Our feature rich and intuitive self-service B2B Ordering Portal puts day-to-day procurement management and control firmly in the hands of your customers. Powered by the tradeit ecommerce platform, it allows them to de-centralise and automate their purchasing, but still retain ultimate control. Requisitions or orders can be placed, edited & approved, product catalogues & buying lists created, budgets & allowances set, automated reminders configured, and reports created & analysed all from their own dedicated, personalised storefronts ensuring you retain their business, increase revenue, and reduce administration.
Join these successful businesses in adopting our B2B Ordering Portal to help power your customers' procurement, get in touch to find out more.
Learn more about the class-leading functionality, available straight out of the box, with our B2B Ordering Portal.
Simplify the procurement process by providing customers with tools to easily enter, process, track, and manage sales. Give them the power to control their own orders by allowing users to self-serve, or by assigning managers to oversee purchasing decisions, streamlining operations and enhancing customer autonomy.
Rules & Approvals
Workflows and approvals can be set up so your customers can automate their requisition and approval process, streamlining the creation and approval of orders. Customisable workflows allow them to define approval rules based on factors such as order value, product category, user job title and budget allocation, ensuring compliance with their organisational policies, regulations and budgets.
Pre-defined Roles
Offer centralised or de-centralised purchasing, or a mixture of both. tradeit includes a number of pre-defined roles with differing permissions and access for simple setup (Super User, Manager, Employee, Accounts).
Customised Access
You can also create custom hierarchies and roles for your customers with differing permissions and access.
Inherited Permissions
Super users or Managers ordering on behalf of other staff inherit their permissions, meaning they can only purchase what the user is entitled to.
Let customers control and manage the view of different product catalogues so each user only sees and orders the products relevant to them or their job role, or have their super-user control all orders and assign products accordingly.
Buying Lists
Your customers can create approved lists of products for their staff to buy from. Users can only see and order what products they are allowed to against a budget or allowance that is assigned to them.
Pack Management
Customers can create pre-defined packs of products to simplify and speed up ordering. These could be based on any group of products with your own naming convention. For example users could create packs based on:
Budgets & Allowances
Let customers define restrictions like how much users can order e.g. 2 jackets, 2 trousers & 2 boots in X period of time, or have budget or allowance assigned based on their role.
Set individual allowances (if customers want to hide pricing) for users/departments or company-wide with timeframes and alerts when close to limits. Also includes override function with permission from designated user.
Alerts
Alerts can be set to trigger via the portal, and email, based on user action or inaction. This could include things like allowance is about to expire, replacement product is needed, warranty needs extending etc...
Provide business-to-business buyers with a personalised experience and tailor portals to inherit their corporate look and feel.
Customised Storefronts
Ability to tailor each of your customers' portals to them. Add their company logo, colours & branding as well as email templates, welcome messages, and personalised content.
Customer-Specific Products
Upload and display customer-specific products based on the company or job role. For example, branded clothing with logos or name tags on, or items that may be unique to a particular job (e.g. Scrubs for hospital staff).
Personalised Content
Customers can deliver personalised offers and content to their users based on any of their segmentation rules (like different users, groups, locations, departments, products or brands), as well in real-time based on their actions or inactions (e.g. if they search for a specific product).
Product Customisation
Enable your customers to create personalised products with their own designs, logos, embroidery, names, text or unique customisation on, including a preview and overview of additional charges. Can include the editing of existing custom products if required and permissions allow.
Downloadable Assets
Manage assets and enable access to any downloadable content that a user may require such as PDF documents, warranty information, technical specifications, POS, Merchandising or Marketing Collateral, CAD drawings, or software updates.
Let customers manage receiving, processing, and delivering orders to their end users in whichever way they want.
Split between Location
tradeit allows your customers to split single orders to different delivery addresses down to a SKU level, meaning they can send any product, or group of products, to multiple addresses. Ideal for a master buyer wanting to order items to multiple locations like remote sites or offices.
Split between Department/User
A super user or manager can split single orders between users or departments at the same address by defining who they are ordering on behalf of. This creates a single order but with each group of products identified against the end user making distribution easy.
Delivery Tracking
Display key details such as tracking links, expected delivery dates, and contact information for enquiries in their users' account.
Allow your customers to evaluate performance, generate insight and track users & products.
Insights
Super Users can examine ordering history across any segment, create reports, view product status & location, and monitor overall product usage
Reports
Suite of standard reports allows users to build reports against accounts, ordered products, product usage, allowances, item allowances and user activity, then segment as required.
Segmentation
View overall reports, or segment by company, user, ordering list and time period.
We specialise in tailoring our B2B Ordering Portal to meet the vagaries and nuances of many different industries so you can deliver what your customers want.
IT PROCUREMENTPPE PROCUREMENTFOOD & DRINK PROCUREMENTAVIATION PROCUREMENTCATERING SUPPLIES PROCUREMENTPACKAGING PROCUREMENTCLEANING SUPPLIES PROCUREMENT
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