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For your larger customers with multiple locations, the portal gives them a tiered overview of each location allowing them to control their spend, budgeting, approved product lists at a global level through to what each location and user can see and do.
Customers can add their new staff to their account, define what and how much they can buy, their assigned role or location(s), or if their order needs to be approved by management.
Customers can define what products can be ordered per location, per department or per user, to ensure consistency in product ordering, value and control.
Define the quantity or monetary value a user or location can order or spend over a predefined time period, and what budget / cost code should the orders be associated with. Where order exceeds budget, these can be sent for approval (or rejection) from supervisors or managers.
Ability for your customers to view overall spend and spend per budget / cost code, product, location, user with numerous filtering options.
Using the platform's triggered email functionality, notifications can be created to alert customers to key information. For example customer is getting close to their spend budget, replenishment reminders, product they purchase where price has dropped, have they forgotten X&Y from their list that is not in their order, not bought for X time etc.
Through the portal customers can keep track of deliveries as well as seeing PODs.
Allow your customers to manage their purchasing via their ERP or procurement system. Due to pre built integrations with over 150+ ERP/eProcurement systems the deployment of these solutions for your customers is quick & easy.
Create a customer tailored portal by displaying company logo, company branding, welcome messages and more on the website.
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