PrestaShop B2B Setup Guide: Optimize Your Store for Business Clients

Selling to businesses requires a different approach than selling to individual customers. Wholesale buyers expect personalized pricing, bulk ordering options, and flexible payment methods. PrestaShop B2B offers all the necessary tools to transform your online store into a powerful wholesale platform.

In this guide, we’ll walk you through the key steps to optimize your PrestaShop store for business clients and ensure a seamless buying experience.

1. Enable B2B Mode in PrestaShop

PrestaShop comes with built-in B2B functionality that can be activated easily. Follow these steps:

1. Log in to your PrestaShop admin panel.
2. Go to Shop Parameters > Customer Settings.
3. Find the B2B Mode option and switch it to Yes.
4. Save your changes.

Activating this mode unlocks additional B2B features like company details, tax identification, and customer segmentation.

2. Set Up Customer Groups for Business Clients

Business customers have different needs than retail shoppers. You can categorize them into groups such as:

✅ Wholesalers – Offer volume-based discounts.
✅ Distributors – Provide exclusive product access.
✅ Retailers – Set special pricing for bulk orders.

How to Create Customer Groups:

1. Navigate to Customers > Groups in the PrestaShop back office.
2. Click Add New Group and enter a name.
3. Define specific discounts, tax rules, and access permissions.
4. Save the settings and assign customers accordingly.

This segmentation ensures that each business client gets a customized shopping experience.

3. Configure Custom Pricing & Quantity Discounts

Wholesale buyers often purchase in bulk, so flexible pricing is essential. PrestaShop B2B allows you to:

• Set tiered pricing based on order quantity.
• Offer percentage discounts for specific groups.
• Customize pricing for individual customers.

How to Set Quantity-Based Discounts:

1. Go to Catalog > Products and select an item.
2. Click on the Pricing tab.
3. Add a specific price rule for different quantities or customer groups.
4. Save changes.

This encourages bulk orders and builds long-term relationships with business clients.

4. Simplify the Ordering Process with Quick Order Features

Unlike retail customers, B2B buyers prefer fast and efficient ordering. PrestaShop offers several solutions:

???? Quick Order Forms – Allow buyers to enter SKUs and quantities directly.
???? CSV Order Uploads – Let customers place bulk orders via spreadsheet.
???? One-Click Reordering – Enable repeat purchases with minimal effort.

To implement these features, consider installing B2B modules like "PrestaShop Quick Order" to enhance user experience.

5. Offer Multiple Payment Methods & Credit Terms

Wholesale buyers often require flexible payment options, such as:

???? Bank transfers – Secure, high-value transactions.
???? Purchase orders (POs) – Corporate payment approvals.
⏳ Net 30/60/90 Terms – Allow trusted clients to pay later.

How to Set Up Payment Methods:

1. Go to Modules > Payment in PrestaShop.
2. Install and configure the payment gateways relevant to your B2B clients.
3. Assign payment options to specific customer groups.

Providing multiple payment solutions ensures a smoother checkout process and builds customer trust.

6. Restrict Pricing & Catalog Visibility

In B2B PrestaShop, you may want to hide prices from non-registered users or limit access to specific products.

How to Hide Prices for Guests:

1. Navigate to Shop Parameters > Customer Settings.
2. Select Customer Group Permissions.
3. Disable price visibility for non-logged-in users.

This strategy ensures that only approved business clients can see wholesale rates and place bulk orders.

7. Automate Invoicing & Tax Management

Wholesale transactions involve complex tax rules and invoicing requirements. PrestaShop helps automate:

???? Tax configurations based on regions and customer types.
???? Auto-generated invoices for each order.
???? VAT number validation for international buyers.

How to Enable VAT Number Validation:

1. Install the VAT Number Module from the PrestaShop Addons Marketplace.
2. Configure it under Shop Parameters > Customer Settings.
3. Enable VAT verification for B2B transactions.

This ensures compliance with tax regulations and simplifies bookkeeping.

8. Integrate ERP & CRM Systems for Efficiency

A seamless B2B PrestaShop setup requires integration with external tools like:

???? ERP software for inventory management.
???? CRM systems to track business customer interactions.
???? Accounting tools for financial reporting.

Using integrations ensures smooth order processing and enhances overall business efficiency.

Final Thoughts

Setting up a PrestaShop B2B store requires thoughtful customization to meet the unique needs of business clients. By enabling B2B mode, customizing pricing, streamlining orders, and automating invoicing, you can create a powerful wholesale e-commerce platform.

By following this guide, your store will be well-optimized to attract and retain business clients, ensuring long-term success.