All global settings live under WholesaleNode → Settings in your WordPress admin. The Features tab (under Tools) is the master on/off switch for every module. Each module also has its own settings sub-tab.
Master toggle for all 20 modules. Disable anything you don't need — no performance cost for unused modules.
Each module gets its own settings sub-tab with all its configurable options. Changes take effect immediately.
Delegate specific B2B admin sections to non-admin users with granular view, create, edit, and delete permissions.
Export plugin data to JSON for backup. Toggle "Remove data on uninstall" for clean removal. Import settings from another installation.
| Tab | What you configure here |
|---|---|
Features | Enable/disable each module. Located under Tools → Features. Changes take effect immediately without deactivating the plugin. |
Credit Settings | Default credit limit, payment terms (Net 7–90), overdue behaviour, interest rate, eligible roles for Payment Credit gateway, PO number field. |
Payment Credit → Applications | Enable self-service credit applications from My Account, set maximum requestable limit, and configure application eligibility criteria. |
PO Approval Settings | Default action (auto-approve vs require), approval expiry days, PO number requirement, notification settings, default payment terms for PO-to-order conversion. |
Points & Rewards | Earning rates, role multipliers, redemption rate, minimum balance, expiry, sub-account sharing percentage, milestone configurations, coupon/sale item restrictions. |
Quote Settings | Require login, allow negotiation, max rounds, validity days, button placement, eligible roles. |
Registration Settings | Registration form fields, approval workflow, auto-assign role, notification emails. |
Sub-Account Settings | Max sub-accounts per parent, invite link validity, credit sharing, permission roles configuration. |
Admin Capabilities | Delegate access to specific B2B admin sections per user. Granular view, create, edit, and delete permissions per module. |
Data & Privacy | Export plugin data, remove data on uninstall toggle, data retention settings. |
| Setting | Description | Default |
|---|---|---|
Remove Data on Uninstall | When deleting the plugin, also delete all WholesaleNode database tables and options. Leave Off to preserve data across reinstalls. | Off |
Log Debug Output | Write debug messages to a log file. Only enable temporarily when troubleshooting — has performance impact. | Off |
HPOS Compatibility | Automatically detected. No setting needed — all modules are written to work on both HPOS and classic order storage. | Auto |
REST API Access | Enable/disable the REST API endpoints under /wp-json/woob2b/v1/. Standard WC API authentication applies. | On |
All major modules expose REST endpoints under /wp-json/woob2b/v1/. Authentication uses standard WooCommerce API keys or WordPress Application Passwords.
| Endpoint Group | Base Path | Operations |
|---|---|---|
| Company Accounts | /company-accounts | List, Get, Create, Update |
| Company Credit | /company-credit, /payment-credit | List, Get, Update, Transactions |
| Purchase Orders (PO Panel) | /purchase-orders | List, Get, Approve, Reject, Convert, Mark Paid |
| Approval Rules | /po-approval/rules | List, Get, Create, Update, Delete |
| My POs (buyer) | /my-pos | List, Get, Submit, Cancel |
| PO Stats | /po-approval/stats | Get dashboard summary |
| Quotes | /quotes | List, Get, Update Status |
| Credit Applications | /payment-credit/applications | List, Approve, Reject |
| Credit Application (submit) | /payment-credit/apply | Submit (customer-facing, authenticated) |
If you're switching from B2BKing, WholesaleX, or another B2B plugin, follow these steps to minimise disruption:
Never migrate on production first. Install and configure on a staging copy of your live site.
Document which roles in the old plugin correspond to which roles you'll create in WholesaleNode. Create the new roles first (User Roles module) before disabling the old plugin.
In Discount Rules, recreate your existing wholesale pricing tiers. Test that each role sees the correct price before going live.
Activate WholesaleNode while the old plugin is still active. Compare prices on staging. Fix any discrepancies.
Once everything looks right on staging, deactivate (don't delete) the old plugin on production. Monitor for one billing cycle before fully removing it.
No. Toggling a module off removes it from the load path (zero PHP, zero JavaScript, zero admin UI) but all data — rules, company records, quotes, credit history — stays in the database. Re-enable and everything is exactly as you left it.
WholesaleNode creates 12 custom tables (all prefixed with woob2b_). The key tables are:
woob2b_companies — company account records and credit balanceswoob2b_company_members — user-to-company membershipwoob2b_transactions — credit charge/payment audit trailwoob2b_purchase_orders — System 2 PO recordswoob2b_rules — unified rule storage (discount rules, PO approval rules)woob2b_quotes — RFQ/quote request datawoob2b_store_credit_log — points earning and redemption historyOrder-related data (approval status, credit charged, PO numbers) is stored as HPOS-compatible WC order meta — not in custom tables.