WEBVTT

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Welcome to the AgenticEcom B2B Suite Admin guide. We'll walk through the main setup

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screens and the checks to make before using the module. This guide assumes the extension is already

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installed.

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Start in Magento Admin and open Stores, Configuration. Choose B2B Suite.

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Check the Scope selector before editing. Use the appropriate website or store view where the setting

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supports it. The screen values here are a demonstration; enter the settings and service

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details that belong to your own store.

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Enable B2B Suite and review who may request a quote. Decide whether guests are

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allowed and whether guest requests should create customer accounts. Review customer groups,

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minimum quote amount and excluded categories, then choose whether Add to Quote appears on product

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pages, category listings or both.

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Review expiry and reminder settings against your sales process. Quick Setup is a

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fixed recommended preset; it does not use AI or need an AI key. Check each

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resulting setting before saving, especially where a preset could differ from your own quote

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policy.

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Choose the staff addresses and sender settings for Admin Notifications. Review the separate

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Customer Notifications and PDF Quotes groups as well. A quote process depends on

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accurate contact details and working email transport, so test delivery and the generated

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document with a disposable staging quote.

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Open Sales, B2B Suite, B2B Quotes to handle requests and

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negotiation. Price Requests and Hide Price Rules have separate workspaces.

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Submit a small test request on the intended storefront, then reopen the Admin record and confirm

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contact information, negotiated pricing and notes before using the workflow with customers.

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When your required settings are complete, use the screen's Save control and wait for Magento's

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confirmation. Then reopen the record or configuration and check the saved values at the intended

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scope. If the storefront still shows earlier settings, refresh the relevant caches.

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Test your own configuration before using it with customers.

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That's the Admin setup walkthrough for B2B Suite. Check permissions and scope, review the

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module-specific settings, then save and verify a small staging example. Use the

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written guide at user guides dot AgenticEcom dot net for installation details,

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complete field references and any separate storefront integration steps.