B2B Cabinet

What this solution does

B2B Cabinet: Contract Prices and Organizational Purchases

Wholesale clients view individual contract prices in the online store, assemble orders, and submit them for approval by a manager. The administrative section of 1C-Bitrix manages organizations, contract terms, and employees.

Contract Prices

Set rules for a specific organization or general wholesale conditions: percentage discounts, fixed amount discounts, or fixed prices. Rules can apply to the entire catalog, a specific section, a brand, or an individual product. A rule set for a product card automatically extends to its trade offers. Quantity thresholds allow for volume-based pricing scales.

When rules overlap, the system first evaluates priority, then specificity: product, brand, section, entire catalog. Next, quantity tiers are considered, and under equal conditions, the most favorable price is selected. Rules can be restricted by date ranges.

Contract prices are calculated during the formation of the catalog, cart, and order for the order owner. By default, if a retail promotion offers a better price, the client receives the lower price; this mode can be disabled. Fixed prices, amount-based discounts, and limits are defined in the store's base currency and converted to the order currency based on the exchange rate.

ORGANIZATION AND EMPLOYEES

An organization maintains its own details, contract, and employees with individual user accounts. The manager invites colleagues via one-time links from emails, assigns roles, and sets limits. The invitation validity period is configurable, with a default of seven days.

The manager oversees staff, views organizational orders, and approves them. The purchaser creates and repeats orders and maintains purchase lists. The observer can view prices and organizational history but cannot place orders. A single user account can belong to only one organization.

ORDER APPROVAL

When approval is enabled, any order exceeding an employee's limit for a single purchase or for a month is routed to the manager. Limits are calculated based on product costs excluding delivery; a zero limit indicates no restriction.

While a request is pending a decision or has been rejected, the module holds delivery and shipment, including automatic shipment upon payment. Payment alone does not substitute for approval. An order that is paid but not approved is flagged as problematic; the module does not process refunds.

If a non-paid order is rejected, it is cancelled provided the system core supports cancellation. A paid order or an order that cannot be cancelled remains with a problem flag and a shipment hold. Once the cancellation status is removed, the request is sent for approval again. The monthly limit includes only non-cancelled orders of the organization, regardless of the final decision on each request.

Repeat Purchases

Allows inserting article numbers and quantities from a table with up to 500 rows in a single operation. Columns can be separated by tabs, semicolons, or spaces. The system displays separately any articles that were not found and any positions that failed to be added.

For regular purchasing, functions for repeating orders and working with saved lists are available. General lists are visible to the entire organization, while personal lists are visible only to their author. Access to orders and lists is determined by the employee's role.

Report "What Wholesale Offers"

The report provides data on turnover for organizations and employees, average order size, total amount of discounts granted, and approval speed. The tool helps evaluate actual contractual terms based on real orders.

Compatibility and Limits

The solution is designed for an online store built on the 1C-Bitrix: Site Management platform with the 'Online Store', 'Trade Catalog', and 'Information Blocks' modules installed. It requires PHP version 8.2 or higher. Schemes for MySQL and PostgreSQL databases are supported; however, PostgreSQL support does not imply compatibility with the boxed version of Bitrix24.

The solution includes two components: an organization cabinet and a quick order form for wholesale buyers. Pages for these sections are created during site configuration. Both the cabinet and pricing are personalized, meaning that general page caching and the Composite technology are not supported for them.

The module does not manage deposits or accounts receivable, does not generate invoices, does not perform data exchange with 1C, and does not replace CRM or electronic document management systems. Order placement, payment methods, and delivery options are handled by the standard store tools.

General iT can connect “B2B Cabinet”, configure it and verify the integration with the existing website.