Magento 2 User Guide for Adobe Commerce B2B Installation

• Features of Adobe Commerce B2B

• 8 Steps to Install the Adobe Commerce B2B Extension

• List of Message Consumers Supporting Magento B2B Capabilities

• Documentation Steps to Configure Magento 2 B2B Features

• Magento 2 B2B User Guide Best Practices to Maintain & Upgrade B2B Extension

• Troubleshooting Tips for Common Magento 2 Extensions Installation Issues

• FAQs

• Summary

Features of Adobe Commerce B2B

Adobe Commerce B2B is designed to meet the unique needs of B2B merchants. They facilitate seamless transactions between businesses. This enables personalized experiences, order management, and streamlined workflows.

Below is a detailed overview of these features:

Feature	Explanation
Company Accounts	Allows multiple buyers from one company to join a single company account. The administrator can create a company structure with roles and permissions. Control activities like ordering and quoting. Configure B2B capabilities from the Admin. Manage company credit and payment methods efficiently. Enhance collaboration within company accounts.
Company Management	Helps administrators manage complex B2B organizations. Create a company hierarchy with parent and subsidiary companies. View and manage multiple companies as a group. Streamline the administration process. Designate parent company administrators for overseeing subsidiary accounts. Simplifies group management.
Shared Catalogs	Set custom prices per product for different companies. Support different pricing levels for customer groups. Available only for stores with Company accounts. Sell products with tailored pricing. Manage pricing strategies efficiently. Enhance customer-specific pricing.
Quick Order	Simplifies the order process for logged-in customers. Customers can order products using the product name or SKU. Reduces ordering to a few clicks. Boosts efficiency for repeat orders. Speeds up the purchasing process. Minimizes ordering errors.
Negotiable Quotes	Allows price negotiations between buyers and sellers. Buyers initiate quotes from the shopping cart. Sellers can start quotes from the Admin. Manage negotiation with the Quotes grid in the Admin. Track communication history. Ensure transparent pricing.
Purchase Order Approvals	Automatically creates orders as Purchase Orders (PO). Users with permissions can create, edit, and delete POs. Subject to approval rules based on roles. Manages order approval efficiently. Enhances order tracking. Streamlines approval workflows.
Requisition Lists	Save time with frequently ordered products. Customers can add items to the shopping cart directly from lists. Maintain multiple lists for different needs. Streamline workflow by focusing on specific vendors or campaigns. Supports bulk ordering. Improves order management.

8 Steps to Install the Adobe Commerce B2B Extension

1. Change Directory

Navigate to your project directory on your local machine.

2. Create a Development Branch

Create or switch to a development branch in your project. You can learn about creating and managing branches here.

3. Add B2B Extension

Add the B2B extension to your composer.json file under the require section:

composer require magento/extension-b2b --no-update

4. Update Dependencies

Run the following command to update your project's dependencies:

composer update

5. Commit and Push Code Changes

Commit your changes and push them to the repository:

git add -A
git commit -m "Install the B2B extension."
git push origin <branch-name>

6. Deploy to Cloud Environment

Deploying the updates will trigger the Commerce Cloud deployment process. Monitor the deployment status in the deploy log. Refer to the documentation for troubleshooting if you encounter any errors during deployment.

7. Verify Installation

After the deployment is complete, use SSH to access the remote environment. Check if the B2B extension is installed and active:

bin/magento module:status Magento_B2b

Expected output:

Magento_B2b : Module is enabled

8. Post-Installation Configuration

Configure and start message consumers to complete the setup.

List of Message Consumers Supporting Magento B2B Capabilities

Consumer	Description
sharedCatalogUpdatePrice	Updates product prices in a shared catalog. Necessary when the Shared Catalogs feature is enabled in the Admin settings.
sharedCatalogUpdateCategoryPermissions	Updates category permissions for shared catalogs. Required when Shared Catalogs are enabled in the Admin settings.
negotiableQuotePriceUpdate	Updates prices for negotiable quotes. Needed when the Quotes feature is enabled in the Admin settings.
purchaseorder.toorder	Converts a purchase order to an order. Required when the Purchase Orders feature is enabled in the Admin settings.
purchaseorder.transactional.email	Sends emails for purchase orders. Necessary when Purchase Orders are enabled in the Admin settings.
purchaseorder.validation	Validates purchase orders against approval rules. Required when the Purchase Orders feature is enabled in the Admin settings.
quoteItemCleaner	Deletes invalid or inactive price quotes when products are removed. Needed when Quotes are enabled in the Admin settings.
inventoryQtyCounter	Corrects the stock index after orders or product removals. Necessary when deferred stock updates are enabled in Inventory Management settings.
async.operations.all	Handles bulk operations like import/export, price changes, and product assignments asynchronously. Required when Admin bulk operations are set to run asynchronously in the settings.

Documentation Steps to Configure Magento 2 B2B Features

1. Access Configuration

Go to the Magento Admin sidebar and navigate to Stores > Settings > Configuration.

2. Set Store View

If using a multi-site installation, set the Store View control in the upper-left corner to the relevant website.

3. Navigate to B2B Features

In the left panel under General, select B2B Features.

4. Enable Company Accounts

Set Enable Company to Yes. It allows customers to manage their company accounts and enables additional B2B features.

5. Enable Additional Features

When you enable company support, the Shared Catalog, B2B Quote, B2B Payment Methods, and B2B Shipping Methods are enabled automatically.

6. Enable Quick Order

Set Enable Quick Order to Yes. It allows customers and guests to place orders quickly using SKU or product name.

7. Enable Requisition List

Set Enable Requisition List to Yes. It allows customers to create and manage requisition lists from their account dashboard.

8. Configure Requisition Lists

Set the maximum number of lists a customer can have for their account.

9. Save Configuration

Click Save Config to complete the setup.

Magento 2 B2B User Guide Best Practices to Maintain & Upgrade B2B Extension

Best Practice	Description
Regular Updates	Keep the B2B extension up to date with the latest version. Ensure compatibility and access to new features. Update extensions regularly. Monitor release notes for changes. Plan updates during low-traffic periods.
Backup Data	Always back up your data before making upgrades. Prevent data loss and ensure a smooth upgrade process. Use automated backups and verify backup integrity. Store Magento backups in a secure location.
Test Environment	Use a staging environment to test upgrades. Identify and fix potential issues before going live. Mirror production environment in staging. Conduct comprehensive testing. Fix bugs before deploying to production.
Monitor Performance	Regularly monitor the extension's performance. Optimize settings to enhance efficiency and user experience. Use performance monitoring tools. Analyze performance metrics. Adjust configurations as needed.
Check Compatibility	Ensure that the extension is compatible with other installed modules. Avoid conflicts and ensure smooth operation. Test for conflicts. Review extension documentation. Contact support for compatibility issues.
Follow Documentation	Adhere to the official Magento documentation for best practices. Follow guidelines for maintenance and upgrades. Stay updated with documentation. Implement recommended practices. Avoid custom modifications unless necessary.

Troubleshooting Tips for Common Magento 2 Extensions Installation Issues

Issue	Troubleshooting Tip
Installation Failure	Check the system requirements. Ensure your environment meets the extension's prerequisites. Review error logs. Verify PHP version compatibility. Check server configurations.
Conflict with Other Extensions	Disable conflicting extensions. Identify and resolve conflicts before re-enabling. Review conflict logs. Consult extension documentation. Test extensions individually.
Missing Dependencies	Use Composer to install missing dependencies. Run composer update to resolve dependency issues. Check dependency versions and update Composer. Reinstall dependencies if necessary.
Configuration Errors	Verify the configuration settings. Ensure all necessary settings are correctly configured. Double-check input fields. Review Magento logs. Reset to default settings if needed.
Performance Issues	Monitor server resources. Optimize server settings to handle the extension's load. Identify bottlenecks. Upgrade server resources if necessary. Use caching mechanisms.
Permission Problems	Ensure proper file and directory permissions. Set appropriate permissions to avoid access issues. Check user roles. Use appropriate permission levels. Run permission repair scripts.
Cache Problems	Clear Magento cache after installation. Prevent caching issues that can affect the extension. Use cache management tools. Monitor cache usage. Schedule regular cache clears.
Database Errors	Run database repair commands. Fix database issues to ensure smooth extension operation. Check database integrity. Optimize database tables. Review database logs for errors.

FAQs

1. How can I integrate Magento 2 extensions with my platform?

Integrate Magento 2 extensions by accessing your platform's admin panel. Use Composer to install extensions. Follow the manual provided by the developer. It enhances functionality and user experience.

2. What resources are available for Magento developers to advance their skills?

Magento developers can access a variety of resources. These include official documentation, forums, and tutorials. Engage with the Magento community edition for support. Use these tools to advance your development skills.

3. How does SEO relate to Magento open source?

SEO is essential for Magento open source. Optimize your store using SEO best practices. Provide relevant content and use the right keywords. It improves your site's visibility in search engines.

4. Where can I find articles and manuals related to Magento integration?

Find articles and manuals on the official Magento website. They cover various integration topics. Use these resources to enhance your knowledge. They are valuable for both beginners and advanced users.

5. What tools are available for managing pages in Magento Community Edition?

Use the built-in tools in the Magento community edition for page management. These include the Page Builder and CMS features. They allow easy creation and editing of pages. It, with dedicated Magento hosting, ensures a seamless user experience.

Summary

Adobe Commerce B2B enhances your business-to-business operations. This Magento user guide outlines the key benefits of Adobe Commerce B2B installation:

• Seamless Transactions: Facilitate smooth and efficient business-to-business interactions.

• Personalized Experiences: Customize catalogs and pricing for different companies.

• Efficient Management: Manage complex B2B organizations with ease.

• Enhanced Collaboration: Allow multiple buyers within a single company account.

• Advanced Features: Utilize tools like negotiable quotes and requisition lists.

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