B2BKing's guest access restriction feature allows you to restrict shop access for logged out users, by hiding prices, hiding products or the shop completely, or replacing prices with a quote system.
There are 4 main settings that can be used:
Let's go through all of these options and see what each of them does.
Note: This functionality provides a quick way to restrict the access of logged out users. B2BKing also has a more complex and flexible restriction system through dynamic rules, which can also be applied to logged in users or groups. These rules allow you to hide prices on specific products or categories, hide the add to cart button, or enable a quote system on all product or specific products only.
This option replaces prices with a "Login to view prices" text. This text can be changed in B2BKing -> Settings -> Language and Text. The option also hides the 'add to cart' button and disables the ability to checkout. Logged out users will see the following:
Individual product page
The "login to view prices" text can be turned into a link to the login page, or a login pop-up, and it also supports icons.
This options hides all products from guests and shows a notification saying "Please login to access the B2B Portal" (can be changed via text settings). The notification is followed by the Login/Register fields.
When the "hide shop & products" option is chosen in settings, there is an additional switch for "Restrict all pages":
If this is enabled, all other pages redirect to this page with the login form, whereas if disabled, other pages can still be viewed normally (and only product and shop pages are restricted).
This option is designed for intranets and other situations where you do not want users to see anything but the login screen. No matter what page they try to access, users will always be redirected to the WP login screen as visible below.
This option does not allow a registration form, so it is only to be used in situations where customers receive their login details directly. In other cases, we recommend using "hide shop & products" instead.
This option allows you to replace prices with a "Add to Quote Request" button. This replaces the cart with a quote request system.
Note: Like all other "guest access restriction" features, this only applies for logged out users. If you are looking to enable quotes for logged in users, you can configure a "replace cart with quote" rule.
Once the customer adds all items they're interested in to the cart, they can enter their name, email address and a custom message, and submit the quote request.
It is also possible to configure custom fields for this quote request form, choosing from 9+ types of fields, including text, date, dropdown, file uploads, etc.
B2BKing provides a complex quote management system, integrated with the "Conversations" feature, so that you can can send messages back-and-forth, discuss, and negotiate with prospective customers. For guest users, this system is simplified and messages are disabled, since users do not have an account. You would be able to contact users via email.
When a customer sends a quote request, you will be able to view the request as follows:
You would also receive an email notification letting you know of the request:
When viewing a quote request, the admin can then either send a message, or respond with an offer, which customers can add to cart and purchase.
Through "Offers", you can allow customers to purchase a specific number of items at a specific price, once an agreement is reached. To learn more about this, please see the articles on Conversations and Offers.
Learn more about quote request functionality in B2BKing by viewing our primary "How Quote Requests Work" documentation.
Besides the main guest access restriction settings explained above, B2BKing also has a more complex and flexible restriction system through its "dynamic rules" feature. All rules can be applied to specific users or user groups.
There are several dynamic rules that can be used:
This flexible system gives you complete control over what each individual user sees.
Let's take a look at how a "Hidden Price" dynamic rule can be set. You can choose the specific product or category and choose for who the rule applies. Options include:
To learn more about this, see the dedicated Dynamic Rules article.
Another important feature of B2BKing is the ability to completely control the visibility of specific products or categories for specific users or groups.
You can use this to show a different catalog to each individual user, or each group.
For example, you can have specific products that are shown to B2B users only, other products that are shown only to B2C, and some products that are only shown to individual users (by username).
To learn about using and setting up visibility, please see the "Product Visibility" documentation article.
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