Some advanced capabilities may require a bit of custom development or integration work depending on your exact business needs.
Account Management
- Register through a configurable signup form with business-specific fields
- Access personalized dashboards with order history, invoices, and account status
- Manage team members and roles within an organization (if applicable)
Shopping & Ordering
- View personalized product lists, pricing and availability
- Use quick order tools like CSV upload, favorites, or reorder from history
- Place orders with multiple line items and high quantities or configure recurring orders efficiently
Checkout & Payment
- Choose from business-relevant payment methods (e.g., invoice, ACH, credit card)
- Apply tax exemptions automatically at checkout
- Save and select shipping addresses or PO numbers for faster repeat purchases
Communication & Support
- Receive personalized notifications for approvals, shipment tracking, and invoices
- Contact account managers or support directly through the dashboard
- Review order and payment history, purchase terms, policies, and company documents