Buyer accounts and roles
Each person at a customer has their own login, with limits on who can order, see prices or approve.
Trade customers want to repeat last week's order, see their own price and know when it will arrive. SalesLife Commerce gives wholesalers and distributors an ordering channel that respects credit limits and posts cleanly to the ERP.
Each person at a customer has their own login, with limits on who can order, see prices or approve.
Customer-specific price lists, tier breaks and promotions, from the same price book as your sales team.
Reorder from history, by product code or by uploading a spreadsheet, with pack sizes and minimum quantities enforced.
Quotes that carry an expiry date and convert to a sales order in one step.
Credit limit and overdue balance are checked at order time, with statements and ageing available to the customer.
Stock by warehouse, with delivery windows and cut-off times that match your routes.
| Channel | Role |
|---|---|
| B2B portal | Self-service ordering, statements and reordering. |
| Sales reps | Relationships, negotiation, new accounts and upsell. |
| Van sales | Delivery and on-the-spot orders on a mobile device, offline. |
| Quick orders, order updates and payment reminders. | |
| Contact centre | Telephone orders, changes and exceptions. |
Yes. Customer price lists, tiers and promotions are shown to each buyer.
The customer's limit and overdue balance are checked when they order, and orders can be held for approval when the limit is reached.
Yes. Sales reps, van-sales drivers and the portal create the same kind of order, against the same stock and prices.
Through SalesLife Central, to Dynamics 365 Business Central or SAP Business One.
Book a live demo with a SalesLife retail specialist, or email hello@saleslife.com.