Checkout Optimisation

B2B Account Approval, Trade Account

PrestaShop trade account applications, company and VAT details, staff review and automatic trade-group assignment

Version
1.2.2
Improvements
191
Updated
PrestaShop
1.7 to latest
Price: €129.00
Tax excluded
Partner price €103.20 Partner price for agencies Agencies with a partner account pay less on every module, depending on what they buy: 20% approved partner 25% from €1,000 a month 30% from €3,000 a month Average of the last 12 months, excl. VAT. Become a partner

B2B Account Approval, Trade Account turns a customer's business application into approved access to your PrestaShop trade pricing. Setup takes the wholesale customer group, required application details and notification choices on one screen.

Selling retail and wholesale together needs a clear gate between public prices and trade terms. An application queue replaces email vetting, and each decision immediately changes the applicant's access to the configured group prices.

You choose required company details, approve or reject individually or in bulk, and enable automatic approval if appropriate. Approval makes the trade group the customer's default; tax-exclusive price display and a minimum order amount are optional. Applications remain in your shop.

Approved buyers order under their group terms immediately, while rejected applicants see your written reason on their account status page.

Professional Setup We fully configure the module to your needs: all options set, tested & verified within 1 business day. +€29.00
Visual Integration CSS & template adjustments to match your theme: includes cross-device verification and screenshot review. +€49.00

In the box

  • Lifetime licence for one shop
  • 12 months of updates, security fixes free forever
  • 3 months of support by mypresta.rocks
  • PrestaShop 1.7 to latest

Recent changes

  • Trade account applications stay within the approval and rejection workflow.
  • Fixes
  • Prevents bulk deletion of applications from bypassing the approval and rejection process.
Full changelog

Summary of what the module offers

Trade Account turns trade-customer vetting into an application, a queue and a decision with immediate effect.

  • How a retail account becomes a trade account: the in-account application you shape
  • How the team reviews: a filterable queue, notes, bulk decisions, optional auto-approval
  • What approval changes: trade group pricing, optional tax-exclusive price display and a minimum order amount
  • What the applicant sees: a permanent status page, including the reason for a rejection
  • Who is told what and when: notifications for your team and for the customer
  • Where the data lives: in your own shop, with no outside service
Back Office application view with company details and the Approve and Reject decision buttons

How does a business customer apply?

From the customer account. A signed-in customer opens the Trade Account page and submits company name, VAT number, business type, trade references and a message. You decide which of those the form demands, so a strict market asks for references while a fast-moving one asks only for the company.

One account holds one live application. Whoever already has one pending or approved is refused a second with a clear message, so the queue never fills with duplicates and nobody wonders which of three submissions counts.

The B2B Account Approval, Trade Account configuration screen

How does my team review applications?

In a queue built for triage, newest first, with the applicant, company, VAT number, status and date in columns you filter: by name, email, company, VAT number, status or period. The pending count is visible before the first click.

Opening an application shows everything the customer wrote. The decision is approve or reject, each with a note, and both exist as bulk actions for clearing a backlog. When your market calls for no friction at all, one switch approves every application on arrival.

B2B Account Approval, Trade Account on a shop product page

What changes for an approved buyer?

Approval moves the customer into your trade group and makes it their default group, so every group price, discount and rule you configured applies from that moment across the whole catalogue. There is no second step in which pricing is set up.

Approved traders see prices without tax, the way trade buyers compare them, and a minimum order amount keeps trade terms reserved for trade-sized orders. Both are switches, on when your business works that way and off when it does not.

General settings where approved trade customers are assigned to a customer group

What does the applicant see while waiting, and after?

A permanent page in their account, always current: under review with the submission date, approved with the company name, or not approved with the reason you wrote. The rejected applicant reads your reason instead of writing to support.

Email carries the news as well: your team is notified when an application arrives, and the customer is notified when the decision falls. Nobody refreshes an inbox and nobody chases nobody.

B2B Account Approval, Trade Account on the shop front page

Where does the data live, and how small is the setup?

Every application is stored in your own shop. No outside service receives the company data, no third-party content loads in the storefront, and uninstalling the module preserves the application history.

Setup is one screen in three tabs: pick the trade group, set the requirement switches, choose the notifications. From there the module runs itself, and the queue is the only place your team needs to visit.

Trade Account general settings with the trade customer group selector and the auto-approve switch
  • Reference
    mprtradeaccount
  • Version
    1.2.2
  • Improvements
    191
  • Released
  • Updated
  • PrestaShop Compatibility
    PS 1.6 – 9.x
  • Pricing Model
    One-time Purchase
  • Module Type
    Front & Back-office
  • GDPR Relevant
    Yes
  • Business Goal
    Boost Conversions
  • External Account Needed
    No
  • Module Complexity
    Feature-Rich Module
  • Customer Journey Stage
    Convert to Buyers
  • Works With Platform
    No External Platform

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Quick start

  1. Install the mprtradeaccount ZIP and open Configure.
  2. Create the wholesale customer group in PrestaShop.
  3. Select Trade Customer Group in Configuration and keep Auto-Approve Applications off for manual review.
  4. Review the company and VAT requirements, then save.
  5. Sign in as a test customer and submit Trade Account from My Account.
  6. Open Trade Account Applications, review the record and approve it.
  7. Open the approved customer’s storefront account to view wholesale group pricing in the selected shop.

Requires PrestaShop 1.6.1 or later and PHP 7.1 or later.

Open the full help page

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Who builds and maintains this module

Built and maintained by David Miller and mypresta.rocks. David Miller has worked with PrestaShop since 2013, and the company behind this shop has been registered since 3 December 2018. Every module in this catalogue is our own work, so your questions to support reach the people who wrote the code. The changelog on this page lists every update with its date.

About us

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