XcodeSol B2B Purchasing Portal Documentation

Overview

XcodeSol B2B Purchasing Portal adds a controlled B2B purchasing workspace to WooCommerce. It gives companies a dedicated portal for quick ordering, purchase approvals, quote requests, conversations, offers, saved lists, budgets, inventory checks, and reports.

Who It Is For

  • WooCommerce stores selling to companies, wholesalers, distributors, or procurement teams.
  • Teams that need buyer, approver, viewer, and company owner roles.
  • Stores that need B2B pricing, quote workflows, and purchase controls.

Core Capabilities

  • Company accounts and company users.
  • Role-based portal access.
  • Purchase requests and approval rules.
  • Quote requests, conversations, and offers.
  • CSV quick order and saved lists.
  • B2B pricing rules and visibility controls.
  • Reports, notifications, diagnostics, and import/export tools.
License required

Premium B2B functionality remains locked until the plugin validates a license against the XcodeSol licensing API.

Next Steps

Start with installation, then complete licensing and configuration.

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