SleekView for WooCommerce B2B Suite: customer groups & quotes as tables
Read directly from the B2B Suite custom tables and wp_usermeta keys that store customer groups, role-based price lists, quote requests, and approval status. Filter pending quotes, bulk-approve, and inline-edit group pricing without bouncing between screens.
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B2B operations without per-customer click-through
WooCommerce B2B Suite layers a group-and-role model on top of WooCommerce: customer groups, role-based price lists, quote workflows, custom checkout fields, and account approval. The data lives across wp_users, wp_usermeta, plugin-specific tables for groups and rules, and standard wc_orders rows once a quote converts. The default admin gives one screen per object, so a sales rep working a pipeline of quotes ends up in five tabs at once.
SleekView reads B2B group assignments from wp_usermeta, role-based price rules from the plugin's rules table, quote requests as their own view, and converted orders from wc_orders with the B2B group joined back in. Filter quotes by status and assigned rep, sort customer accounts by pending-approval age, or build a price-list audit table that shows which products differ per group, all without writing SQL.
Inline edits to quote status, group assignment, or rule pricing route through the plugin's CRUD layer where supported, so quote-approved emails still send and price-rule cache invalidations still fire. Bulk-approve a backlog of fifteen pending accounts in one pass and the same hooks run as if you had clicked through each profile.
Workflow
Compose joined B2B workspaces in three picks
Pick a base table
wp_users for an account-management view, the quote post type for a sales pipeline, the rules table for a price-list audit, or wc_orders filtered to B2B group customers for finance.
Add joins for context
wp_usermeta fields (VAT, company, region). Each join is one click in the column picker.
Filter and save per role
Edit inline and bulk-update
Sample columns
A typical B2B Suite quotes view
wp_users row and resolved B2B group from wp_usermeta.
wp_users + wp_usermeta + wp_posts (post_type=shop_order, shop_quote) + B2B Suite rules table
| Quote # | Company | Group | Total | Status | Date |
|---|---|---|---|---|---|
| Q-2041 | alex@studio.co | Wholesale | €1,840.00 | Pending | Apr 24 |
| Q-2040 | ria@design.io | Reseller | €640.00 | Approved | Apr 24 |
| Q-2039 | tom@hello.dev | Wholesale | €3,200.00 | Pending | Apr 23 |
| Q-2038 | mia@brew.coop | Distributor | €8,400.00 | Rejected | Apr 23 |
Comparison
Default WooCommerce B2B Suite admin vs SleekView
Default B2B Suite admin
- Groups, rules, quotes, and account approvals each live on separate screens with no joined view
-
Customer-to-group lookup requires opening each profile to read
wp_usermeta - Quote queues show a fixed column set, no custom-meta columns
- Bulk-approving accounts or quotes means clicking row by row
- Price-list audit across groups needs custom SQL against the rules table
SleekView
- Joined view across users, groups, rules, and quote requests
- Inline-edit group assignment without opening each profile
- Filter quotes by status, rep, group, or value range
- Bulk-approve pending accounts and quotes through the plugin's CRUD layer
- Price-list audit table showing rule overrides per group and product
Features
What SleekView gives you for WooCommerce B2B Suite
Group and rule joins
Build a single view that joins wp_users with the B2B group meta key and the plugin's rules table. See company, group, custom price list, and quote history in one row.
Bulk approvals
Filter pending quotes or pending accounts, then bulk-approve in one pass. Each row routes through the plugin's approve action so confirmation emails and group assignments still fire.
Price-list audit
Tabular view of rule overrides per group and product. Spot pricing inconsistencies between Wholesale, Reseller, and Distributor groups without writing SQL.
Audience
Who uses SleekView for WooCommerce B2B Suite
Sales reps
Pipeline view of open quotes by status, value, and customer group. Filter by assigned rep and sort by age to chase stale quotes before they expire.
Account approvers
Pending-registration queue with company, requested group, and submitted documents visible inline. Bulk-approve verified accounts in one action.
Customer service
Per-customer view showing group, active price list, recent quotes, and converted orders. Answer pricing questions without opening four screens.
The bigger picture
Why B2B stores need joined views
B2B Suite is doing the right thing modelling groups, rules, quotes, and approvals as separate concerns. That keeps the data clean and lets each piece scale independently. But the operational reality is that a sales rep working a quote, an approver vetting a new account, and a finance lead auditing margin all want those pieces joined back together for a single workflow.
A rep wants the quote row, the company, the assigned group, the price list applied, and the converted order if any, all on one screen. An approver wants pending registrations with company name, requested group, and uploaded documents in one table, not five tabs. A finance lead wants converted-quote orders joined to group so they can see margin per segment without exporting four CSVs.
SleekView's job is to compose those joins on top of the same database, with the same hooks, so nothing the plugin does internally changes. The default B2B Suite admin stays where it is for site admins who like screen-per-object workflows. SleekView is an additional surface for the teams that work the data day in, day out.
Questions
Common questions about SleekView for WooCommerce B2B Suite
Yes. Rules live in the plugin's rules table and reference WooCommerce roles or B2B groups via meta keys. SleekView joins rules to products via product id and shows the resolved per-group price as a column. Editing a rule price inline routes through the plugin's update action so the price cache invalidates as expected.
Yes. B2B Suite stores custom registration fields in wp_usermeta keyed by the field id. The column picker surfaces meta keys actually present in your data so VAT number, company size, and uploaded-document references all become first-class columns on the approval queue.
Quote rows track a converted-order id once accepted. SleekView optionally joins quotes to wc_orders so a sales view shows the original quote alongside the realised order, including discount applied and items modified. That join also powers a conversion-rate report by rep or group.
Yes. Status changes (quote approved or rejected, account approved, group reassigned) route through the plugin's CRUD methods so its woocommerce_b2b_* action hooks fire and email notifications go out. Bulk operations iterate per row through the same path so logic is identical to manual admin edits.
Yes. Filter the rules view by group, pick price-list columns (product, regular price, group price, percent diff), and export as CSV. Useful for sending a wholesale customer their current pricing or auditing margin against cost across a catalogue.
Yes. Once a quote converts, the resulting order lives in wc_orders with HPOS enabled (default since WC 8.2) or shop_order posts on legacy stores. SleekView reads whichever schema is active and joins the originating quote id stored in wc_orders_meta back to the quote row.
Yes. The group is a wp_usermeta key, exposed as a dropdown column. Changing a user's group routes through the plugin's group-assignment method so price-cache invalidation and any side-effect hooks fire. Bulk-reassigning twenty users between groups happens in one filtered view.
Queries hit indexed columns on wp_users and wp_usermeta. Joining the rules table is keyed on product id, also indexed. Aggregate columns like total quotes per customer or lifetime spend are heavier subqueries and should sit on a detail view rather than the triage queue to keep query plans fast.
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