B2B EC · Ordering

Move phone and fax orders into your customers' hands

Customers order from their phones at their own prices, with repeat orders in a few taps. Orders that still come by phone or fax can be entered by you as the same kind of order.

B2B EC is included in the Growth plan and above, with a 30-day free trial.

Screens show sample data.

What it is

The customer's ordering screens

Find products by search, category or brand, pick a variation and add to the cart. No app to install.

Order by SKU & favorites

Put a list of SKUs and quantities in the cart at once. Favorites show last time's quantities.

Orders for customers

Enter phone and fax orders on the customer's behalf, priced with their prices and catalog.

How it works

  1. 1

    Sign in

    Customers sign in with their own business account.

  2. 2

    Choose products

    Search, paste SKUs, or pick from favorites and order history.

  3. 3

    Address & payment

    Pick the store from the address book and a payment method that is available.

  4. 4

    Place the order

    The customer gets a confirmation email and you get a new order email.

Order by SKU

Paste the Excel order sheet as it is

Copy the SKU and quantity columns and paste. "SKU,quantity" and "SKU quantity" both work, and so does a CSV file.

  • Rows for the same SKU are added together
  • Unknown SKUs and lines below the minimum are flagged with the reason
  • A missing quantity counts as 1
Screens show sample data.

Favorites & reorder

"Same as last time", in the fewest taps

Favorites list how often each product was ordered and last time's quantity. Order history puts a past order back in the cart.

  • Only products with a quantity go to the cart
  • Prices are recalculated at today's contract prices
  • Invoices and delivery slips download from order history
Screens show sample data.

Orders for customers

Phone orders become the same kind of order

Choose the customer and enter SKUs and quantities; the order is priced with that customer's prices and catalog.

  • The customer gets a confirmation email and sees it in their history
  • The order is marked as entered for the customer, with who entered it
  • Pay with a method available to that customer
Screens show sample data.

What is different

No app, built for phones

The ordering screens run in the browser and are checked at phone width. Addresses can be autofilled.

Straight from Excel

Copy the SKUs and quantities from an order sheet and paste. Full-width SKUs are read too.

Phone orders join the customer's history

Orders you enter appear in the customer's order history, so next time they can reorder themselves.

How we designed it

What we built, what we left out, and why.

01

Buyers are on their phones

The person ordering for a shop or kitchen is rarely at a computer, so every screen is checked at 375px wide.

02

The usual order, shortest

Most wholesale orders are "same as last time". Favorites and reorder come before browsing.

03

No choice, no question

With only one business account to order for, that step is skipped. With no usable payment method, the customer is told before they can place the order.

Questions

No. They use the browser on a phone or computer.

Only people with the admin or purchaser role in the customer's business account can order.

Not today. Limit who can order with roles instead.

Yes. They get a confirmation email and it appears in their order history.

Put your wholesale ordering on screen, starting today.

B2B EC is included in the Growth plan and above. No setup cost, and a 30-day free trial that runs right through to invoicing.

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