B2B & Wholesale Settings
Selling to other businesses works differently from selling to consumers. Wholesale customers get negotiated prices, credit terms and their own logins; a shopper who checked out on your storefront gets none of that. Settings → B2B & Wholesale is where you decide how much of that side of Iraca you use.
You'll find it at Settings → B2B & Wholesale, and there's a link to it from the Modules page too.
Turning B2B on or off
The master switch covers everything wholesale: price lists, pricing groups, credit limits, payment terms, order approvals and the customer portal.
Leave it on if you sell to shops, distributors or other businesses. Turn it off if you only ever sell to consumers — through your storefront, a marketplace or the register. With it off, those controls stop appearing, and every new customer is created as retail.
What turning it off does and doesn't do
Turning B2B off is a change to what you're shown. It doesn't delete anything, and it doesn't silently change what your customers pay.
That's why Iraca refuses to turn it off while you still have wholesale data — wholesale customers, pricing groups, price lists, portal logins or an approval threshold. The message names exactly what's in the way, and you clear those yourself:
B2B cannot be turned off while you still have 12 wholesale customers, 2 pricing groups and an order approval threshold.
The alternative would be for Iraca to clear them for you, and that's not a decision software should make on its own. A credit limit is a figure you negotiated, and a price list is a set of them. The first you'd hear about it being gone is a disputed invoice.
If you genuinely want to wind wholesale down, work through the list: move those customers to retail, delete the groups, revoke the logins, clear the threshold. Then the switch will move.
Turning B2B back on is never refused.
New customer defaults
Default classification
Every customer is either retail or wholesale, and this setting decides which one they are when nobody says otherwise.
- Wholesale — the right default if most of the customers you add by hand are trade accounts. This is what Iraca uses unless you change it.
- Retail — the right default if you're mostly consumer-facing and wholesale accounts are the exception.
It applies to customers created from the contact form, from the contacts CSV import, and through the API.
Storefront orders are always retail
Orders imported from WooCommerce, Shopify, Etsy and the rest always create retail customers, whatever this setting says. Those are shoppers who checked out, and Iraca never promotes one to wholesale on its own — nor does it ever demote one you promoted by hand.
Default payment terms
Type your usual terms here — Net 30, Net 15, Due on receipt — and every new wholesale customer starts with them, saving you typing the same thing on each one.
Two things to know. It only applies to wholesale customers, since a retail customer can't carry payment terms at all. And it only applies when no terms are given, so a contact you create with terms of their own keeps those.
Changing this never touches customers you've already added.
Order approval
If you want larger orders looked at by someone else before they're committed, set a threshold. Any manual sales order at or above it is held for approval instead of being confirmed outright.
This moved here from the Orders settings card — it's a wholesale control, and it's one of the things that has to be cleared before B2B can be turned off.
Full details are in Order Approval.
Customer portal
The customer portal lets a wholesale customer sign in to see their own orders and invoices, and reorder from them. You invite customers one at a time from the contacts list.
The switch here controls whether new invitations can be sent.
Turning it off doesn't sign anybody out
Customers who already have a login keep it, and keep using it. Iraca deliberately won't sign a dozen of your customers out because of one toggle.
To remove access for a specific customer, revoke it on their contact record. That's the immediate, per-customer undo.
Full details are in Customer Portal.
Managed elsewhere
Some of your B2B setup lives with the customers it applies to rather than on this page:
| What | Where |
|---|---|
| Pricing groups and their price lists | Customers → Groups |
| A customer's own price list | The price list button on their contact |
| Credit limits | The customer's contact record |
| Portal access | The portal button on their contact |
This page links to both of those screens, and shows a live count beside each — how many pricing groups you have, how many wholesale customers, and how many of them hold a portal login. Those are the same figures the refusal above is built on, so the count and the refusal can never disagree.
Related articles
- Customer Pricing — groups, volume breaks and discounts
- Order Approval
- Customer Portal
- Contacts — retail vs wholesale on a single customer