B2B and B2C¶
Odoo eCommerce is designed to fulfill the needs of both B2B and B2C companies. It allows you to configure prices, manage access for specific customers, and customize the website to support B2B, B2C, or both business models.
Prices¶
While B2C businesses sell directly to the end consumer with a tax-included price, B2B businesses usually exclude taxes and may even prefer to hide prices altogether, showcasing only their products instead. To configure a B2B-specific ecommerce shop, make sure the Tax-Excluded option is enabled, and complete the configuration to hide the pricing.
Dica
To make sure that only customers with an account and granted access can see the prices, go to , click the (dropdown) icon from the search bar, and select the Archived filter. Then click the Public user card, go to the Sales & Purchase tab, and add the zero-priced pricelist configured to cover all countries. Keep the Public User contact Archived at all times. Website visitors now see the products without prices, while only customers with an account invitation and an assigned pricelist can view the pricing in the customer portal.
Access request¶
When running a B2B business, you usually hide the pricing on the web shop and make it available for logged-in users only. To prevent anyone from signing up freely, set the Customer Account setting option to On invitation. To create a page where customers request access, open the website editor, create a form, customize it, and in the Action field, select Create a customer.
Dica
You can assign tags created on a contact form under to identify what kind of customers have submitted the form. To do so, select a field in the form while in Edit mode, click the + Field button under the Customize tab, and set the field’s Type to Tags. Toggle the tags that should be automatically assigned when a customer fills in the form and set the field’s Visibility to Hidden.
When a customer submits the form, a new contact is automatically created in the database. The contact is assigned the first pricelist from the list of available pricelists, and, if applicable, the specified tags.
Submitted requests can be found under the . Select the customer you want to grant portal access to. Once done, the selected customer is able to view the B2B prices and products. Make sure the correct pricelist is assigned to their contact form.
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It is also possible to hide the entire shop from the public using the Ecommerce Access setting and only make it available for logged-in customers.
Configure the checkout policy to allow/disallow guest checkout for B2C businesses.
Enable the Shared Customer Accounts feature to allow customers to use the same account on all your websites.
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Multissite¶
Settings are website-specific, which means it is possible to configure different behaviors for each website. For example, you can set up a B2C website that allows guest checkout and displays tax-included prices, and a B2B website that requires sign-in and shows tax-excluded prices. However, each pricelist can only be assigned to one website at a time. If you want to use the same pricelist on several websites, duplicate the pricelist and assign each copy to its corresponding website.
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If you are running a B2B and B2C business, we strongly recommend to create two separate websites and assign a zero-priced pricelist to the B2B website and a regular pricelist to the B2C website. In case, you prefer using a single website, configure it using country groups and assigning pricelists to customers, and deactivate the Selectable option.
Recursos adicionais¶
Invoice¶
Depending on the type of business (B2B or B2C), you might want to issue an invoice. An invoice can either be generated automatically (for B2B) or on demand of the customer (for B2C). This process can be automated if (and when) the online payment is confirmed. To automate invoicing, enable the Automatic Invoice setting. If this feature has not been enabled, the customer only receives an order confirmation.
B2B fields at checkout¶
Use the Show B2B fields toggle in the website editor to display B2B-specific additional fields like VAT or Company Name during the delivery step.