Get to know a new generation system for business - run both traditional and online sales in one B2B solution

Now, using just one software you can service clients in every sales channel: online, by an online store, and offline, by mobile and brick and mortar traders. 

One Platform is a ready to use business solution dedicated to companies which operate in B2B sales model. The system allows for automatic management of the whole sales process both online and offline, using a ready-to-use modules. Each module is tailored to the specific needs of B2B trade.     

Product
Product

One – for online sales

E-commerce solution
designed for B2B clients 

A modern trade platform dedicated to self-service B2B Clients. Present the clients a full portfolio of products along with their individual terms of trade and let them shop conveniently, online, 24/7. 

Our ready-to-use online shop has multiple functionalities dedicated to B2B. Run your online sales right after integrating them with your ERP (or other) system in your company. Built-in CMS system allows for managing the content, configuring homepage using ready-to-use components (drag and drop) and managing HTML code.   

We have included all details that matter in servicing business clients

  • Quick and convenient 24/7 orders compliant with the newest standards
  • Full information about your product offer and promotions
  • Access to transaction record, order status with the package tracking option, complaint status, invoices and balances, terms of trade ie: price lists, promotion policies, due dates, delivery terms, trade limits and many other functionalities.

One – for offline sales

Trader panel, e-kiosk and several back office modules, ready for integration with your ERP or other system

One platform is more than e-commerce, it is also a B2B sales system, which lets you service offline clients traditionally – by both mobile sales rep, call center workers or sales in brick and mortar stores. What is more, with this platform you can also place an order in a store using a dedicated POS system and e-kiosk touch screen.

Product

Your employees will appreciate the comfort of working within one system and quick access to information about all clients and their orders

  • Modern and intuitive interface
  • Comfort of working within one system only
  • Access to full and up-to-date client information, transaction record, products, terms of trade, ect.
  • Quick and efficient information flow
  • Quicker order processing
  • Fewer mistakes when serving clients

Functionalities

Shopping module

Shopping module

Client account

Client account

Sales

Sales

Shopping module

  • Placing orders 24/7
  • Multi-carts: creating multiple carts on one user account, with a current investment naming option
  • Shared cart: configuring the algorithm of a shared cart into deliveries, including goods’ availability, delivery chain between the warehouses and products needing special transport
  • QuickBuy (product export and import from a file to the cart)
  • Request for Proposal – allows for quick price negotiations, by sending a cart as a request for proposal, on exceeding the cart value
  • Authorizing carts: sharing carts for manager’s approval or exchanging the carts between the users/company employees in order to optimize purchase
  • Purchase order number
  • Advanced payment methods, trade limits and receivables blocks
  • Date and delivery options – currier 24h/48h, click and collect, cross – docking
  • Free delivery – free delivery configuration, including the volume of products placed in carts     
  • Scheduling a precise delivery date, a month in advance
  • Delivery addresses – address book and one-time delivery address option
  • Package pick-up authorization by pointing an authorized person from the list

Client account

  • Access to transaction record, including online and offline orders
  • Order status
  • Access to the placed request for proposal record
  • Creating multiple shipping lists, and most frequently bought product collections
  • Invoice and receivables preview
  • Access, roles and permissions management
  • Company address book management
  • Marketing consents management
  • Other

Sales

  • Sales
  • Cart sales: volume, sets, with an extra product, discount codes
  • Other

Complaints and refunds

Complaints and refunds

Warehouses documents

Warehouses documents

Messages

Messages

Complaints and refunds

  • Filing a complaint or refund to a purchase or warehouse document is quick thanks to RMA
  • Complaint status preview
  • Other

Warehouses documents

  • Warehouses documents list (WZ, PZ)
  • Other

Messages

  • Email notifications regarding placed orders, order status, creating a new account, password change
  • Other

B2C E-Commerce

B2C E-Commerce

Products catalogue

Products catalogue

Managing the price

Managing the price

B2C E-Commerce

  • Open platform with an option of buying products by a retail client.
  • Retail gross prices
  • Consumer sales
  • Registering on a shopping path
  • Other

Products catalogue

  • Full product information (including photos, descriptions, attributes, technical documentation, certificats, catalogue cards ect.)
  • Complementary products base
  • Product variations (color, size)
  • Product logistic data: weighs, units, minimal purchase, order intervals ect.

Managing the price

  • Price management
  • Sales system management
  • Price list for clients segments,
  • Individual price lists
  • Setting priority price lists option
  • Best price for a client option

Invoices

Invoices

Warehouse

Warehouse

Analytics UPSAILY

Analytics UPSAILY

Invoices

  • Invoice preview 
  • Settlements, receivables, overdue invoices

Warehouse

  • Managing many warehouses
  • Availability of products in the real time
  • Inventory
  • Expected deadlines
  • Creating connections between warehouses in supply chains

Analytics UPSAILY

  • Advanced analysis of sales data, updated and available all the time
  • Ready to use recommendations of effective sales and marketing activities for traders and marketing department

Use UPSAILY – Customer Intelligence and analyse complex transactional data. Thanks to analytics module you’ll get full information regarding the buying behavior of your Clients. You will also get a ready to use recommendations of effective sales and marketing activities.

Shopping module

Shopping module
  • Placing orders 24/7
  • Multi-carts: creating multiple carts on one user account, with a current investment naming option
  • Shared cart: configuring the algorithm of a shared cart into deliveries, including goods’ availability, delivery chain between the warehouses and products needing special transport
  • QuickBuy (product export and import from a file to the cart)
  • Request for Proposal – allows for quick price negotiations, by sending a cart as a request for proposal, on exceeding the cart value
  • Authorizing carts: sharing carts for manager’s approval or exchanging the carts between the users/company employees in order to optimize purchase
  • Purchase order number
  • Advanced payment methods, trade limits and receivables blocks
  • Date and delivery options – currier 24h/48h, click and collect, cross – docking
  • Free delivery – free delivery configuration, including the volume of products placed in carts     
  • Scheduling a precise delivery date, a month in advance
  • Delivery addresses – address book and one-time delivery address option
  • Package pick-up authorization by pointing an authorized person from the list

Client account

Client account
  • Access to transaction record, including online and offline orders
  • Order status
  • Access to the placed request for proposal record
  • Creating multiple shipping lists, and most frequently bought product collections
  • Invoice and receivables preview
  • Access, roles and permissions management
  • Company address book management
  • Marketing consents management
  • Other

Sales

Sales
  • Sales
  • Cart sales: volume, sets, with an extra product, discount codes
  • Other

Complaints and refunds

Complaints and refunds
  • Filing a complaint or refund to a purchase or warehouse document is quick thanks to RMA
  • Complaint status preview
  • Other

Warehouses documents

Warehouses documents
  • Warehouses documents list (WZ, PZ)
  • Other

Messages

Messages
  • Email notifications regarding placed orders, order status, creating a new account, password change
  • Other

B2C E-Commerce

B2C E-Commerce
  • Open platform with an option of buying products by a retail client.
  • Retail gross prices
  • Consumer sales
  • Registering on a shopping path
  • Other

Products catalogue

Products catalogue
  • Full product information (including photos, descriptions, attributes, technical documentation, certificats, catalogue cards ect.)
  • Complementary products base
  • Product variations (color, size)
  • Product logistic data: weighs, units, minimal purchase, order intervals ect.

Managing the price

Managing the price
  • Price management
  • Sales system management
  • Price list for clients segments,
  • Individual price lists
  • Setting priority price lists option
  • Best price for a client option

Invoices

Invoices
  • Invoice preview 
  • Settlements, receivables, overdue invoices

Warehouse

Warehouse
  • Managing many warehouses
  • Availability of products in the real time
  • Inventory
  • Expected deadlines
  • Creating connections between warehouses in supply chains

Analytics UPSAILY

Analytics UPSAILY
  • Advanced analysis of sales data, updated and available all the time
  • Ready to use recommendations of effective sales and marketing activities for traders and marketing department

Use UPSAILY – Customer Intelligence and analyse complex transactional data. Thanks to analytics module you’ll get full information regarding the buying behavior of your Clients. You will also get a ready to use recommendations of effective sales and marketing activities.

Let’s talk. We will be more than happy to answer your questions.

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