Title: CodeAtoZ B2B Suite for WooCommerce
Author: codeatoz
Published: <strong>June 10, 2026</strong>
Last modified: August 10, 2026

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# CodeAtoZ B2B Suite for WooCommerce

 By [codeatoz](https://profiles.wordpress.org/codeatoz/)

[Download](https://downloads.wordpress.org/plugin/codeatoz-b2b-suite-for-woocommerce.1.4.0.zip)

 * [Details](https://vec.wordpress.org/plugins/codeatoz-b2b-suite-for-woocommerce/#description)
 * [Reviews](https://vec.wordpress.org/plugins/codeatoz-b2b-suite-for-woocommerce/#reviews)
 *  [Installation](https://vec.wordpress.org/plugins/codeatoz-b2b-suite-for-woocommerce/#installation)
 * [Development](https://vec.wordpress.org/plugins/codeatoz-b2b-suite-for-woocommerce/#developers)

 [Support](https://wordpress.org/support/plugin/codeatoz-b2b-suite-for-woocommerce/)

## 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](https://codeatoz.com/codeatoz-b2b-suite-pro/) 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) with a volume-pricing table shown right on the product page, per-
product minimum order quantities (MOQ), and store-wide minimum order requirements(
minimum cart total and/or item count). Includes a Quick Order by SKU form so buyers
can add many products to the cart at once.

**RFQ & Quotes**
 Add a “Request a Quote” button to any product. Customers build
a quote cart, submit a request, and you review and send a formal quote from the 
admin panel. Edit line items directly — change unit prices and quantities, add or
remove products, and apply a discount, with the subtotal and total recalculated 
automatically. You can also build a quote from scratch under **B2B Suite  Add Quote**,
attaching it to an existing customer account or a guest email, and adding products
via search or by pasting a SKU list. Every quote gets a secure, login-free link 
so the customer can view it and Accept or Decline without an account. When a quote
is accepted, it is converted to a WooCommerce order in “Pending payment” status 
and the customer is automatically emailed the native “Pay for Order” link — or trigger
it yourself from the dashboard with the “Accept & Send Payment Link” button. Optional
PDF generation and quote expiry management included.

**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](https://codeatoz.com/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 module status⌉⌊Dashboard—
at-a-glance stats for quotes, registrations, and module status⌉[

Dashboard — at-a-glance stats for quotes, registrations, and module status

[⌊Wholesale Pricing — rule builder with role, product, category, and quantity tier
filters⌉⌊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 prices, and convert quote requests to orders⌉⌊
Quotes / RFQ — manage, review, adjust prices, and convert quote requests to orders⌉[

Quotes / RFQ — manage, review, adjust prices, and convert quote requests to orders

[⌊Registrations — B2B customer onboarding with approval workflow and document upload⌉⌊
Registrations — B2B customer onboarding with approval workflow and document upload⌉[

Registrations — B2B customer onboarding with approval workflow and document upload

[⌊Settings — modular settings with tabbed navigation and per-module toggles⌉⌊Settings—
modular settings with tabbed navigation and per-module toggles⌉[

Settings — modular settings with tabbed navigation and per-module toggles

[⌊RFQ Modal — customer-facing Request a Quote popup on product pages⌉⌊RFQ Modal —
customer-facing Request a Quote popup on product pages⌉[

RFQ Modal — customer-facing Request a Quote popup on product pages

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## 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](https://wordpress.org/support/plugin/codeatoz-b2b-suite-for-woocommerce/)
or visit [codeatoz.com](https://codeatoz.com/).

### Is there a Pro version?

Yes — [CodeAtoZ B2B Suite Pro](https://codeatoz.com/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.

### How do I add the Quick Order (order by SKU) form?

Create or edit a page and add the shortcode `[catoz_b2b_quick_order]`. Customers
can type product SKUs and quantities and add them all to the cart in one click. 
You can change the number of starting rows with `[catoz_b2b_quick_order rows="10"]`.

### How do I require a minimum order before checkout?

Go to **B2B Suite  Settings  Wholesale Pricing  Minimum Order Requirements** and
set a minimum order amount (cart subtotal) and/or a minimum total item count. Customers
who do not meet the requirement see a notice on the cart and checkout and cannot
place the order. Set either value to 0 to disable it.

### How do I create a quote from the admin?

Go to **B2B Suite  Add Quote**. Attach the quote to an existing customer account
or a guest email, then add products either by searching your catalogue or by pasting
a list of SKUs (one per line, with an optional quantity after a comma). Save the
quote and it appears alongside customer-submitted requests under **B2B Suite  Quotes**.

### Can guests accept or decline a quote without creating an account?

Yes. Every quote gets a secure, login-free link — copy it from the “Customer Link”
panel on the admin quote screen, or it’s included automatically in the “Your Quote
is Ready” email. The customer opens the link to view the quote and Accept or Decline
it; accepting converts it to an order and sends the payment link, no account required.
This can be toggled off under **Settings  RFQ & Quotes  Guest Quote Links**.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

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

Contributors

 *   [ codeatoz ](https://profiles.wordpress.org/codeatoz/)

[Translate “CodeAtoZ B2B Suite for WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/codeatoz-b2b-suite-for-woocommerce)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/codeatoz-b2b-suite-for-woocommerce/),
check out the [SVN repository](https://plugins.svn.wordpress.org/codeatoz-b2b-suite-for-woocommerce/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/codeatoz-b2b-suite-for-woocommerce/)
by [RSS](https://plugins.trac.wordpress.org/log/codeatoz-b2b-suite-for-woocommerce/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.4.0

 * New: Create a quote from the admin. Go to B2B Suite  Add Quote, attach it to 
   an existing customer account or a guest email, and build the line items with 
   WooCommerce product search — perfect for quoting a customer’s product list without
   them shopping first.
 * New: Add products to a manual quote by pasting a SKU list (one SKU per line, 
   with an optional quantity after a comma), so a customer’s list becomes a quote
   in seconds.
 * New: Secure guest quote links. Every quote gets a login-free link where the customer
   can view it and Accept or Decline. Accepting confirms the quote and sends the
   native WooCommerce “Pay for Order” payment link — full quote-to-payment for guests
   and account holders alike.
 * New: The “Your Quote is Ready” email now points to the secure quote link, so 
   customers without an account can respond.
 * New: “Customer Link” panel on the admin quote screen with a one-click copy button
   and a preview of the customer-facing page.
 * New: “Guest Quote Links” setting (Settings  RFQ & Quotes, on by default) to enable
   or disable the login-free links.
 * Developer: new catoz_b2b_quote_created action hook, and Catoz_B2B_RFQ::get_public_url()/
   get_public_token() / verify_public_token() helpers.

#### 1.3.0

 * New: Accepted quotes now convert to a WooCommerce order in “Pending payment” 
   status and the customer is automatically emailed WooCommerce’s native “Pay for
   Order” link, so they can complete payment through your normal checkout — end-
   to-end quote-to-payment with no manual steps.
 * New: “Accept & Send Payment Link” button on the admin quote screen to create 
   the pending order and send the payment email on demand from the dashboard.
 * New: “Send Payment Link on Acceptance” setting (Settings  RFQ & Quotes, on by
   default) to toggle the automatic payment email.
 * Quote-to-order conversion is now guarded against duplicates, so a quote can never
   generate two orders.
 * New: Quick Order by SKU — add the [catoz_b2b_quick_order] shortcode to any page
   so buyers can enter multiple SKUs and quantities and add them all to the cart
   in one click.
 * New: Minimum order requirements — set a store-wide minimum cart subtotal and/
   or minimum item count (Settings  Wholesale Pricing) that must be met before checkout.
 * New: The product-page volume-pricing table now shows a “You Save” column with
   the discount percentage for each quantity tier.
 * Developer: new catoz_b2b_quote_converted and catoz_b2b_order_payment_link_sent
   action hooks.

#### 1.2.0

 * New: Full line-item editing for quotes in the admin. Open any quote and change
   the unit price and quantity of each line — line totals, subtotal, and grand total
   update live as you type.
 * New: Add products to an existing quote using WooCommerce product search, and 
   remove line items you no longer need.
 * New: Editable quote discount. Enter a discount amount and the grand total recalculates
   automatically (the discount can never exceed the subtotal).
 * All quote totals are recalculated and saved on the server, so the stored figures
   always match the line items.
 * Converted quotes are locked from editing to protect the WooCommerce order that
   was generated from them.
 * Developer: new Catoz_B2B_DB helpers — update_quote_item(), delete_quote_item(),
   get_quote_item(), recalculate_quote_totals() — and a new catoz_b2b_quote_items_updated
   action hook fired after a quote’s items are saved.

#### 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

## Meta

 *  Version **1.4.0**
 *  Last updated **1 day ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.4 or higher **
 *  Tested up to **7.0.3**
 *  PHP version ** 8.0 or higher **
 *  Language
 * [English (US)](https://wordpress.org/plugins/codeatoz-b2b-suite-for-woocommerce/)
 * Tags
 * [b2b](https://vec.wordpress.org/plugins/tags/b2b/)[rfq](https://vec.wordpress.org/plugins/tags/rfq/)
   [wholesale](https://vec.wordpress.org/plugins/tags/wholesale/)[wholesale pricing](https://vec.wordpress.org/plugins/tags/wholesale-pricing/)
   [woocommerce](https://vec.wordpress.org/plugins/tags/woocommerce/)
 *  [Advanced View](https://vec.wordpress.org/plugins/codeatoz-b2b-suite-for-woocommerce/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/codeatoz-b2b-suite-for-woocommerce/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/codeatoz-b2b-suite-for-woocommerce/reviews/)

## Contributors

 *   [ codeatoz ](https://profiles.wordpress.org/codeatoz/)

## Support

Issues resolved in last two months:

     3 out of 3

 [View support forum](https://wordpress.org/support/plugin/codeatoz-b2b-suite-for-woocommerce/)