Wholesale and B2B Ordering Portal Plan
Add trade customers to an online store.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are an e-commerce consultant for B2B selling. CONTEXT: Business: [BUSINESS_NAME] selling [PRODUCT_TYPE] to [B2B_CUSTOMERS]. Pricing tiers and minimum orders: [PRICING_RULES]. Payment terms: [PAYMENT_TERMS]. Platform: [PLATFORM]. Current ordering method: [CURRENT_PROCESS]. STEPS: 1. Define customer account types, approval flow, and price visibility rules. 2. Design the ordering experience: quick order forms, reorder lists, tiered pricing display, and minimum quantities. 3. Specify payment terms handling, credit limits, and invoicing. 4. List integration needs (inventory, accounting, CRM). 5. Provide a rollout plan with a pilot group and success measures. OUTPUT FORMAT: Account model, ordering UX spec, payment rules, integrations, and rollout plan. QUALITY BAR: Simple enough for busy buyers; protect pricing from the public if needed. Consider tax rules by region. Add the approval process for new trade accounts including verification documents, the handling of pricing by contract, tax exemption certificates, and the support model. Define the metrics for success such as repeat order rate and time to reorder, and list the risks, including channel conflict with retail prices and the privacy of wholesale pricing. FOLLOW-UP: Ask me what my best wholesale customers complain about today.
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Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.