B2B & Workflow Automation
B2B businesses have unique needs — and Magento 2 is flexible enough to meet them with the right setup. This category is dedicated to helping you implement robust B2B workflows, automate approval processes, and build custom business logic.
From handling multi-user accounts to setting budget thresholds and integrating approval chains, we’ll show you how to streamline operations and reduce manual work. If you're selling to professional buyers or large organizations, these articles are tailored to make your Magento store smarter and more efficient.
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October 19, 2025
The Ultimate Guide to Magento 2's Catalog Permissions for B2B and B2C Stores
Hey — if you’re building or maintaining a Magento 2 store and you’ve been asked to lock down parts of your catalog for certain customers, or to show different things to wholesalers versus retail shoppers, this guide is for you. I’ll keep it relaxed, practical, and show step-by-step code examples so you can try stuff quickly on a dev environment.
This post covers the fundamentals you need to know about catalog permissions in Magento 2, how B2B and B2C requirements differ, how to configure permissions for out-of-stock products, integrating stock-management modules (like Force Product Stock Status) for consistent visibility, and advanced use cases like private catalogs, negotiated prices, and geographic restrictions. I’ll include real config snippets, sample observers/plugins, and CLI commands — nothing vague.
Why catalog permissions matter
Catalog permissions let you control
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September 23, 2025
If you’re building B2B flows in Magento 2, chances are you’ll need a proper Request for Quote (RFQ) system at some point. In this post I’ll walk you through how to build a custom RFQ module for complex B2B products in Magento 2 — architecture, DB entities, multi-level approval workflows, advanced product configuration handling, automated email notifications, and an admin dashboard to manage and analyze RFQs. Think of this as a practical, code-first walkthrough you can adapt to your store or extension.
Why a custom RFQ module?
Built-in Magento pricing and cart flows are great for standard retail. But B2B RFQs often need:
- Structured RFQ entities (requests, items, created quotes)
- Multi-level approval (procurement, finance, management)
- Support for configurable and highly-customized products
- Conditional pricing and custom price calculators
- Automated notifications and reporting
A custom
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August 20, 2025
Alright, let's talk shop. If you're running a wholesale business, you know it's a whole different ball game compared to B2C. Your customers aren't browsing for a single item; they're managing complex procurement for their entire company. They need tiered pricing, custom catalogs, purchase approvals, and real-time inventory data. Trying to force a standard Magento B2C setup to handle this is like using a teaspoon to dig a foundation—it's the wrong tool for the job.
That's where Magento 2's native B2B suite comes in. It's a powerhouse built specifically for the complexities of wholesale. But with great power comes... a decently complex setup. Don't worry, we're going to break it all down. This isn't just a high-level overview; we're going to get our hands dirty with some code and configuration examples to show you exactly how to leverage these features for your business. And we'll see where a powerful extension from a place like magefine.com can take things to the next level.
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May 23, 2025
How to Implement a Custom "Order Approval Workflow" for B2B Stores
Running a B2B store on Magento 2? You probably deal with complex purchasing processes where orders need approval before processing. Unlike B2C, B2B transactions often involve multiple decision-makers—managers, procurement teams, or finance departments—who need to review and approve purchases before they’re finalized.
Magento 2’s default setup doesn’t include a built-in order approval workflow, but with some customization, you can create a seamless approval process tailored to your business needs. In this guide, we’ll walk through how to implement a custom order approval workflow step by step.
Why You Need an Order Approval Workflow
Before diving into the code, let’s understand why this feature is crucial for B2B stores:
- Prevents Unauthorized Purchases: Ensures only approved orders proceed.
- Multi-Level Approvals: Allows different
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May 23, 2025
Why Integrate Magento 2 with ERP Systems?
Running an eCommerce store on Magento 2 is great, but managing inventory, orders, and customer data manually? Not so much. That’s where ERP systems like SAP, NetSuite, or Microsoft Dynamics come in. They handle the heavy lifting—stock management, financials, and supply chain—while Magento takes care of the front-end shopping experience.
Integrating Magento 2 with an ERP system means:
- ✅ Real-time sync of orders, inventory, and customer data
- ✅ Automated workflows (no more manual CSV imports!)
- ✅ Better accuracy in stock levels and pricing
- ✅ Faster order processing with fewer errors
But how do you actually connect them? Let’s break it down step by step.
Integration Methods: APIs, Extensions, or Custom Code?
There are three main ways to link Magento 2 with an ERP:
- Using