Account/User Management

Unlimited users with unlimited features – create, edit and manage your accounts all in once place. 

B2X Account Management Framework

Sell to any person, in any location. Set up intricate B2B business accounts with ease, featuring order approval hierarchies, product limitations, or permissions. Your clients can comfortably establish their own accounts or make orders.

Unlimited User Capacity

There are no boundaries to the number of customers you can accommodate. Each customer maintains a unique account with a distinct username.

Sub-users and Purchasing Policies Structure

Develop Managers and Purchasers within hierarchies, assigning permissions to each user level. Limit browsing to designated product lists. Set budget and purchasing thresholds. For further granularity, implement Cost Centers.

User Groups and Permission Allocation

Effortlessly hide or exhibit content relevant to a user group. Enable or conceal specific shipping or payment methods. Establish partial admin access or generate new admin users with our user control panel.

Customer-Specific Pricing

Our Price Rules Engine empowers you to offer customers unique pricing effortlessly. Set prices for a particular set of SKUs or apply special pricing for an entire category or manufacturer. Apply changes at the user level or site-wide. Combined with our Competitive Pricing Engine, the possibilities are endless.

Shopping Lists and Favorite Items

Customers can revisit any item without difficulty. Automatically added to their Favorites list are items they order. Enable your customers to create and share shopping lists—or make them on your customers’ behalf!

Customer Feedback

Enable customers to review products or integrate third-party reviews on your site. Effortlessly show “customers who bought this also bought” through related products.

Bespoke Customer Experience

Personalize available products, content, shipping, or payment methods for your diverse customer types. Restrict catalog browsing by utilizing customer groups.

Address Book Management

Customers can effortlessly manage multiple billing or shipping addresses without restrictions. Making an order with an alternative address is just a click away. Exporting address books is straightforward.

Order Approval Process

The order approval system enables specific customers to require one or more managers’ approval before the order is authorized for processing. Establish multiple approvers and set purchasing and budget limits.

User Data Exports

Easily convert all your customer data into a neatly organized spreadsheet, labeled with column headers and comprehensive information. Use this process to edit your users in bulk and re-import.

Integrated Tax Solutions

Handle your customers’ taxes effortlessly on your own, or connect with an integrated third party. Designate your customers as non-taxable by simply clicking a checkbox.