Sync Customer and Account Information

Sync customer information

Sync wholesale customers onto your Stock2Shop console, including Sage 300cloud customer account codes, warehouse allocation and pricing contracts. When a customer logs in to the B2B Trade Store, they will see relevant pricing and stock availability.

Display account information to customers

Give customers the ability to view important information pertaining to their Sage 300cloud account, including:

  • Credit Limit
  • Current Balance
  • Name of their sales rep
  • Last 5 orders

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 Sage 300cloud feature set.

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