V2 b2b credit

Introduction

The Purchase Credit Plugin introduces a credit line system for B2B companies using Medusa. This is a common B2B commerce feature, allowing companies to place orders using a pre-approved credit line, and to replenish their balance upon payment. The plugin is designed to work seamlessly with the Medusa B2B Starter and its company/account modules.

Key Features:

• Assign and manage credit lines for companies.
• Allow companies to place orders using their available credit.
• Deduct credit when payments are captured.
• Restore credit to the company account in case of refunds.
• View credit usage and transaction history in the Medusa admin.
• Full integration with Medusa’s B2B modules and admin dashboard.

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Compatibility

This plugin is compatible with Medusa v2 (>= 2.4.0) and requires the B2B modules from the Medusa B2B Starter.

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How It Works

Credit Assignment

Admins can assign or adjust credit for each company via the Medusa admin panel. Each company has a credit balance, which can be increased or decreased as needed.

Order Placement

Companies can use their available credit to place orders on the storefront. The system checks the company’s available credit before allowing the order to be placed.

Credit Deduction

When a payment is captured (i.e., an order is confirmed and processed), the corresponding amount is deducted from the company’s credit balance automatically.

Refunds

If an order is refunded, the credit is automatically restored to the company’s account, making it available for future purchases.

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Admin Features

In the Medusa admin dashboard, you can:

• Add or adjust company credit balances:
  • Navigate to the company profile and set or update the available credit.
• View credit usage and transaction history:
  • See a detailed log of all credit transactions (credits added, used, refunded, etc.) for each company.
• Monitor outstanding credit and available balances:
  • Quickly see which companies have outstanding balances and how much credit is available.

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Installation & Setup

1. Install the plugin

yarn add @igorppbr/medusa-v2-b2b-credit

2. Enable the plugin in your Medusa config

// medusa-config.js or medusa-config.ts
plugins: [
  {
    resolve: "@igorppbr/medusa-v2-b2b-credit",
    options: {}
  },
  // ...other plugins
],
modules: {
  [Modules.PAYMENT]: {
      resolve: "@medusajs/medusa/payment",
      options: {
        providers: [
          {
            resolve: "@igorppbr/medusa-v2-b2b-credit/providers/b2b-credit",
            id: "b2b-credit",
            options: {
              debug: true // Show debug logs helpful to debug when credits are added and decreased
            }
          }
        ]
      }
    },
    // ...other modules
}

3. Ensure B2B modules are installed

This plugin requires the B2B modules from the Medusa B2B Starter. Make sure you have these modules installed and configured.

4. Enabling on the storefront

To just enabled and display this payment provider on the B2B storefront you can edit the file src/lib/constants.tsx on the NextJS storefront and add this:

export const paymentInfoMap: Record<
  string,
  { title: string; icon: React.JSX.Element }
> = {
  // ... other payment methods
  'pp_b2b-credit_b2b-credit': {
    title: "B2B Credit",
    icon: <FilePlus />,
  }
}

export const isB2bCredit = (providerId?: string) => {
  return providerId?.startsWith("pp_b2b-credit")
}

This will add the B2B Credit payment method to the list of available payment methods on the checkout page.

Then on the file src/modules/checkout/components/payment-button/index.tsx we add this:

import { isB2bCredit, isManual, isPaypal, isStripe } from "@/lib/constants"

switch (true) {
  // ... other payment modules
  case isB2bCredit(paymentSession?.provider_id):
      return (
        <B2bCreditPaymentButton
          notReady={notReady}
          cart={cart}
          data-testid={dataTestId}
        />
      )
}

const B2bCreditPaymentButton = ({
  notReady,
  cart,
}: {
  notReady: boolean
  cart: B2BCart
}) => {
  const [submitting, setSubmitting] = useState(false)
  const [errorMessage, setErrorMessage] = useState<string | null>(null)

  const onPaymentCompleted = async () => {
    await completeCart(cart)
      .catch((err) => {
        setErrorMessage(err.message)
      })
      .finally(() => {
        setSubmitting(false)
      })
  }

  const handlePayment = () => {
    setSubmitting(true)

    onPaymentCompleted()
  }

  return (
    <>
      <Button
        className="w-full"
        disabled={notReady}
        isLoading={submitting}
        onClick={handlePayment}
        size="large"
        data-testid="submit-order-button"
      >
        Place order using B2B Credits
      </Button>
      <ErrorMessage
        error={errorMessage}
        data-testid="b2b-credit-payment-error-message"
      />
    </>
  )
}

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Usage

1. Assign credit to companies in the admin panel.
2. Companies use their credit at checkout on the storefront.
3. Credits are automatically managed:
   • Deducted on payment capture.
   • Restored on refund.

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Example Workflow 1

1. Admin assigns $10,000 credit to Company A.
2. Company A places an order for $2,500 using their credit line.
3. Order is captured: $2,500 is deducted from Company A’s credit, leaving $7,500 available.
4. Customer paid for the order: The admin user will go and add $2,500 back to Company A’s credit, returning the balance to $10,000.

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Example Workflow 2

1. Admin assigns $10,000 credit to Company A.
2. Company A places an order for $2,500 using their credit line.
3. Order is captured: $2,500 is deducted from Company A’s credit, leaving $7,500 available.
4. Order is refunded: $2,500 is restored to Company A’s credit, returning the balance to $10,000.

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FAQ

Q: Can I set different credit limits for different companies? A: Yes, each company can have its own credit limit and balance, managed via the admin panel.

Q: What happens if a company tries to place an order exceeding their available credit? A: The order will be blocked until the company has sufficient credit.

Q: Is credit usage tracked? A: Yes, all credit transactions (additions, deductions, refunds) are logged and viewable in the admin dashboard.

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Contributing

We welcome contributions to the FedEx Fulfillment Integration! If you have suggestions, improvements, or bug fixes, please follow these steps:

1. Fork the Repository
   Create a personal copy of the repository by forking it on GitHub.

2. Create a New Branch
   Create a new branch for your changes:

   git checkout -b my-feature-branch

3. Make Your Changes
   Implement your changes in the codebase.

4. Test Your Changes
   Ensure that your changes work as expected and do not break existing functionality.

5. Submit a Pull Request
   Push your changes to your forked repository and submit a pull request to the main repository.

Support / Contact

If you need help or have questions about the FedEx Fulfillment Integration, please reach out to us:

• Email: igorlmiura@gmail.com
• GitHub Issues: Submit an issue