1. Home
  2. Docs
  3. Roles & Rules B2B
  4. Usage
  5. General usage

General usage

Roles & Rules B2B was originally created as a B2B extension, but this plugin can easily be used for B2C shops or as a hybrid of both. The shop will work as normal for users who are not logged in, but if users are logged in with an and active rule the extension will provide this users special prices based on your rules. New from vs 1.2.1 is that we added guest users (regular B2C customers), this means you can now set rules for every visitor/customer of your store – even not logged inn.

Prices

Roles & Rules - prices

Roles & Rules B2B does not create any extra price fields on your products, the plugin uses your current product prices for the calculations. This means that when you show your prices in your B2B store the customer will see your regular price and your B2B price; like this: $40.00 – $30.00 (default setting). However, if you increase prices, the price will be shown like this: $40.00. There are several options for setting prices and labels for prices. In Roles & Rules settings you find several options for showing percentage reductions and labels for this.

Private store

Roles & Rules Hidden prices
Hidden prices

You can easily hide prices and shop functionality using the hide prices checkbox in the Roles & Rules B2B settings. You also have the option to write text instead of empty prices; like: Login to view price. If the “hide prices” option is active your shop acts as a product catalog for both non logged in users and users with no active rule.

Sales

Roles & Rules - set date and time
Storewide sales

There are many reasons for setting up sales for your store – even for a B2B store. In Roles & Rules B2B you can easily set up sales on selected categories or set up a storewide sale using start and end dates. When setting up a sale, your B2B store behaves just like the B2C store with sales badges on your products. This means you can have many different sales based on the roles and rules you set up – running whenever you want.

To set it up a sale, use the “reduce price by” section, select the dropdown box, and select your desired method, like percent. Then set the percentage value to something like 30. This will calculate 30% off your current regular prices and add the “On Sale” badges in the store. After setting the percentage value, you just need to set the start and end date for the sale. If you want to control when your sale starts exactly use the start/end time to. Use the “clear sale” button if you want to just remove the current sale. Once finished – just click the “save rule” button and make sure the rule is active (first column) – shows with a green dot if active.

Delete rule

To delete a rule, just click the “delete rule” button (red text). When you click this a message box is shown (ok or cancel). So make sure that no users have this role and that the role is not active before you delete it. The user role remains available and you can create a new rule again on this role as desired. 

Last modified label

Below the save rule and delete rule you will find the date and time for when the table was last modified and by whom.

Logged in

Logged in users that have an active rule for their role will see their discounts and sales. If the rule for this role is not active, the user will instead see the default prices in the shop with no discounts.

Not logged in

If nothing is set in Roles & Rules settings then the typical customer will see your normal prices, general sales, and your normal shop. If you have selected the option to hide prices in the Roles & Rules settings, the typical customer will see no prices on products and only a “view product” button instead of “add to cart.” In addition, shop functionality like cart and checkout will be hidden. If you set up an active rule for guest users this will be shown for all not logged in users.

How can we help?