B2B debtors and contacts

by ACRIS E-Commerce GmbH

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Manage debtors, contacts and employee accounts centrally, share addresses, control roles and approvals, and use credit balances, reports and sales functions.

Annually €41.58* /month €599.88 * €499.00* /year 16.82% discount In comparison to the regular monthly price

Monthly €49.99* /month Cancelable monthly

Compatible with:

6.4.0.0 - 6.7.16.0

Includes:

Free trial month

The subscription starts with a free trial month during which it can be canceled at any time.

All updates

During the subscription all released updates are included for free

Support from the Extension Partner

In case you have any questions or problems with your extension you can always ask the Extension Partner for help during the subscription.

Description

Highlights

Assign multiple contacts to debtors and map B2B customer structures
Provide billing and shipping addresses centrally and release them selectively
Manage employee accounts with individual roles and permissions
Require orders to be approved by authorized users before completion
Track purchases with reports and scheduled evaluations

Features

Mark customers as debtors and manage associated contacts directly in the administration
Make debtor addresses available to contacts as billing addresses, shipping addresses, or both
Create and manage users in the customer account and assign personal numbers and roles
Define customer-specific or global roles with permissions for users, roles, addresses, orders, and credit balances
Use approval workflows for employee orders with approval or rejection directly in the customer account

Manage user credit balances with validity periods and a transparent credit history
Create purchase reports manually or on a scheduled basis, export them as PDF, CSV, or Excel, and send them by email
Activate user, role, order approval, and credit management per customer or based on rules
Optionally allow users to manage their personal profile and change their own email address and password
Configure sales shops for different customers, sales channels, and B2B scenarios
Define offer types, line item notes, price adjustments, rounding rules, and discount thresholds for each sales shop

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About the Extension

Purpose of the plugin

The plugin maps B2B customer structures with debtors, assigned contacts and additional employee accounts. Billing and shipping addresses can be provided centrally, responsibilities can be defined via roles and employee orders can be submitted for approval. This allows shared customer accounts to be used with clearly defined access and ordering options.

Assign debtors and contacts
Customers can be marked as debtors and linked to associated contacts. The assignment is directly visible in the customer administration. Debtors can view the orders of their contacts and provide selected addresses for them.

Manage billing and shipping addresses centrally
For each debtor address, you can define whether it is available to contacts as a billing address, shipping address or for both purposes. You can also control whether contacts are allowed to manage their own addresses. Changes to billing addresses can be restricted based on rules. Specific billing and shipping addresses can also be fixed for employees.

Organize employee accounts and permissions
Additional users can be created with their own login credentials and assigned roles. Roles define permissions for users, roles, addresses, orders and credit balances. In addition to customer-specific roles, global roles can be created and their availability can be restricted using rules. Authorized users can manage users and roles directly in the shop customer account.

Approve or reject employee orders
With the optional order approval function, employees first submit their orders for approval. Authorized users can review pending orders in the customer account and approve or reject them. This makes it possible to map internal approval processes directly in the shop.

Manage credit balances for users
Credit balances can be assigned to users and provided with a validity period. Additions and deductions are displayed transparently in the credit balance history. The management and use of credit balances is controlled via role permissions.

Analyze purchases and provide reports
Reports enable evaluations of purchases, customers and products within a selected period. Reports can be created manually or via scheduled tasks. Report files can be generated as PDF, CSV or Excel files and sent by email to the debtor as well as additional recipients.

Configure sales shops and quotation processes
Separate sales shops can be configured for different customers, sales channels and B2B scenarios. Within each sales shop, offer types, line item notes and specifications for price adjustments, rounding and discount thresholds can be defined. Sales shops can be prioritized and controlled using customer, sales channel or rule assignments.

Enable functions selectively
User management, role management, order approval and credit management can be activated individually per customer, for all customers or based on rules. For logged-in B2B users, you can also define whether they are allowed to edit their personal profile, email address and password.

API Documentation

Additional B2B extensions

The following plugins extend key functions for B2B shops in Shopware and can be used in combination.

Discount groups - customer discount on product groups from list price
Enables flexible control of discounts and surcharges for customers based on products or product groups

Customized prices > Customer, product, time, rule and currency dependent
Offers customised pricing per customer or product, including tiered pricing, time periods, rules and currency.

Products rulebased enable / disable
Controls the visibility of products based on rules, customers or sales channels.

Customer Specific Product
Enables products to be displayed specifically to certain customers or customer groups.

Order matrix (rule-controlled and dynamic product groups)

Enables efficient ordering of variant products via a table-based matrix directly on the product detail page.

Private Shopping Professional
Restricts access to the shop or specific content to defined users or customer groups.
-> View all ACRIS B2B extensions

Purpose of the plugin

API Documentation

Additional B2B extensions

The following plugins extend key functions for B2B shops in Shopware and can be used in combination.

Discount groups - customer discount on product groups from list price
Enables flexible control of discounts and surcharges for customers based on products or product groups

Customized prices > Customer, product, time, rule and currency dependent
Offers customised pricing per customer or product, including tiered pricing, time periods, rules and currency.

Products rulebased enable / disable
Controls the visibility of products based on rules, customers or sales channels.

Customer Specific Product
Enables products to be displayed specifically to certain customers or customer groups.

Order matrix (rule-controlled and dynamic product groups)

Enables efficient ordering of variant products via a table-based matrix directly on the product detail page.

Private Shopping Professional
Restricts access to the shop or specific content to defined users or customer groups.
-> View all ACRIS B2B extensions

This extension is highlighted as part of the Premium Partner Program and can therefore be displayed with priority in the store.

Details

Available: English, German
Latest update: 5 November 2026
Publication date: 19 September 2024
Version: 5.7.6
Category: B2B extensions

Resources

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About the Extension Partner

ACRIS E-Commerce GmbH

See all extensions

Partner Status

Shopware
Bronze Partner
Shopware
Premium Extension Partner

Details

Ø-Rating: 5

Average rating of 5 out of 5 stars
Partner since: 2015
Extensions: 228
Certifications: 7

Support

Based in: Austria
Speaks: German, English
Response time: Very quickly

Shopware 6 certified

Installation

Open the Plugin Manager via Extensions > My Extensions.
Upload, install and activate the plugin.

Configure the plugin

Extensions > My Extensions > B2B Debtors and Contacts > Configure

Address management for contacts

Billing address may not be changed
Select rules that prevent the billing address from being changed when they apply. It is sufficient if at least one of the assigned rules matches.
Debtor may not change billing address
Select rules that prevent a debtor from changing the billing address when they apply.
Contacts may manage their own billing addresses
Define whether contacts may manage their own billing addresses in addition to the addresses provided by the debtor.
Contacts may manage their own shipping addresses
Define whether contacts may manage their own shipping addresses in addition to the addresses provided by the debtor.
Reset customer default addresses when debtor is removed
Define whether the default billing and shipping addresses should be reset when the debtor assignment is removed.
VAT ID under
Define whether the VAT ID is managed under “Master data and addresses” or exclusively under “Master data (Shopware standard)”.
Show ERP number on the customer account page
Define whether the ERP number should be displayed in the storefront customer account.
Alternative custom field for assignment to sales representatives
Optionally select an alternative custom field used to assign debtors and contacts to a sales representative.

B2B management – global settings

Personal number
Enable this option if an additional personal number should be stored for B2B users.
Billing address can be fixed for employees
Enable this option to assign a specific billing address permanently to individual B2B users.
Shipping address can be fixed for employees
Enable this option to assign a specific shipping address permanently to individual B2B users.
Email for orders
Define whether the email address of the ordering user or the email address of the parent Shopware customer should be used for orders.

Activate B2B functions

User management
Activate per customer, for all customers or based on rules.
Role management
Activate per customer, for all customers or based on rules.
Approve/reject orders
Activate per customer, for all customers or based on rules.
Credit management
Activate per customer, for all customers or based on rules.
Rules
For rule-based activation, select the desired Rule Builder rules for the respective function.

User profile in the customer account

Show personal profile
Enable the personal profile for logged-in B2B users.
Change email address
Allow B2B users to change their own email address.
Change password
Allow B2B users to change their own password.

Assign debtors and contacts

Customers > Overview > Open desired customer > General

B2B debtor / contacts

The customer is a debtor
Enable this option if the customer should be used as the parent company. Contacts and shared addresses can then be assigned.
Assigned debtor
Select the associated debtor for a contact and save the customer.
Assigned contacts
The contacts already assigned to the debtor are displayed here.

Release debtor addresses for contacts

Customers > Overview > Open debtor > Addresses

Address release

Make address available to contacts as
Define whether the address should be available as a billing address, shipping address, for both purposes or not at all.

Activate B2B functions for the debtor

Customers > Overview > Open debtor > General

B2B management

User management, role management, order approval and credit management
Activate the required functions directly for the debtor if the mode “Active when enabled for customer” is selected in the plugin configuration.

Set up users and roles

Customers > Overview > Open debtor > Users & Roles

Users

Add user
Enter the user data, assign a role and activate the user. Optionally, a personal number as well as fixed billing and shipping addresses can be stored.

Roles

Add role
Create a customer-specific role and define permissions for users, roles, addresses, orders and credit balances.
Use as default
Define whether the role should automatically be used as the default role for new users.

Manage global roles

Settings > Extensions > B2B > Roles

Global roles

Add global role
Create roles centrally so that they can be used for multiple B2B customers.
Rules
Optionally restrict the availability of global roles using Rule Builder rules.

Reports and scheduled tasks in the administration

Settings > Extensions > B2B

Central overview

Reports/Evaluations
View and review reports created by B2B customers centrally in the administration.
Scheduled report tasks
View existing scheduled evaluations including report type, interval, period, recipients and file type.

Configure sales shop

Settings > Extensions > B2B > Sales Shop

Basic configuration

Internal name and internal ID
Enter a unique name for the sales shop and define an internal ID.
Active and priority
Activate the sales shop and define its priority compared with other sales shops.
Sales channel, customer and rule
Define for which sales channels, customers or Rule Builder conditions the sales shop should be used.

Offer types

Create offer type
Define different offer types with an internal name, internal ID and display name.

Line item notes

Create line item note
Define reusable notes for individual offer line items.

Price adjustment suggestions

Create price adjustment preset
Store percentage-based price adjustments with calculation basis, tax basis and rounding.
Calculation basis
Select product price, list price or purchase price as the calculation basis.
Rounding
Choose commercial rounding, rounding up or rounding down and define the number of decimal places.

Discount thresholds

Create discount threshold
Define percentage-based thresholds with optional information text and individual highlighting.

Storefront – Functions in the B2B customer account

Log in to the customer account as a debtor or authorized B2B user.

Which areas are displayed and which actions are available depends on the activated B2B functions and the permissions of the assigned role.

Users
View, create, edit and delete B2B users and assign roles.
Roles
View, create, edit and delete customer-specific roles and define permissions for users, roles, addresses, orders and credit balances.
Addresses
Manage available billing and shipping addresses. Depending on the configuration, contacts can use addresses provided by the debtor and may also manage their own addresses.
Pending orders
View orders submitted for approval. Authorized users can approve or reject them.
Credits
View credit balances of B2B users and, depending on role permissions, manage them. Credit entries and validity periods remain transparent.
Reports / Evaluations
Create and manage purchase reports directly in the customer account. Available evaluations include total purchases, purchases by individual contacts and purchases of specific products. Reports can be exported as PDF, CSV or Excel files and sent by email.
Scheduled tasks
Create, edit and delete recurring reports with execution interval, evaluation period, recipients and file format.
Personal profile
Edit personal user data and, if enabled, change the email address and password.