Business Account Overview

Customers can sign up for a Business Account and benefit from exclusive features.

Business customers enjoy all standard platform features, along with additional features tailored to meet their business needs. All features are available for web only.

Registration & Lead Capture

Sign up as a Business

When signing up for a shopping account, users have the option to choose between a personal or business account at the top of the registration form. The registration fields for business accounts are identical to those for personal accounts. The fields on registration form will depend on setting for your organization.

Business Account Registration

Upon successful registration, the client user will be created and automatically associated with a Business Account.

Lead Capture

To gather further details about the business, users will be presented with the lead capture form below:

Lead Capture Form

• First Name, Last Name, and Postal Code will be auto populated from registration form.
• This form can be optional or required, depending on the setting for your organization. The business account will be generated regardless of if they fill out the form or not.
  • If this form is required and user signs up for a business account on the checkout-login page, the lead capture form will show as user can not shop until this form is filled.
  • If this form is optional and user signs up for a business account on the checkout-login page, a business account will be created but the lead capture form will not display in an effort to help reduce friction at checkout.
• If the form is filled out the data captured will be populated under the Client User page in Foxtrot and in dimensions.leadcapture table in periscope.
  • This data can be used for Business Account CRM and outreach
• Creating a business account automatically puts the user in View Type: Business and creates the user as the "Owner" of the business account (we don't use Job title from the form).
• We do not currently block users who are signing up with a Business Account name/phone number that already exists — partly because many businesses have the same name.

After submitting or closing this form, the user will land on the homepage and a welcome message will be displayed.

Site Header

Business users will see a header of a different color above the navigation with ‘For Business’ copy to differentiate the user experience.

Account Page

Business details

• Business users will see their role (owner) and business name (if provided during lead capture) on their account menu. All users that sign up through standard registration will default to business owners.
• Business users will see their business details on their account profile. If the lead capture form was previously submitted, those details will display.
• Business user can edit these details. If this is selected, the lead capture form will display allowing the user to update.
  • If business details are edited, the changes will update on the Client User page in Foxtrot and in dimensions.leadcapture table in periscope.

Multi-User

• The Multi-User feature allows Business Accounts to invite and manage their team members with different roles to shop on behalf of the business and manage.
• The Multi-User feature is only available for Owners and Admins.
• The ability to invite and manage users is available on the /account/organization page, accessible by clicking on Manage User in the account menu.

• To invite a new user to business account, owner or admin click on ADD NEW USER button, then fill in required user information fields.

• After user is added, the invite email will be sent to the invitee and they can trigger the Create Business Account modal via GET STARTED CTA on the email.

• By successfully registering through this modal, they will be accepted into the Business Account with the role they were invited for. The OTP flow will be bypassed if user register via this modal

• We do not currently allow the "merge" of a business account into another account. If owner or admin try to invite an user who is already in another business account, they will see an error message:

• Owners and Admins can edit roles for active users, resend invites for pending users, and delete users on the /account/registration page.

  • Owners can not be deleted.
  

Shared Addresses

• Business users can manage shipping addresses on the shipping address page found on the account page and account menu
• Owner or Admin can create shared address which is accessible by all users in B2B organization by clicking on Mark as Shared option on "Add Shipping Option" modal.

• When a new shared address is created, two cards will be generated: one appearing in the Personal Addresses list and one in the Business Account Addresses list.

• Members that are part of a Business Account with shared addresses cannot add their own addresses. They are locked in to the business shipping addresses.

• If Owners or Admins creates a shared address while Member are still in their login session, Members will need to log in again to see the updated address
• Managing shared addresses is controlled by the owner and admin. They can add multiple shared addresses, select a default shared address, and remove shared addresses.
• If a team member has personal addresses and the business account does not have a default address, the team member will see their personal addresses and be able to add and remove them.

Business Insights

Business accounts get exclusive access to the Insights dashboard. All users associated with the business account have access to a dashboard that provides spending and purchasing data. This data is for the entire business account, not individual users (except for Recommended Products). Data refreshes on a daily basis.

This dashboard can be found under Account > Insights.

The dashboard displays:

• Topline Spend: Total spending and orders for Year To Date, Month To Date, and rolling average along with a bar chart of spend per month for the past 12 months

  

• Top Categories: Top categories purchased Year To Date along with a visual and the actual number of items ordered per category

  

• Top Products: Top products purchased Year To Date along with a visual and the actual number of items ordered per category.

• Top Recommended Products: Data-science powered recommendations based on the user’s purchases and behavior

  

B2B Category Tree

You can serve a different category tree to business customers to order to tailor the navigation to their needs. For example, the categories can be different (Breakroom, Office Supplies, etc.) and the order in which categories are displayed can also be customized. B2C-specific categories can also be excluded (Baby, Pets, etc.). This configuration will apply to all business users. It cannot be configured for each Business Account.

Serving a different tree is done by building a separate category group. This category group can contain either new B2B categories or a subset of B2C categories. If you create new B2B categories, products must be tagged to both B2C and B2B categories.

After the category group is created, contact the Spresso team to enable the configuration.

Landing Page

A landing page for B2B can be created through Pages in Foxtrot. Suggested URL: /m/business

This page can be used to introduce your B2B program and incentivize users to sign up as a business.

You can have a CTA on this page to take the user directly to Business Account registration. To do so, use CTA: /login?screen=register&type=business

This page can be added to homepage and navigation for prospective users to find.

Catalog Assortment

By default, all variants ingested as part of catalog ingestion are available for both B2C and B2B. You can customize certain variants to be eligible for B2C only, B2B only or specific Business Accounts only. Please refer to field Customer Scope in the Products & Variants user guide.

Shopping Lists

Shopping Lists are the equivalent of B2C favorites. It’s a feature that allows B2B users to create lists of products, and quickly add all products from a list to cart. Users can create as many lists as they need (e.g. New York Office Snacks, San Francisco Office Snacks).

Create a Shopping List

• To create a shopping list, direct to the shopping list landing page from the navigation or account menu or click on the shopping list icon next to a product tile
• Provide a name for the list

Add products to a Shopping List

• To add, click on the Shopping List icon next to a product tile in any gallery

• Select the Shopping List you want to add the product to or create a new one

Add Shopping List to Cart

• Navigate to Shopping List
• Click on “Add List to Cart”
• You can also add individual products from a Shopping List to cart

Add a Purchase Order Number

Business users can add a purchase order number at checkout to help them track and reference orders. The PO number will be displayed on their order details screen, as well as in the order's PDF invoice.

Add Company Name to shipping addresses

Business users can specify a company name as part of the shipping address. If provided, the company name will be shown in fulfillment systems and may be shared with 3PL carriers (depending on the carrier).

Tax Exemption with Avalara

Only applicable if tax calculations with Avalara are enabled for your organization.

You can set up a B2B user to be tax exempt using Avalara's tax exemption feature. See steps below:

1. The customer must register for an account on the site
2. Collect the customer's tax certificate through customer service
3. Create a tax exemption for the customer in Avalara's portal
   1. Customer Code is the email the customer signed up with on the site
   2. Fill out the relevant information (applicable states, tax ID, etc.)
4. Once exemption has been created, all future orders from the customer will be tax exempt

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Tax exemption only applies on orders placed after the tax exemption is added and cannot be applied retroactively.