How to automatically assign subaccounts to a specific group

Hello,
We are using B2BKing with multiple customer groups/levels, each one having different discount rules. We have a hierarchy of 4 levels, for example:

• Level 1 → Beginner

• Level 2

• Level 3

• Level 4 → Top Level (e.g., most loyal clients, best discounts)

Our goal:
If a Level 4 user (e.g., "Top Level") creates a subaccount, we want that subaccount to be assigned a different group — for example, Level 2, not the same group as the parent. This way, the subaccount would progress through the levels, instead of inheriting the top one right away.

The problem:
Currently, B2BKing assigns the same group as the parent account.
We want the ability to assign subaccounts to a different group, based on who created them.

Question:
Is there a way (via hook, code snippet, or future feature) to dynamically assign a specific group to newly created subaccounts, based on the group/level of the parent account?

This is very important for us as we manage discount levels through customer groups, and we want better control over how subaccounts progress through the system.

Thank you very much in advance!

Hello,

Thank you for your response. I understand that in your system, subaccounts are considered to be employees or branches that inherit all terms and conditions from the parent account (such as pricing, group, and product access).

However, in our case, subaccounts are not employees, but rather individual clients that are managed by our sales representatives (who are the main parent accounts).

These sales representatives:

• Make their own purchases (they belong to the highest group – Level 4),

• Also have clients of their own, and they create subaccounts for these clients,

• We need these subaccounts to be assigned to a different, lower-level group (e.g., Level 2 or 3), so they receive their own pricing and can grow through the loyalty system.

It is also very important for us that:

• Sales reps can see what their subaccounts/clients are purchasing,

• Can help them fill their carts or check their order history,

• But at the same time, the subaccounts should not receive the same prices or terms as the parent account.

Is there any way this could be achieved through a different mechanism than subaccounts? Perhaps via user meta relationships, assigned sales reps, or some alternative solution?

We would really appreciate your guidance, as this functionality is crucial for us.

Thank you again for your support!

We are currently using your plugins and are in the process of building a complete B2B system. We would like to clarify which of the following functionalities can be implemented using your tools (e.g., B2BKing, SalesKing), and what would require additional plugins or custom solutions.

Our business model:

• We have sales representatives (managers), each with their own customer base

• Each customer should be assigned to a specific sales rep

• Sales reps should be able to:

  • View all purchases and orders from their assigned clients

  • Create carts or place orders on behalf of their clients

Payment terms management:

• Sales reps or admin should be able to set delayed payment terms for specific clients (e.g., 14 days or until a specific date)

• If the client fails to pay by the deadline, the system should:

  • Automatically block new orders

  • Show the outstanding balance that must be paid first

Bonus / loyalty system:

• We want to allow clients to accumulate bonuses when they reach specific purchase thresholds.

  • For example, if a client spends €1000 within a certain time period, they:

    • Can pay partially or fully with their accumulated bonus amount

    • Or receive a category-based discount (e.g., 10% off in selected categories)

Discounts and promotional rules:

1. Gift with purchase logic:
   We would like to set a rule where:

   • If a customer from a specific group (e.g., “Stylists”) buys a certain number of products from Group A (or category A),
     → They automatically receive a product from Group B as a free gift (added to the cart at 0 €)

2. Dynamic discount rules for specific groups:

   • Certain groups should receive specific discounts on selected products or categories

   • These discount rules should be flexible and allow us to assign different discount types to different customer groups

3. Automatic level upgrade:

   • If a client reaches a certain purchase amount (e.g., €2000 within a month), the system should automatically upgrade them to a higher discount group

Our questions:

1. Which of these features can be implemented with your platform (B2BKing / SalesKing)?

2. Which functionalities would require additional plugins or custom code?

3. Can you recommend trusted plugins that work well with your system to achieve this?

4. Do you offer advanced B2B solutions or integrations for businesses with this type of workflow?

We would appreciate your insight and guidance, as this functionality is essential to our operations.

hello i didnt get answer