User Guide - Magento 2 B2B Registration Extension

1. Overview

Magento 2 B2B registration form letting store owners tailor customer registration forms for B2B customers, and gather customer information more productively. It also enables administrators to control B2B customer subscriptions by accepting or declining them, and streamlines the registration process of B2B customers.

• Make custom registration forms for B2B customers.
• Adjust the URL for the B2B registration form.
• Modify the title in the B2B registration form page.
• Add prefix and suffix fields to the form. Add prefix and suffix dropdown options separated by semicolon.
• Option to show middle name field in registration form.
• Show/hide selected extra form fields in registration form.
• Accept or reject B2B registration from the admin page.
• Examine details of B2B registered customers before approving account.
• Option to disable default Magento 2 account registration.
• Setting automatically approves all B2B registered accounts.
• Admins are notified of a new B2B registration form being submitted.
• Send Email notifications to customers if their account is approved or declined.
• Guard B2B form pages with the latest Google reCAPTCHA v3 integration.

Extension link: Magento 2 B2B Registration Extension

2. How Does It Work?

2.1 General Configs

For configuring the extension, log in to Magento 2, move to Stores > Configuration > MAGEHQ EXTENSIONS > B2B Registration Form where you can find various settings to enable the extension.

• B2B Registration Form: Enable or disable B2B Registration Form extension from here.
• In B2B Account Page URL: enter URL of the customer registration page
• In Shortcut Link in Header: select Yes to enable the shortcut link in the header. So customers can click this shortcut link to navigate the registration page.
• In Shortcut Link Text: enter the title of the shortcut link in the header.
• In Form Title: enter the title of the B2B registration form.

Choose additional fields in the B2B Registration form. If you do not want any fields to show up, choose No

2.2 Approval/Reject every newly-registered B2B account

B2B Registration form extension allows admin to check customer information when they submit B2B registration. By default Magento 2, the system will automatically activate the registration. This extension gives the admin time to verify the details and make a decision whether to approve or deny this B2B client registration.

In addition, the Extension also features automatic browsing of all subscriptions.

2.3 Notification, quick confirmation email

Any B2b customers who register via the form will have an email notifying the admin, which will give the admin time to check, and then accept or reject the customer who submitted the registration.

When the setting administrator accepts or rejects a customer, an email will be sent to the customer with the corresponding content.

• In Enabled: choose Yes to send notification emails to customer
• In Email Sender: enter the name of the sender from Store Email Address of the default.
• In Approval Email Templates: select among available email templates of your site to send an email after the admin approves the B2B registration.
• In Disapproval Email Templates: select among available email templates of your website to send an email after the admin rejects the B2B registration.
• In Pending Email Templates: select among available email templates of your website to send an email after customer sign-up the B2B account.

2.4 In the frontend

Collect B2B customer details from Registration form

B2B Registration extension provides a new registration form for B2B customers with additional information to know more about your customer like Name, Date of Birth, Gender, VAT Number or Tax Number, Address Information, Address Email and many other information allows administrators to conduct business transactions smoothly and securely. Extension helps you manage information of your business easily, add any necessary information for you such as Business Number, Number of Employees ...