Business buyers come back to their account more than to your homepage. Cmsmart B2B turns WooCommerce My Account into a company portal: an overview, the company profile, a team with five roles, orders and quotes, billing with PO and net terms, an approval queue, budgets, quick order, saved lists, approved products, shipping locations, brand assets and brand templates. The plugin still provides My designs, Order again and print-file status on every order.
Included in
Cmsmart B2B plan
Roles
Admin, buyer, approver, designer and viewer
Also ships in
Cmsmart Product Designer: Quotes, My designs, Order again, print-file status
Best for
Stores with repeat business buyers
The problem
Buyers call because the account cannot answer
Where is my proof? Can I order the same banner again? What did you quote last month? Every call is a question the account area should answer.
Saved designs are hard to find
Quotes live in email
Buyers cannot see if artwork passed or which file goes to print
Repeat jobs are rebuilt from scratch
See it
The buyer's account, tour
Product screenshots of the Buyer Account (fictional demo data).
Product screenshot, fictional demo data
A company portal in My Account
Team, orders, approvals waiting, open quotes and the company's price list at a glance.
Product screenshot, fictional demo data
Team and roles
Invite colleagues and give each one a role; the seat meter shows what is used.
Product screenshot, fictional demo data
Billing on terms
Payment terms, a credit bar and open invoices with download.
What you get
What is in the plugin, what is in Cmsmart B2B, what we build
Core rows ship in the Cmsmart Product Designer plugin and are checked against its source and changelog. Included in Cmsmart B2B rows are checked against the Cmsmart B2B user guide. Custom development is built for your business and quoted per project.
Capability
How you get it
Quotes area in My Account with status filter and quote detail
CoreCHANGELOG 2.12.0
My designs grid with search, sort, rename and Order again
Proof and print-file status shown to the buyer on the order
CoreCHANGELOG 2.12.0
Design files downloadable from the order (setting)
Coreincludes/class.nbdesigner.php:8672
Apply for a business account with a tax-ID check (format, and EU VIES) and approval of new buyers
Included in Cmsmart B2BCmsmart B2B user guide: Applications
Company accounts with five roles, a seat limit and single-use team invitations
Included in Cmsmart B2BCmsmart B2B user guide: Companies
Overview with open quotes, approvals waiting, price list and available credit
Included in Cmsmart B2BCmsmart B2B user guide: The buyer account
Company orders with member, PO number and location columns, filters and CSV export
Included in Cmsmart B2BCmsmart B2B user guide: The buyer account
Billing: PO and net terms, credit limit, open invoices and invoice download
Included in Cmsmart B2BCmsmart B2B user guide: Terms and credit
Approval queue for orders, quotes and brand templates, with company and per-member limits
Included in Cmsmart B2BCmsmart B2B user guide: Approvals
Payment rules per group: allowed payment methods and a minimum order total per method, per company or price list
Included in Cmsmart B2BCmsmart B2B user guide: Payment rules per group
Budgets per company, member or cost centre, per month, quarter or year
Included in Cmsmart B2BCmsmart B2B user guide: Budgets
Shipping locations with a picker at checkout
Included in Cmsmart B2BCmsmart B2B user guide: Shipping locations
Users who belong to several companies, and ERP sync
Custom developmentBuilt per project on WooCommerce
Custom development is a strength, not a gap: most B2B portals we deliver combine the plugin with features built for one business. The screenshots on this page are product screenshots with fictional demo data. See what Cmsmart B2B includes.
Setup
How to set up the buyer account
In wp-admin, no code for the core features.
Install Cmsmart Product Designer 2.18 or newer and activate Cmsmart B2B.
Add the Apply for B2B form to a page, or invite your first company.
Approve the application; the applicant becomes the company admin.
The admin invites the team and sets roles, approval rules and budgets.
Buyers shop, quote, order again and pay on terms from My Account.
Custom development
Take B2B User Account further for your clients
We build the B2B parts your business needs on your WooCommerce store, as a scoped project tracked in WorkSuite like every client project.
Teams in 80+ countries run their ecommerce projects with Cmsmart
“★★★★★★★★★★
Selena the best Customer service provider, she give us Discount for long period of time subscription, helping us in every problem, we had some bugs, he fixed for us too! Great Plugin and very smart managers/devs/support
Each module says what ships in the plugin, what is included in Cmsmart B2B and what we build. Together they make a B2B portal on WooCommerce. See the B2B overview.
Straight answers about B2B User Account, checked against the plugin.
What does My Account show with Cmsmart B2B?
An overview, company profile, team, orders and quotes, billing, an approval queue, budgets, quick order, saved lists, approved products, shipping locations, brand assets and brand templates, depending on the member's role.
How do buyers get a company account?
They apply with the Apply for B2B form (company data, tax ID and an optional document). You review the application and approve or reject it. Approving creates an active company and makes the applicant its admin.
Can we invoice a company on terms?
Yes. Enable payment terms per company with net days, a credit limit and an optional PO requirement. The Purchase order / Net terms method appears at checkout and the order goes on hold with a due date until you record the payment.
Can buyers download their files?
Yes, if you allow it in the plugin settings: design files can be downloaded from the order, either always or once the order is complete.
Account Manager
Project Manager
Business Analyst
Developers & QA
Deverloop - Digital Studio
Verified on Trustpilot
Ari van Esch
Mark Hullin
