Customer Management & Experience

Customer Groups, Customer Lot Visibility, Customer Group Discounts, User Lot Selection, Bonus Points Loyalty System

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Create and manage groups of customers based on shared traits or buying behaviors.

Easily segment your audience for pricing, promotions, and communications.

Customer Groups

Create and manage groups of customers based on shared traits or buying behaviors. Easily segment your audience for pricing, promotions, and communications.

Benefits: Enables targeted offers, personalized experiences, and more efficient relationship management.

Customer Lot Visibility

Give your customers the ability to view which lots their orders will be fulfilled from — ensuring transparency and compliance for regulated product categories.

Benefits: Builds trust, reduces inquiries, and supports compliant sales operations.

Customer Group Discounts

Apply unique pricing and discount structures for specific customer groups. Automatically reward loyalty, wholesale relationships, or high-volume buyers.

Benefits: Simplifies price management, automates tiered pricing, and enhances customer retention.

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User Lot Selection

Allow customers or sales teams to manually select which product lot is selected for a given order — overriding automated FIFO/FEFO rules when needed.

Benefits: Gives operators more control, supports exception handling, and meets customer-specific purchasing preferences.

Business-Specific Pricing

Enable customized pricing per business account — supporting negotiated rates, or contract pricing directly within your storefront or ERP (depending on configuration).

Benefits: Strengthens B2B relationships, automates complex pricing structures, and helps maintain profitability across customer segments.

Business-Specific Shipping

Configure and apply custom shipping pricing rates per business account. Tailor fulfillment workflows for each partner’s operational requirements or negotiated terms.

Benefits: Delivers flexible B2B fulfillment, reduces manual rate management, and supports enterprise-level logistics relationships.