Applies to Cmsmart B2B Store 2.2.0 (parent theme Cmsmart Stores 2.1.0) and Cmsmart B2B 2.2.0, the current released versions on cmsmart.net/products · Updated October 2026. Store Setup v2 installs the Cmsmart B2B Store from a content tree that bundles Cmsmart Product Designer 2.18.5 and the matching Cmsmart B2B add-on, so a freshly installed store runs the version this guide describes throughout.

In short

  • Outcome: a working WooCommerce B2B store with company accounts, price lists, brand templates and a quote queue, running on sample data inside an hour.
  • How it works: Store Setup v2 installs Cmsmart B2B Store on your host, then you swap the branding, pages and sample catalogue for your own.
  • What it takes: a Cmsmart B2B licence key, a WordPress host that meets the plugin's requirements, and about 60 minutes of your afternoon.

What does quoting B2B buyers by email actually cost a print or promo supplier?

Every manual quote is a round trip: a buyer emails for a price, someone looks up a rate card, a spreadsheet gets updated, and the buyer waits. Cmsmart B2B Store replaces that loop with company accounts, price lists and a quote queue, so repeat buyers see their price and order without a phone call.

If you sell business cards, signage, packaging or branded merchandise to companies, you probably recognise this pattern:

  • Buyers want their price before they commit, but public prices are retail and account prices live in a spreadsheet.
  • Every quote is typed by hand: product, quantity, tier, address, terms.
  • Reorders start from zero — the buyer re-sends last quarter's PO by email.
  • A new account needs an email back-and-forth to agree a credit limit and tier.
  • Nobody can see at a glance which quotes wait on you, and which on the buyer.

Put a number on it: quotes per week × minutes per quote × your loaded hourly cost is staff time spent before a single order is placed. The pressure is only growing: 67% of B2B buyers now favor a rep-free buying experience, per a 2026 Gartner survey.

What could your B2B storefront look like by tomorrow?

Cmsmart B2B Store gives each business buyer a sign-in with their own price list, a quick-order screen and a quotes inbox, while your team approves accounts and quotes from one dashboard — all running before lunch, on sample data you can replace later.

Example scenario. A procurement buyer signs in and "Sign in for your price" becomes their agreed tier price. They load last quarter's order from a saved list, and the cart recalculates at contract price. An item needing a quote goes straight from the product page to your approval inbox — approved in two clicks, from a phone.

Cmsmart dashboard Store Catalogue showing the Cmsmart B2B Store tile with a Set Up button, next to the Cmsmart Marketplace Store tile
The Cmsmart B2B Store sits in the dashboard's Store Catalogue next to the Marketplace Store — every store there is free to set up and runs with sample data from the first minute.

How does Cmsmart turn a sample store into your B2B storefront?

Cmsmart builds the B2B store from four pieces that already talk to each other: the Cmsmart Stores theme for the storefront, the Cmsmart B2B plugin for company accounts and quotes, WooCommerce for products and checkout, and the Cmsmart Product Designer for any product buyers personalise.

Before the walkthrough below, Store Setup v2 installs the store onto your host — see installing the Cmsmart Store parent and child theme — and this guide picks up once it's live with sample data.

From there, four building blocks do the work:

  • Storefront (Cmsmart B2B Store on Cmsmart Stores): the pages, header, footer and blocks a buyer sees, editable in the Site Editor.
  • Cmsmart B2B plugin: company accounts, roles, price lists, quotes, an approval inbox, buyer shipping locations and the brand tools below.
  • WooCommerce: the catalogue, cart, checkout, payments and shipping zones underneath it all.
  • Cmsmart Product Designer: the online designer and pricing engine, switched on per product — off by default on the sample catalogue. Turn it on and Cmsmart Cloud renders a print-ready PDF that matches the order for every design, the same way it does on any Cmsmart Product Designer store.

Everything above ships today, including a brand library and brand rules, built on Cmsmart Product Designer. ERP-driven pricing, punchout ordering and multi-step approvals are custom development, covered further down.

What's the business value of starting from a working B2B store instead of a blank one?

Cmsmart B2B Store turns company accounts, price lists and quote approval from a custom build into a configuration task, so the time you save shows up as faster account activation, fewer manual quotes and a shorter path to first order.

BenefitHow it shows up in your businessKPI to track
Faster account activationSet a tier and terms once; the buyer signs in to its own priceTime from application to first approved order
Fewer manual quotesBuyers who know their price skip the "send me a quote" emailQuotes requested per 100 B2B orders
Repeat orders, no re-keyingQuick order and saved lists turn a repeat PO into a few clicksAverage order value and reorder rate
Spend under controlApproval rules route orders above a threshold to the right personOrders held vs released on time

Rough-cut ROI worksheet (use your own numbers): (manual quotes per month × minutes per quote × your loaded hourly cost) − (time your team now spends approving accounts and quotes in the B2B inbox) = monthly staff hours returned to selling instead of admin.

Buyers are also more ready to self-serve large orders than before: McKinsey's B2B Pulse survey found 73% are comfortable placing orders over $50,000 online, up from 59% two years earlier.

Cmsmart insight: the B2B accounts we see succeed fastest set the storefront to "Hide prices for guests" from day one — buyers learn immediately that an account unlocks a real price, which pulls applications in instead of leaving the apply form unnoticed.

How do you complete the WooCommerce B2B store setup in the first hour?

Once Store Setup v2 has installed the store, you set it up by working through branding, pages, your catalogue, pricing, store settings and a test order — all inside the same WordPress admin screens, no code and no developer on call.

  1. Confirm the theme is active. Appearance > Themes should show Cmsmart B2B Store active, with its parent theme Cmsmart Stores alongside it.
  2. Replace the branding. In the Site Editor, open the header template part, swap the Site Logo block and check the menu and cart icons; repeat for the footer.
  3. Check the pages the import created. Pages > All Pages includes six pages built for this workflow: Cart, Checkout, My account, Apply for a business account, Quick order and Request a quote — edit the copy on each.
  4. Look at the sample catalogue. Products > All Products shows the demo catalogue — a layout to learn from, then replace with your own products and prices.
  5. Decide where the Product Designer applies. A product's "Setting Cmsmart" box has an Enable Design checkbox; "NBD options" links to Printing Option, Product Builder and Request Quote. Neither is on by default.
  6. Build or import your printing options. Cmsmart > Printing Options lists option sets by product; the sample store ships four (business card, flyer, roll-up banner, mug) to copy or replace.
  7. Set your store address and currency. WooCommerce > Settings > General needs your real address and selling locations before tax and shipping rates can be right.
  8. Turn on a payment method. WooCommerce > Settings > Payments lists cards, PayPal, offline payments and the Cmsmart B2B "Purchase order / Net terms" method — the same pattern WooCommerce's own Purchase Order gateway documentation describes: a PO number at checkout, payment settled on terms afterwards.
  9. Add a shipping zone. WooCommerce > Settings > Shipping starts empty; add a zone and a rate for every region you ship to.
  10. Set the storefront mode. Cmsmart B2B > Settings > Storefront decides whether guests see prices, see "Sign in to see your price", or go straight to login. Since Cmsmart B2B 2.0.1, a new applicant also confirms their e-mail through a one-time, 24-hour link before the application reaches Cmsmart B2B > Inbox > Applications; an unconfirmed application is removed after 7 days.
  11. Place one test order. Apply as a test buyer, confirm the e-mail, approve the application, sign in, add a product and check out with a test payment method.
  12. Work the go-live checklist. Branding, products, a payment method, a shipping zone and the storefront mode are all set, and your own test account is approved.
WordPress Appearance Themes screen, step one of a WooCommerce B2B store setup, with Cmsmart B2B Store active and its parent theme Cmsmart Stores installed beside it
Appearance > Themes: Cmsmart B2B Store active, with its parent theme Cmsmart Stores installed alongside it.
WordPress Pages list showing pages created by the Cmsmart B2B Store demo import, including Apply for a business account, Quick order and Request a quote
The demo import creates the B2B-specific pages for you: Apply for a business account, Quick order, Request a quote and the usual shop pages.
WooCommerce Products list showing the Cmsmart B2B Store sample catalogue: business cards, tote bags, mugs, packaging and signage
The sample catalogue covers business cards, merchandise, packaging and signage — a starting layout to learn from, not your finished product range.
WooCommerce product edit screen with the Cmsmart Setting Cmsmart box showing an unchecked Enable Design checkbox and the NBD options box
The Cmsmart Product Designer sits one checkbox away on every product; none of the sample products in this store have it enabled.
Cmsmart Printing Options admin list with four B2B option sets for business cards, flyers, a roll-up banner and ceramic mugs
Cmsmart > Printing Options: the sample store's four pricing option sets, ready to copy or replace.
WooCommerce Settings General screen with empty Store Address fields and selling and shipping location dropdowns
WooCommerce > Settings > General: your real store address and selling locations, blank until you fill them in.

How do company accounts, price lists, brand templates and quotes work once buyers sign in?

Cmsmart B2B adds a Companies list, price lists with tier presets, brand rules, a quote queue and an approval inbox to wp-admin, plus a matching buyer portal with quick order, quotes and saved shipping locations inside My account, so buyers manage their own account.

The demo ships three fictional companies on different tiers, each with members in roles such as Admin, Buyer, Approver and Viewer. Cmsmart B2B's seven admin screens — Overview, Inbox, Companies, Pricing, Quotes, Brand and Settings — put every application, approval and quote in one queue instead of scattered across email.

Cmsmart B2B Overview dashboard with Applications to review, Orders waiting for approval, Quotes waiting for you and a six-step set-up checklist
Cmsmart B2B > Overview: applications, approvals and quotes waiting for you, plus a set-up checklist that tracks your progress.

The Brand screen holds brand rules and a brand library of shared logos and artwork for the company, so templates stay on-brand without a design review on every order.

Price lists carry the numbers: a company buys from its own list or a tier preset (B2C, B2B A/B/C, VIP); guests always pay retail. An order inside a company's approval rule checks out immediately, one above it waits for your sign-off. A job that doesn't fit a price list becomes a quote request, answered from the Quotes screen and paid as a normal order once accepted.

Cmsmart B2B Price lists screen listing tier presets B2B A, B2B B, B2B C, B2C and VIP, plus a company-specific contract price list
Cmsmart B2B > Pricing > Price lists: tier presets plus a company-specific contract list, each with its own rules.
Cmsmart B2B Quotes list with statuses Sent, Expired, Revision requested and Draft for several demo companies
Cmsmart B2B > Quotes: every quote's status, value and valid-until date, filterable by company.

On the storefront, a guest sees "Sign in for your price" instead of a number. Once signed in, My account gains a B2B dashboard, quick order, a quotes list and saved shipping locations.

Cmsmart B2B Store product page for guests showing Sign in for your price instead of a price, with links to sign in or apply for a business account
A guest visiting the storefront sees "Sign in for your price" and a link to apply for a business account, not a public price.
B2B buyer portal dashboard greeting a signed-in buyer, showing VIP pricing, open quotes, orders waiting for approval and quick actions
The buyer portal dashboard: open quotes, orders waiting for approval and the account's tier pricing, all in one place.

What can Cmsmart build on top of the Cmsmart B2B Store for your business?

Beyond the store Cmsmart ships, Cmsmart builds custom development for the parts of a B2B operation specific to your contracts and systems — priced and scoped after a short call, through the same discovery, build, QA and launch process as every Cmsmart project.

The Cmsmart B2B Store covers accounts, price lists, quotes, approvals and brand tools out of the box. These common next asks are custom development:

  • Users in several companies — one person ordering for more than one client account.
  • ERP or MIS-driven pricing and inventory — synced with your production system.
  • Standing reorders — repeat orders placed on a calendar, no buyer needed.
  • Punchout and procurement integrations — a buyer's purchasing system connected to your checkout.
  • Multi-step approval chains — sign-off beyond one threshold for larger accounts.
  • Locked brand templates per company — enterprise brand portals with per-client locked templates and approval workflows, beyond the standard Brand screen.

We scope it the same way every time: discovery call, solution design, build sprints, QA, launch, then support — see Cmsmart ecommerce projects.

Plan my custom B2B build

Why work with Cmsmart to set up your B2B store?

Cmsmart has built ecommerce stores as a Netbase JSC division since 2012, with 6,300+ client projects and 1,800+ live stores running today, so your B2B store is built by a team that also supports and extends it afterwards.

4,600+ projects delivered, 80+ countries, rated 4.2 on Trustpilot from 404 reviews. See Cmsmart B2B web-to-print solutions, the Product Designer plugin page, or the Product Designer user guides.

Talk to a B2B commerce consultant

Frequently asked questions

Which plan activates the Cmsmart B2B Store?

The Cmsmart B2B plan, which includes the Cmsmart Product Designer plugin itself. Check current pricing and inclusions on cmsmart.net/pricing, the source of truth for plans and prices.

Do guests see prices before they sign in?

Depends on the storefront mode: Open shows prices to everyone, Hide prices for guests shows "Sign in to see your price", and Login required sends visitors to the login page. Logged-in customers are never affected.

Can each company have its own price list and brand tools?

Yes. A company buys from its own price list or a shared tier preset (B2C, B2B A, B2B B, B2B C, VIP) and keeps its own brand rules and brand library in Cmsmart B2B > Brand; guests always pay retail. Locked, per-company brand templates with their own approval workflow are available as custom development.

Is the Cmsmart Product Designer included, and do I have to turn it on?

Yes — the Store Setup content tree bundles Cmsmart Product Designer 2.18.5, but it isn't switched on for any sample product. Enable it per product when buyers should personalise it.

How do I pay securely?

Contracts and payments go to the company, Netbase JSC: plans are paid through PayPal; services are invoiced by Netbase JSC under a written proposal and paid by bank transfer to Netbase JSC's company account or by PayPal Business. Cmsmart (Cmsmart Ecommerce) is the ecommerce brand of Netbase JSC, a company based in Hanoi, Vietnam.

How do I contact Cmsmart or get a quote?

Message the Cmsmart team on WhatsApp at +84 937 869 689 or email project@cmsmart.net; the contact page at cmsmart.net/contact lists every channel, and Request a quote (cmsmart.net/project-proposal) sends a project brief. Customers with a licence open a ticket from the dashboard.

Further reading