BUSINESS-TO-BUSINESS




The Upshot Commerce Business-to-Business (B2B) platform offers all the features of the D2C platform, but with numerous capabilities that are uniquely suited for your B2B needs. From custom price lists to procurement capabilities, our feature-rich B2B solution is well-suited for tackling the challenges for enabling, servicing and managing your regional and global partner network.

B2B SOLUTION FEATURE LIST

CUSTOMER-SPECIFIC CATALOGS & PRICING

  • Create, manage and assign price lists and catalogs per customer group or subgroup
  • Restrict prices and catalogs to logged-in users
  • Hide categories and product types as needed
  • Enforce business rules for customer groups during the browse and search process
  • Display country-specific pricelists and products per region, territory or country

SELF-SERVICE

  • Define which employees or employee groups can make purchases
  • Limit how much of a product customers can purchase, based on employee type, customer type or group
  • Enforce bundling, case pack and other product mix business rules per customer group
  • Use customer groups to enforce whether an order needs to be approved prior to submission

PURCHASING & CHECKOUT

  • Schedule replenishment orders
  • Specify, manage or change default payment types and shipping methods for replenishment orders
  • Provide and save order quotes
  • Enforce shipping rules per product or product type
  • Empower customers to manage shipping, payment and cancellation through self-service account management features

MERCHANT-SPECIFIC FEATURES

  • Enforce minimum, maximum and shipping rules for merchants
  • Limit how much of a product customers can purchase, based on employee type, customer type or group
  • Enforce bundling, case pack and other product mix business rules per customer group
  • Use customer groups to enforce whether an order needs to be approved prior to submission

INTEGRATION LAYER OPTIONS

  • Select from RESTful, XML or custom integrations
  • Choose real-time or batch integrations
  • Integrate with an existing ERP system to leverage or sync existing customer data
  • Synchronize data with your existing WMS for shipping and tracking information
  • Leverage and existing PIM to ensure your online inventory is synchronized with all distribution centers and retail locations
  • Integrate with an existing enterprise accounting system to streamline and expedite financial reporting across regions and geographies

OTHER NOTEWORTHY B2B

  • Quick order feature for power customers who prefer entering multiple SKUs or part IDs to add to cart
  • Procurement shopping that allows B2B customers to create an order that is then sent to the purchaser's procurement system
  • Add, track and manage commission payments for sales staff
  • Mobile-friendly catalogs for clienteling
  • Easy, curated catalog create for tradeshows

B2B PROFESSIONAL SERVICES

You've spent time and effort winning over your loyal, enthusiastic customers. It's time to upgrade your system to a better ecommerce software platform, but you don't want to lose the special spark that keeps you ahead of the competition. Upshot offers tailored professional services to ensure that you preserve that spark and grow your business using the tools right for you. With Upshot, you are not pigeon-holed into a rigid, pre-defined set of ecommerce tools - we'll work with you to figure out what works, and give you the training to successfully use all those tools. All Upshot platform features and extensions work on-demand, as-is - and are also fully customizable by our experienced team of ecommerce strategists and engineers.
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