Serving Customers like never before
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“B2B is all about customer retention”
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Customer Specific Pricing
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Set Pricing for B2B Customers by specific discounts by
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- Customer Level (e.g. Diamond, Gold, Silver,)
- Item Category Discounts by Customer Level (e.g. 5% discount on books category @ Gold level, 10% discount for books category @ Diamond level )
- Item Discounts by Customer Level
- Customer-based Pricing from ERP based on Price List
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On Account and PO-based orders:
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- Allow customers to place orders based on POs
- Show outstanding balance to customers versus allowed credit limit
- Show over credit limit notices
- Allow customers to pay off balances*
* Requires ERP advanced integration module if payments have to reflect back in the ERP
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Multiple users per customer account:
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Allow multiple logins and user names per customer account.
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- Users can have separate address books*
- Regular users see their orders only
- Admin user can see orders by all users
- Allow individual users to set email preferences for order confirmations, shipping notifications,
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Serving Customers like never before “B2B is about higher customer value”
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Segment Customers by Customer Class
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- Setup customers as part of a customer class e.g. Corporate, Reseller, Retail, Government
- Allow payment methods (Credit Card, Check, Wire, On Account) by customer class
- Set default payment method by customer class
- Charge tax by customer class e.g. no tax for reseller customer class
- Allow shipping methods (UPS Ground, FedEx Overnite etc.) by customer class
- Set default shipping method by customer class
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Import Orders and Customers
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- Support for Importing Customers, Addresses and Orders in XML format from other 3rd party system (e.g. mail order catalog system).
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