Retail
USA
Mid-Size Company
A leading U.S. omnichannel retailer of tools and industrial equipment serving professional trades, businesses, and DIY customers across multiple channels. The organization operates a large retail footprint complemented by a strong digital commerce presence. Its technology landscape supports complex retail, supply chain, fulfillment, and financial operations at scale.
The company needed to modernize its B2B purchasing and payment experience to better serve commercial and credit-account customers across digital and physical channels. Limited payment options made it difficult to provide B2B customers with the flexibility and payment terms they expected. Disconnected processes across eCommerce, stores, payments, and ERP created an inconsistent customer experience. Lack of real-time integration limited visibility into credit availability, transactions, payments, and account status. The business required a scalable B2B payment model that could support faster onboarding, flexible purchasing, and streamlined financial operations.
BASOFA implemented a flexible B2B payment platform integrated with Microsoft Dynamics 365 Commerce, creating a unified purchasing and payment experience across digital and physical channels. The solution enabled eligible B2B customers to transact using Net payment terms across eCommerce, in-store, and assisted sales channels. Integration with Dynamics 365 streamlined the flow of customer, order, payment, and financial information, reducing dependency on manual processes. Automated invoicing and collections improved accounts receivable efficiency and provided better visibility into customer transactions and outstanding balances. BASOFA also supported the migration of existing customer financial data, helping ensure continuity for established B2B accounts while transitioning to the modernized platform.