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.