Give trade buyers a better ordering experience
How we help
Trade customers often need account-specific prices, pack quantities, repeat orders and approval steps that a standard consumer storefront does not explain. When these rules remain in spreadsheets and messages, sales teams spend time reconstructing each order.
We map the buyer and staff roles before designing the portal. Pricing visibility, quantity rules, quotation requests and order approvals become explicit parts of the journey, with clear links to payment and fulfilment operations.
Discuss this service →The work, step by step
How the work is handled
Define the trading model
Identify customer groups, account approval requirements and the people who can order or approve purchases. Document price lists, pack sizes, minimum quantities, payment terms and which products each account should see.
Build the buyer workflow
Design and implement catalogue access, bulk product selection, repeat ordering and the agreed quotation or checkout path. Make pricing, quantities and approval status understandable at the point where buyers need to act.
Connect the operating handoffs
Map approved orders to stock allocation, invoicing and fulfilment routines. Test representative account types, quantity rules and staff actions, then provide guidance for maintaining prices, customers and catalogue permissions.
Clear handover
What you receive
- Buyer-role and account-approval specification
- Wholesale pricing and quantity-rule configuration
- Working bulk-order or quotation journey
- Order handoff tests and administration guide
Start the conversation
Prepare your brief
These details help us scope the work:
- Customer groups and trading terms
- Product catalogue, pack sizes and price lists
- Current quotation, payment and fulfilment process
Your questions, answered
Can different customers see different prices?
Yes, where supported by the selected platform and implementation. We define the account groups, price-list ownership and precedence rules so staff can maintain the setup consistently.
Can buyers request quotes instead of paying online?
Yes. The portal can be organised around quotation submission and approval, direct ordering or a combination, depending on how your sales team closes and fulfils trade orders.