B2B Ordering Portal

Workflows and approvals can be set up so your customers can automate their requisition and approval process, streamlining the creation and approval of orders. Customisable workflows allow them to define approval rules based on factors such as order value, product category, user job title and budget allocation, ensuring compliance with their organisational policies, regulations and budgets.

Orders can be routed for approval and companies can have a number of approvers designated for each user. Users can also be alerted when and why orders are rejected.

Offer centralised or de-centralised purchasing, or a mixture of both. tradeit includes a number of pre-defined roles with differing permissions and access for simple setup (Super User, Manager, Employee, Accounts). Each employee can be assigned a specific manager as well as a separate primary approver (and any number of secondary approvers).

You can also create custom hierarchies and roles for your customers with differing permissions and access.

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 what products they are allowed to against a budget or allowance that is assigned to them.

Products can be assigned to a category and the allowances can be applied to the category rather than the products giving the user a wider choice (i.e. any keyboard & mouse, rather than a specific keyboard & mouse).

Customers can also request additional items are added to their list from the merchant's wider catalogue.

Customers can create pre-defined packs of products to simplify and speed up ordering. These could be based on any group of products with their own naming convention. For example users could create packs 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 like how much users can order. Allowances can down to a product-specific level, or be category-based e.g. 2 jackets, 2 trousers & 2 boots in X period of time, or have budget or allowance assigned based on their role.

Set individual allowances based on value, quantity or points (if customers want to hide pricing) for users/departments or company-wide with timeframes and alerts when close to limits. Also includes override function with permission from designated user.

Alerts can be set to trigger via the portal, and email, based on user action or inaction. This could include things like allowance is about to expire, replacement product is needed, warranty needs extending etc...

Ability to tailor each of your customers' portals to them. Add their company logo, colours & branding as well as email templates, welcome messages, and personalised content.

Upload and display customer-specific products based on the company or job role. For example, branded clothing with logos or name tags on, or items that may be unique to a particular job (e.g. Scrubs for hospital staff).

Customers can deliver personalised offers and content to their users based on any of their segmentation rules (like different users, groups, locations, departments, products or brands), as well as in real-time based on their actions or inactions (e.g. if they search for a specific product).

Enable your customers to create personalised products with their own designs, logos, embroidery, names, text or unique customisation on, including a preview and overview of additional charges. Can include the editing of existing custom products if required and permissions allow.

Manage assets and enable access to any downloadable content that a user may require such as PDF documents, warranty information, technical specifications, POS, Merchandising or Marketing Collateral, CAD drawings, or software updates.

tradeit allows your customers to split single orders to different delivery addresses down to a SKU level, meaning they can send any product, or group of products, to multiple addresses. Ideal for a master buyer wanting to order items to multiple locations like remote sites or offices.

A super user or manager can split single orders between users or departments at the same address by defining who they are ordering on behalf of. This creates a single order but with each group of products identified against the end user making distribution easy.

Display key details such as tracking links, expected delivery dates, and contact information for enquiries in their users' account.

Each dispatch and the products within it, can be displayed. Users can be prompted to confirm which products they have or have not received, or log a shortage.

Super Users can examine ordering history across any segment, create reports, view product status & location, and monitor overall product usage. This allows managers to search through orders per employee.

If an item is not shipped or returned, then credits can be applied against a line item in order to ensure it is also be credited back to the user's allowance.

Suite of standard reports allows users to build reports against accounts, ordered products, product usage, allowances, item allowances and user activity, then segment as required.

View overall reports, or segment by company, user, ordering list and time period.