Public Ticket #3040163

customers

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14 Tickets 7
CANDY started the conversation 4 years ago on May 9, 2022 at 12:47pm

if a customer first signs up as an individual customer but then we want to switch them to a b2b customer? I am not seeing where we can do that?  do we have to have the option of individual customer?  cant they all be b2b? 

2,762
KingsPlugins replied 4 years ago on May 10, 2022 at 4:51am

Hi there,

You can delete the 'Individual Customer' option if you'd like. To do that, you can go to B2BKing -> Registration Role and simply delete it. 

The options there are editable, you can change their names to anything you want, delete them, or add more options.


To switch a user to become a B2B customer, you can go to their user profile and scroll down to 'B2B User Settings (B2BKing). Here you can select a B2B user group, and then save the user. The user will then become a b2b user.

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2,762
KingsPlugins replied 4 years ago on May 12, 2022 at 12:44am

I'd suggest to:

-> Try with a new browser and see if it saves. Sometimes in WordPress there can be a kind of issue where the cookies/session gets incorrectly cached and there can be issues with saving settings - it may help to clear caches/cookies.

-> Try deactivating all other plugins in the site except B2BKing and Woo. It could be a conflict of some sort.


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