PrestaShop B2B Registration , Custom Fields , Group Selection

Description

• Accurate Customer Information: Separate registration forms enable merchants to collect specific and precise information from their B2B customers, including company details, tax identification numbers, and other business-specific data. This information is essential for invoicing, taxation, and compliance.
• Customized User Experience: B2B customers often have distinct needs and requirements. A dedicated registration form allows merchants to tailor the registration process and subsequent interactions to address those specific needs, resulting in a more personalized and satisfying customer experience.
• Streamlined Sales Process: B2B transactions can be more complex than B2C transactions. Utilizing a separate registration form helps streamline the sales process by ensuring that all necessary information is gathered upfront, reducing the need for back-and-forth communication and accelerating the sales cycle.
• Improved Security: Given that B2B transactions typically involve larger amounts, security is crucial. Separate registration forms can incorporate additional security measures, such as verification of business licenses and financial stability checks, to mitigate the risk of fraud or default.
• Easier Compliance: Various industries and regions have specific regulations and compliance requirements for B2B transactions. A separate registration form helps merchants collect the necessary information to ensure compliance, minimizing the risk of legal issues or fines.
• Better Data Analysis: Having a distinct registration process allows merchants to gather more detailed data about their B2B customers, which is valuable for market analysis, customer segmentation, and informed business decision-making.
• Efficient Account Management: Separate registration forms facilitate more organized and efficient management of B2B customer accounts. Merchants can categorize and manage these accounts distinctly, making it easier to provide tailored support and services.
• Billing and Invoicing: With accurate customer information collected through a separate registration form, merchants can generate invoices more efficiently, reducing errors and payment delays. This contributes to better cash flow management for the business.
• Customer Relationship Management (CRM): A dedicated registration process can seamlessly integrate with a CRM system, enabling merchants to track and manage B2B customer relationships more effectively, leading to improved customer retention and satisfaction.
• Scalability: As a merchant's B2B customer base expands, a separate registration process simplifies the scaling of operations. The standardized data collection and streamlined processes can accommodate a larger volume of B2B customers without straining the business.

Features

B2B/B2C Login Page:

This module integrates smoothly and intuitively into your Prestashop store's login page and ordering process by providing distinct registration fields for private customers and professional customers. You also have the option to hide the registration box from private consumers, restricting registration to professional clients only.

B2B Custom Fields:

Administrators can create as many custom fields as needed, with 16 different types of fields available.

B2B Registration Form:

Add new fields to the B2B registration form, such as APE, website, and supporting documents, and make them mandatory or optional. You can also include a feature that allows professional customers to upload a file during registration (e.g., Kbis). These additional fields, along with the SIRET and VAT numbers, are seamlessly integrated into the professional customer's profile. B2B customers must maintain at least one postal address.

Professional Group Assignment:

Once the B2B registration form is validated, this module automatically assigns professional customers to one or more predefined categories based on the customer group they selected during registration. You can choose to enable or disable this automatic assignment of B2B customers. When a new professional customer registers, an automated email is sent to both the customer and each admin.

Manual Activation of Professional Customers:

This module allows for manual activation of professional customers on a case-by-case basis. Upon registration, an automated email is sent to the professional customer informing them that their account is pending authorization from the merchant. Additionally, an email is sent to the merchant prompting them to activate the new professional customer manually. During the merchant's activation of the account, a confirmation email is automatically sent to the professional customer. Important: Manual activation can be performed directly from the "Customers" page in the Back Office or through the module configuration in the "Manage Customers" tab.

Google reCAPTCHA:

Includes reCAPTCHA v2, which verifies if an interaction is legitimate using the “I am not a robot” checkbox and number reCAPTCHA badge challenges.

Multistore & Multilingual Compatibility:

The module supports both multistore and multilingual configurations.

Customer Benefits

• Customized Experience: B2B customers have unique needs, and a dedicated registration form allows you to tailor the process to meet those needs specifically. You can gather relevant information, such as company details, tax IDs, and procurement preferences, streamlining the onboarding process.
• Streamlined Workflow: B2B transactions are often more complex than B2C transactions. A separate registration form enables you to collect all necessary information upfront, reducing the need for follow-up communication and facilitating a more efficient workflow for both your company and B2B customers.
• Improved Data Accuracy: By requesting specific B2B-related information in a dedicated registration form, you ensure that the data collected is accurate and complete. This minimizes errors and discrepancies in your records, fostering better customer relationships and fewer issues with orders and invoicing.
• Enhanced Security: B2B transactions frequently involve sensitive information, such as financial data and proprietary business details. A separate registration form allows you to implement additional security measures, including encryption and multi-factor authentication, to safeguard this information.
• Targeted Marketing and Communication: With a specific registration form, you can effectively segment your B2B customers. This enables you to send targeted marketing messages, product recommendations, and updates that are relevant to their industry, needs, and preferences.
• Regulatory Compliance: Depending on your industry, there may be specific legal or regulatory requirements for B2B transactions, such as tax compliance or industry certifications. A separate registration form helps you gather the necessary information to ensure compliance with these regulations.
• Personalized Customer Service: Having detailed information about your B2B customers allows your customer service team to provide more personalized and efficient support. They can better understand the customer's business context and offer tailored solutions to meet unique requirements.
• Efficient Order Processing: B2B customers often place larger and more frequent orders. A dedicated registration form helps capture order preferences, shipping instructions, and payment terms, streamlining the order processing and fulfillment workflow.
• Analytics and Reporting: Gathering B2B-specific data through a separate registration form provides valuable insights into your B2B customer base. You can analyze this data to identify trends, track customer behavior, and make data-driven decisions to enhance your B2B offerings.
• Scalability: As your B2B customer base expands, a separate registration form can scale with your business, allowing for the efficient onboarding of new B2B customers without overburdening your resources.

Installation

• Step 1: Upload the module zip file and configure the settings.
• Step 2: Enable any additional fields or create custom fields as needed.
• Step 3: A separate form is now ready for B2B customers.