Roles & Rules B2B for WooCommerce

Tailored B2B and B2C Shopping Experiences Made Simple

Maximize your store’s potential with Roles & Rules B2B for WooCommerce. Designed for businesses managing both B2B and B2C, this extension simplifies role-based pricing and dynamic rules for tailored shopping experiences, freeing you from complex pricing setups.

Key Benefits:

• Unified Role Management – Manage B2B and B2C roles from one intuitive interface.
• Dynamic Discounts – Create custom offers like “Buy 3, Get 40% Off” with flexible pricing rules.
• Private Shopping – Control access by hiding prices or categories for specific roles or non-logged-in users.
• Customizable Registration – Enhance onboarding with custom registration fields on the “My Account” page.
• Granular Role Control – Apply VAT exemptions, assign roles in bulk, and set capabilities with ease.

Key Features

• Streamlined Role Management
  Manage customer roles for B2B and B2C from one interface, ensuring efficient access and permissions control.
• Dynamic Pricing Rules
  Set flexible pricing rules based on base product prices with no manual adjustments. Enable discounts like “Buy 3 or more, get 40% off” to drive sales across roles.
• Product- and Category-Specific Discounts
  Create custom discounts for specific products or categories, ideal for targeted promotions.
• Automatic Storewide Sales
  Launch storewide sales for specific roles with adjustable start and end dates.
• Enhanced Privacy Settings
  Hide prices or restrict category visibility for non-logged-in users or specific roles to create a tailored experience.
• Role-Based VAT and Tax Control
  Exempt specific roles from VAT, apply tax-free pricing, or display net prices (ex. VAT) on product pages and carts.

What You Get: A powerful, user-friendly tool to manage roles, set dynamic pricing, enhance privacy, and create seamless shopping experiences for both B2B and B2C customers.

General Rules & Discounts

The General Rules tab is your starting point for broad pricing and discount rules across roles. Define custom roles, like ‘VIP Customers’ or ‘Wholesalers,’ and apply role-specific incentives. Offer storewide discounts or targeted product reductions and create timed promotions to enhance customer engagement. Set automatic coupons for a seamless discount experience at checkout.

Category Management & Targeted Promotions

Customize pricing and promotions at the category level with ease. The Categories tab enables precise discount rules for each category, including bulk quantity discounts like “Buy 3 or more, get 40% off.” Use bulk functions to apply discounts across roles and hide select categories to tailor the shopping experience.

Product-Specific Rules & Subscriptions Support

Set pricing rules on individual products or variants. Adjust pricing with dynamic rules such as percentage discounts or fixed prices per role. Easily search for products, add them to rule lists, and manage pricing on the fly, ensuring every product aligns with your role-based strategy. Hide specific products or variants as needed for a custom storefront experience.

Flexible Role Management

With the Roles tab, you can quickly create and manage roles for both B2B and B2C customers. Set VAT exemptions, bulk-assign roles, and customize permissions to align with your business needs. Easily edit, delete, or expand role capabilities as needed.

Role-Based Coupons & Storewide Sales

Attach standard WooCommerce coupons to specific roles for custom discounts, free shipping, or special offers. Set storewide sales by role, with options for start and end dates, and display sale badges for an engaging customer experience. Offer different sales for different roles as needed.

Streamlined Order Creation for B2B Customers

Create orders directly in WooCommerce admin with role-based pricing. When placing orders by phone or email, the customer’s role is automatically applied, ensuring accurate pricing. Use the “Recalculate Prices” button to update prices according to the customer’s role.

Customizable Registration Form and User Roles

Create a customized registration form on the “My Account” page with configurable fields. Control access by preventing auto-login for security, and easily customize or translate field labels. Display essential customer information on profiles for streamlined management.

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.

Here is an example on how a variable product can look with dynamic pricing.

Net Prices and Tax Exemption

Display prices in net (ex. VAT) format based on role and apply tax exemptions if needed. Cart and checkout can execute orders tax-free, ideal for international B2B customers.

Private Store Mode

Easily hide prices and “Add to Cart” functionality for non-logged-in users, creating a product catalog experience. Activate Private Store mode in the settings for a secure, members-only browsing experience.

Seamless Integration with WooCommerce and Popular Extensions

Roles & Rules B2B integrates seamlessly with core WooCommerce products, including:

• WooCommerce Variants & Subscriptions
• Pick List for WooCommerce
• Mix and Match Products
• Bulk Shop and Bulk Table Editor for WooCommerce
• Cost & Reports for WooCommerce
• Product Bundles
• Currency Switchers

Ensure consistent pricing and seamless compatibility with popular WooCommerce plugins to optimize your store’s B2B and B2C capabilities.

Enhance your WooCommerce store with Roles & Rules B2B, and create dynamic, role-based pricing strategies that put customers first while simplifying store management.

Information and requirements