Personal prices
The price type and discounts are pulled from the accounting system under the contract with each specific client.
The key difference from a shop is that everything is calculated from the counterparty: the price, the available range, the payment terms.
The price type and discounts are pulled from the accounting system under the contract with each specific client.
Different clients see different products. A distributor and a retail outlet do not buy the same things.
Control over receivables: when the limit is exceeded the order goes for approval.
Upload from a spreadsheet, repeat of the previous order, purchase templates. A wholesaler does not browse the catalogue.
A buyer creates the order, a manager approves it. Internal approval inside the interface.
Invoices, specifications, reconciliation statements, settlement history.
From ten weeks. Most of that time goes on agreeing the price and terms logic with the commercial department.
How prices are formed, which client categories exist, where the discount limits sit.
Roles, permissions, ordering and approval scenarios, the exchange scheme.
The platform, integration with accounting, accounts and documents.
We connect clients gradually, starting with loyal ones, and collect feedback.
The main mistake is building a beautiful catalogue for a wholesaler. They do not browse the storefront, they repeat a purchase. Uploading an order from a spreadsheet and a repeat last order button do more than any filters or recommendations.
It will not replace them but it will free them up. Routine repeat orders move to self service, and the managers work on new clients and complex deals. A platform usually pays for itself precisely through that redistribution.
Keep the familiar channel and move them gently: show that the account displays their outstanding balance and their documents, and offer a small advantage in price or timescales. Forcing the switch usually ends in losing clients.
More complex than in retail, because it carries not only products and stock but contracts, price types, settlements and limits. The state of the accounting system is critical here: if contracts are kept carelessly, the platform will expose it.
Tell us about your commercial policy and the number of clients. We will work out what can be moved to self service.
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