CORE FEATURES

BundleB2B Features

Get a suite of B2B features that drive more ordering efficiency for buyers and streamline the management
process for customer service and sales teams.

Quote Management / Request for Quote

  • Customers, both guest users and registered users, can request a quote for a list of products.
  • Salespersons from the merchant can discuss, communicate, and negotiate with buyers through email and messages. A key reference number field is available for tracking purposes.
  • Salespersons can view, edit, and adjust the price of quotes to which they are assigned, and they can also provide additional discounts to customers on top of pre-arranged pricing.
  • Once a quote is finalized, a customer can place an order based on the quote.
  • Customers, both guest users and registered users, can request a quote for a list of products.
  • Salespersons from the merchant can discuss, communicate, and negotiate with buyers through email and messages. A key reference number field is available for tracking purposes.
  • Salespersons can view, edit, and adjust the price of quotes to which they are assigned, and they can also provide additional discounts to customers on top of pre-arranged pricing.
  • Once a quote is finalized, a customer can place an order based on the quote.

Buyer-Side User Management: Roles and Permissions

  • Roles: Super Admin, Company Admin, Sr. Buyer, and Jr. Buyer
  • Manage the corporate account and set up multiple tiers of buyers who have specific roles and permissions.
  • Super Admin: A Super Admin is someone who has a storefront account. Each Super Admin has assigned company accounts and can manage these companies after logging to the storefront website.
  • Company Administrator: Manage all aspects of the company, addresses, and users, approve shopping lists, make purchases, and view company order history.
  • Senior Buyer: Approve shopping lists, make purchases, and view company order history.
  • Junior Buyer: Create shopping lists and view company order history.
  • Roles: Super Admin, Company Admin, Sr. Buyer, and Jr. Buyer
  • Manage the corporate account and set up multiple tiers of buyers who have specific roles and permissions.
  • Super Admin: A Super Admin is someone who has a storefront account. Each Super Admin has assigned company accounts and can manage these companies after logging to the storefront website.
  • Company Administrator: Manage all aspects of the company, addresses, and users, approve shopping lists, make purchases, and view company order history.
  • Senior Buyer: Approve shopping lists, make purchases, and view company order history.
  • Junior Buyer: Create shopping lists and view company order history.

Company Address Book Management

  • Both Company Administrators and Sales Reps can modify addresses if permissions are provided.
  • Reduce risk of mistakes in open-keying addresses.
  • Set up pre-approved Billing and Shipping addresses.
  • Both Company Administrators and Sales Reps can modify addresses if permissions are provided.
  • Reduce risk of mistakes in open-keying addresses.
  • Set up pre-approved Billing and Shipping addresses.

Payment Method Visibility Control

Add, edit, show, or hide approved payment options for customers including purchase orders and payment via credit card

Buy Again

  • Company users can view all company-level previously purchased products with the company-specific base price and buy again.
  • Perform actions such as “Search”, “Filter”, “Add to Cart”, and “Add to Shopping List” on the “Buy Again” Page
  • Company users can view all company-level previously purchased products with the company-specific base price and buy again.
  • Perform actions such as “Search”, “Filter”, “Add to Cart”, and “Add to Shopping List” on the “Buy Again” Page

Shared Shopping Lists

  • Buyers can manage and save multiple shopping lists within the app, allowing them to retrieve these for future use and seamlessly purchase previously saved products.
  • Shopping lists may be approved by Senior Buyers or Company Administrators.
  • All users can create a shopping list; a Junior Buyer is the only user who will have to submit an approval for purchase as Junior Buyers do not have user permissions to make purchases.
  • Buyers can manage and save multiple shopping lists within the app, allowing them to retrieve these for future use and seamlessly purchase previously saved products.
  • Shopping lists may be approved by Senior Buyers or Company Administrators.
  • All users can create a shopping list; a Junior Buyer is the only user who will have to submit an approval for purchase as Junior Buyers do not have user permissions to make purchases.

Company Account Masquerade

  • Super Admins can log in on behalf of a company, access shopping lists created by buyers in the company, add products to the cart, and complete placement of the order.
  • Super Admins can manage one or more companies.
  • Super Admins can log in on behalf of a company, access shopping lists created by buyers in the company, add products to the cart, and complete placement of the order.
  • Super Admins can manage one or more companies.

Sales Staff

  • A “Sales Staff” will only be able to view the companies, orders and quote requests of company accounts assigned to them. They will not be able to access the information of company accounts they have not been assigned to.
  • You will be able to add new merchant side user roles and set it as a “Sales Staff” type role.
  • A “Sales Staff” will only be able to view the companies, orders and quote requests of company accounts assigned to them. They will not be able to access the information of company accounts they have not been assigned to.
  • You will be able to add new merchant side user roles and set it as a “Sales Staff” type role.

Quick Order Pad

Allows users to quickly add products to an order with partial SKUs or add to cart by CSV upload.

Wholesale Customer Approval Process / Trade Professional Application

Guest and B2C account users can apply for a B2B account using the Trade Professional Application to receive special discount pricing, dedicated sales reps, and other B2B account features.