Modules & Settings Overview

The Settings Screen

All configuration lives under B2B Suite → Settings, organised into tabs:

TabContents
ModulesEnable/disable each of the six modules independently
Access ControlCatalog mode, guest restriction, and the replacement action
PricingTier pricing, MOQ, and minimum order requirements
RFQ & QuotesButton text, PDF, auto-approve, and payment-link options
ApprovalsAdmin notification email for new registrations
AutomationSlack notifications and reminder/follow-up timing
Pro FeaturesAn overview of everything available in the Pro add-on

Enabling and Disabling Modules

Open the Modules tab and toggle each module on or off. A disabled module loads no code and has no performance impact, so it is safe to leave unused modules off. Only the settings tabs for enabled modules are relevant — each module’s own options appear in its dedicated tab.

How Settings Are Stored

Settings are stored as individual WordPress options, each prefixed catoz_b2b_ (for example catoz_b2b_module_rfq_enabled or catoz_b2b_rfq_button_text). You generally never touch these directly — the Settings screen manages them — but the prefix is useful to know when querying options programmatically.

A Typical Setup Flow

  1. Decide who sees prices. In Access Control, restrict guests (or specific roles) and pick a replacement action.
  2. Set your wholesale prices. Under Pricing Rules, create role- or user-based rules, optionally with quantity tiers and MOQ.
  3. Turn on quoting. Enable RFQ so restricted visitors can request a quote instead of buying directly.
  4. Onboard businesses. Place the registration form so prospects can apply, then approve them from Registrations.
  5. Automate the chase. Configure reminders and follow-ups under Automation so no quote goes cold.

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