EasyOrder – B2B Plugin for WooCommerce

Introduction to EasyOrder - B2B Plugin for WooCommerce

The EasyOrder - B2B Plugin for WooCommerce is a powerful tool designed to help businesses streamline their B2B (Business-to-Business) ordering process. This plugin is specifically designed for companies that need to manage multiple orders, customers, and products efficiently. With EasyOrder, you can create a professional B2B store for your customers, allowing them to place orders, track their history, and access their account information easily.

In this tutorial, we will guide you through the step-by-step process of setting up and using the EasyOrder - B2B Plugin for WooCommerce. By the end of this tutorial, you will be able to create a fully functional B2B store for your customers, manage orders and customers efficiently, and provide a seamless ordering experience.

Getting Started with EasyOrder - B2B Plugin for WooCommerce

Before we dive into the tutorial, make sure you have the following:

• A WooCommerce store installed and activated on your WordPress website
• The EasyOrder - B2B Plugin installed and activated on your WordPress website
• A basic understanding of WordPress and WooCommerce

Step 1: Setting up the B2B Store

To set up the B2B store, follow these steps:

1. Log in to your WordPress dashboard and navigate to the EasyOrder - B2B Plugin settings page.
2. Click on the "Settings" tab and select the "B2B Store" option.
3. Enter the store name, description, and logo.
4. Set the store currency and timezone.
5. Click "Save Changes" to save your settings.

Step 2: Creating Customers and Roles

To create customers and roles, follow these steps:

1. Log in to your WordPress dashboard and navigate to the EasyOrder - B2B Plugin settings page.
2. Click on the "Customers" tab and select the "Add New Customer" option.
3. Enter the customer's information, including name, email, and password.
4. Assign the customer to a role (e.g. "Wholesale Customer", "Reseller", etc.).
5. Click "Add Customer" to create the customer account.

Step 3: Creating Products and Pricing

To create products and pricing, follow these steps:

1. Log in to your WordPress dashboard and navigate to the WooCommerce product page.
2. Click on the "Add New Product" button to create a new product.
3. Enter the product information, including name, description, and price.
4. Set the product price for each customer role (e.g. wholesale price, retail price, etc.).
5. Click "Publish" to publish the product.

Step 4: Managing Orders and Invoices

To manage orders and invoices, follow these steps:

1. Log in to your WordPress dashboard and navigate to the EasyOrder - B2B Plugin orders page.
2. Click on the "Orders" tab to view all orders.
3. Click on an order to view its details, including customer information, products, and total.
4. Click on the "Invoices" tab to view all invoices.
5. Click on an invoice to view its details, including order information, products, and total.

Step 5: Providing Customer Access

To provide customer access, follow these steps:

1. Log in to your WordPress dashboard and navigate to the EasyOrder - B2B Plugin settings page.
2. Click on the "Customer Access" tab.
3. Select the customer role you want to grant access to.
4. Enter the customer's email address and password.
5. Click "Grant Access" to grant the customer access to the B2B store.

Conclusion

That's it! With these steps, you should now have a fully functional B2B store set up and ready to use. You can now manage orders, customers, and products efficiently, and provide a seamless ordering experience for your customers. Remember to regularly update your plugin and WooCommerce to ensure you have the latest features and security patches.