Automated Order Processing
- Instantly post orders to Accounting/ERP System (see Integrations)
- Post Orders Against Global Or Customer Assigned Warehouse
- Post Payment Receipt Against Orders (see Integrations)
- Pending Status For Orders Requiring Approval
- Automatic Email Notification If Orders Fail To Post
- Manage Orders through Admin Centre Search Filters
- Monitor Shopping Baskets through Admin Centre Reports
Checkout & Order Processing
- Secure 256+SSL Checkout
- Delivery Address Management on Checkout
- Optional Purchase Order No Field (B2B transactions)
- Optional Carrier Method Selection Field
- Confirm Terms and Conditions to Submit
- Send Order Confirmation Email to Customer
- Optional Drop-Shipment Delivery
- Warn or Block Checkout if Customer Account Is Out Of Terms or On Hold
- Guest Order Checkout for B2C Workflows (if required)
Checkout Order Surcharges
- Hierarchical Tree Of Rules to Calculate Surcharges During Checkout
- 4 Rule Types Supported (GROUP peer rules, IF Conditional, FOR Loop, ACTION rules)
- Set Rules Based On Order Details and Carrier Selection Options
- Integrated Freight Surcharges With Rules to Apply Additional Margin
- Set Credit Card Surcharge Rules
- Set Minimum Order Surcharge Rules
- Set Order Surcharge Freight Rules
- Set Custom SQL Rules and Value Holder Variables
- Set Rules to Switch Assigned Order Warehouse
Checkout Payments
- Set Payment Methods per Customer Account
- Credit Card Payments (see Payment Services)
- Credit Card Payments (Amex, Diners)
- Credit Card Payments (Visa Mastercard)
- Direct Deposit Payments
- Pay on Account (no payment)
- Paypal Payments
- Request Quote (no payment)
Customer / Tender Accounts
- Customer Account Contracts / Tender Pricing
- Customer Account Contract Sharing
- Customer Account Contract Export
- Manage / Inquire Customer Accounts
- Purchaser Manager Approvals
- Multiple Delivery Addresses Per User Account
- Check Customer Account Status at Checkout
Punchout / Electronic Data Interchange (EDI)
- Punchout Login / Automated OCI Response
- Cost Centre Selection For Order Allocations
- Tender Contract Ordering Based on Agreed Terms
- Punchout Express Checkout
- EDI Automated Order Processing through SQUIZZ.com
- EDI Automated ASN Processing through SQUIZZ.com
- EDI Automated Invoice Processing through SQUIZZ.com
- Doc Type Translation through Connector Software (Ie, xCBL, CSV, XML)
Order Management
- Online Order History Search and Import
- Reorder from Top 100 Products (based on order history)
- Save Reusable Shopping Lists from Shopping Basket
- Share Shopping Lists with Peer Users
- Set Details and Attach Files to Shopping Lists
Real-Time Customer Account Enquiry
Rep Space Multi-Customer Ordering
- Rep Users are Linked To Sales Rep ID in Accounting / ERP
- Manage All or their Assigned Customer Accounts
- Hot Switch Between Customer Accounts and Shopping Baskets
- Create and Manage Multiple Shopping Baskets Per Customer
- View Additional Key Product Information (multi-warehouse stock levels, discounts and pricing info)
- Set Custom Discounts when Adding Products to Basket
- Manage Customer Account through Account Enquiry Facilitites
- Make Payments for Customers
User Session & Shopping Basket Management
- Inactive User Session Lasts for 4 Hours
- Shopping Cart Lives Forever (checked and verified at each login)
- Fast Quick Add Facility (start typing, tab, set qty, press enter)
- Add To Cart Custom Question Fields
- Add To Cart in Decimal Quantities
- Set Add To Cart Qty Rules For Minimum / Bulk Pack Size Requirements
- Set Qty In-Field or use Smart + - Add Controls
- Deal/s Applied Automatically when Add To Cart Triggers Deal Condition
Store Administration and Reports
- User Shopping Baskets Reports
- Users Login History Reports
- Online Sales Reports
- Sales by Account / User Type
- Sales by Product / Product Type
- Sales by Product Category
- Product Keyword Search / Browsing Reports
- CMS Website Traffic Reports
- Online Payments Search / Filtering
- Post Manual Electronic Payments
User / Customer Administration
- Multiple Users per Customer Account
- Fast User/Account Search / Filtering
- Create / Manage User Logins
- Shadow User Logins
- Case Sensitive User Logins
- Customer Accounts File Attachments
- Batch User Password Reset
- Unlimited Customer/Account Users
- Related Users
- User Type Reports
- User Data Export
- Customer Accounts Data Export