Enhancing B2B Customer Experience with Cin7 Core: A Detailed Portal Walkthrough

Enhancing B2B Customer Experience with Cin7 Core: A Detailed Portal Walkthrough

Enhancing B2B Customer Experience with Cin7 Core: A Detailed Portal Walkthrough

In today’s digital landscape, the B2B (business-to-business) environment demands efficient and intuitive tools that streamline operations and elevate customer satisfaction. One such tool is the B2B portal offered by Cin7 Core. In this blog post, we’ll delve into the user experience of this portal, exploring its features and capabilities from the customer’s perspective.

Logging into the Portal

The journey begins with logging into the B2B portal, where customers are greeted with a comprehensive view of available products, prices, and stock availability. If you’ve configured customer-specific pricing, this will be reflected here, ensuring a personalised experience tailored to each client.

Upon login, customers can browse through listed products categorized neatly into sections. They can filter products based on specific criteria using tags on the left-hand side, allowing for a more refined search experience.

Personalisation and Account Management

One key highlight of the Cin7 Core B2B portal is the focus on personalisation and account management. Customers can easily view and update their profile details, including contact information and currency preferences. Address management is simplified, with the ability to add, edit, or remove addresses directly within the portal, enhancing convenience and efficiency.

Moreover, customers have the option to customise their viewing experience by hiding prices, ensuring flexibility in how information is presented based on individual preferences.

Ordering Made Seamless

The portal streamlines the ordering process, providing various methods to add products to the cart. Customers can navigate through categories, view product details, specify quantities, and seamlessly add items to their cart for checkout. Additionally, a ‘Quick Order’ feature allows bulk ordering via CSV file uploads, catering to clients managing larger orders or product families.

For frequent orders, the portal offers a ‘Favourites’ feature, enabling customers to quickly access and reorder their preferred products, saving valuable time and effort.

Efficient Checkout Process

Once customers have finalised their cart, they proceed to checkout. The portal simplifies this step by pre-filling address details from the customer’s profile. Clients can select preferred shipping methods and payment options, including the flexibility to split orders or place items on backorder if certain products are unavailable.

During checkout, customers can provide additional details such as purchase order numbers, contact numbers, and preferred delivery dates, ensuring smooth communication and fulfilment of their orders.

Post-Order Management

After placing an order, customers can track its progress and view order history within the portal. The system also allows for easy reordering of previous purchases, reducing the hassle of repetitive ordering processes.


In summary, the Cin7 Core B2B portal enhances customer experience by offering a user-friendly interface with robust features designed to streamline product discovery, ordering, and account management. From personalised pricing to efficient checkout processes, every aspect is tailored to meet the unique needs of B2B clients.

By leveraging this intuitive platform, businesses can foster stronger relationships with their customers, driving efficiency, and ultimately, enhancing overall satisfaction.

Thank you for exploring the B2B portal experience with us. Stay tuned for more insights on optimising your business operations through advanced digital solutions. If you have any questions or would like to learn more about implementing Cin7 Core for your business, contact us today.

Enhance efficiency. Elevate experiences. Empower your B2B journey with Cin7 Core.