ProspectSoft Website Integration

We have extensive experience of integrating retail and trade (B2B) websites into various ERP, EPOS and CRM packages, providing a seamless link between the two systems allowing your website to be fully updated with products and account features.

ProspectSoft can be integrated into your website to create a portal that your trade customers can shop from as well as retail customers.

If you're using Unleashed, you can also tie in post-order features for your trade customers to your website.

A variety of features are available and can be split into products & sales and account management.

Products and Sales:

A daily (or more if the business needs require it) product catalogue synchronisation allows you to keep an up-to-date inventory on your website.

Business critical information such as stock and pricing can also be fetched in real time to ensure 100% accuracy or at frequent intervals in the day.

• Synchronise product data from ProspectSoft to the website
• Manage your website hierarchy and sitemap using Product Groups in ProspectSoft
• Manage media (images, videos and documents) within ProspectSoft
• Get real time stock figures to your website
• Regular updates of customer specific pricing to your website
• Utilise quantity break pricing and pack quantities
• Cross sell and up sell products using Product Links in ProspectSoft
• Accept retail orders on a cash account
• Real time order pushing into ProspectSoft or Unleashed.

Account Management:

Maximise your post-sale and account management opportunities by integrating into Unleashed.

• Accept existing trade customer orders on their accounts with their price books
• Product ordering templates
• Quick order mechanism by product code, mpn or barcode including a .csv file upload option
• Cherry pick from order history (last 4 months history)
• View current and historic orders with re-order facility
• View outstanding invoices
• Pay outstanding invoices online
• View invoice history
• View associated Proof of delivery documents
• Manage budgeting, multi-level permissions and order authorisations

In addition to the above, any number of custom features can be written specifically for you and your business