CORE FEATURES

BundleB2B Features

With core capabilities that allow users to easily manage front-end and back-end B2B processes, BundleB2B can be utilized to fit the B2B needs of any growing eCommerce business.

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

Merchants have the ability to easily manage all of their B2B customer accounts and pricing conveniently from one place. BundleB2B can drive the approval process for B2B customer accounts as well as personalize content based on the specific customer who is logged in. These capabilities are also seamlessly integrated with BigCommerce Customer Groups and Price Lists.

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.
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 pricing, assigned sales reps, address book, and other B2B account features.
Sales Staff
  • 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.
Payment Method Visibility Control
  • Add, edit, show, or hide approved payment options for customers including purchase orders and payment via credit card
Company Address Book Management
  • Set up pre-approved Billing and Shipping addresses.
  • Reduce risk of mistakes in open-keying addresses.
  • Both Company Administrators and Sales Reps can modify addresses if permissions are provided.
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B2B All-In-One Ordering Tools

BundleB2B natively comes with convenient self-serve eCommerce functionality to make the purchasing process quicker and easier for end-users as well as sales reps servicing many different B2B customer accounts. Customers receive quick access to account information and ordering tools that make it extremely easy to place large orders and reorder previously purchased items.
Company Account Masquerade
  • 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.
  • A common use case for BundleB2B’s Super Admin role would be for a sales rep that would like to log in on behalf of a company they work with to view or create orders, shopping lists, or quotes on their behalf.
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.
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.
  • 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.
  • Shopping lists may be approved by Senior Buyers or Company Administrators.
Quick Order Pad
  • Allows users to quickly add products to an order with partial SKUs or add to cart by CSV upload.
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B2B Quoting Management

Sales representatives can create a quote and provide additional discounts to customers on top of pre-arranged pricing. Create a quote from scratch and offer customer-specific discounts or negotiate offer details with the buyer based on a quote request submitted by the buyer from the commerce storefront. Modify line items and pricing and place orders based on the prepared quote.
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.
  • 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 as well as line item notes.
  • Once a quote is finalized, a customer can place an order based on the quote, in which an invoice can easily be generated from BundleB2B’s invoice management system for online payment.
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B2B Invoice & Payment Management

Business customers will be able to conveniently view and pay their invoices online through their BigCommerce account with credit card or bank payments. Synchronize invoices from your accounting software and create invoices from BigCommerce Orders to show the most up-to-date statement of account for your business customers.

Invoice & Payment Management

  • Allow customers to view, track, and pay for their B2B invoices online.
  • Support credit card, bank transfer (ACH) and other forms of payment.
  • View the entire invoice history, filter by status, date, and other criteria, and make B2B invoice payments from one central location.
  • Easily make payments on more than one invoice at a time, pay in full, or make partial invoice payments.
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