[ Case study ]
Trade customers phoned or emailed orders because the storefront showed retail prices to everyone. Account-specific pricing lived in a legacy ERP nobody had connected, and the sales team spent hours each week re-keying repeat orders.
CLIENT an industrial supplies distributor — FOCUS Map price lists before pixels
Representative examplesEvery case study in this library is an illustrative composite of the kind of engagement we deliver — written to show our method and standards, not to name clients.
For twenty years the distributor has supplied fasteners, fixings, and consumables to trades businesses, with a sales team that knows its customers by name. Pricing is relationship economics: each account negotiated its own rate card, volume breaks, and occasional overrides, all recorded in a legacy ERP that runs stock, invoicing, and nothing else. The website existed but showed one retail price list, so trade buyers — the entire book of business — rang or emailed instead. Orders arrived as phone calls and needed re-keying.
Trade customers phoned or emailed orders because the storefront showed retail prices to everyone. Account-specific pricing lived in a legacy ERP nobody had connected, and the sales team spent hours each week re-keying repeat orders.
We proposed BigCommerce B2B Edition with the ERP as the single pricing authority: every customer group, discount rule, and volume break mapped from the ERP into native B2B price lists, then reconciled against real ERP quotes before a single customer saw the storefront. Company accounts with named users would replace shared logins. The reason for this shape: pricing truth stays where the sales team already trusts it, and the website follows rather than forks it. Phone ordering would stay live through a two-month adoption window, moved account by account, not switched off by decree.
Just as important is what we ruled out, and why:
Every customer group, discount rule, and volume break in the ERP was mapped into BigCommerce B2B price lists, with a reconciliation sample checked against ERP quotes.
Company accounts with assigned users replaced shared logins, and price visibility was tested from the browser, the API, and the order export — not just the product page.
Phone orders stayed live during a two-month adoption window while the sales team moved accounts across deliberately.
Delivered by the systems pod — 2 engineers + commerce lead over 12 weeks, with working increments reviewed with the client every week.
Obstacle
In week nine the reconciliation sample hit customer-specific overrides the ERP stored as freeform notes rather than structured rules — the integration contract had assumed fields that didn't exist.
Handled: We re-staged the contract: overrides now export as structured records the ERP team maintains, and the affected price lists were rebuilt and re-reconciled before rollout.
Obstacle
The sales team resisted sending customers to the storefront — a few had spent years being the pricing gatekeeper and read the portal as a threat to that role.
Handled: We moved their easiest accounts first so the wins were theirs, and kept the phone route officially live, which lowered the stakes enough for adoption to start.
The headline: orders placed online (rather than phoned/emailed) across the first full quarter after rollout — 31% → 68%, read from ERP order-channel report. A second check: cross-account price leaks found in quarterly audits at 0.
The sales team's week changed shape: re-keying repeat orders is down to the stubborn minority, and quoting a volume break takes a link instead of an afternoon. Accounts moved online keep buying by phone when they want to, and the sales lead reports the calls that remain are about advice, not prices. Finance reconciles from one ERP report instead of three. The security review the sales team demanded — trying to see another account's pricing while logged in — became a story they now tell customers.
The result was read from ERP order-channel report against the pre-engagement baseline over the stated window, with a guardrail check on cross-account price leaks found in quarterly audits. Where platform-reported numbers and business outcomes differ, this record says which layer it is quoting.
What we would do differently
We would have staged the ERP integration contract earlier — pricing edge cases (customer-specific overrides) forced a rework in week nine.
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