Magento 2 Wholesale and Dealer Extension User Guide

Wholesale Configuration

From Magento Admin, go to Stores > Configuration > Agile Codex > Wholesale Settings.

Create or Select the Wholesale Website

1. Set Wholesale Type to Wholesale Website when B2B customers should use a dedicated website.
2. Choose Select Existing Website if the website already exists.
3. Choose Create New Website and click Create Now to provision the B2B website.
4. Save the configuration after confirming the selected website and customer access settings.

The Create Now action provisions or repairs the B2B website, store group, and active store view. It should complete missing parts without creating duplicate website records.

Customer Registration and Access Settings

• Wholesale Customer Group: Select the group assigned to customers who register through the wholesale form.
• Customer Activation: Optionally require admin approval before wholesale customers can sign in.
• Show Address Fields: Include company, phone, street, city, region, postcode, and country fields on the registration form.
• Show Tax/VAT Number: Make the Tax/VAT field optional, required, or hidden according to the B2B workflow.
• Hide Price/Catalog: Apply visibility rules at website scope when the optional companion features are enabled.

Verify the B2B Website, Store Group, and Store View

After website provisioning, confirm the result under Stores > All Stores.

• The website should have a clear B2B website code.
• The website should contain a store group with the intended root category.
• The store group should contain an active store view.
• Review the website base URLs before testing the storefront.

Assign Products to the B2B Website

1. Open the product in Catalog > Products.
2. Expand Product in Websites.
3. Select the B2B website along with any retail website where the product should remain available.
4. Save the product and reindex catalog data when Magento marks indexes invalid.

A product must be assigned to the B2B website before it can appear in that storefront. Also confirm that the B2B store group root category contains the category assigned to the product.

Configure Customer Group Price and Tier Price

Wholesale pricing is normally configured from Catalog > Products > Advanced Pricing > Customer Group Price.

1. Edit the product and open Advanced Pricing.
2. In Customer Group Price, click Add.
3. Choose the appropriate website and the Wholesale customer group.
4. Set the quantity and price.
5. Click Done, then save the product.

Pricing Terms

• Customer Group Price: A special price for the Wholesale customer group.
• Tier Price: A price that also depends on purchased quantity.
• Hide Price: Prevents selected visitors or groups from seeing a product price.
• Catalog Login: Restricts catalog, category, product, or search access.

Wholesale Registration

On a configured wholesale website, use the canonical registration route /wholesale/account/create/. Customers created through this form are assigned to the configured wholesale customer group.

If Customer Activation is enabled, new wholesale accounts must be approved by an administrator before the customer can sign in. If it is disabled, customers can use the account according to the normal Magento customer workflow.

Login and Customer Access Behavior

• Guest: Can access pages allowed by the current catalog and hide-price configuration.
• Retail customer: Is rejected on a wholesale-only website when retail-login restriction is configured.
• Approved wholesale customer: Can sign in and access permitted B2B catalog and account areas.
• Unapproved wholesale customer: Remains blocked until administrator approval when Customer Activation is enabled.

Optional Hide Price

Hide Price is optional and package-dependent. When enabled, go to Stores > Configuration > Agile Codex > Hide Price and configure the replacement text, link URL, and customer-group behavior.

Optional Catalog Login

Catalog Login is optional and package-dependent. Use it when guests or selected customer groups should be redirected before viewing category pages, product pages, catalog search, or other catalog areas.

Catalog Login is separate from Hide Price. Hide Price leaves the product visible and replaces the price; Catalog Login controls whether the visitor can access catalog pages at all.

Installation

Install and test the extension on a development or staging environment before production.

1. Copy the supplied package modules into app/code/Acx.
2. Enable only the modules included in your purchased package.
3. Run php bin/magento setup:upgrade.
4. Run php bin/magento setup:di:compile in production mode.
5. Deploy static content when required.
6. Run php bin/magento cache:flush.

Customer Activation, Hide Price, and Catalog Login are optional/package-dependent features. Confirm the modules included in your purchased package before enabling related configuration.