
Pricing settings — tier pricing and minimum order quantity (MOQ) options
RFQ settings — quote button text, quote expiry, and PDF quote generation
RFQ settings — quote button text, quote expiry, and PDF quote generation
Approval settings — admin notification email and auto-approve roles
Approval settings — admin notification email and auto-approve roles
Automation settings — Slack alerts and reminder/follow-up timing
Automation settings — Slack alerts and reminder/follow-up timing

Installation

  1. Upload the codeatoz-b2b-suite-for-woocommerce directory to /wp-content/plugins/
  2. Activate the plugin through the Plugins screen in WordPress
  3. Go to B2B Suite Dashboard to get started
  4. Enable and configure modules under B2B Suite Settings Modules

Recommended first steps

  1. Enable the modules you need under Settings Modules
  2. Set your B2B customer roles under Settings Access Control
  3. Add pricing rules under Wholesale Pricing Rules
  4. Configure the registration form under Settings Registrations
  5. Set up quote PDF settings under Settings RFQ

FAQ

Does this plugin require WooCommerce?

Yes. WooCommerce 8.0 or later must be installed and active.

What PHP version is required?

PHP 8.0 or later.

Can I use only some modules?

Yes. Each module can be enabled or disabled individually from B2B Suite Settings Modules. Disabled modules load no code and have no performance impact.

Will it work with my theme?

The plugin relies on standard WooCommerce hooks and is compatible with any properly-coded WooCommerce theme. Frontend templates can be overridden by copying them to your theme’s codeatoz-b2b-suite-for-woocommerce/ subdirectory.

How do I override templates?

Copy the template file from /wp-content/plugins/codeatoz-b2b-suite-for-woocommerce/templates/ to /wp-content/themes/your-theme/codeatoz-b2b-suite-for-woocommerce/ preserving the same folder structure, then edit the copy.

Does the plugin create database tables?

Yes. On activation it creates custom tables (prefixed {prefix}b2b_) for quotes, quote items, quote notes, registrations, pricing rules, analytics events, and automation logs, using dbDelta(). All plugin tables, options, roles, and meta are removed when you delete the plugin (via uninstall.php).

How do I set up the RFQ / Request a Quote feature?

  1. Enable the RFQ module under Settings Modules
  2. Enable the Access Control module and set the “replacement action” to “Request a Quote” for guest or non-B2B roles
  3. Customers will see a “Request a Quote” button and a modal form on product pages
  4. Submitted quotes appear under B2B Suite Quotes in your admin

Can customers see their quotes?

Yes. Customers can view all their quote requests under My Account Quotes. They can also download a PDF and accept quotes from there.

Where can I get support?

Post in the WordPress.org support forum or visit codeatoz.com.

Is there a Pro version?

Yes — CodeAtoZ B2B Suite Pro adds 16 additional modules including CRM, ERP, AI, Net Terms, Price Books, Invoices, and more.

Does the free plugin do license key checks or phone home?

No. The free plugin contains no licensing code, telemetry, or external calls beyond the WooCommerce connection you configure yourself. All JavaScript assets (including Chart.js) are bundled locally.

Is this plugin compatible with WooCommerce HPOS?

Yes. The plugin explicitly declares HPOS compatibility and uses WooCommerce’s order APIs rather than direct post queries.

Can this be used on a multisite network?

Yes. The plugin can be network-activated. Each site in the network maintains its own B2B settings, quotes, and registrations.

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Contributors & Developers

“CodeAtoZ B2B Suite for WooCommerce” is open source software. The following people have contributed to this plugin.

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.1.1

  • Quote PDF now enqueues its stylesheet via wp_enqueue_style() and prints it with wp_print_styles() by handle — removes the inline block entirely
  • Move all remaining inline style=”” attributes in the PDF template to CSS classes in quote-pdf.css
  • Replace the print button’s inline onclick handler with an enqueued script (quote-pdf.js) printed via wp_print_scripts() — the PDF template now contains zero inline CSS or JS

1.1.0

  • Move quote PDF inline styles to assets/css/quote-pdf.css; load via file_get_contents() with explanatory comment (standalone PDF document cannot use wp_enqueue_style)
  • Rename wp_localize_script object names to match plugin prefix convention: catozB2BFront catoz_b2b_front, catozB2BAnalytics catoz_b2b_analytics
  • Update all JavaScript references in frontend.js, admin.js, and admin-analytics.js to use renamed object names

1.0.9

  • Suppress false-positive InputNotSanitized warnings on session reads (values are sanitized per-field after read)
  • Prefix global variables in uninstall.php multisite loop

1.0.8

  • Remove duplicate Plugin URI header (was identical to Author URI)

1.0.7

  • Update bundled Chart.js library to v4.5.1 (latest stable)

1.0.6

  • Add wp_unslash() before sanitize_key() on all $_GET/$_POST reads
  • Escape all dynamic class-attribute output with esc_attr()
  • Prefix product meta keys (_catoz_b2b_moq, _catoz_b2b_wholesale_price)
  • Add uninstall.php to remove all tables, options, roles, and meta on deletion (multisite aware)
  • Correct the database/uninstall description in the FAQ

1.0.5

  • Fix fatal PHP syntax errors in dashboard, quote-cart, and registration-form templates (missing closing PHP tag)
  • Move inline analytics chart script to an enqueued JS file with wp_localize_script
  • Add “Requires Plugins: woocommerce” header for dependency management
  • Escape shortcode output (registration status message) before return
  • Sanitize quote-cart session data on read; sanitize JSON-body nonce before verification
  • Prefix all AJAX actions, shortcodes, session keys, and the JS data object with catoz_b2b_ to avoid collisions
  • Fix mismatched AJAX action names for Slack test, run-now, and AI settings save buttons
  • Update Plugin URI to a valid URL

1.0.4

  • Change text domain to codeatoz-b2b-suite-for-woocommerce to match plugin title slug (eliminates all automated checker textdomain warnings)
  • Rename languages pot file to codeatoz-b2b-suite-for-woocommerce.pot

1.0.3

  • Fix missing wp_unslash/sanitize on sticky form POST fields in WooCommerce registration integration
  • Fix phpcs:disable scope covering all $_GET accesses in PDF download handler
  • Fix translators comment placement in WhatsApp CTA and Variation label
  • Add PluginCheck.Security.DirectDB.UnescapedDBParameter suppression for safe dynamic SQL queries
  • Extend NonPrefixedClassFound suppression to HTML class attributes in view templates
  • Fix session variable access coverage in quote cart indicator

1.0.2

  • Fix unescaped apostrophe in quote follow-up email template causing plugin checker parse error

1.0.1

  • Fix all WP.org plugin checker errors: output escaping, translators comments, wp_unslash, nonce handling, and function name prefixing
  • Replace non-enqueued stylesheet in PDF template with inline styles
  • Add missing direct file access protection to PDF template

1.0.0

  • Initial release
  • Access Control module — hide prices, restrict catalogue, configurable replacement CTAs
  • Wholesale Pricing module — role/user-based rules, tier pricing, MOQ per product
  • RFQ & Quotes module — quote cart, admin quote management, PDF generation, order conversion
  • Registrations & Approvals module — B2B registration form with approval workflow
  • Analytics module — event tracking and admin dashboard charts
  • Automation module — scheduled email reminders and Slack notifications
  • HPOS compatibility declared
  • WooCommerce 8.x–9.x compatible
  • WordPress 6.4–6.8 compatible

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