B2B Suite

VIDEO WALKTHROUGH

B2B Suite: setup guide

2:37

Recorded on version 1.0.5 · Narrated walkthrough · English captions

Jump to a chapter 8 chapters

1. 0:00Set up B2B Suite
2. 0:13Open settings and choose scope
3. 0:33Set your quote policy
4. 0:53Review quote management
5. 1:11Configure notifications and PDFs
6. 1:31Use the quote workspaces
7. 1:53Save and verify your setup
8. 2:15Your setup checklist

Read the full video transcript

B2B Suite 1.0.5 — Magento Admin setup

00:00:00 — Set up B2B Suite
Welcome to the Agentic Ecom B2B Suite Admin guide. We'll walk through the main setup screens and the checks to make before using the module. This guide assumes the extension is already installed.

00:00:13 — Open settings and choose scope
Start in Magento Admin and open Stores, Configuration. Choose B2B Suite. Check the Scope selector before editing. Use the appropriate website or store view where the setting supports it. The screen values here are a demonstration; enter the settings and service details that belong to your own store.

00:00:33 — Set your quote policy
Enable B2B Suite and review who may request a quote. Decide whether guests are allowed and whether guest requests should create customer accounts. Review customer groups, minimum quote amount and excluded categories, then choose whether Add to Quote appears on product pages, category listings or both.

00:00:53 — Review quote management
Review expiry and reminder settings against your sales process. Quick Setup is a fixed recommended preset; it does not use AI or need an AI key. Check each resulting setting before saving, especially where a preset could differ from your own quote policy.

00:01:11 — Configure notifications and PDFs
Choose the staff addresses and sender settings for Admin Notifications. Review the separate Customer Notifications and PDF Quotes groups as well. A quote process depends on accurate contact details and working email transport, so test delivery and the generated document with a disposable staging quote.

00:01:31 — Use the quote workspaces
Open Sales, B2B Suite, B2B Quotes to handle requests and negotiation. Price Requests and Hide Price Rules have separate workspaces. Submit a small test request on the intended storefront, then reopen the Admin record and confirm contact information, negotiated pricing and notes before using the workflow with customers.

00:01:53 — Save and verify your setup
When your required settings are complete, use the screen's Save control and wait for Magento's confirmation. Then reopen the record or configuration and check the saved values at the intended scope. If the storefront still shows earlier settings, refresh the relevant caches. Test your own configuration before using it with customers.

00:02:15 — Your setup checklist
That's the Admin setup walkthrough for B2B Suite. Check permissions and scope, review the module-specific settings, then save and verify a small staging example. Use the written guide at user guides dot Agentic Ecom dot net for installation details, complete field references and any separate storefront integration steps.

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Current buyer release: 1.0.5. The prepared Adobe ZIP is the same archive delivered by the licensed Composer repository. Its source upgraded and DI compiled on Magento Open Source 2.4.9 with PHP 8.5.10. A populated quote retained edits across contact, negotiated pricing, notes and proforma tabs on its original database row; 177 AgenticEcom Admin pages loaded without page or browser errors. Earlier standalone configuration, GraphQL, separate shopper quote basket, Luma Add to Quote and recommended-preset checks remain relevant. Test your own Magento version, theme, checkout and integrations in staging.

B2B Suite adds quote requests, Admin negotiation, PDFs, hide-price rules and price-request enquiries. The Quick Setup button is a fixed recommended settings preset. It does not use AI or need an AI API key.

Install

Use the licence key from My Licences:

composer config repositories.agenticecom composer https://repo.agenticecom.net
composer config --global --auth http-basic.repo.agenticecom.net <YOUR-LICENCE-KEY> x
composer require agenticecom/module-b2b-suite:^1.0.6
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento cache:flush

The Composer package is agenticecom/module-b2b-suite. Keep Magento and module backups before upgrading a working store. The module requires dompdf/dompdf ^3.0 for quote PDFs.

Configure a quote storefront

1. In Stores → Configuration → AgenticEcom B2B Suite → B2B Suite → General Settings, set Enable B2B Suite to Yes.
2. Set Allow Guest Quote Requests only if visitors should submit quotes without signing in. Review Auto-Create Customer Account for Guests separately.
3. Set Allow Quote Requests for Customer Groups, Minimum Quote Amount and Disable Quotation for Categories for your sales policy. An empty group selection allows all groups.
4. Choose where Add to Quote appears: product pages, category listings or both. Submit a test request on Luma and check the quote basket and Admin record.
5. Configure expiry, reminder, email and PDF settings for your business. Verify outbound email delivery in staging.

The Admin workspaces are under Sales → B2B Suite: B2B Quotes, Price Requests and Hide Price Rules.

Recommended B2B Settings

In Quick Setup, click Apply Recommended B2B Settings to apply a fixed starting preset. It writes active configuration fields at default scope. The preset includes a 14-day quote expiry, guest price visibility, customer email, PO-number and delivery-date settings. It can replace values already saved at that scope, so review each field afterward, including the currency-specific amount threshold.

Automatic quote approval remains off. The button stores a starting threshold but does not turn on automatic approval. If you want approval rules, enable and test Auto-Approve Quotes and its discount and amount limits yourself. The button is deterministic; it does not contact OpenAI, Gemini or another AI provider.

Work with quotes

Shoppers add items to the Luma quote basket and submit their contact details and request. In Sales → B2B Suite → B2B Quotes, staff can review the request, adjust line pricing and discounts, approve or reject, and download a PDF. Approved quotes can be accepted by their owning customer and carried into a checkout cart at negotiated prices. Check your tax, shipping and payment results before using this with real buyers.

The header quote badge is loaded separately for each shopper through Magento private customer data. Public product, category and home pages can remain eligible for full-page caching; the shared HTML does not include a shopper’s quote count.

The module also has settings for quote expiry, reminders, cost-attribute margin display, customer emails, PDF branding, purchase-order numbers and requested delivery dates. These depend on your store configuration and mail setup.

Hide prices and capture enquiries

Use Price & Add-to-Cart Rules for store-wide behaviour or Sales → B2B Suite → Hide Price Rules for targeted products and shoppers. Modes include hiding a price, replacing Add to Cart with a quote request, Call for Price and login to see price. Target rules by customer group, SKU or category, and test their priority against overlapping rules. Price-request enquiries appear in Sales → B2B Suite → Price Requests.

Headless integration

The module provides GraphQL submitB2bQuoteRequest, authenticated customerB2bQuotes and acceptB2bQuoteRequest, plus product fields agentic_quote_allowed, agentic_hide_price, agentic_hide_price_mode, agentic_hide_price_text, agentic_replace_cart_text and agentic_replace_cart_url. It also exposes REST POST /V1/b2b/quote/submit and authenticated GET /V1/b2b/quote/:incrementId. The status endpoint requires an authenticated customer because its response contains customer details.

A headless storefront must build its own quote basket and customer screens around these operations. The module does not expose a GraphQL reject mutation or an AI quote-writing service. Do not assume Luma rendering automatically appears on Astro or another decoupled frontend.

Release and purchase terms

1.0.5 — 13 October 2026: Fixed Admin quote Save so changes to contact, negotiated pricing, notes and proforma fields persist on the original quote instead of being overwritten by stale values from other tabs. The version is delivered through the licensed Composer repository; Adobe review remains pending.

1.0.4 — 12 October 2026: Defines an independent Admin configuration tab so the standalone package opens and saves its settings without AgenticEcom Core. Quote and headless features remain available.

1.0.3 — 11 October 2026: Restored full-page cache eligibility by moving the header quote count into Magento private customer data and using cache-aware customer context for storefront quote visibility and hide-price checks. The quote and headless API features remain available.

1.0.2 — 11 October 2026: Fixed the recommended preset so it writes active configuration paths, named the button accurately, left auto-approval off, rendered status messages as text, and fixed an email-template HTML warning. Quote, PDF, hide-price and API features remain available.

A one-time purchase includes 12 months of updates and Plus priority email support. Renewal is optional, never billed automatically, and subject to the AgenticEcom licence and your order terms. Purchased versions remain usable after the included update period. For help, contact support@agenticecom.net.