Features

One Platform. Infinite Possibilities.™

OrderCloud.io supports all of your eCommerce and order management needs. Our flexible data model is optimized for managing complex B2B challenges, but also inherently supports common B2C and B2B2C applications.

Order Management

Manage orders across all of your different customer experiences and channels, whether it’s selling, distribution or fulfillment.  Express order flows using OrderCloud.io’s built in rules engine – for example, determine the approving user of an order based on formulas that evaluate order details upon submission or approval. When all rules have been satisfied, the order is passed onto the seller.

  • Split shipping per order
  • Split shipping per line
  • Combined shipping across multiple orders
  • Ship by date needed
  • Capture
  • Workflow
  • Configuration
  • Pricing
  • Multiple approval rules
  • Expression-based rule triggers based on order data
  • AND/OR/NOT logic
  • Grouping logic
  • Designated approving group per rule
  • Arbitrary workflows
    • Rules that depend on satisfaction of one or more other rules
    • Rules pending in parallel
  • Automatic expiration
    • Approve or decline on expire
  • Supported scenarios (rule triggers)
    • Order value exceeds some amount
    • Order submitted by specific user or group
    • Specific product ordered
    • Quantity of a product exceeds some amount
    • Order was approved by lower-level manager (rule chaining)
    • Any combination of conditions
  • Pending approval
  • Open
  • Complete
  • Cancelled/declined
  • Inventory
  • Orders
  • Line Items

Product Catalog Management

Give buyers the comprehensive and consistent product information they demand from all buying experiences. Streamline frequent updates and management of product information across all sales and distribution channels.

  • Buyer-specific catalogs
  • Shared catalogs
  • Anonymous buyer (B2C) catalogs
  • Hierarchical categories
  • Categories of arbitrary depth
  • Products in multiple categories
  • Category visibility per buyer, user, or group
  • Configure to order
  • Price driven by buyer configuration
  • Option-driven markups/discounts
  • Buyer-specific options
  • Ad-hoc data points
  • Multiple price schedules per product
  • Price breaks at specified quantity levels
    • Volume/bulk discounts
  • Restricted or open quantities
  • Min/max quantity
  • Cumulative quantity across line items
  • Shared pricing between multiple buyers
  • Buyer-specific pricing
  • User- or group-specific pricing
  • Tax-exempt pricing
  • Shipping-exempt pricing
  • Markups/discounts based on product options
  • Options available to specific buyers
  • Inventory by warehouse
  • Ship-from address
  • Generate unique SKUs based on unique spec configuration
  • Inventory tracking by variant
  • Pricing by variant
  • Buyer-specific variants
  • Buyer-specific specs
  • Search
  • Sort
  • Filter
  • Boolean logic
  • Fuzzy logic
  • Faceted search
  • List by category / depth

Buyer and Seller Organizations

OrderCloud.io provides rich support for modeling a typical B2B buyer organization. Products can be created once and made available for purchase to any number of buyers, but details such as pricing, inventory, specs, and other configuration details can be customized per buyer according to their specific needs.

  • Buyers
  • Sellers
  • Assignable (visible) at organization, user, or group level
  • Per order or per line item
  • CSRs and sales reps see only their own accounts
  • Model departments, functional units, branch offices, etc.
  • Groups have any number of users
  • Users belong to any number of groups
  • Manage catalogs
  • Approve orders
  • Process/fulfill orders
  • Modify submitted orders
  • View/modify unsubmitted orders (from seller side)
  • Impersonate buyers
  • Assignable (visible) at organization, user, or group level
  • Designate for shipping, billing, or both (per assignment)
  • International
  • Ad-hoc data points
  • Collection of roles/permissions
  • Assignable at organization, user, or group level

Custom Ordering Experiences

Creating custom ordering experiences for your shoppers and buyers is vital, particularly in B2B. You may want each user to have a completely different experience from the next. With the OrderCloud.io API, you can create multi-tiered assignments of roles and more, which will create a powerful, customized buyer experience down to the individual user.

  • Separate buying experiences for each buyer
  • Consolidated order management
  • Share products and inventory between buyers
  • Buyer-specific pricing and specifications
  • Address on file (assigned)
  • Address created by user (if allowed by role/permission)
  • Address per order or line item
  • Date needed per order or line item
  • Integrates with rate providers
  • Buyer impersonation (mirroring)
  • See exactly what buyer sees
  • Public-facing (no authentication needed)
  • Anonymous checkout
  • Credit cards
    • On file
    • Created by user (if allowed by role/permission)
    • PCI compliant
      • Stored by processor-provided reference token
      • Account number/CVV never stored
    • Assignable to buyer, users, or groups
  • Spending accounts
    • Enforceable spending limits
    • Start/end date
    • Assignable to buyer, users, or groups
    • Allow specific users or groups to exceed balance
  • Gift Cards
    • Code redemption
    • All features of spending accounts
  • Purchase orders
  • Multiple payments and payment types per order
  • Multiple transactions per payment
    • Authorize, settle, credit, etc.
    • Failed transactions/re-tries
  • Address on file (assigned)
  • Address created by user (if allowed by role/permission)
  • Based on rollup of organization/group/user-level assignments to:
    • Products
    • Categories
    • Address
    • Cost centers
  • Restricted by role-based security
  • Rules driven
    • Custom formulas based on order data
    • Boolean expression to determine eligibility
    • Mathematical expression to determine value
    • Some supported scenarios:
      • Buy X get Y free
      • Free gift / sample
      • Free shipping
      • Minimum subtotal thresholds
      • Minimum quantity thresholds
      • Product inclusion / exclusion
      • Rules governing combination
      • Govern use count
    • Share between multiple buyers
    • Assignable to buyer, users, or groups
    • Code redemption
    • Usage tracking
    • Usage limits per promotion
    • Usage limits per user
    • Time span eligibility
    • Ad-hoc data points
  • Integrates with rate provider

Integrations, Add-ons, Interactive Management Tools and Starter Apps

In addition to the features above, the OrderCloud.io platform features a series of tools and resources to get you started building an eCommerce application quickly.

  • Dashboard
  • API console
  • Application management & registration
  • Buying network management
  • Multi-developer collaboration
  • Security profile management
  • Tax
  • Shipping
  • Credit card processing
  • Email
  • JavaScript
  • AngularJS
  • Java
  • Python
  • .NET
  • Ruby
  • C#
  • Seed apps
  • Fully functional “Accelerator” apps
  • Drop-in UI components
  • HTML 5
  • Native mobile
  • Adaptive
  • Responsive
  • SEO optimized
  • Cross-browser
  • Open source

Want to Learn More On How to Bring These Features to Life?

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