Maximising B2B Flexibility with Apex’s ‘Pricebooks’ Feature
In B2B eCommerce, pricing flexibility is essential. Companies often have unique pricing agreements for different customers—whether based on volume, loyalty, or special deals.
Apex’s “Pricebooks” feature offers a solution designed to empower businesses with the flexibility to customise pricing for each client, creating a seamless experience that respects individual agreements without the need for manual adjustments.
The Challenge: Custom Pricing for Diverse Clients
Unlike B2C eCommerce, where a standardised price typically applies to all customers, B2B pricing often varies to meet complex contractual agreements. A food distributor, for example, might offer a bulk discount for large buyers, while offering standard prices to smaller clients.
However, managing these variations manually can be cumbersome and error-prone, particularly as the business scales and customer-specific agreements expand.
Enter Apex’s "Company Roles" Feature: Tailoring Access for Efficiency
Recognising this challenge, Apex’s “Company Roles” feature offers a solution tailored to meet the demands of B2B operations. With this feature, companies can set specific permissions for each role, ensuring that every user of the system has precisely the level of access they need:
- Customisable Role Permissions: Apex allows businesses to assign permissions to each user role, from adding items to the cart to placing orders or managing other company users. Most importantly,all roles are defined at business level in the Admin Panel ensuring consistency for all customer users on the eCommerce site.
- Personalised Views: Each user’s interface is customised according to their role, allowing them to focus on relevant tasks. For example, an area manager will have broader visibility and control compared to a single restaurant manager who primarily needs stock-reordering functionality.
- Enhanced Security and Control: By setting permissions, companies can safeguard sensitive data and maintain operational control, preventing unauthorised access to financial or strategic information.
- Streamlined Workflow: The feature minimises bottlenecks by empowering managers at various levels to make real-time decisions without needing central approval, enhancing efficiency across the organisation.
Enter Apex’s Pricebooks Feature
Apex’s “Pricebooks” feature is designed to handle this complexity with ease. By allowing B2B companies to set customised prices for individual customers, Pricebooks ensures that every client sees the pricing intended for them, no matter the agreement in place.
Here’s how it works:
- Default Pricebook Code: This serves as the baseline pricebook visible to logged-out users, showing products without pricing if left empty. This code ensures that all products remain accessible to potential customers without revealing specific pricing.
- Tiered Pricing: Apex’s Pricebooks let businesses set volume-based discounts, defining pricing levels based on order quantities. These tiers apply automatically during checkout based on quantity, encouraging larger orders while reducing manual adjustments.
- Pricebook Code Entity: To tailor pricing further, companies can link the pricebook code to either a company or individual company member’s external ID, giving flexibility in pricing at both organisational and user-specific levels.
- Hide Products Without Price: This option enhances control over visibility, hiding products that lack a designated price book price for a given customer. This ensures clients only see the products relevant to them, creating a seamless, distraction-free experience.
Real-World Benefits of Apex’s Pricebooks
The Pricebooks feature is especially valuable for B2B companies managing multiple pricing structures and client types. By allowing custom pricing displays, Apex enables businesses to honour existing agreements and support client-specific needs.
This feature has already proven essential for our larger clients, such as CMS Distribution and Topline Group, who rely on tailored pricing for customer loyalty and operational efficiency.
Key Benefits of Pricebooks in Apex:
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- Performance Boost: Pricebooks win out over other solutions when it comes to speed for clients with large product catalogs.
- Time Savings: Automatic custom pricing eliminates the need for manual adjustments, freeing up valuable time.
- Enhanced Customer Experience: Each customer sees pricing aligned with their agreements, strengthening trust and satisfaction.
- Greater Control and Flexibility: From company-wide pricebooks to individualised rates, the feature adapts to varying business needs.
- Simple ERP Integration: Minimising complex integrations is a huge time and cost saving benefit.
Conclusion
Apex’s Pricebooks feature enables B2B companies to manage pricing at scale, creating a seamless, tailored experience that respects each client’s unique terms.
Ready to see how Apex can simplify your pricing management? Book a free eCommerce Readiness Assessment today, with no commitments, and discover how Apex could support your digital transformation.
