B2B EC · Features
B2B EC features
Everything wholesale ordering needs, in six groups. "Learn more" on each group takes you to a page with the screens and how they work.
- Customers Invitations, requests to trade, groups, dedicated catalogs
- Contract prices Prices per customer, per group and by quantity
- Ordering Phone-friendly, order by SKU, reorder, orders for customers
- Stock & shipping Stock held at order, shipping notices, shipping fees
- Invoicing Card, bank transfer, monthly invoices, qualified invoices
Customers & visibility
Learn moreInvite customers
By email; linked once they accept with their business account
Approve requests to trade
Approve or reject requests from your store page, and choose the group as you approve
Customer groups
Templates for prices, catalogs and payment terms
Dedicated catalogs
Choose the categories and SKUs a customer sees
Visibility
Customers only, or products public (prices for customers only)
Launch checklist
Goes live once business details, a way to get paid, products and visibility are set
Customer details
Contact, address and internal notes
Customer CSV
Import and export
Prices
Learn moreContract prices per customer
A before-tax amount, or a rate, per SKU
Rates
A share of the store price, such as "65% of list"; customers and groups can have a default rate
Group prices
Set per group; a customer's own price wins
Prices by quantity
Tiers such as "10+ cases at ¥4,500" or "12+ at 60%"
Minimum order quantity
Per product; orders below it are refused
By the case
Products that can only be ordered in multiples of the case pack
Price CSV
Bulk import and export, with rate and from-quantity columns
Who sees prices
Wholesale prices are shown to approved customers only
Customer ordering
Learn morePhone-friendly ordering
No app; order in the browser
Search & filters
Keyword, category and brand
Variations
Order by color, size and more
Pre-orders
Take orders for products not yet released
Order by SKU
A list of SKUs and quantities, pasted from Excel, or a CSV file
Favorites
Add to the cart together, with last time's quantities
Order history & reorder
Order the same again
Address book
Register each store's delivery address and pick one
Who can order
The customer's admin and purchaser roles
Orders for customers
Enter phone and fax orders; the customer gets a confirmation email
Payment & invoicing
Learn moreCredit card
Paid straight into your Stripe account, with no ReceiptRoller payment fee
Bank transfer
Your bank details are shown, and you record the payment
Monthly invoicing
Closing day, payment month and payment day per customer
Monthly invoices
Orders gathered per closing date, issued automatically or by you
Credit limit
Monthly invoicing stops once unpaid plus this order passes it
Recording payments
Record payments against each invoice
Payment reminders
Email for overdue invoices
Qualified invoices & delivery slips
PDFs with your registration number and tax by rate
Order emails
Confirmation to the customer (with bank details), new order to you
Stock & shipping
Learn moreStock held at order
Reserved when ordered, put back on cancellation
Stock handling
In stock only, backorder allowed, or not tracked, per product
Stock display
Customers see in stock, low stock or on backorder (never the count)
B2B stock screen
On-hand, held and orderable at your ship-from location, adjustments and history
Recording shipments
Recording a shipment in order management takes it off stock
Shipping notices
Emails with tracking numbers
Order status
Shipped once everything has gone, delivered once it has all arrived
Shipping fees
Free, flat or by region, with free shipping above an amount
Operations & integration
Order management
B2B orders land in the same order management (OMS) as your shop; Growth handles B2B orders
Order CSV export
Export orders as CSV for your core or accounting systems
One product master
Products on sale in PIM appear in the catalog as they are
Several stores
Run B2B EC per store
API & webhooks
REST API and order webhooks for your core systems
Warehouse management
On Enterprise, multiple warehouses, receiving and stocktakes on the same stock data
Plans & pricing
Every feature above is included in the Growth plan and above. There is no extra charge for B2B EC, and no ReceiptRoller fee on card payments.