
Summary feature list
Account Management for trade & retail customers
- Dashboard to view orders, invoices & balances
- Settle accounts with multiple payment options
- View statements, orders and invoices
- Apply online for trade or retail accounts
- Payment card management, including naming cards with aliases
- Mobile office for document storage
Account Management for merchants
- Integration with back-office trading systems
- View orders and returns
- Customer specific pricing for trade and retail
- Multiple account options: trade, credit, cash & retail
- Vehicle & driver management portal
- Purchase order capture option at checkout
Quote builder
- Create and email branded estimates, quotes & invoices
- Customers can work from net prices and add margins
- VAT manager can add tax to quotes & estimates
- Create a contract once homeowners accept quotes
- Builder & merchant notifications when quotes accepted
- Quotes can be added to basket to convert to orders
Product data
- Website comes with pre-populated product data
- Access to our extensive product data store
- Dedicted product information management solution
- Product data categorisation & organisation
- Import and update data from existing sources e.g. spreadsheets or ERP database
- Ability to showcase preferred or featured suppliers
- Highlight recommended products that are linked or popular
- Export data to multiple channels: online, catalogues, price lists, apps, etc.
Delivery and collection
- Delivery areas set by radius or postcode
- Delivered & collected orders scheduler
- Delivery slot availability management
- Delivery address information manager
- Postcode delivery address finder & autofill
- Multiple delivery options rule engine
- Basket substitutions to help stock profiling
Website Performance
- Multiple environments for development and published code
- Automated testing to ensure platform stability & integrity
- Cloud hosting for optimum uptime
- Automatic system back-ups
- Uptime monitoring & reporting
- Scalable architecture for speed
Communication and information
- User privacy settings
- Notification centre for promotions and price changes etc
- Contact us, feedback and help pages
- Branch opening times, delivery areas, holidays etc
- Mailchimp & Trustpilot integration
- Waze, Google & Apple maps for easy navigation to branches
- 'Add to contacts' button to store nominated staff
- Virtual tour to allow customers to walk through branches
- Web chat and support desk for merchant teams
- Auto email alerts for account applications, orders, etc.
Enhanced website features
- Best-in-class eCommerce solution
- Optimised for use on mobiles, tablet and desktop
- Related products, upsell, cross-sell & quick buy
- Stock level indicator for individual branches
- Window & door configurator
- Brick finder matching from bricks photograph
- Project materials calculators
- Project estimation service
- Multiple language & currency options
- Floating navigation bar for easy scrolling
- Intelligent elastic search with predictive search features
- Extended catalogues for products which are not stocked
- Material quote request for larger projects / materials quantities
- VAT toggle to display net or gross prices
- ‘Remember me’ to allow users to stay logged in
- Products priced in way sold i.e. units of measure by the roll, bag, box, pack, etc.
Book a free phone consultation
If, like most businesses, you want to increase your online sales and digitalisation, but are unsure of the best way to do it, then book a free phone consultation with our CEO, Andy Scothern. He chairs the BMF Digital & Technology Forum and is also the digital and product data expert for the BMBI, so you’ll be in good hands!