CaseShop Partner CRM
Partner purchasing with individual prices and settlement records.
CaseShop Partner CRM connects the partner catalogue, commercial terms, order history and balances. Partners work with information for their own account; administrators review relationships and sales across the network.
Product availability and pricing for each partner.
The same product catalogue serves partners with different commercial agreements. The account provides the pricing context for purchasing and keeps previous orders available for reference.
Inventory and partner prices
Inventory search brings product availability together with the pricing policy and discounts assigned to the partner.
Partner order history
Previous orders remain associated with the trading account, providing a record for repeat purchasing and questions about earlier orders.
Settlements and sales across the partner network.
Partner access is tied to the account. Administrator roles provide the wider view needed to manage commercial relationships and review activity across partners.
Balances and settlement history
Settlement records show the amounts associated with a partner relationship, alongside its balance and purchasing history.
Sales by partner and product
Sales statistics organise recorded activity by partner and product, giving the commercial team a basis for reviewing the network.
Build a portal around the way your partners buy.
We can connect your catalogue, partner-specific terms and account information in a workspace for repeat business. The first step is agreeing which data each partner and your account team need to see.
Discuss your partner portal