Mapping B2B company structures in the online shop

TradelinePro helps you to efficiently map a typical company structure and the associated processes in your online shop.

In this how-to we want to show you how you can use these features for your company's online shop.

The goal is to digitally represent the complex structures of your business customers and to make online purchasing as efficient as possible for them.

Why is this important?

In the B2B sector, purchases are often more complex than in B2C. Multiple employees are involved, orders have to be approved, and budgets must be considered. With our feature, you can map these processes and offer your customers a smooth purchasing experience.

The features in detail

• Company groups:
  • Enables the mapping of corporate group structures or affiliated companies. Simply activate B2B mode in the sales channel and thereby create cross-user company accounts.
• Manage purchasing employees:
  • You and your customers can manage independently and conveniently who in the company is authorised to make purchases.
• One buyer can purchase for multiple companies:
  • Allows employees to flexibly switch between different company units.
• Different roles and permissions:
  • Define who can do what – from the simple buyer to the budget owner. You can use a role model for this.
• Order approval processes:
  • Define from which order value or for which products an approval is required.
• Budgets and quotas:
  • Control the purchasing behaviour of your customers via individual budgets and quotas.
• Assignment of contacts (field and inside sales):
  • Make sure that your customers always have the right contact person.
• Show legacy and cross-system orders:
  • Give your customers a complete overview of their orders. This is also possible for cross-system orders. Sync all relevant documents from the ERP into the documents portal in the shop.
• Individual login settings for each employee:
  • Allow your customers to adapt login to the needs of their employees.
• Passwordless login:
  • Make the sign-in process easier for returning customers.
• Customers can invite large teams via invitation link:
  • Enable easy invitation of entire employee groups.
• Registration request by email:
  • Allow new customers a hassle-free registration.
• Complex registration approval process:
  • Provides the necessary control over newly registered customers.

Your benefit

• More efficient ordering processes for your customers.
• Fewer incorrect orders.
• Better control over budgets and expenses.
• Stronger customer loyalty through personalised service.