Omni Accounts + B2B Trade Store

Omni Accounts Logo B2B Trade Store logo

Omni Accounts contains vital product data such as pricing and stock levels, as well as customer data such as payment terms and credit limit. Present this information to your wholesale customers with our B2B Trade Store, enabling them to browse your products and place orders directly into their account with just a few clicks. Here’s how we can help you streamline your workflow.

Sync product and inventory data

Sync product and inventory data from Omni Accounts to the B2B Trade Store.

Near real time syncing

Our software continually monitors your Omni Accounts database for changes in product information and sends these updates to the B2B Trade Store. So if your pricing or stock levels are adjusted on Omni Accounts, it won’t be long before these changes reflect on your store.

Choose the data to sync

You get to decide which data fields are synced from your Omni Accounts database. You can also choose whether a particular field is managed by Omni Accounts or Stock2Shop.

Product information management (PIM)

Use Stock2Shop as a PIM to enrich product data not found in Omni Accounts. You are able to make your products more presentable for online selling by adding images, long descriptions and other marketing material. This is particularly useful should you decide to send product feeds to additional retail websites because you can manage your product enrichment in one place.

Run multiple online stores from one Omni Accounts database

Once your product data has synced onto Stock2Shop and you have added product enrichment such as images and descriptions, opening data feeds to additional ecommerce websites is easy.

Accommodate customer price tiers

Assign your customers to a price tier that is linked to the relevant Omni Accounts price list, ensuring that when they log into the B2B Trade Store, they see the right prices.

Assign customers to a specific warehouse

You are able to allocate each customer to a Omni Accounts warehouse so that they only see stock availability in a particular location.

Segment products by customer

Choose which products each customer is able to view when logging into the B2B Trade Store.

Error management

If an update fails to process to the B2B Trade Store, an error will appear in your Stock2Shop console and you will be sent an email notification. The error will give an indication of what caused the update failure, and once you’ve rectified the issue, you can reset the update to try again.

Click here to view our Omni Accounts feature set.

Sync product and inventory data
Upload customer and account information

Upload customer and account information

Upload your list of Omni Accounts wholesale customers to the B2B Trade Store.

Onboard customers

Add wholesale customers onto your Stock2Shop console, including Omni Accounts customer account codes, store allocation and sales reps. When a customer logs in to the B2B Trade Store, they will see relevant pricing and stock availability.

Segment customers by console user (e.g. sales rep)

You are able to limit which customers a particular console user is able to view when they log in. This means your sales reps will not have access to each other’s customers.

Click here to view our Omni Accounts feature set.

Automate raising orders

Orders placed on the B2B Trade Store can be automatically created in Omni Accounts.

Select your document type

You can choose whether the order document created in Omni Accounts will be a quote, sales order or invoice.

Custom notifications

Assign administrators in your business to receive notifications at various stages of the syncing process. You can also alert specific administrators of certain sync activity, eg the sales manager can receive notifications of successful orders and the IT manager can be notified of failed orders.

Raise orders into each customer’s debtors account

When onboarding a new wholesale customer, simply add them first to Omni Accounts and then to the Stock2Shop console, ensuring the account codes correlate. This will enable them to start placing orders directly into their dedicated Omni Accounts debtors account.

Ordering tool for sales reps

Your reps can log into their customers’ accounts and place orders on their behalf. Stock2Shop is mobile friendly, making it a useful tool for capturing orders while on the road.

Allow back orders

Enable back orders, allowing customers to continue buying products that are out of stock.

Offer payment by credit card

You can offer customers the ability to pay upfront by credit card, using one of our accepted payment gateways.

Customise order fields

You are able to map the data received on the order to the relevant fields on the Omni Accounts sales document. Provided the data can be captured in your standard order screen on Omni Accounts, it can be added automatically by Stock2Shop.

Error management

If an order fails to process to Omni Accounts, an error will appear in your Stock2Shop console and you will be sent an email notification. The error will give an indication of what caused the failure, and once you’ve rectified the issue, you can reset the order to try again.

Click here to view our Omni Accounts feature set.

Automate raising orders
Raise fulfillments

Raise fulfillments

Fulfill your orders with one of our logistics partners or directly in your WMS (warehouse management system).

Automate fulfillments

Have a totally automated solution, from placing an online order to dispatching for delivery. Once an order has successfully been raised into Omni Accounts, Stock2Shop can send an automatic outbound notification to your third party logistics (3PL) partner so they can pick, pack and deliver.

Sync stock levels

If your WMS or fulfillment partner supports stock feeds, Stock2Shop can automate the updating of stock levels directly on the B2B Trade Store.

Click here to view our Omni Accounts feature set.

See supporting information

Features

Stock2Shop is an efficient way to integrate your ERP or accounting system with your B2B and B2C sales channels. Take a look at all the features that our integrations can provide.

View Features

Technical Documentation

Find all the concepts and technical information you need to start integrating the Stock2Shop system. Our highly skilled team is available for email support, and we’ll happily answer any questions you may have.

View Technical Docs

Schedule a Demo

We would love to take you through a no-obligation demonstration of how Stock2Shop passes data between systems. Fill out the form below, and a salesperson will be in touch to arrange a conference call.