Medusa B2B Part 2: Set Up B2B Storefront

Dec 12, 2022 by

Shahed Nasser

Shahed  avatar

Shahed Nasser

Part 2 of this series explores how to customize the Next.js storefront to add a Wholesaler login form and display B2B products.

Medusa B2B Part 2: Set Up B2B Storefront - Featured image

Notice Medusa is under active development, so the content of this post may be outdated. Please check out our documentation instead.

In part 1 of the B2B series, you learned how to set up your Medusa server for a B2B ecommerce use case. You set up a B2B Sales Channel, Customer Groups, and Price List. You also added an endpoint that checks whether a customer is a B2B customer or not.

In this part of the series, you’ll customize Medusa’s Next.js storefront to add a Wholesaler login screen and a different way of displaying products for B2B customers. You’ll also explore how the checkout flow works for B2B customers.

You can find the full code for this tutorial series in this GitHub repository.

Install Next.js Storefront

In your terminal, run the following command to install the Next.js Storefront:

npx create-next-app -e https://github.com/medusajs/nextjs-starter-medusa b2b-storefront

This installs the Next.js storefront in a newly created directory Copy to clipboardb2b-storefront.

Then, change to the Copy to clipboardb2b-storefront directory and rename the Copy to clipboard.env.template file:

cd b2b-storefront
mv .env.template .env.local

Install Dependencies

To ensure you’re using the latest version of Medusa dependencies, run the following command to update Medusa dependencies:

npm install @medusajs/medusa@latest @medusajs/medusa-js@latest medusa-react@latest

In addition, install Copy to clipboardaxios to send requests to the custom endpoint you created in the previous tutorial:

npm install axios

Add Sales Channel Environment Variable

You’ll be using the Sales Channel you created in the first part to retrieve B2B products for B2B customers and to set the correct Sales Channel for B2B customers’ carts.

So, you need to set the ID of the sales channel in an environment variable.

If you’re unsure what the ID of the sales channel is, you can send a request to the List Sales Channel admin endpoint. You should find a Sales Channel with the name “B2B”. Copy the ID of that Sales Channel.

Then, add the following environment variable in Copy to clipboard.env.local:

NEXT_PUBLIC_SALES_CHANNEL_ID=<YOUR_SALES_CHANNEL_ID>

Where Copy to clipboard<YOUR_SALES_CHANNEL_ID> is the ID of the B2B Sales Channel.

Create a Wholesale Login Page

In this section, you’ll add a login page specific to B2B customers. This requires adding some new pages and files, but also customizing existing logic.

Change AccountContext

The Next.js storefront defines an Copy to clipboardAccountContext that allows you to get access to customer-related data and functionalities across your storefront. You need to make changes to it to add a new variable to the context: Copy to clipboardis_b2b. This variable will allow you to check whether the customer is a B2B customer or not throughout the storefront.

In Copy to clipboardsrc/lib/context/account-context.tsx, add the Copy to clipboardis_b2b attribute to the Copy to clipboardAccountContext interface:

interface AccountContext {
//...
is_b2b: boolean
}

Then, at the beginning of the Copy to clipboardAccountProvider function, add a new state variable Copy to clipboardis_b2b:

export const AccountProvider = ({ children }: AccountProviderProps) => {
const [is_b2b, setIsB2b] = useState(false)
//...
}

Next, add a new callback function Copy to clipboardcheckB2b inside the Copy to clipboardAccountProvider function:

import axios from "axios"
import { useRouter } from "next/router"
import { MEDUSA_BACKEND_URL, medusaClient } from "@lib/config"
//...
export const AccountProvider = ({ children }: AccountProviderProps) => {
//...
const checkB2b = useCallback(async () => {
if (customer) {
//check if the customer is a b2b customer
const { data } = await axios.get(`${MEDUSA_BACKEND_URL}/store/customers/is-b2b`, {
withCredentials: true
})
setIsB2b(data.is_b2b)
} else {
setIsB2b(false)
}
}, [customer])
useEffect(() => {

This function sends a request to the Copy to clipboard/store/customers/is-b2b endpoint that you created in part 1. It then changes the value of the Copy to clipboardis_b2b state variable based on the response received.

You also run this callback function in Copy to clipboarduseEffect which triggers the function whenever there’s a change in the callback. In other words, whenever the Copy to clipboardcustomer is changed.

You also need to set the value of Copy to clipboardis_b2b back to Copy to clipboardfalse when the customer logs out. You can add that in the Copy to clipboardhandleLogout function in Copy to clipboardAccountProvider:

const handleLogout = () => {
useDeleteSession.mutate(undefined, {
onSuccess: () => {
//...
setIsB2b(false)
},
})
}

Lastly, pass Copy to clipboardis_b2b in the Copy to clipboardvalue prop of Copy to clipboardAccountContext.Provider:

return (
<AccountContext.Provider
value={{
//...
is_b2b
}}
>
{children}
</AccountContext.Provider>
)

These are all the changes necessary to enable checking whether the customer is a B2B customer or not throughout the storefront.

There’s also one last change to make that enhances the customer experience. Change the Copy to clipboardcheckSession function in Copy to clipboardAccountProvider to the following:

const checkSession = useCallback(() => {
if (!customer && !retrievingCustomer) {
router.push(router.pathname.includes("wholesale") ? "/wholesale/account/login" : "/account/login")
}
}, [customer, retrievingCustomer, router])

Previously, the function redirects the customer to Copy to clipboard/account/login if they were trying to access account pages. To ensure that a guest customer gets redirected to the wholesaler login page when they try to access a wholesale page, you add a condition that determines where the guest customer should be redirected.

Change StoreContext

The Next.js storefront also defines a Copy to clipboardStoreContext that manages the store’s regions, cart, and more.

In this section, you’ll make changes to the Copy to clipboardStoreContext to ensure the correct sales channel is assigned to B2B customers’ carts.

In Copy to clipboardsrc/lib/context/store-context.tsx, change the Copy to clipboardcreateNewCart function in the Copy to clipboardStoreProvider function to the following:

import { MEDUSA_BACKEND_URL, medusaClient } from "@lib/config"
import axios from "axios"
import React, { createContext, useCallback, useContext, useEffect, useState } from "react"
//...
export const StoreProvider = ({ children }: StoreProps) => {
//...
const createNewCart = async (regionId?: string) => {
const cartData: {
region_id?: string,
sales_channel_id?: string
} = { region_id: regionId }
if (process.env.NEXT_PUBLIC_SALES_CHANNEL_ID) {
//check if customer is b2b
const { data } = await axios.get(`${MEDUSA_BACKEND_URL}/store/customers/is-b2b`, {
withCredentials: true
})
if (data.is_b2b) {

Previously, this function only passed the region ID to the Copy to clipboardcreateCart mutation. By making the above change you check first if the customer is a B2B customer and add the Copy to clipboardsales_channel_id field to the data to be passed to the Copy to clipboardcreateCart mutation.

Next, change the Copy to clipboardresetCart function in the Copy to clipboardStoreProvider function to the following:

export const StoreProvider = ({ children }: StoreProps) => {
//...
const resetCart = async () => {
deleteCart()
const savedRegion = getRegion()
const cartData: {
region_id?: string,
sales_channel_id?: string
} = { region_id: savedRegion?.regionId }
if (process.env.NEXT_PUBLIC_SALES_CHANNEL_ID) {
//check if customer is b2b
const { data } = await axios.get(`${MEDUSA_BACKEND_URL}/store/customers/is-b2b`, {
withCredentials: true
})
if (data.is_b2b) {
cartData.sales_channel_id = process.env.NEXT_PUBLIC_SALES_CHANNEL_ID

This change is similar to the previous change. It ensures that the correct sales channel ID is assigned to the cart when it’s reset.

Finally, change the Copy to clipboardensureCart function inside Copy to clipboarduseEffect to the following:

useEffect(() => {
const ensureCart = async () => {
const cartId = getCart()
const region = getRegion()
if (cartId) {
const cartRes = await medusaClient.carts
.retrieve(cartId)
.then(async ({ cart }) => {
if (process.env.NEXT_PUBLIC_SALES_CHANNEL_ID && cart.sales_channel_id !== process.env.NEXT_PUBLIC_SALES_CHANNEL_ID) {
//check if b2b customer
const { data } = await axios.get(`${MEDUSA_BACKEND_URL}/store/customers/is-b2b`, {
withCredentials: true
})
if (data.is_b2b) {
//update cart's sales channel
const response = await medusaClient.carts.update(cart.id, {
sales_channel_id: process.env.NEXT_PUBLIC_SALES_CHANNEL_ID
})

Similar to the previous changes, this ensures that when the storefront is opened and the cart is retrieved, the correct sales channel is assigned to the cart.

Change the Nav Component

To ensure customers can access the wholesale login page, you’ll add a new link to the navigation bar.

In Copy to clipboardsrc/modules/layout/templates/nav/index.tsx add the following in the returned JSX above the Account link:

<Link href="/wholesale/account">
<a>Wholesale Account</a>
</Link>
<Link href="/account">
<a>Account</a>
</Link>

Add Login Form Component

The login page should display a login form for the customer.

To create the login form, create the file Copy to clipboardsrc/modules/wholesale/components/login/index.tsx with the following content:

import { FieldValues, useForm } from "react-hook-form"
import { MEDUSA_BACKEND_URL, medusaClient } from "@lib/config"
import Button from "@modules/common/components/button"
import Input from "@modules/common/components/input"
import axios from "axios"
import { useAccount } from "@lib/context/account-context"
import { useCart } from "medusa-react"
import { useRouter } from "next/router"
import { useState } from "react"
interface SignInCredentials extends FieldValues {
email: string
password: string
}
const Login = () => {
const { refetchCustomer, is_b2b } = useAccount()
const [authError, setAuthError] = useState<string | undefined>(undefined)
const router = useRouter()

This login form shows the customer the fields Copy to clipboardemail and Copy to clipboardpassword. When the customer submits the form and they’re authenticated successfully, you check if the customer is a B2B customer and accordingly update the cart’s sales channel ID.

This is important as products can only be added to a cart that belongs to the same sales channel.

Add Login Template Component

The login template component will be displayed on the Login page.

Create the file Copy to clipboardsrc/modules/wholesale/templates/login-template.tsx with the following content:

import Login from "../components/login"
import { useAccount } from "@lib/context/account-context"
import { useEffect } from "react"
import { useRouter } from "next/router"
const WholesaleLoginTemplate = () => {
const { customer, retrievingCustomer, is_b2b } = useAccount()
const router = useRouter()
useEffect(() => {
if (!retrievingCustomer && customer ) {
router.push(is_b2b ? "/wholesale/account" : "/account")
}
}, [customer, retrievingCustomer, router, is_b2b])
return (
<div className="w-full flex justify-center py-24">
<Login />
</div>

In this template, you first check if the customer is already logged in and redirect them to their account page based on whether they’re a B2B customer or not.

If the customer is not logged in, you show the Copy to clipboardLogin form component.

Add Login Page

Create the file Copy to clipboardsrc/pages/wholesale/account/login.tsx with the following content:

import Head from "@modules/common/components/head"
import Layout from "@modules/layout/templates"
import LoginTemplate from "@modules/wholesale/templates/login-template"
import { NextPageWithLayout } from "types/global"
const Login: NextPageWithLayout = () => {
return (
<>
<Head title="Sign in" description="Sign in to your Wholesale account." />
<LoginTemplate />
</>
)
}
Login.getLayout = (page) => {
return <Layout>{page}</Layout>
}
export default Login

This is the login page that the customer sees when they access the Copy to clipboard/wholesale/account/login path. It shows the Copy to clipboardLoginTemplate component.

Add Wholesale Account Page

The last part you’ll add to finish the Wholesale login functionality is the account page for wholesalers. This page is shown when the B2B customer is logged in.

Create the file Copy to clipboardsrc/pages/wholesale/account/index.tsx with the following content:

import AccountLayout from "@modules/account/templates/account-layout"
import Head from "@modules/common/components/head"
import Layout from "@modules/layout/templates"
import { NextPageWithLayout } from "types/global"
import OverviewTemplate from "@modules/account/templates/overview-template"
import { ReactElement } from "react"
import { useAccount } from "@lib/context/account-context"
import { useRouter } from "next/router"
const Account: NextPageWithLayout = () => {
const { customer, is_b2b } = useAccount()
const router = useRouter()
if (customer && !is_b2b) {
router.push("/account")
}
return (
<>
<Head title="Wholesale Account" description="Overview of your account activity." />

In this page, you first check whether the customer is logged in but they’re not a B2B customer. In that case, you redirect them to the Copy to clipboard/account page which is used by other types of customers.

On this page, you show the same Copy to clipboardOverviewTemplate that is shown by default for customers. This is for the simplicity of the tutorial. If you want to display other information to B2B customers, you can make the changes on this page.

Test Wholesale Login

Make sure the Medusa server you created in part 1 is running. Then, run the following command to run the Next.js storefront:

npm run dev

Open the storefront at Copy to clipboardlocalhost:8000 and click on the Wholesale Account link in the navigation bar. This will open the login page you created.

In part 1 you created a customer in a B2B customer group. Use the email and password of that customer to log in.

Once you’re logged in, you’ll be redirected to the Copy to clipboard/wholesale/account page.

Create B2B Products Page

In this section, you’ll customize the current product page (available on the page Copy to clipboard/store) to show products as a list of variants in a table. This makes it easier for B2B customers to view available products and their variants and add big quantities of them to the cart.

Change ProductContext

Another context that the Next.js storefront defines is the Copy to clipboardProductContext which manages a product’s options, price, variants, and more.

You’ll be customizing this context to expose in the context the Copy to clipboardsetQuantity function that allows setting the quantity to be added to the cart.

In Copy to clipboardsrc/lib/context/product-context.tsx, add in the Copy to clipboardProductContext interface the Copy to clipboardsetQuantity function:

interface ProductContext {
//...
setQuantity: (quantity: number) => void
}

Then, add the function to the object passed to the Copy to clipboardProductActionContext.Provider's Copy to clipboardvalue prop:

return (
<ProductActionContext.Provider
value={{
//...
setQuantity
}}
>
{children}
</ProductActionContext.Provider>
)

Please note that the function is already defined in the context with the Copy to clipboardquantity state variable.

Create ProductActions Component

The Copy to clipboardProductActions component is a component that displays a button and a quantity input and handles the add-to-cart functionality. It’ll be displayed for each variant in the products table.

Create the file Copy to clipboardsrc/modules/wholesale/components/product-actions/index.tsx with the following content:

import { Product, Variant } from "types/medusa"
import React, { useEffect, useMemo, useState } from "react"
import Button from "@modules/common/components/button"
import { isEqual } from "lodash"
import { useProductActions } from "@lib/context/product-context"
type ProductActionsProps = {
product: Product
selectedVariant: Variant
}
const ProductActions: React.FC<ProductActionsProps> = ({ product, selectedVariant }) => {
const { updateOptions, addToCart, inStock, options, quantity, setQuantity } =
useProductActions()
useEffect(() => {
const tempOptions: Record<string, string> = {}
for (const option of selectedVariant.options) {
tempOptions[option.option_id] = option.value

This component uses the Copy to clipboarduseProductActions hook which exposes the values in the Copy to clipboardProductContext. In Copy to clipboarduseEffect, it preselects the options in the current variant.

It displays a quantity input and an add-to-cart button. Both the value of the quantity input and the add-to-cart handler are managed by Copy to clipboardProductContext.

Create ProductPrice Component

The Copy to clipboardProductPrice component handles showing the correct variant price to the customer. It’ll be used to show the price of variants in the products table.

Create the file Copy to clipboardsrc/modules/wholesale/components/product-price/index.tsx with the following content:

import { Product } from "@medusajs/medusa"
import { Variant } from "types/medusa"
import clsx from "clsx"
import { useMemo } from "react"
import useProductPrice from "@lib/hooks/use-product-price"
type ProductPriceProps = {
product: Product
variant: Variant
}
const ProductPrice: React.FC<ProductPriceProps> = ({ product, variant }) => {
const price = useProductPrice({ id: product.id, variantId: variant?.id })
const selectedPrice = useMemo(() => {
const { variantPrice, cheapestPrice } = price
return variantPrice || cheapestPrice || null
}, [price])

This component uses the Copy to clipboarduseProductPrice hook which makes it easier to manage the price of a variant, then display the price to the customer.

Create Products Component

The Copy to clipboardProducts component is the products table that will be shown to the B2B customer.

Create the file Copy to clipboardsrc/modules/wholesale/components/products/index.tsx with the following content:

import { ProductProvider, useProductActions } from "@lib/context/product-context"
import { useCart, useProducts } from "medusa-react"
import { useMemo, useState } from "react"
import Button from "@modules/common/components/button"
import Link from "next/link"
import ProductActions from "../product-actions"
import ProductPrice from "../product-price"
import { StoreGetProductsParams } from "@medusajs/medusa"
type GetProductParams = StoreGetProductsParams & {
sales_channel_id?: string[]
}
type ProductsType = {
params: GetProductParams
}
const Products = ({ params }: ProductsType) => {
const { cart } = useCart()

This component retrieves the products in the B2B Sales Channel and displays them in a table. It also shows pagination controls to move between different pages.

For each product, you loop over its variants and display them one by one in different rows. For each variant, you use the Copy to clipboardProductActions and the Copy to clipboardProductPrice components you created to show the quantity input, the add to cart button, and the variant’s price.

Change Store Page

Currently, the store page displays products in an infinite-scroll mode for all customers. You’ll change it to display the Products table for B2B customers, and the infinite-scroll mode for other customers.

Change the content of Copy to clipboardsrc/pages/store.tsx to the following:

import Head from "@modules/common/components/head"
import InfiniteProducts from "@modules/products/components/infinite-products"
import Layout from "@modules/layout/templates"
import { NextPageWithLayout } from "types/global"
import Products from "@modules/wholesale/components/products"
import RefinementList from "@modules/store/components/refinement-list"
import { StoreGetProductsParams } from "@medusajs/medusa"
import { useAccount } from "@lib/context/account-context"
import { useState } from "react"
const Store: NextPageWithLayout = () => {
const [params, setParams] = useState<StoreGetProductsParams>({})
const { is_b2b } = useAccount()
return (
<>
{!is_b2b && (
<>
<Head title="Store" description="Explore all of our products." />
<div className="flex flex-col small:flex-row small:items-start py-6">

You first retrieve Copy to clipboardis_b2b from Copy to clipboarduseAccount. Then, if Copy to clipboardis_b2b is false, you display the Copy to clipboardInfiniteProducts component. Otherwise, for B2B customers, you display the Copy to clipboardProducts component that you created.

Change Store Dropdown

When you hover over the Store link in the navigation bar, it currently shows a dropdown with some products and collections. As this is distracting for B2B customers, you’ll remove it for them.

In Copy to clipboardsrc/modules/layout/components/dropdown-menu/index.tsx, retrieve the Copy to clipboardis_b2b variable from the Copy to clipboardAccountContext:

import { useAccount } from "@lib/context/account-context"
//...
const DropdownMenu = () => {
const { is_b2b } = useAccount()
//...
}

And change the returned JSX to the following:

const DropdownMenu = () => {
//...
return (
<>
{is_b2b && (
<div className="h-full flex">
<Link href="/store" passHref>
<a className="relative flex h-full">
<span className="relative h-full flex items-center transition-all ease-out duration-200">
Store
</span>
</a>
</Link>
</div>
)}
{!is_b2b && (
<div
onMouseEnter={() => setOpen(true)}
onMouseLeave={() => setOpen(false)}
className="h-full"

If Copy to clipboardis_b2b is true, the dropdown is hidden. Otherwise, Copy to clipboardis_b2b is shown.

Test Products Page

Make sure your Medusa server is still running and restart your Next.js storefront.

Then, open the Next.js storefront and, after logging in as a B2B customer, click on the Store link in the navigation bar at the top left. You’ll see your list of product variants in a table.

Notice how the prices of the variants are different than those shown to other customers. These prices are the prices you defined in the B2B Price List.

You can also test the prices with quantity-based conditions you added to the Price List. For example, if the condition was that product Medusa Hoodie’s variant S should have a different price if its quantity in the cart is more than 10, try changing the quantity to 10 or more and clicking Add to Cart. You’ll see a different price for that variant in the cart.

Test Checkout Flow

The checkout flow is pretty similar to those of regular customers:

  • Add a couple of items to the cart from the table.
  • Click on the My Bag link at the top right of the navigation bar.
  • Click on Go to Checkout.
  • Fill out the Shipping Address information and choose a Fulfillment method.
  • Choose a payment method. Since in this tutorial you didn’t add any payment methods, you’ll use the manual payment method. However, you can integrate many other payment methods with Medusa such as Stripe or PayPal, or create your own.
  • Click on the Checkout button.

This places the order on the Medusa server. Please note that Medusa does not capture the payment when an order is placed; it only authorizes it. You’ll need to capture it from the Medusa admin.

View Order Details on Medusa Admin

Run both the Medusa server and Medusa admin you created in part 1. Then, access the Medusa admin on Copy to clipboardlocalhost:7000.

After logging in, you should see the list of orders in your store. In the list, you can see the payment status of the order, the sales channel, and more.

You should find the order you just created in the list. Click on the order to view its details.

On the order details page, you can see all the details of the order such as the items ordered, the payment and fulfillment details, the customer’s details, and more.

Capture Payment

To capture the payment of the order:

  1. Scroll to the Payment section.
  2. Click on the Capture Payment.

If you chose the Test payment provider during checkout, this will not actually do anything other than change the payment status of the order. If you’re using other payment providers such as Stripe, this is when the payment will actually be captured.

Conclusion

By following this two-part tutorial series, you should have the basis of a B2B ecommerce store built with Medusa. You can perform much more customizations and add additional features to your store including:

  1. Add a payment provider. As mentioned, you can add payment providers like Stripe and PayPal, or create your own.
  2. Create a Fulfillment Provider.
  3. Integrate search engines such as Algolia or MeiliSearch.
Should you have any issues or questions related to Medusa, then feel free to reach out to the Medusa team via Discord.

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