GOb2b Blogs

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b2b (2)

Top Products

B2B customers tend to repeat order items. We provide a ‘regular’ or ‘top’ items list in the ‘Your Account’ section for your customers convenience. This list only relates...

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CSV Upload to Basket

Customers, who place regular bulk orders, can upload a simple CSV file containing stock codes and quantities to have them priced, stock checked and added to the basket in order to reduce order time and make the checkout process much easier.

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Update Account Details

When one of your customers logs in to the website his account is updated from the details on his sales ledger account in Sage or Pegasus. This means that any changes you...

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Purchaser Type B – Only Products with a Price

The default purchaser type, A, on the site can see all the products in the catalogue. Type B Purchasers only see products that have a price in the price list they are associated with. If this is a short list then when they log in they simply see a page of products that they can purchase. If it is a long list then navigation can be created dynamically using the Product Category and Sub Category which can be configured manually in Shopfront Designer or synchronised with your accounts system.

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Agent

Once your web is completed and loaded with product it may be that it provides a useful tool for your internal staff or sales representatives to enter orders on behalf of customers. You can set up ‘Agent’ logins for these staff and select the accounts you wish them to be able to input orders for. Your staff simply login and select the account they wish to place the order on behalf of. The website will then show that account’s prices and any other features it has been configured for.

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Purchaser Type C

The default purchaser type, A, on the site can see all the products in the catalogue with the standard navigation. If you need to show a subset of products different navigation then you can build a separate catalogue for that customer. Purchaser on that account can then be set to type C and attached to the top level department of that catalogue rather than the default one.

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View Copy Invoice (Spindle)

Spindle is an ‘Intelligent Print Driver’ supplied by Draycir that can send your documents by email as PDF but also keep an archive copy on your server. We use it at Aspidistra and it saves us hours of work. If you have spindle we can allow customers to retrieve those archived PDF invoices from the ‘My Account’ section of the web site saving you answering another call.

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