B2B eCommerce. Made Simple.
Product Features Guide | July 2022
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We'll guide you to the most relevant content in this document.
Executive • Catalog Management & Pricing · Catalog Browsing · Product Browsing · Order & Quote Management · Checkout, Payment, & Shipping · Customer Accounts · User Experience & Site Management
Marketing
IT & Software
· Marketing & Merchandising Tools · Search Engine Optimization · Analytics & Reporting · Mobile-First Platform · User Experience & Site Management · Distributor Customer Service
· Platform Features & Security · Checkout, Payment, & Shipping · User Experience & Site Management · Menus · Themes
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
2
Features
Executives Love
Catalog Management & Pricing Product Data Import
Parent & Child Product
Supplier Inventory Feeds
Import rich product data from
Manage child products from parent
Apply live stock feeds for managed
multiple sources
products
content suppliers
Contract Pricing
Product & Brand Restrictions
Multi-Tiered Pricing
Set up special contract pricing for
Restrict individual users and/or
Support for multi-tiered pricing
account customers of your choosing
accounts to certain products and/or brands
MAP Pricing
Catalog Containers
Priced Items Only
Support for MAP (minimum
Create and assign a unique product
Restrict a user’s product mix to
advertised price)
catalog mix per customer and/or
priced items only
account
Pricing Calls Use real-time pricing calls to your ERP or use EvolutionX advanced pricing rules (support for special prices, customer group prices, account pricing, tiered pricing, user pricing, and more)
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
3
Features
Executives Love
Catalog Browsing Categories
Product Comparisons
No Search Results
Filter products into categories and
Compare up to 4 products on
Custom layouts for searches that
search results by manufacturer,
desktop and up to 2 products on
yield no viable results – help users
brands, and other attributes
mobile while shopping on the
find what they’re looking for or
storefront
redirect them
Faceted Navigation
Recently Viewed Products
Filter In-Stock Products
Found on category, search, quicklist,
Dynamically show products
Allow users to filter by in-stock
and contract item results to provide
shoppers have been viewing to help
products only on search and
shoppers with a more streamlined
users easily navigate back to them
category results
Filter On-Contract Items
Brand Prioritization
Redirect Keyword Searches
Allow users to filter by on-contract
Prioritize specific brands to appear
Store keywords against specified
items only on search and category
first within search results
products to divert customers
user experience
results
keyword searches to product results pages, category pages, or even content page
Search Assist Target synonyms and misspellings to improve customer searches
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
4
Features
Executives Love
Product Browsing Rich Product Content
Recommended Products
Inventory Availability
View Multiple images, videos, data
Set related products, up-sells, and
Display inventory availability to
sheets, documents, and attributes
cross-sells to encourage shoppers to
users by location including
per product
buy more
customizable messaging per customer
Quicklists
Integrated Configurators
Grouped Products
Add a product to a Quicklist for easy
Optional integrated Rockwell,
Grouped products capability with
and fast reordering
Schneider, Mimeeq, and Trodat
multiple layouts available
Configurators
Product Minimums & Maximums
Product Images
Product Attachments
Multiple product image display
Upload product attachments like
Display product minimums and
settings including lightbox, zoom,
PDF artwork
maximums, including multiples of
default upload sizes, and slider for Quickview
Trustpilot Integration
Product Overlay
Custom Media Titles
Trustpilot integration for social proof
Overlay your own content including
Add custom titles to your
product name, images, description,
documents, videos, and alternative
and more onto managed records or
images
your own product records
Custom Product Codes Add custom product codes specific to your customer
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
5
Features
Executives Love
Order & Quote Management Orders & Quotes View, edit, and create orders/quotes from the admin panel or request a
Orders & Quotes Management
List Sharing
Manage closed-loop customer
quick order lists with others
Share or email project SKU lists and
quote from the storefront
orders/quotes entirely through the
Non-Stock SKU Request
Online Quoting Process
Order History
Workflow capability to request a
Rich online quoting process
View order history and easily
quote for a non-stock SKU
including support for project bids
generate repeat orders
Punchout
Cart Creation
Punchout integrations with our
Build cart by uploading a CSV file
Automatically Add Products to Cart
website
Premier Partner, Greenwing
Auto add products to the cart by
Technology, using our proprietary
providing a link to your customer
punchout connector tool
which redirects them to the cart with the item already inside of it
One Click Reorder
Offline Orders
Multi-Tier Approval
Allow customers to reorder past
Push online orders from your POS or
Full support for multi-tier approval
purchases with a single click
ERP system into your admin via API
workflows and budgeting at both user and cost center level
Enforcement of PO Number Structure
Multiple PO Numbers
Global, customer and user specific
per order
Support for multiple PO numbers
enforcement of PO number
Order & Quote Management Continued
structure
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
6
Features
Executives Love
Order & Quote Management Continued Call-Offs
Budgets
Support for customer own inventory
Maximum order value for budgets
(Call-Offs)
Features
Executives Love
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
7
Features
Executives Love
Checkout, Payment, & Shipping Checkout Types
Saved Shopping Carts
Cost Centers & References
Use guest and registered user
Create shopping carts and save
Apply cost centers and references at
checkout
them for checkout later
the line level along with customer defined structured purchase order numbers
Tax & Shipping Estimates
Saved Payment Methods
Apply Pay
Show tax and shipping estimates in
Save preferred payment methods
Fully integrated with Apple Pay
the shopping cart
(account, ACH, credit card, etc.)
Payment Gateways
Supplier-Based Shipping Methods
Will-Call & Pick-Up
Authorize.Net, Braintree, eci NET1,
Multiple supplier-based shipping
branch with appropriate workflow
Opayo, PayPal, PayTrace, Paya
methods within a single order
and messaging
Payment Processing
PCI Compliant
SCA Compliant
Level III payment processing
Certified PCI Level 1 Service provider:
Strong Customer Authentication
Audits by BSI Cybersecurity
(SCA) compliance to meet European
Fully integrated with Adflex,
Orders for will-call and pick-up in
Connect, Stripe, and more
Revised Directive of Payment Services (PSD2)
Data Privacy Global Data Protection Regulation (GDPR) compliant
Restrict Shipping & Payment Options Restrict shipping and payment options by customer label
Checkout, Payment, & Shipping Continued
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
8
Features
Executives Love
Checkout, Payment, & Shipping Continued Shipping Integrations
Checkout Experience
ReCAPTCHA
Realtime shipping integrations with
Single page checkout experience for
ReCAPTCHA available for guest
UPS and Fedex
fast and easy order placement
checkout to prevent bot checkouts
Proprietary Security Models Proprietary security models around payment attempts and session monitoring
B2B eCommerce. Made Simple.
Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
9
Features
Executives Love
Customer Accounts Account Request Form
User Roles
Quote Access
Set up a form for customers to
Restrict users to different features
Access quotes with convert-to-order
request an account
by assigning a default or custom
functionality
user role
Addresses
Order Status and History
Unlimited address book entries,
Customers can view their order
default billing and shipping address
status and order history using My
Set up end-customers and cost
options, and restrict users to a
Account features
center budgets with rich multi-tier
Multi-Tier Workflows & Order Approvals
workflow and order approvals
subset of master address and cost center lists
One Click Order Approvals
Parent & Child Accounts
Order Authorization
Approve orders with a single click
Support for parent and child
Ability to execute cross-account
via an order approval email
accounts
order authorization
PO Enforcement
Quicklists
Restrict View
Always enforce PO number flag
Add a product to a Quicklist for easy
Restrict view to quicklist or contract
and fast reordering – create multiple
items only
quicklists and share with others
Customizable Customer Dashboards
Storefront Customer Reports
Apps
Customizable customer dashboards
Storefront customer reports
Multiple social media, marketing,
with the ability to add widgets such
available to help create visibility and
shipping, and payment applications
as order history, saved carts,
transparency on spend
available with seamless integrations
company logos, and more
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
10
Features
Executives Love
User Experience & Site Management Control of Site Appearance
Documented APIs
Batch Imports & Exports
Rich control of site look and feel
Rich integration to ERP systems and
Batch import and export
across all webpages using a
other applications through our APIs,
capabilities available for customers,
widget-based theming system with
all documented at
products, categories, attributes,
no IT skills required to make
http://docs.evoapi.io/
keywords, cost centers, and pricing
Saved Shopping Carts
Quicklists
Create shopping carts and save
Easily create, share and download
them for checkout later
customer quicklists specific to
meaningful changes
Website Roles & Permissions User-friendly management of website roles and permissions
accounts and users
Social Media Integrations
Inventory Feeds
Email Notifications
Integrated sign in with Facebook,
Integrated inventory feeds, usually
Integrated customer email
LinkedIn, and Twitter
real-time, for your ERP
notifications for key activities
Customizable Email Templates
Unlimited Landing & Content Pages
Customizable Customer Dashboards
Fully customizable email templates
Easily create unlimited landing and
Customizable customer dashboards
for new order, invoice payment,
content pages with an available
with the ability to add widgets such
order tracking, quote received,
WYSIWYG editor
as order history, saved carts,
credit account request and many
company logos, and more
more
Theme Options
Custom CSS
Custom Variables
Customize your site by selecting
Access to custom CSS for advanced
Create your own custom variables
theme options that include main
users via our theme options
for HTML widgets
color, font type, size, and color, button styling, and more
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
11
Features
Marketers Love
Marketing & Merchandising Tools Spinstak Agency Services
Banners
Rewards & Loyalty Programs
Marketing guidance from our
Create marketing and
Automatically award points to
in-house digital marketing
merchandising banners and add
customers when they make a
managers with years of experience
them to webpages, category pages,
purchase on your site or manually
in B2B eCommerce and HubSpot’s
product pages, account dashboards,
award points for actions of your
CRM platform
and more
choosing
Product Badges
Blog
Abandoned Carts
Create colorful badges with
Create a full blog with custom blog
Create different abandoned cart
customized verbiage to highlight
post layouts, categories, sticky posts,
rules for various customer types, fire
promotions, green products, new
featured images, and custom blog
automated events, and view
items, popular items, and more
no search results found layouts
abandoned cart reports
Newsletters
Catalog Containers
Google Shopping
Integrated with popular email tools
Create and assign a unique product
Restrict a user’s product mix to
including HubSpot, Constant
catalog mix per customer and/or
priced items only
Contact, Intercom, and Mailchim
account
Recommended Products
Item Swaps
Promotions
Set related products, up-sells, and
Add or import targeted forced or
Create discount, BOGO, product gift,
cross-sells to encourage shoppers to
suggested item swaps when
and coupon code promotions
buy more
shoppers add a particular item to their cart or basket
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
12
Features
Marketers Love
Search Engine Optimization URLs
Google Microdata
Non-Product Data
Automatically create search engine
Support for Google’s microdata
Ability to incorporate non-product
friendly URLs
format
data into search results
Title Tags & Meta Data
Google Search Console
Breadcrumbs
Auto-population of title tags and
Generate custom sitemap and
Auto-generated breadcrumbs for
meta data
robots.txt files for Google Search
easy category navigation
Console
Meta Titles, Descriptions, & Keywords
Load Speed
Fully customizable Meta Titles,
default
Lightning-fast page load speed by
Descriptions, and Keywords
Features
Marketers Love
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
13
Features
Marketers Love
Analytics & Reporting Google Reporting Tools
Customizable Report Dashboards
Tax Reports
Google Tag Manager, and other
Customizable report dashboard for
purchases made through your store
analytics tools
distributors and end-customers
Product Reports
Sales Reports
Customer Reports
Generate reports about your
Generate sales reports including
Generate reports about your
products including products
orders by date, purchased items by
customers including user email list,
without images, category URLs,
customer, top 50 items sold by date
customer creation, customers last
product count, active brands,
range, sales by SKU, order totals,
order, customers last sign in, user
hidden products, and more
requested quotes, refunds, and
budget, and more
Support for Google Analytics,
Generate tax reports based on
more
Pricing Reports Generate reports about your pricing including expiring contracts, all customer pricing exports, and items with $0.00 list price
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
14
Features
Marketers Love
Mobile-First Platform Features
Customizations
Widget-Based Customization
All features work seamlessly across
Customizations are respected on
All widget-based customization is
mobile platforms
mobile
respected on mobile
Mobile Priority
Mobile Marketing Content
Barcode Scanning
Mobile priority of widgets can be
Optimized marketing content can
Barcode scanning using mobile
controlled through the interface
be served optionally on mobile
camera
devices
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
15
Features
Marketers Love
User Experience & Site Management Control of Site Appearance
Documented APIs
Batch Imports & Exports
Rich control of site look and feel
Rich integration to ERP systems and
Batch import and export
across all webpages using a
other applications through our APIs,
capabilities available for customers,
widget-based theming system with
all documented at
products, categories, attributes,
no IT skills required to make
http://docs.evoapi.io/
keywords, cost centers, and pricing
Saved Shopping Carts
Quicklists
Create shopping carts and save
Easily create, share and download
them for checkout later
customer quicklists specific to
meaningful changes
Website Roles & Permissions User-friendly management of website roles and permissions
accounts and users
Social Media Integrations
Inventory Feeds
Email Notifications
Integrated sign in with Facebook,
Integrated inventory feeds, usually
Integrated customer email
LinkedIn, and Twitter
real-time, for your ERP
notifications for key activities
Customizable Email Templates
Unlimited Landing & Content Pages
Customizable Customer Dashboards
Fully customizable email templates
Easily create unlimited landing and
Customizable customer dashboards
for new order, invoice payment,
content pages with an available
with the ability to add widgets such
order tracking, quote received,
WYSIWYG editor
as order history, saved carts,
credit account request and many
company logos, and more
more
Theme Options
Custom CSS
Custom Variables
Customize your site by selecting
Access to custom CSS for advanced
Create your own custom variables
theme options that include main
users via our theme options
for HTML widgets
color, font type, size, and color, button styling, and more
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
16
Features
Marketers Love
Distributor Customer Service Edit Orders & Quotes
Order Status Updates
Customer Service Control
Create and edit orders and quotes
Review order history with status
Customer service reps can create
from the admin panel (access can
updates that include new order,
customer accounts, orders, update
be provided to account managers or
dispatched, part dispatched,
products in customers’ shopping
other employees of the distributor)
delivered, canceled, in progress,
carts, wish lists, quicklists
ready for pickup, and more
Customizable Email Templates Fully customizable email templates for new order, invoice payment, order tracking, quote received, credit account request and many more
My Account Features
Account Managers
Users can view past orders, saved
Assign a sales rep or employee to a
carts, sales quotes, frequently
customer or account and have them
purchased items and leverage ERP
copied on all order emails
integration features like invoice history
Live Chat Bots
Customer Set-Up
Integrate live chat bots
Manage all aspects of customer set-up
Supplier-Based Shipping Methods Multiple supplier-based shipping methods within a single order
Shipping Rates
Freight Shipping
Tracking
Realtime shipping rates from UPS
Control of pricing for orders
Input and update order tracking
and Fedex
requiring freight shipping
information
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
17
Features
IT, Software & Dev Love
Platform Features & Security Cloud Hosted
Uptime
SSL
Massively scalable with a secure
Industry leading of 99.99%
The entire platform is hosted behind SSL for enhanced security
platform
DDOS Attack Prevention
IP Address Blacklist
Documented APIs
Fully integrated real-time
We have over 1 million IP addresses
Rich integration to ERP systems and
Distributed Denial of Service (DDOS)
in our database from known
other applications through our APIs,
attack prevention. Currently
scrapers and bad actors, all
all documented at
preventing an average of 6,000
autogenerated
http://docs.evoapi.io/
Webhooks
PCI Compliant
Parent & Child Stores
Customizable events enabling deep
Certified PCI Level 1 Service provider:
Multi-Vendor and Multi-Website
integrations
Audits by BSI Cybersecurity
support through parent and child
requests per minute from bad actors
stores
Multi-Tennant SAAS Product
Two-Step Authentication
Fully redundant across availability
Enable two-step authentication
zones, no single point of failure
using your favorite Mobile Authenticator apps
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
18
Features
IT, Software, & Dev Love
Checkout, Payment, & Shipping Checkout Types
Saved Shopping Carts
Cost Centers & References
Use guest and registered user
Create shopping carts and save
Apply cost centers and references at
checkout
them for checkout later
the line level along with customer defined structured purchase order numbers
Tax & Shipping Estimates
Saved Payment Methods
Apply Pay
Show tax and shipping estimates in
Save preferred payment methods
Fully integrated with Apple Pay
the shopping cart
(account, ACH, credit card, etc.)
Payment Gateways
Supplier-Based Shipping Methods
Will-Call & Pick-Up
Authorize.Net, Braintree, eci NET1,
Multiple supplier-based shipping
branch with appropriate workflow
Opayo, PayPal, PayTrace, Paya
methods within a single order
and messaging
Payment Processing
PCI Compliant
SCA Compliant
Level III payment processing
Certified PCI Level 1 Service provider:
Strong Customer Authentication
Audits by BSI Cybersecurity
(SCA) compliance to meet European
Fully integrated with Adflex,
Orders for will-call and pick-up in
Connect, Stripe, and more
Revised Directive of Payment Services (PSD2)
Data Privacy Global Data Protection Regulation (GDPR) compliant
Restrict Shipping & Payment Options Restrict shipping and payment options by customer label
Checkout, Payment, & Shipping Continued
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
19
Features
IT, Software, & Dev Love
Checkout, Payment, & Shipping Continued Shipping Integrations
Checkout Experience
ReCAPTCHA
Realtime shipping integrations with
Single page checkout experience for
ReCAPTCHA available for guest
UPS and Fedex
fast and easy order placement
checkout to prevent bot checkouts
Proprietary Security Models Proprietary security models around payment attempts and session monitoring
Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
20
Features
IT, Software, & Dev Love
User Experience & Site Management Control of Site Appearance
Documented APIs
Batch Imports & Exports
Rich control of site look and feel
Rich integration to ERP systems and
Batch import and export
across all webpages using a
other applications through our APIs,
capabilities available for customers,
widget-based theming system with
all documented at
products, categories, attributes,
no IT skills required to make
http://docs.evoapi.io/
keywords, cost centers, and pricing
Saved Shopping Carts
Quicklists
Create shopping carts and save
Easily create, share and download
them for checkout later
customer quicklists specific to
meaningful changes
Website Roles & Permissions User-friendly management of website roles and permissions
accounts and users
Social Media Integrations
Inventory Feeds
Email Notifications
Integrated sign in with Facebook,
Integrated inventory feeds, usually
Integrated customer email
LinkedIn, and Twitter
real-time, for your ERP
notifications for key activities
Customizable Email Templates
Unlimited Landing & Content Pages
Customizable Customer Dashboards
Fully customizable email templates
Easily create unlimited landing and
Customizable customer dashboards
for new order, invoice payment,
content pages with an available
with the ability to add widgets such
order tracking, quote received,
WYSIWYG editor
as order history, saved carts,
credit account request and many
company logos, and more
more
Theme Options
Custom CSS
Custom Variables
Customize your site by selecting
Access to custom CSS for advanced
Create your own custom variables
theme options that include main
users via our theme options
for HTML widgets
color, font type, size, and color, button styling, and more
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
21
Features
IT, Software, & Dev Love
Menus Unlimited Custom Menus
Mega-Menu
Support for unlimited custom menu
Support for categories, content
creation
pages, links, and images in mega-menu creation
Themes Default Themes
Customizable Theme
Theme Preview
Default system themes available for
Fully customized themes with
Multi-device preview of theme
easy store creation
access to the underlying theme file
changes before publishing
Theme Restoration
Custom Theme Development Custom Variables
Ability to restore to the default
In-house customer theme
Create your own custom variables
theme
development services from our
for HTML widgets
talented Design Team with years of experience designing and developing beautiful EvolutionX websites
View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
22
Catalog Management & Pricing Product Data Import
Parent & Child Product
Supplier Inventory Feeds
Import rich product data from
Manage child products from parent
Apply live stock feeds for managed
multiple sources
products
content suppliers
Contract Pricing
Product & Brand Restrictions
Multi-Tiered Pricing
Set up special contract pricing for
Restrict individual users and/or
Support for multi-tiered pricing
account customers of your choosing
accounts to certain products and/or brands
MAP Pricing
Catalog Containers
Priced Items Only
Support for MAP (minimum
Create and assign a unique product
Restrict a user’s product mix to
advertised price)
catalog mix per customer and/or
priced items only
account
Pricing Calls Use real-time pricing calls to your ERP or use EvolutionX advanced pricing rules (support for special prices, customer group prices, account pricing, tiered pricing, user pricing, and more)
Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
24
Catalog Browsing Categories
Product Comparisons
No Search Results
Filter products into categories and
Compare up to 4 products on
Custom layouts for searches that
search results by manufacturer,
desktop and up to 2 products on
yield no viable results – help users
brands, and other attributes
mobile while shopping on the
find what they’re looking for or
storefront
redirect them
Faceted Navigation
Recently Viewed Products
Filter In-Stock Products
Found on category, search, quicklist,
Dynamically show products
Allow users to filter by in-stock
and contract item results to provide
shoppers have been viewing to help
products only on search and
shoppers with a more streamlined
users easily navigate back to them
category results
Filter On-Contract Items
Brand Prioritization
Redirect Keyword Searches
Allow users to filter by on-contract
Prioritize specific brands to appear
Store keywords against specified
items only on search and category
first within search results
products to divert customers
user experience
results
keyword searches to product results pages, category pages, or even content page
Search Assist Target synonyms and misspellings to improve customer searches
Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
25
Product Browsing Rich Product Content
Recommended Products
Inventory Availability
View Multiple images, videos, data
Set related products, up-sells, and
Display inventory availability to
sheets, documents, and attributes
cross-sells to encourage shoppers to
users by location including
per product
buy more
customizable messaging per custome
Quicklists
Integrated Configurators
Grouped Products
Add a product to a Quicklist for easy
Optional integrated Rockwell,
Grouped products capability with
and fast reordering
Schneider, Mimeeq, and Trodat
multiple layouts available
Configurators
Product Minimums & Maximums
Product Images
Product Attachments
Multiple product image display
Upload product attachments like
Display product minimums and
settings including lightbox, zoom,
PDF artwork
maximums, including multiples of
default upload sizes, and slider for Quickview
Trustpilot Integration
Product Overlay
Custom Media Titles
Trustpilot integration for social proof
Overlay your own content including
Add custom titles to your
product name, images, description,
documents, videos, and alternative
and more onto managed records or
images
your own product records
Custom Product Codes Add custom product codes specific to your customer
Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
26
Order & Quote Management Orders & Quotes View, edit, and create orders/quotes from the admin panel or request a
Orders & Quotes Management
List Sharing
Manage closed-loop customer
quick order lists with others
Share or email project SKU lists and
quote from the storefront
orders/quotes entirely through the
Non-Stock SKU Request
Online Quoting Process
Order History
Workflow capability to request a
Rich online quoting process
View order history and easily
quote for a non-stock SKU
including support for project bids
generate repeat orders
Punchout
Cart Creation
Punchout integrations with our
Build cart by uploading a CSV file
Automatically Add Products to Cart
website
Premier Partner, Greenwing
Auto add products to the cart by
Technology, using our proprietary
providing a link to your customer
punchout connector tool
which redirects them to the cart with the item already inside of it
One Click Reorder
Offline Orders
Multi-Tier Approval
Allow customers to reorder past
Push online orders from your POS or
Full support for multi-tier approval
purchases with a single click
ERP system into your admin via API
workflows and budgeting at both user and cost center level
Enforcement of PO Number Structure
Multiple PO Numbers
Call-Offs
Support for multiple PO numbers
Support for customer own inventory
Global, customer and user specific
per order
(Call-Offs)
enforcement of PO number structure
Budgets Maximum order value for budgets
Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.
27
Checkout, Payment, & Shipping Checkout Types
Saved Shopping Carts
Cost Centers & References
Use guest and registered user
Create shopping carts and save
Apply cost centers and references at
checkout
them for checkout later
the line level along with customer defined structured purchase order numbers
Tax & Shipping Estimates
Saved Payment Methods
Apply Pay
Show tax and shipping estimates in
Save preferred payment methods
Fully integrated with Apple Pay
the shopping cart
(account, ACH, credit card, etc.)
Payment Gateways
Supplier-Based Shipping Methods
Will-Call & Pick-Up
Authorize.Net, Braintree, eci NET1,
Multiple supplier-based shipping
branch with appropriate workflow
Opayo, PayPal, PayTrace, Paya
methods within a single order
and messaging
Payment Processing
PCI Compliant
SCA Compliant
Level III payment processing
Certified PCI Level 1 Service provider:
Strong Customer Authentication
Audits by BSI Cybersecurity
(SCA) compliance to meet European
Fully integrated with Adflex,
Orders for will-call and pick-up in
Connect, Stripe, and more
Revised Directive of Payment Services (PSD2)
Data Privacy Global Data Protection Regulation (GDPR) compliant
Restrict Shipping & Payment Options
ReCAPTCHA
Restrict shipping and payment
checkout to prevent bot checkouts
ReCAPTCHA available for guest
options by customer label
Proprietary Security Models
Checkout Experience
Shipping Integrations
Proprietary security models around
Single page checkout experience for
Realtime shipping integrations with
payment attempts and session
fast and easy order placement
UPS and Fedex
monitoring
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Customer Accounts Account Request Form
User Roles
Quote Access
Set up a form for customers to
Restrict users to different features
Access quotes with convert-to-order
request an account
by assigning a default or custom
functionality
user role
Addresses
Order Status and History
Unlimited address book entries,
Customers can view their order
default billing and shipping address
status and order history using My
Set up end-customers and cost
options, and restrict users to a
Account features
center budgets with rich multi-tier
Multi-Tier Workflows & Order Approvals
workflow and order approvals
subset of master address and cost center lists
One Click Order Approvals
Parent & Child Accounts
Order Authorization
Approve orders with a single click
Support for parent and child
Ability to execute cross-account
via an order approval email
accounts
order authorization
PO Enforcement
Quicklists
Restrict View
Always enforce PO number flag
Add a product to a Quicklist for easy
Restrict view to quicklist or contract
and fast reordering – create multiple
items only
quicklists and share with others
Customizable Customer Dashboards
Storefront Customer Reports
Apps
Customizable customer dashboards
Storefront customer reports
Multiple social media, marketing,
with the ability to add widgets such
available to help create visibility and
shipping, and payment applications
as order history, saved carts,
transparency on spend
available with seamless integrations
company logos, and more
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User Experience & Site Management Control of Site Appearance
Documented APIs
Batch Imports & Exports
Rich control of site look and feel
Rich integration to ERP systems and
Batch import and export
across all webpages using a
other applications through our APIs,
capabilities available for customers,
widget-based theming system with
all documented at
products, categories, attributes,
no IT skills required to make
http://docs.evoapi.io/
keywords, cost centers, and pricing
Saved Shopping Carts
Quicklists
Create shopping carts and save
Easily create, share and download
them for checkout later
customer quicklists specific to
meaningful changes
Website Roles & Permissions User-friendly management of website roles and permissions
accounts and users
Social Media Integrations
Inventory Feeds
Email Notifications
Integrated sign in with Facebook,
Integrated inventory feeds, usually
Integrated customer email
LinkedIn, and Twitter
real-time, for your ERP
notifications for key activities
Customizable Email Templates
Unlimited Landing & Content Pages
Customizable Customer Dashboards
Fully customizable email templates
Easily create unlimited landing and
Customizable customer dashboards
for new order, invoice payment,
content pages with an available
with the ability to add widgets such
order tracking, quote received,
WYSIWYG editor
as order history, saved carts,
credit account request and many
company logos, and more
more
Theme Options
Custom CSS
Custom Variables
Customize your site by selecting
Access to custom CSS for advanced
Create your own custom variables
theme options that include main
users via our theme options
for HTML widgets
color, font type, size, and color, button styling, and more
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Marketing & Merchandising Tools Spinstak Agency Services
Banners
Rewards & Loyalty Programs
Marketing guidance from our
Create marketing and
Automatically award points to
in-house digital marketing
merchandising banners and add
customers when they make a
managers with years of experience
them to webpages, category pages,
purchase on your site or manually
in B2B eCommerce and HubSpot’s
product pages, account dashboards,
award points for actions of your
CRM platform
and more
choosing
Product Badges
Blog
Abandoned Carts
Create colorful badges with
Create a full blog with custom blog
Create different abandoned cart
customized verbiage to highlight
post layouts, categories, sticky posts,
rules for various customer types, fire
promotions, green products, new
featured images, and custom blog
automated events, and view
items, popular items, and more
no search results found layouts
abandoned cart reports
Newsletters
Catalog Containers
Google Shopping
Integrated with popular email tools
Create and assign a unique product
Restrict a user’s product mix to
including HubSpot, Constant
catalog mix per customer and/or
priced items only
Contact, Intercom, and Mailchim
account
Recommended Products
Item Swaps
Promotions
Set related products, up-sells, and
Add or import targeted forced or
Create discount, BOGO, product gift,
cross-sells to encourage shoppers to
suggested item swaps when
and coupon code promotions
buy more
shoppers add a particular item to their cart or basket
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Search Engine Optimization URLs
Google Microdata
Non-Product Data
Automatically create search engine
Support for Google’s microdata
Ability to incorporate non-product
friendly URLs
format
data into search results
Title Tags & Meta Data
Google Search Console
Breadcrumbs
Auto-population of title tags and
Generate custom sitemap and
Auto-generated breadcrumbs for
meta data
robots.txt files for Google Search
easy category navigation
Console
Meta Titles, Descriptions, & Keywords
Load Speed
Fully customizable Meta Titles,
default
Lightning-fast page load speed by
Descriptions, and Keywords
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Analytics & Reporting Google Reporting Tools
Customizable Report Dashboards
Tax Reports
Google Tag Manager, and other
Customizable report dashboard for
purchases made through your store
analytics tools
distributors and end-customers
Product Reports
Sales Reports
Customer Reports
Generate reports about your
Generate sales reports including
Generate reports about your
products including products
orders by date, purchased items by
customers including user email list,
without images, category URLs,
customer, top 50 items sold by date
customer creation, customers last
product count, active brands,
range, sales by SKU, order totals,
order, customers last sign in, user
hidden products, and more
requested quotes, refunds, and
budget, and more
Support for Google Analytics,
Generate tax reports based on
more
Pricing Reports Generate reports about your pricing including expiring contracts, all customer pricing exports, and items with $0.00 list price
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Mobile First Platform Features
Customizations
Widget-Based Customization
All features work seamlessly across
Customizations are respected on
All widget-based customization is
mobile platforms
mobile
respected on mobile
Mobile Priority
Mobile Marketing Content
Barcode Scanning
Mobile priority of widgets can be
Optimized marketing content can
Barcode scanning using mobile
controlled through the interface
be served optionally on mobile
camera
devices
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Distributor Customer Service Edit Orders & Quotes
Order Status Updates
Customer Service Control
Create and edit orders and quotes
Review order history with status
Customer service reps can create
from the admin panel (access can
updates that include new order,
customer accounts, orders, update
be provided to account managers or
dispatched, part dispatched,
products in customers’ shopping
other employees of the distributor
delivered, canceled, in progress,
carts, wish lists, quicklists
ready for pickup, and more
Customizable Email Templates Fully customizable email templates for new order, invoice payment, order tracking, quote received, credit account request and many more
My Account Features
Account Managers
Users can view past orders, saved
Assign a sales rep or employee to a
carts, sales quotes, frequently
customer or account and have them
purchased items and leverage ERP
copied on all order emails
integration features like invoice history
Live Chat Bots
Customer Set-Up
Integrate live chat bots
Manage all aspects of customer set-up
Supplier-Based Shipping Methods Multiple supplier-based shipping methods within a single order
Shipping Rates
Freight Shipping
Tracking
Realtime shipping rates from UPS
Control of pricing for orders
Input and update order tracking
and Fedex
requiring freight shipping
information
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Platform Features & Security Cloud Hosted
Uptime
SSL
Massively scalable with a secure
Industry leading of 99.99%
The entire platform is hosted behind SSL for enhanced security
platform
DDOS Attack Prevention
IP Address Blacklist
Documented APIs
Fully integrated real-time
We have over 1 million IP addresses
Rich integration to ERP systems and
Distributed Denial of Service (DDOS)
in our database from known
other applications through our APIs,
attack prevention. Currently
scrapers and bad actors, all
all documented at
preventing an average of 6,000
autogenerated
http://docs.evoapi.io/
Webhooks
PCI Compliant
Parent & Child Stores
Customizable events enabling deep
Certified PCI Level 1 Service provider:
Multi-Vendor and Multi-Website
integrations
Audits by BSI Cybersecurity
support through parent and child
requests per minute from bad actors
stores
Multi-Tennant SAAS Product
Two-Step Authentication
Fully redundant across availability
Enable two-step authentication
zones, no single point of failure
using your favorite Mobile Authenticator apps
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Menus Unlimited Custom Menus
Mega-Menu
Support for unlimited custom menu
Support for categories, content
creation
pages, links, and images in mega-menu creation
Themes Default Themes
Customizable Theme
Theme Preview
Default system themes available for
Fully customized themes with
Multi-device preview of theme
easy store creation
access to the underlying theme file
changes before publishing
Theme Restoration
Custom Theme Development Custom Variables
Ability to restore to the default
In-house customer theme
Create your own custom variables
theme
development services from our
for HTML widgets
talented Design Team with years of experience designing and developing beautiful EvolutionX websites
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