BigCommerce B2B Edition Training
A Free Online Course by Industry Leading Experts
Learn the basics of working in BigCommerce B2B Edition with this training course. The lessons are free, online, and on demand.
Topics Covered in this BigCommerce Course
- How Customers Register for a B2B Account
- Creating Price Lists in BigCommerce B2B Edition
- Creating Internal Users in BigCommerce B2B Edition
- Approving Companies in BigCommerce B2B Edition
- Adding Users & Set Buyer Roles in B2B Edition
- Building a Shopping List in the BigCommerce Buyer Portal
- Approving a Shopping List in BigCommerce B2B Edition
- Create a Quote from a Shopping List in BigCommerce B2B
- How Sales Reps Approve & Process B2B Quotes
NOTE: Our training courses help BigCommerce B2B Edition users learn the skills they need to get the most out of their system. However, this course does not include access to a BigCommerce B2B Edition account, and does not offer a certification. If you are interested in pursuing a BigCommerce certification, please visit the official Commerce University Page for more information.
Lesson 1: How Customers Register for a B2B Account on BigCommerce
BigCommerce B2B Edition Tutorials
- What Is the BigCommerce B2B Registration Flow?
- Why B2B Registration Matters
- Step-by-Step: Customer Registration Process
- Navigate to Sign In
- Create a New Account
- Enter Business Information
- Submit the Registration
- What Happens After Registration?
- Benefits of the BigCommerce Buyer Portal
Lesson 1 Details
See exactly what the B2B registration flow looks like from your customer’s perspective in BigCommerce B2B Edition. In this walkthrough, we’ll show how a business customer creates a company account — from entering business details and contact info to setting up login credentials. A smooth first step to a great B2B buyer experience.
Lesson 2: Creating Price Lists in BigCommerce B2B Edition
BigCommerce B2B Edition Tutorials
- Why Price Lists Matter in B2B Ecommerce
- Step-by-Step: Creating a Price List in BigCommerce
- Navigate to the Price Lists Section
- Create Your First Price List
- Apply Discounts to Products
- Creating Multiple Customer Pricing Structures
- Example Customer Groups
- Assigning Price Lists to Companies
- Benefits of Using Price Lists in BigCommerce B2B Edition
Lesson 2 Details
Learn how to create and manage price lists in BigCommerce B2B Edition. In this walkthrough, we'll show you how to set up multiple price lists — wholesalers, contractors, and retailers — and apply custom discount rates across your entire product catalog. Perfect for store admins looking to streamline B2B pricing.
Lesson 3: Creating Internal Users in BigCommerce B2B Edition
BigCommerce B2B Edition Tutorials
- What Is BigCommerce B2B Edition?
- Why Internal User Roles Matter
- Step-by-Step: Adding Internal Staff Users
- Open the BigCommerce Dashboard
- Navigate to the Apps Section
- Access System Users and Roles
- Add a New User
- Assign Roles and Permissions
- Common Use Cases for Internal Users
- Sales Representatives
- Finance Teams
- Customer Service Teams
- Benefits of Role-Based Access
Lesson 3 Details
Learn how to add internal staff users to BigCommerce B2B Edition. In this walkthrough, we'll show store admins how to navigate to System Users & Roles, create user accounts for employees, and assign the right permissions — so your sales reps, finance team, and other staff have the access they need to serve your B2B customers.
Lesson 4: How to Approve B2B Companies in BigCommerce B2B Edition
BigCommerce B2B Edition Tutorials
- Why Company Approval Matters in B2B Ecommerce
- Step-by-Step: Approving a Company Account
- Open the BigCommerce Admin Dashboard
- Access the B2B Edition App
- Open the Companies Section
- Review Pending Companies
- Approve or Reject the Company
- Configuring Company Settings After Approval
- Assign a Super Admin
- Assign Internal Sales Staff
- Configure Payment Terms
- Set Credit Limits
- Benefits of the Approval Workflow
Lesson 4 Details
Learn how to review and approve B2B company applications in BigCommerce B2B Edition. In this walkthrough, store admins will see how to approve pending companies, assign super admins and sales staff, set credit limits, and configure payment terms — all from the admin dashboard.
Lesson 5: How to Add Users & Set Buyer Roles in BigCommerce B2B Edition
BigCommerce B2B Edition Tutorials
- Why User Roles Matter in B2B Ecommerce
- Common Buyer Roles in BigCommerce B2B Edition
- Step-by-Step: Adding New Company Users
- Log in to the Buyer Portal
- Click "Add New User"
- Understanding the Admin Role
- Understanding the Senior Buyer Role
- Understanding the Junior Buyer Role
- Benefits of Multi-User Company Accounts
Lesson 5 Details
Learn how to add users and set up buyer roles inside a BigCommerce B2B buyer portal. In this walkthrough, we’ll cover the three key roles — Admin, Senior Buyer, and Junior Buyer — and explain what each one can do, so your team has the right permissions to manage orders, approve shopping lists, and run your B2B account smoothly.
Lesson 6: How to Build a Shopping List in the BigCommerce Buyer Portal
BigCommerce B2B Edition Tutorials
- What Are Shopping Lists in B2B Ecommerce?
- Step-by-Step: Creating a Shopping List
- Log in to the Company Account
- Navigate to Shopping Lists
- Name the Shopping List
- Adding Products to the Shopping List
- Managing Shopping Lists
- Submitting Shopping Lists for Approval
- Benefits of Shopping Lists in B2B Ecommerce
Lesson 6 Details
See how a Junior Buyer creates and submits a shopping list in the BigCommerce B2B buyer portal. In this walkthrough, we’ll show how to build a shopping list, add products, bulk upload via CSV, and submit it for approval — making reordering easy for your B2B customers.
Lesson 7: Approving a Shopping List as a Senior Buyer in BigCommerce B2B Edition
BigCommerce B2B Edition Tutorials
- Why Approval Workflows Matter in B2B Ecommerce
- The Role of the Senior Buyer
- Step-by-Step: Approving a Shopping List
- Log in to the Company Account
- Open Shopping Lists Pending Approval
- Review the Shopping List
- Add Notes or Feedback
- Approve the Shopping List
- Benefits of Shopping List Approval Workflows
Lesson 7 Details
Learn how a Senior Buyer reviews and approves a shopping list in the BigCommerce B2B buyer portal. In this short walkthrough, we’ll show how to find pending shopping lists, add notes to line items, and approve the list so the whole company can access it.
Lesson 8: Create a Quote from a Shopping List in BigCommerce B2B
BigCommerce B2B Edition Tutorials
- What Is Quote Management in BigCommerce B2B Edition?
- The Role of the Junior Buyer
- Step-by-Step: Creating a Quote from a Shopping List
- Log in to the Buyer Portal
- Open an Existing Shopping List
- Select Products for the Quote
- Review the Quote
- Submit the Quote for Approval
- Benefits of Quote Workflows in B2B Ecommerce
- Improved Procurement Efficiency
- Better Internal Communication
- Faster Approval Processes
- Centralized Quote Management
Lesson 8 Details
Learn how a Junior Buyer converts a shopping list into a quote in the BigCommerce B2B buyer portal. In this walkthrough, we’ll show how to select SKUs from a shopping list, create a quote, fill in billing and shipping details, and submit it for approval — all before a single purchase is made.
Lesson 9: How Sales Reps Approve & Process B2B Quotes in BigCommerce
BigCommerce B2B Edition Tutorials
- Why Quote Management Matters in B2B Ecommerce
- The Role of Internal Sales Staff
- Step-by-Step: Approving a Quote
- Access Open Quotes
- Open a Quote
- Review Customer Messages
- Process the Quote
- Confirm the Order
- Benefits of Centralized Quote Management
Lesson 9 Details
Learn how a Sales Rep reviews and approves a B2B quote in BigCommerce B2B Edition. In this walkthrough, we’ll show how to open a submitted quote, review line items and customer details, respond to messages, and process the quote into a confirmed order — all from the merchant’s side.
That's all for now
BigCommerce B2B Edition FAQs
Yes. This training course is completely free and available online on demand. You can watch the lessons and read the tutorials at your own pace.
Customers register by creating an account, submitting company information, and requesting access to a B2B company account. An administrator can then review and approve the registration.
Price lists allow merchants to assign customer-specific pricing, discounts, and catalog pricing rules to different companies or customer groups, helping automate B2B pricing strategies.
Yes. Merchants can create multiple price lists for wholesalers, distributors, contractors, retailers, and other customer groups, each with its own pricing structure.
Internal users are merchant-side staff members such as sales representatives, customer service agents, and finance personnel who need access to B2B Edition tools and workflows.
Store administrators review company registration requests and can approve or reject applications. Once approved, they can assign company administrators, sales representatives, payment terms, and credit limits.
Common buyer roles include Admin, Senior Buyer, and Junior Buyer. Each role has different permissions for managing users, approving purchases, and creating orders or quotes.
A shopping list is a saved collection of products that buyers can use for recurring purchases, procurement workflows, and approval processes within their organization.
Quote management allows buyers and merchants to collaborate on pricing and purchasing decisions before an order is finalized. It helps support negotiated pricing and complex B2B sales processes.
Key benefits include customer-specific pricing, multi-user company accounts, approval workflows, quote management, streamlined purchasing, and scalable B2B ecommerce operations.
Tired of learning and just want it done?
We understand, and this is what our team does daily. Everything from consulting to development. These lessons just touch the surface, so you may need an expert to get your projects implemented quickly while you spend time learning. Once a project is complete, we can add it to your knowledge base, enabling you to take the reins. We also offer Managed Services, so you don't ever have to worry about admins or maintenance.
