Umbrella Web B2B Pricing for WooCommerce

Description

Umbrella Web B2B Pricing adds a Wholesale Customer role to WooCommerce and gives those customers their own prices. Visitors apply through a form; nothing is created until you approve the application.

Features

  • Wholesale Customer role
  • Default wholesale discount (%) and fixed wholesale price per simple product or per variation
  • Quantity discount tiers per product or per variation (“10:5, 50:10”); tiers stack on top of the base price and are counted per cart line (per variation)
  • Variable products: wholesale prices, price ranges, cart, mini-cart, block cart and checkout all use the variation’s own regular price
  • Minimum items / minimum subtotal for wholesale orders
  • Hide prices and purchasing from logged-out visitors
  • [uwbp_application_form] shortcode: applications are held for review (Users > Wholesale Applications) and no account is created until a shop manager or admin approves

Wholesale applications

  • Visitors apply with the [uwbp_application_form] shortcode. The application is stored as a private record; no WordPress user is created and the applicant receives no email yet.
  • The shop owner (Settings > B2B Pricing > notification email, or the site admin email) is emailed. Review under Users > Wholesale Applications as an administrator or shop manager.
  • Approve creates the customer account (or adds the Wholesale Customer role to the applicant’s existing account if they applied while logged in) and emails a link to set a password. Reject marks the application rejected and sends nothing.
  • A second application from the same email while one is pending is ignored. An email that already belongs to an account is not attached to a record; the shop owner gets a “review manually” email instead.
  • Each IP address may submit at most 5 applications per hour.

Variable products

  • A variation’s fixed wholesale price applies only to that variation. A fixed price is never inherited from the parent product, because variations can have different regular prices.
  • Quantity tiers: a variation’s own tiers are used if set, otherwise the tiers set on the variable product apply.
  • Without a fixed price, the default wholesale discount is applied to the variation’s regular price.
  • Sale prices are not used for wholesale pricing; the wholesale price is always based on the regular price.

Privacy

When someone submits the application form the plugin stores their contact name, email address, company, tax or VAT ID and note as a private record in your site’s database (Users > Wholesale Applications). It is visible only to administrators and shop managers, and it is emailed to the notification address you set. The visitor’s IP address is not stored; it is used only to rate limit submissions, as a hashed temporary counter that expires after an hour. No data is sent to any third-party service. Applications are included in WordPress’s Tools > Export Personal Data and are deleted by Tools > Erase Personal Data (matched by the email address on the application, including trashed ones), and suggested wording is added to Settings > Privacy > Policy Guide.

Screenshots

Installation

  1. Make sure WooCommerce is installed and active.
  2. Upload the plugin folder to /wp-content/plugins/, or install it from the Plugins screen, and activate it.
  3. Go to Settings > B2B Pricing to set the default discount, order minimums and the notification email.
  4. Add the [uwbp_application_form] shortcode to a page so customers can apply.
  5. Optionally set a wholesale price and quantity discounts on each product.

FAQ

Where do I review applications?

Users > Wholesale Applications. Administrators and shop managers can approve or reject each one.

Does an applicant get an account straight away?

No. An account is created only when you click Approve. The applicant is then emailed a link to set a password.

Can I give an existing customer wholesale access without an application?

Yes. Give the user the Wholesale Customer role from the Users screen.

Does it work with variable products?

Yes. See the Variable products section above.

What happens to my data if I delete the plugin?

The plugin’s settings are removed. Wholesale customer accounts, the Wholesale Customer role and the stored applications are kept.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Umbrella Web B2B Pricing for WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

0.2.0

  • Applications no longer create a WordPress account on submit. They are held as private records under Users > Wholesale Applications, and the account is created only on approval.
  • Approval email now contains a one-click set-password link, and WooCommerce’s own “new account” email is not sent in addition.
  • Applications are rate limited (5 per hour per IP address) and de-duplicated by email.
  • Shop managers can review applications and save the B2B Pricing settings (saving previously returned a 403 for them).
  • The application list shows the applicant’s note, and its Approve link is visible (WordPress core CSS was hiding it).
  • The application form is styled.
  • The Wholesale column on the Users screen follows the Wholesale Customer role.
  • Prices are hidden from guests in the Store API, block hydration and JSON-LD when “Hide prices from guests” is on.
  • Works with WordPress’s personal data export and erasure tools, and adds suggested privacy policy text.
  • Declares compatibility with WooCommerce High-Performance Order Storage.
  • Deleting the plugin removes its settings and counters (accounts, role and applications are kept).
  • Added a Docker playground (see playground/README.md).

0.1.0

  • Initial version.