SOLUTIONSB2B Ordering Portal

Red's B2B Ordering Portal is designed to simplify and streamline the procurement processes for your customers.

Need a B2B Ordering Portal?

Discover why top companies trust Red's B2B Ordering Portal

Red's 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. From personalised storefronts to advanced self-service tools, it delivers a seamless and efficient purchasing experience tailored to your clients' needs.

Get a Demo

Award Winning Ecommerce

B2B Ordering Portal Benefits

With customer expectations growing increasingly digital and their go-to-market strategy evolving towards service-led solutions, Tieva partnered with Red Technology to implement a powerful B2B ordering portal using the tradeit platform. The solution streamlined customer procurement, enabled self-service account management, and optimised order processing, improving efficiency and enhancing the customer buying experience.

Streamline procurement

Personalised buying lists allow customers to filter products and view only those available for purchase.

Personalise experiences

Easily apply customer content, branding, storefronts, products, and pricing.

Quicker purchasing

Create pre-defined packs based on job role, event or location to speed up purchasing.

Define ordering hierarchy

Define permissions, approvals and budgets against users within any ordering workflow.

Report and analyse

Customers can access in depth reports of product usage & spend with numerous filtering options.

Automated alerts

Use automated alerts on customer action or inaction, reducing manual intervention.

“It’s been incredible to see how our customers have responded to the launch of Apexio, We’ve had amazing feedback on how intuitive the platform is to use, and the result is the high volume of orders that are already being generated through it.”

Sales Director, TIEVA

Read the Case Study

B2B Ordering Portal features

Learn more about the class-leading functionality, available straight out of the box, with our B2B Ordering Portal.

User Management

Simplify the ordering 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.

Restricted Catalogue/Buying Lists

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 their own naming convention. For example users could create packs based on:

Job role: (e.g. Cabin Crew needs uniform, shoes & travel case)
Event: (e.g. New Starter needs laptop, keyboard, & mouse)
Location: (e.g. Offsite engineer needs waterproofs, high-vis jacket, boots, & ear defenders)

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...

“Customers can now administer multiple venues and companies from a single account, they can create and delegate all sorts of permissions to members of staff, create product whitelists and blacklists to keep their purchasing focused, and manage credit limits.”

Managing Director, Splendid Trading

Customer Personalisation

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 as 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.

Fulfilment

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.

Reporting

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.

Industry-Specific B2B Ordering Portal

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.

ITUNIFORM MANAGEMENTFOOD & DRINKAVIATION & AEROSPACECATERING SUPPLIESPACKAGINGCLEANING SUPPLIES