SleekView for B2B for WooCommerce: customer groups, quotes & orders as tables
B2B for WooCommerce introduces customer groups, quote requests, and B2B-flagged orders. Data lives in custom tables, usermeta, and wc_orders. SleekView joins them into a B2B workspace for sales, finance, and account management.
♾️ Lifetime License available
Customer groups, quotes, and B2B orders on one screen
B2B for WooCommerce (the Addify or comparable B2B suite plugin) adds three layers on top of WooCommerce: customer groups stored as taxonomy terms or a custom table, quote requests stored as custom post type shop_quote (or similar) with line items as quote meta, and B2B-flagged orders that look like normal WooCommerce orders but with a group assignment on the customer. Group-specific pricing, tax rules, and payment-method visibility all key off group membership.
The default WooCommerce admin doesn't surface customer groups on the orders or users screen. Quote requests live on their own admin screen with fixed columns and force per-row clicks to approve or convert into orders. Filtering orders to a specific customer group, sorting quotes by request date, or auditing which groups carry the most outstanding quotes all need custom queries.
SleekView reads the customer-group source, joins it to wp_users and to wc_orders, and surfaces quotes from shop_quote in a parallel view with line-item aggregates. Inline quote approval writes through the plugin's CRUD so quote-to-order conversion hooks fire as configured.
Workflow
B2B sales on one workspace
Source quotes and groups
shop_quote for the quote workspace, and at the customer-group source (taxonomy or custom table) for group context. Both feed into joined views.
Pivot group as a column
wp_usermeta as a column on quotes, orders, and users. Group becomes a facet across every B2B view.
Build the rep dashboard
Approve, convert, reassign
Sample columns
A typical B2B quotes view
shop_quote with customer group joined from wp_usermeta and line aggregates from postmeta.
wp_posts (shop_quote) + wp_postmeta + wp_b2b_customer_groups (or termmeta) + wp_wc_orders + wp_usermeta
| Quote | Customer | Group | Status | Lines | Total | Requested |
|---|---|---|---|---|---|---|
| #Q-1822 | Atlas Brewhouse | Tier-A wholesale | Pending | 16 | €2,840 | May 16 |
| #Q-1821 | Field Studio Supply | Distributor EU | Accepted | 42 | €6,210 | May 14 |
| #Q-1820 | Coastline Goods | Retail partner | Pending | 8 | €960 | May 13 |
| #Q-1819 | Hollow Stationery | Tier-A wholesale | Declined | 4 | €280 | May 12 |
Comparison
Default B2B for WooCommerce admin vs SleekView
Default B2B for WooCommerce admin
- Customer groups aren't surfaced as a column on orders or users
- Quote requests live on a separate screen with a fixed column set
- Per-group revenue or quote backlog needs a custom report
- Bulk quote approval / decline goes one row at a time
- Group-specific tax / payment-method rules aren't visible per order
SleekView
- Customer group as a column on orders, users, and quotes
- Quote backlog per group as a saved aggregate view
- Inline approve / decline quotes with CRUD writes that fire conversion hooks
-
Per-group revenue aggregation from
wc_orders - Filter quotes by line count, total, requested date, or assigned rep
Features
What SleekView gives you for B2B for WooCommerce
Customer group as a facet
Pivot the customer-group assignment (taxonomy term or custom table row) onto every B2B record. Filter orders, users, and quotes by group; aggregate revenue per group for the quarterly board review.
Quote workspace
Source shop_quote with line items joined as a child table per quote. Sort by total, age, or assigned rep; bulk-approve a batch of pre-vetted quotes that convert to orders inline.
Quote-to-order trail
When a quote converts, the resulting order links back to its quote id. SleekView surfaces the trail both ways so finance reconciles quoted total versus invoiced total in one view.
Audience
Who uses SleekView for B2B for WooCommerce
B2B sales
Pending quotes per assigned rep, sorted by request date and value. Approve, decline, or counter inline; bulk-convert accepted quotes into orders in one action.
Account management
Per-group revenue this quarter, top customers within each group, and quote acceptance rate. Group strategy meetings stop being CSV exercises.
Finance
Group-specific revenue split with tax and payment-method context. Saved view of net-terms orders per group for collections planning.
The bigger picture
Why B2B suites need a joined customer-group table
B2B for WooCommerce solves the customer-facing side of B2B selling: groups, quote requests, group-specific pricing, and tier-aware tax rules at checkout. The admin side of the same flow lags behind because the data lives in five places at once: customer groups in a taxonomy or custom table, group assignments in usermeta, quotes as shop_quote custom posts with line items in postmeta, orders in wc_orders, and conversion links in meta on both ends. The default admin keeps those screens separate, so quote review, group-specific revenue, and acceptance-rate-per-rep analyses all require either custom queries or jumping between screens.
SleekView pivots the customer-group assignment onto every record, builds the quote workspace with line items expandable per row, and aggregates orders by group for the quarterly revenue split. B2B sales reps approve quotes inline and convert them to orders with hooks intact. Account managers reassign customers between groups as tiers change.
Finance reconciles quoted total versus invoiced total in one view. The B2B layer becomes operational data, not a parallel admin maze.
Questions
Common questions about SleekView for B2B for WooCommerce
Implementation varies by plugin version: usually as a taxonomy (b2b_customer_group or similar) with the user assigned via a usermeta key, or as a row in a custom b2b_customer_groups table. SleekView reads whichever model the plugin uses and pivots the group name into a column.
Yes. When a quote is converted into an order, B2B for WooCommerce writes the new order id back onto the quote (or vice versa via meta). SleekView joins them so a single view shows quote total, converted order total, and the gap (if any).
 Yes. SleekView writes through the plugin's quote CRUD where supported so quote-acceptance emails, order-creation hooks, and CRM-sync integrations fire for each row in the bulk operation.
 B2B for WooCommerce applies group rules at checkout. SleekView reads the order after the fact so each order's tax total and payment method are visible alongside the group; the rule definitions themselves live in plugin settings.
 User assignment lives in usermeta (or in a custom mapping table). SleekView surfaces it as an inline-editable column on the users view; bulk-reassign customers between groups when a promotion or downgrade occurs.
 
Yes. The order-side join reads from wc_orders under HPOS and shop_order posts otherwise. Quote storage in shop_quote custom post type is independent of HPOS.
Yes. Aggregate quotes by assigned rep, group by status, and compute acceptance rate (accepted divided by total). A saved view of rep performance per quarter feeds B2B sales reviews.
 
Yes. Quote line items live in postmeta on shop_quote (or in a sibling table). SleekView surfaces them as an expandable child table per quote so finance and ops can review the line mix before approving.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkoutBrowse more
- Woocommerce Multilingual Currency
- Cartflows
- Yith Woocommerce Gift Cards
- Woocommerce Nowpayments
- Woocommerce Shipping Class Rates
- Wp Lister Lite
- Woocommerce Afterpay
- Woocommerce Distance Rate Shipping
- Woocommerce Weight Based Shipping
- Woocommerce Order Export
- Order Status Manager
- Wholesale Suite
- Woocommerce Easyship
- Woocommerce Extra Product Options
- Woocommerce Variation Prices