Case study · Magento 2 B2B portal development
A tailored Magento 2 B2B portal for account managers and buyers
How we built an Adobe Commerce B2B portal with company accounts, purchase order approvals, negotiated quotes, shared catalogues and role-based buyer access.
Company accountsBuyer self-servicePurchase order approvalsAccess controlInvoicing
WHOLESALE
Requisition listMonthly site stock
Safety gloves200
Cable ties50
Drill bits12
Ear protection30
Your catalogueNegotiated prices applied
WHOLESALE
Purchase orderPO-10482Approval required
Requested byBuyer
Total€ 2.480,00
RuleAbove €x
Safety gloves × 200
Cable ties × 50
Drill bits × 12
RejectApprove
Order placed
Order approval timex days → y hours
Orders placed onlinex% → y%
Project overview
Project overview
Clienta Dutch wholesaler of industrial supplies serving x business customers
Project typeMagento 2 B2B portal development
PlatformAdobe Commerce 2.4.x with the B2B module, Luma / Hyvä theme
Focus areasCompany accounts, buyer self-service, purchase order approvals, access control and invoicing
Sales inboxBefore
Order for 40 boxes, see attachedCustomer · email
Price as agreed last month?Customer · phone
Re-key order in adminAccount manager
Waiting for approval from managerCustomer · email
Slow order approvalsand re-keyed orders
The challenge
Orders by email, prices outside the webshop
The client sold to businesses with several buyers per account, each with different spending limits and responsibilities. Orders came in by email and phone, prices were agreed per customer outside the webshop, and account managers re-keyed orders by hand.
This created extra admin work, slowed down order approvals and made it hard to give each customer the right catalogue, prices and invoices.
- Several buyers per account, each with their own limits
- Extra admin work for account managers
- Slow order approvals
- The right catalogue, prices and invoices for each customer
The goal was a B2B portal where business customers can order on their own terms, and account managers keep control of their accounts, without breaking Magento’s core functionality.
Our solution
Six building blocks of the portal
Maven Infotech built the portal on the Adobe Commerce B2B features and extended them with custom Magento modules where the client’s workflows needed more.
Part 1 of 6
Company accounts and buyer management
We set up company accounts so each business can have multiple users, with roles such as company administrator, purchasing manager and buyer. Each role has its own permissions, for example who can place orders, view invoices or manage users. Every company is assigned a sales representative, so account managers can see and support their own customers.
Requisition lists let buyers save the products they order regularly and reorder them in a few clicks.
Example BVSales rep assigned
Company administratorManage usersView invoicesPlace orders
Purchasing managerApprove ordersView invoices
BuyerPlace ordersRequisition lists
Part 2 of 6
Purchase order approvals and negotiated quotes
We configured purchase order approval rules that match each company’s purchasing policy. For example, orders above €x need approval from a purchasing manager before they are placed.
Buyers can request a quote from the cart and negotiate prices with their account manager inside the portal. We extended the standard quote flow with: quote expiry dates / extra fields / sync of accepted quotes to the ERP.
Buyer€ 2.480
RuleAbove €x
ManagerApproves
PlacedOrder
Buyer · quote request200 × safety gloves
Account managerOffer: € 3,85 per pair
Quote accepted
Part 3 of 6
Single sign-on (SSO)
Optional, only if builtWe added single sign-on using SAML 2.0 / OpenID Connect with the client’s Microsoft Entra ID through a custom / third-party module, so employees log in with their company account. Session lifetime and access rules follow the client’s security policy.WHOLESALESign in to the portalSign in with company accountSession lifetime follows your security policy
EmployeeMicrosoft Entra IDPortal
Part 4 of 6
Role-based access and API security
Buyers only see the features their company role allows. In the Magento admin, account managers and staff work with their own admin roles, so they only access the customers and functions they are responsible for.
Only if trueWe kept the B2B APIs scoped to the buyer’s company, so one customer can never read or change another company’s orders, quotes or users.
Buyer role
- Place orders
- View invoices
- Approve orders
- Manage users
GET /orderscompany 1042200GET /orderscompany 2210403Part 5 of 6
Company-specific catalogues and pricing
We used shared catalogues to control which products and prices each company sees. x catalogues cover the client’s customer segments, and negotiated prices are set per catalogue. Separate store views support Dutch and English / Belgium and Germany.
Safety gloves · per pairNLEN
Shared catalogueSegment A€ 3,85
Shared catalogueSegment B€ 4,10
Shared catalogueSegment C€ 4,40
Part 6 of 6
VAT and invoicing
We set up VAT number validation (VIES), so verified EU business customers are automatically placed in the right customer group and get the correct tax rule. We also customised the PDF invoice layout to show the company name, VAT number, PO number and the reverse-charge (“btw verlegd”) note.
InvoiceINV-2026-0418
CompanyExample BV
VAT numberNL123456789B01 VIES
PO numberPO-10482
btw verlegd€ 2.480,00
Customer groupEU business, verified
The impact
What changed for buyers and account managers
Replace with real numbers. Delete any line you can’t measure.
Companies onboardedx companies, y buyer accounts
Order approval timex days → y hours
Manual order entry−x%
For the sales team
Orders placed onlinex% → y%
Of B2B orders
Reordersx%
Of orders placed from requisition lists
Technology and expertise
Technology and expertise
Adobe Commerce B2B (company accounts, shared catalogues, requisition lists)
Purchase order approval rules and negotiable quotes
PHP and custom Magento modules
Company roles and permissions; Magento admin roles
SAML / OIDC single sign-on
REST / GraphQL B2B APIs
VAT validation (VIES), tax rules and PDF invoice customisation
The outcome
Order, approve and reorder, all in one portal
Business customers now order, approve and reorder on their own, and account managers spend their time on customers instead of re-keying orders. Add the single most important number here.
- Sign in
- Order from your catalogue
- Approve
- Reorder
- Get the right invoice
Need a B2B portal tailored to your business?
Talk to us, or hire Magento developers to extend your team.
WHOLESALE
Purchase orderPO-10482Approval required
Requested byBuyer
Total€ 2.480,00
RuleAbove €x
Safety gloves × 200
Cable ties × 50
Drill bits × 12
RejectApprove
Order placed
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