B2B Ordering Portal

Workflows and approvals can be set up so customers automate their requisition and approval process.

• Define approval rules based on order value, product category, user role, or budget allocation.
• Route orders for approval with multiple approvers per user.
• Provide alerts when orders are rejected and explain why.
• Ensure compliance with organisational policies and budgets through customisable workflows.

Offer centralised or decentralised purchasing, or a mixture of both. tradeit includes a number of pre-defined roles with differing permissions and access for simple setup:

• Super User – full access, including child companies and ability to manage budgets and approvals.
• Manager – company-level access, can approve orders and manage assigned users.
• Employee – limited to placing orders from approved lists or packs.
• Accounts – reporting access for financial oversight.

Create custom hierarchies and roles for your customers with granular permissions. Define access based on job role, department, or location for complete flexibility.

Super Users or Managers ordering on behalf of other staff inherit their permissions, meaning they can only purchase what the user is entitled to.

Your customers can create approved lists of products for their staff to buy from. Users can only see and order products they are allowed to, based on assigned budgets or allowances.

• Products can be grouped by category, with allowances applied at category level (e.g., any keyboard & mouse rather than a specific model).
• Customers can request additional items from the merchant’s wider catalogue for inclusion in their lists.

Customers can create pre-defined packs of products to simplify and speed up ordering. Packs can be based on:

• Job Role (e.g., Cabin Crew needs uniform, shoes & travel case)
• Event (e.g., New Starter needs laptop, keyboard & mouse)
• Location (e.g., Offsite engineer needs waterproofs, high-vis jacket, boots & ear defenders)

Let customers define restrictions such as how much users can order.

• Allowances can be product-specific or category-based (e.g., 2 jackets, 2 trousers & 2 boots per quarter).
• Budgets can be set by role, department, or company-wide, with timeframes and alerts when close to limits. 
• Includes override functionality with permission from a designated user.

Alerts can be triggered via the portal or email based on user actions or inactions, such as:

• Allowance nearing expiry
• Replacement product required
• Warranty renewal needed

Tailor each customer’s portal with their branding:

• Add company logo, colours, and themes.
• Configure email templates, welcome messages, and personalised content.

Upload and display products unique to each customer or job role:

• Branded clothing with logos or name tags.
• Role-specific items (e.g., scrubs for hospital staff).

Deliver targeted offers and content based on segmentation rules:

• Different users, groups, locations, departments, products, or brands.
• Real-time triggers based on user actions (e.g., searching for a specific product).

Enable customers to personalise products with:

• Logos, embroidery, names, text, or unique designs.
• Preview functionality and cost breakdown for customisation.
• Option to edit existing custom products if permissions allow.

Provide easy access to essential resources:

• PDF documents, warranty information, technical specifications.
• POS materials, merchandising collateral, CAD drawings, or software updates.

• Send products to multiple delivery addresses within a single order.
• Split down to SKU level for precise distribution.
• Ideal for master buyers managing remote sites or multiple offices.

• Managers or super users can allocate items within one order to different users or departments.
• Creates a single consolidated order with clear identification for each recipient.

• Display tracking links, expected delivery dates, and contact details for enquiries.
• Keep users informed throughout the fulfilment process.

• Show details of each dispatch and its products.
• Allow users to confirm receipt or report shortages directly in the portal.

• Super Users can review ordering history across any segment.
• Search by employee, product status, or location.
• Apply credits for unshipped or returned items to maintain accurate allowances.

• Suite of standard reports for accounts, ordered products, product usage, allowances, and user activity.
• Segment reports by company, user, ordering list, or time period

• Export reports to Excel for deeper analysis.
• Enable data-driven decisions with clear visibility of spend, usage, and trends.