---
title: >-
  B2B Components: Streamlining Business-to-Business Commerce | Shopware
  Community Hub
description: >-
  Learn how to implement and manage B2B-specific features in Shopware Evolve to
  enhance your business-to-business operations and customer relationships.
canonical_url: 'https://hub.shopware.com/learn/unit/user-b2b-components'
---

# B2B Components: Streamlining Business-to-Business Commerce

<LearningObjectives>

- Understand the purpose and scope of B2B Components in Shopware for business commerce.
- Set up and manage company accounts with employee roles and permissions.
- Implement order approval workflows to control purchasing authority.
- Facilitate quote requests and negotiations through the quote management system.
- Enable quick and bulk ordering using manual entry and CSV uploads.
- Use shopping lists to support frequent and organized B2B purchases.
- Apply best practices to optimize B2B customer experience and operational efficiency.

</LearningObjectives>

# B2B Components: Enhancing Business Commerce

For **Strum & Co.**, your guitar shop, serving both individual customers and business clients, is crucial. With **B2B Components** in Shopware Evolve, you can create a specialized business-to-business experience that meets the unique needs of your corporate customers, such as music schools, recording studios, and professional musicians.

## What are B2B Components?

B2B Components are specialized features in Shopware Evolve designed for business-to-business commerce, including:

- Company account management
- Custom pricing and discounts
- Order approval workflows
- B2B-specific checkout processes
- Business customer segmentation

## Key Features of B2B Components

### 1. Employee Management

- **Company-Centric User Roles:** Assign employees to specific company accounts, enabling actions on behalf of the company.
- **Role-Based Access Control:** Define roles with tailored permissions for precise control over employee actions.
- **Integrated Interfaces:** Manage employees and roles seamlessly through both admin and storefront interfaces.
- **Effortless Onboarding:** Quickly invite new employees by entering basic information; role assignment is optional.
- **Company Data Utilization:** Employees can use company-defined addresses and data during transactions.

### 2. Order Approvals

- **Custom Approval Rules:** Set up approval processes based on order value, product categories, or other criteria.
- **Hierarchical Authorization:** Define multi-level approval hierarchies to control order processing.
- **Transparent Workflow:** Employees are notified of approval requirements during checkout, ensuring clarity.
- **Administrative Oversight:** Company administrators can approve or reject orders directly from the admin panel.
- **Enhanced Control:** Ensures that only authorized personnel can finalize significant purchases.

### 3. Quote Management

- **Streamlined Quote Requests:** Customers can request quotes directly from their shopping carts.
- **Flexible Negotiations:** Merchants can modify quotes, apply discounts, and tailor offers to customer needs.
- **Seamless Acceptance Process:** Customers can accept or decline quotes, with accepted quotes converting into orders.
- **Efficient Communication:** Reduces the need for manual negotiations by centralizing the quoting process.
- **Enhanced B2B Interactions:** Facilitates a more collaborative environment between merchants and B2B partners.

### 4. Quick Orders

- **Rapid Product Entry:** Customers can add products to their cart by entering product numbers and quantities directly.
- **CSV File Uploads:** Allows bulk ordering by uploading CSV files containing product details.
- **Template Availability:** Provides downloadable templates to assist in creating proper CSV files for uploads.
- **Integration with Shopping Lists:** Products can be added to existing or new shopping lists during the quick order process.
- **Enhanced Efficiency:** Significantly reduces the time required for placing large or repeat orders.

### 5. Shopping Lists

- **Personalized Lists:** Customers can create and manage multiple shopping lists for different needs or projects.
- **Easy Product Addition:** Products can be added to shopping lists directly from product pages or category listings.
- **List Management:** Features include renaming, duplicating, and deleting lists as per customer requirements.
- **Admin Access:** Store owners can view and manage customer shopping lists within the admin panel.
- **Streamlined Ordering:** Entire shopping lists can be added to the cart in a single action, facilitating quick checkouts.

## Scenario: Implementing B2B Features for Strum & Co

Let's set up B2B components for your guitar shop to better serve business customers.

<ShopdevInstance plugin="lp15" step="DoNotDisplay" plan="evolve" />

### Step 1: Configure Company Accounts

1. **Access the Customer Profile:**
    - Navigate to **Customers -> Overview** in your Shopware admin panel.
    - Select the customer you wish to configure as a company account and click **Edit**.

2. **Enable B2B Features:**
    - Within the customer's edit view, locate the **B2B Components** section.
    - Activate the desired features:
        - **Employee Management:**
        - **Quote Management:**
        - **Quick Orders:**
        - **Order Lists:**
        - **Shopping Lists**

    ![Activate B2B features](./assets/b2b_enable.jpg)

    - After configuring the desired settings, click **Save** to apply the changes to the customer's profile.

3. **Customer's Storefront Experience:**
    - Once configured, the customer can log into their account on the storefront.
    - They will have access to the enabled B2B features, allowing them to manage their company's purchasing processes directly.

    ![B2B components](./assets/b2b_components.jpg)

### Step 2: Quick Orders in a Guitar Store

Your guitar store supplies musical instruments and accessories to music schools and event organizers. A regular B2B customer needs to reorder multiple SKUs (like guitar strings, picks, and stand) in bulk every month.

Instead of browsing the entire catalog each time, they use **Quick Order** to streamline their monthly purchase.

#### Enable Quick Order for B2B Customers

- In **Shopware Admin**, go to the customer profile under **Customers -> Overview**.
- Edit the customer profile and scroll to the **B2B Components** section.
- Enable the **Quick Order** option.
- Save the changes.

#### **Prepare Product Data for Ordering**

- Ensure all products have unique **product numbers (SKUs)** configured.
- This is essential for customers to enter them accurately in the Quick Order form or CSV.

#### **Customer Uses Quick Order in Storefront**

- The customer logs into their account on the storefront.
- They navigate to **"Quick Order"** from their account dashboard.
- Two options are available:
   - **Manual Entry**: Type in product numbers and quantities (e.g., `SW1000`, Quantity: 10).
   - **CSV Upload**: Upload a CSV file with product numbers and desired quantities.
      - Example CSV:

            ```
            Product Number, Quantity
            STRNG-010, 10
            PICK-100, 50
            TUNER-DGT, 5
            ```

![Search text](./assets/quick_orders.jpg)

#### **Add to Cart and Checkout**

- After submitting the Quick Order form or CSV:
   - Products are validated and instantly added to the cart.
   - The customer proceeds to checkout as usual.

## Best Practices for B2B Components

1. **Customer Segmentation**
    - Create clear B2B customer groups
    - Define specific pricing rules
    - Set up targeted promotions

2. **Workflow Optimization**
    - Streamline approval processes
    - Automate routine tasks
    - Monitor order processing

3. **Communication**
    - Provide clear B2B policies
    - Offer dedicated support
    - Maintain regular contact

## Activity: Create B2B Customer Experience

**1. Employee Management** : You are the admin of a B2B store for industrial tools. You want to give your sales manager access to place orders on behalf of the company.

1. Go to the **Company Account** section in the storefront as an admin.
2. Invite a new employee by entering their email and name.
3. Assign them the role of **Sales Manager** with permissions to create and manage orders.
4. Save the settings and have the employee accept the invitation to activate their account.

**2. Order Approvals**: Your company wants all orders above €1,000 to go through a manager's approval before being placed.

1. Navigate to the **B2B Settings** in the admin panel.
2. Set up an **Order Approval Rule** triggered by order value over €1,000.
3. Assign an employee role (e.g., "Team Lead") as the approver.
4. Test the flow by logging in as a regular employee and placing a qualifying order.

**3. Quote Management**: A customer is interested in purchasing a large quantity of items and wants a special price quote.

1. As the customer, add the desired items to the cart.
2. Click **Request a Quote** instead of proceeding to checkout.
3. As the merchant, review the quote in the admin area and modify prices or terms.
4. Submit the quote back to the customer and instruct them to accept it to generate the order.

**4. Quick Orders**: A repeat B2B customer wants to quickly reorder 100 SKUs by uploading a file.

1. Access the **Quick Order** form in the storefront.
2. Download the CSV template provided and fill in the product numbers and quantities.
3. Upload the completed CSV file to populate the order instantly.
4. Add the items to the cart and proceed to checkout.

**5. Shopping Lists**: A customer frequently orders products for different warehouse locations and wants to save separate lists.

1. In the storefront, go to **My Account -> Shopping Lists**.
2. Create new lists (e.g., "Warehouse A," "Warehouse B").
3. While browsing products, add them to the relevant shopping list using the "Add to List" option.
4. When ready to purchase, open a list and click **Add All to Cart** for a fast checkout.

## Final Thoughts

B2B Components transforms your store into a powerful business commerce platform. By implementing these features, **Strum & Co.** can better serve business customers, streamline operations, and create lasting B2B relationships.

Ready to enhance your B2B capabilities? Start implementing [B2B Components](https://docs.shopware.com/en/shopware-6-en/commercial-features/b2b-components) today and watch your business customer satisfaction grow!
