commercebuild Sales Portal for Sage X3 and Sage 300

In this video, you will learn the powerful capabilities of the commercebuild Sales Portal, specifically designed for Sage X3 and Sage 300 users! This video highlights the sales portal’s seamless integration and efficiency in handling B2B orders, enhancing the order entry process for sales reps, customer service agents, and anyone looking to place orders quickly and effortlessly through a commercebuild store.

Efficient Order Entry for Sales and Customer Service Reps
The demonstration shows how a user, logged in as a customer representative for Funtime Stores, can switch between multiple customer accounts—a feature particularly beneficial for sales reps managing various clients. With the ability to rapidly search for products using item codes or descriptions, users can add items to their cart with ease. The intuitive quick order screen displays essential details such as quantity on hand and pricing, allowing users to modify quantities on the go and streamline their purchasing experience.

Streamlined Checkout Process
One key highlight is the ability to proceed to checkout without visiting the cart, a time-saving feature that ensures a smooth transition from order creation to finalizing the purchase. The checkout process is optimized for B2B users, with billing addresses and shipping options pre-synchronized from the ERP system. This allows users to select from existing shipping addresses or create new ones as needed.

• Integrated shipping rates from major carriers like FedEx, UPS, and USPS are displayed, alongside any applicable shipping rules, providing a transparent and efficient checkout process.

Flexible Payment Options
Payment options are dynamically determined by the customer’s ERP payment terms, giving flexibility to pay via credit card or on account for those with net 30 terms.

• The portal integrates with Forus Credit Card Gateway for secure and convenient payment processing, offering both manual card entry and retrieval of stored payment information.

Real-Time Order Processing and Confirmation
Once the order is placed, users receive an immediate order confirmation, and the order is seamlessly posted to Sage X3 for further processing. This integration ensures that the sales portal not only simplifies the order entry process but also keeps your ERP system up-to-date in real-time.

Transform Your B2B Ordering Experience
Whether you are a sales representative, a customer service agent, or a business owner looking to improve your B2B ordering experience, the commercebuild Sales Portal for Sage X3 and Sage 300 is the ultimate tool for efficient, accurate, and fast order management. Watch the video to see how this powerful solution can transform the way you handle sales and customer interactions, enhancing productivity and customer satisfaction.