Activating the B2B mode

PrestaShop allows you to configure your store for business-to-business sales, which is the B2B mode. To learn how to activate it, follow the guide!

To access it: Store settings > Customers

What is B2B?

B2B (Business-to-Business) refers to the commercial activity of a company that sells to other companies, and not to individuals (B2C, Business-to-Customers).

If you are concerned about B2B, you will need additional information about your buyers, such as the SIRET number or the company name. To access these specific parameters, activate the B2B mode.

How to activate the B2B mode?

To activate the B2B parameters in your back office, go to the Shop settings > Customers page. In the "General settings" section, activate the B2B mode using the toggle button, then click "Save".

This action will notably have the effect of modifying the fields of the customer file and creating a new entry in the left sidebar of the "Customers" menu: "Authorized balance".

How to configure your B2B customer files?

If you return to the Customers > Customers page and edit one of your customer accounts, you will find the following new fields:

• Company: this corresponds to the name of the customer's company.
• SIRET: this corresponds to the SIRET number of the customer - to be filled in only if the customer is French.
• APE: this is the code for the Main Activity Exercised (APE) of the customer - to be filled in only for France.
• Website: to indicate the web address of your customer's site.
• Authorized credit limit: this corresponds to the amount of the credit limit that you authorize for the customer.
• Maximum payment deadline (in days): this is the deadline that you authorize before the invoices are settled.
• Risk level: this corresponds to your level of risk assessment regarding the customer and their credit limit. Enter it to help you modulate payment authorisations: none, low, medium, high.

How to manage credit limits?

This page displays the list of your customers' current credit limits. An outstanding amount is the monetary credit you grant to some of your customers to purchase your products, until they actually have to pay you.

These outstanding amounts can be set up from the customer file, see above, which therefore contains a summary of the authorized outstanding amounts.

When a customer with an outstanding amount authorization makes a purchase on your store, their purchase appears on this new page Customers > Authorized outstanding amounts. This allows you to keep an eye on your monetary balance, based on the outstanding amounts granted to your customers.