Features

Save time money and the environment by creating online catalogs that are print quality.

Produce assortments and seasonal buy recommendations to create custom catalogs for key accounts.

Share catalogs with other users in the portal or email out to customers and prospects.

On-brand custom templates available to easily build catalogs.

Catalogs can be converted to orders within the portal or downloaded as an Excel order form.

Email catalogs as campaigns to group contacts or send individually with the capability to track 'read' email status.

Display the suggested seasonal buy merchandised on point of purchase displays.

Complement a digital catalog with an up-loadable Excel order form.

Create seasonal assortments with a custom on-brand line sheet for customers or prospects.

Share line sheets within the portal to be applied as a suggested order for customers.

Email line sheets as campaigns to group contacts or send individually with the capability to track 'read' email status.

Send links to customers and prospects to review customized online catalogs.

Layout buys across multiple delivery dates with interactive whiteboard.

Preview the line with customers and prospects by sharing a presentation to discuss the assortment online together.

Create presentations of different assortments for buyers to order.

Presentations allow customers to rate product and provide reporting on feedback.

Reps send presentations to prospects for product line introduction.

Adjust order delivery dates based on product availability.

Items that customers ordered in the last 12 months are suggested to simplify re-ordering.

Based on admin permissions login users are assigned to product / brand categories that have been customized to an assigned channel.

Rules allow for configuration of sales programs, discounts or any exceptions within the business process.

Create and manage multiple price lists by sales category for seasonal product or closeouts with the ability to apply various currencies.

Prepay customers process credit cards in any currency to submit orders including shipping and VAT amounts.

Control products assigned to different reps, warehouses and orders. Automate over-selling logic to build orders.

View open ordered vs. shipped units while processing an order.

Set pricing rules to easily implement complicated sales programs and complex ordering logic.

Merchandise orders and share suggested orders within the portal for customer approval.

Assign order start dates to align with product delivery windows.

Build one assortment for various store fronts using a single order template.

Build preseason orders from prior seasons sales history.

Limit the seasons and products that customers can apply to orders.

Robust pricing rules to apply complex seasonal sales programs.

Reliable calculated inventory displayed while placing an order.

Inventory can be managed across multiple warehouses.

Mask inventory quantities with labels to describe 'High Stock' or 'Out of Stock'. Limit how many items users can order when stock gets low.

Set notifications on low stock inventory to receive an alert for incoming product.

Calculates available to sell inventory for grouped packs and kits.

Create bulk orders to reserve inventory and write distribution orders from the bulks with remaining allocation recalculated in real-time.

Shows aging reports, closed invoices and credit memos with product and shipping details.

Allow users to pay invoices online with a credit card or electronic check. Payment services include credit memo offsets.

Linking to the ERP invoice to show customers the correct amount online in the same format.

Sales reporting on all orders placed within HubSoft and ERP.

Reporting based on permission for all orders assigned to the specific sales rep or customer.

Sales dashboards include two prior periods to create season-over-season comparison.

Return Authorizations can be submitted by customer or sales rep for in-house approval.

Establish rules to create workflow for rep or in-house approval on product returns.

Automated workflow notifications for RA status and approval.

Brand assets can be loaded and downloaded in bulk. Thumbnails and preview images allow for easy navigation and the capability to download original assets with no limit to the size.

Document management for images, digital marketing packages and sell-in tools.

Personalize document folders for users to load reports or specific account content.

Send email blasts to customer email lists and track conversion.

Set selection criteria to automatically keep a custom list up-to-date.

Track which customers opened emails and track conversion rates to new orders.

Create an internal workflow for common rep and customers approvals such as 'new customer' and 'account updates'.

Manage approval permissions for workflow requests through to completion.

Keep reps and customers updated on process approval through assigned automated workflow.

Customers can save credit cards to use for future orders.

Customers pay with ACH/eCheck while saving on transaction fees.

The HubSoft portal is PCI compliant and regularly audited for compliance and security.

Level II / III processing available with multiple payment gateways for significant savings over other processors.

Configure the credit cared types and merchant accounts that are used in different currencies.

HubSoft integrates to multiple payment processors - Stripe, Chase Paymenttech, Cybersource, Paya, Auth.net to name a few.

Authorize the transaction in HubSoft and export the token to the ERP and capture funds on shipment without storing the credit card.

B2B portal is monitored 24/7 with availability to support business growth.

Detailed security roles to manage user access and functionality.

Brand vision is supported by configurable theme controls and visual content.

Customize words and descriptions in the B2B portal to match standard business or in-house terminology.

The B2B portal can host multi-languages and currencies to serve users on a global scale.