Make B2B / B2C and wholesale pricing easy
Simplify role-based pricing today! Roles & Rules makes it easy to set up roles and the price rules you need for your customers. It uses your regular prices for all calculations, so you always have one base price on your products. Want to make role-based pricing easy? Use the handy bulk functions to set up discounts for categories and products, in addition you can easily use dynamic-pricing. Set category products ON SALE and hide any category if you like using the included bulk functions.
VAT rules for roles is included and easily done in settings, in addition you can set it up so that orders go thru without any VAT and Taxes, if you like. Want to sell to both B2B and B2C, set up a private store, include a registration form, add and remove roles, have storewide sales or hide products and categories? Roles & Rules B2B has these features and many more!
The first tab in Roles & Rules B2B is to enable and set up general rules for your roles. Before you start activating rules for a role, you can use the Roles tab to create your customer roles such as VIP Customers, Wholesalers or whatever you want. Once this is in place, add the roles to the General tab (as above) using Select Role. A general rule can be 5% on all items in the store, while a more specific rule can be: 10% on the category t-shirts (Categories tab). If you want to specify rules at product level, for example: 25% discount on Polo shirts, use the Products tab.
The General tab also allows you to set up Storewide sales, such as 20% on the entire store from 10:00 to 21:00. In this tab you also easily add coupons for extra discounts in shopping cart and checkout (is automatically added for customer).
Easily add and set up rules for categories
- Set discount rules per category
- Set quantity rules per category
- Tag categories on sale
- Hide categories and associated products
- Use bulk functions to set values for role NEW
With rules for categories, you can easily set up your store with discounts such as category 1 = 50%, category 2 = 30%, and so on—mark the category on sale if you like. In addition you can set up dynamic pricing rules like buy 3 or more, get 40% discount. (will be labeled in the store)
Products, variables and subscriptions
Set rules for any product or any variant in your store. Use the convenient product search and add products to the rule list. Set pricing rules such as: increase or decrease the price in percent or set a fixed price for your product or add dynamic pricing rules like buy 3 or more, get 40% discount. The product list includes a handy image magnifier, product current price as well as various ways to set the right price for this customer role. The products you select a rule, and set a value for, automatically become active, in an active role. There’s also an option to hide single products.
Easy add the roles and capabilities you need for your B2B or B2C store in the Roles (tab). After adding roles you can use the button ‘Add Users to Role’, then you are directed into user administration and can easily bulk set users to the new role. The table list roles, slug, capabilities (click to expand), net prices (ex.VAT) – easily set up in settings and an easy way to delete roles.
Automatically add coupon discounts
You can easily use the standard WooCommerce coupons and attach them to any role. Give extra discounts if a customer buys a certain amount, or offer free shipping or other discounts. Each rule has a drop-down box with your coupons, and a button to edit these if you need to. The coupons are automatically added to the shopping cart or at check-out for your customers.
Storewide sales for roles
In addition to the general rules, there is an option for storewide sales for a selected role. Setting up a sale is easy, just set “reduce price” by a factor like a percentage, set a start/end date for the sale and start/end time if you like and save rule. When the sale starts, it shows up just like any other sale in your store with sales badges and so on. The sale option enables you to have different sales for different roles whenever it suits you.
Easily create a register form on “My account” page using Roles & Rules. In addition to add the fields you need (set up in settings) we added an option to prevent automatic login on registration. We also added a type of role that you can use that gives the users no rights (for better security), more on how to set this up in documentation.
Format prices and labels
This example shows a role with net prices (ex.VAT). The prices shows reduction in percent (option to set this in settings). Some of the prices have dynamic prices like buy 3 or more, get 25% discount. The yellow background and label is configurable in Roles & Rules settings.
Example shows Roles & Rules used together with our Bulk Shop for WooCommerce extension – enable customers to easy bulk shop your products/variations.
Prices on a variable product page, shown ex. VAT (option in Roles & Rules B2B settings)
Net prices and tax exempt
The cart will calculate prices ex.VAT if this is set up in settings. There is also and option (in settings) to tax exempt so that cart/checkout removes all taxes and execute the orders ex. taxes.
Hide prices and add to cart easily for not logged in users. Just enter Roles & Rules settings and check private store and you have a product catalog for your not logged in users.
- Easy to bulk set prices for roles / members / guest users (B2C).
- Create bulk or specific pricing rules for categories, products and subscriptions.
- Bulk functions to set values – NEW
- Create dynamic pricing rules for categories and products like: Buy 3 or more, get 40% discount.
- Bulk functions to set values – NEW
- Easily set ON SALE for discounted categories or products / variations.
- Easily create roles with capabilities you need for your store.
- Delete roles – NEW
- View role capabilities (expand in roles table) – NEW
- Registration form to create new users / customers – NEW
- Create storewide sales based on role, day and time.
- Add coupons to your rules for extra discounts/free shipping in cart / checkout.
- Private store option.
- Exclusive VAT option (net prices) for any role.
- Tax exempt option on orders (for net prices roles).
- Easily hide products and categories.
- One base price (regular price) on your products, makes it easier and less administration for you.
- Increase or decrease prices in percent or fixed amount.
- A number of possibilities for manipulating the B2B store in settings.
- Included POT file and languages:
- Easy to set up and a simple user interface.
- Works with products, variations and subscriptions
- WooCommerce products and variations
- WooCommerce subscription and variations
- Bulk Shop for WooCommerce
- Bulk Table Editor for WooCommerce
- Cost & Reports for WooCommerce
- Product Bundles
- Currency Switchers
Information and requirements
- WooCommerce 3.0+
- PHP 5.6+