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Heritage Pool+

Heritage Pool+ Brings Branch-Aware Repeat Purchasing into One B2B Portal

Klizer brought together branch and ship-to selection, shopping lists, Buy Again, remote sales assistance, quote management, and analytics to help B2B customers handle recurring and branch-specific purchases.

Industry

Pool distribution

Business Model

B2B

Platform

Adobe Commerce

Integrations

Enterprise B2B customer self-service portal

About Heritage Pool+

Heritage Pool Supply Group serves pool and spa professionals through a nationwide network of more than 170 locations across 37 states. Part of SRS Distribution, the company brings together established independent distributors offering equipment, chemicals, replacement parts, plumbing, tile, and maintenance supplies. Its product range supports new pool construction, equipment repairs, and ongoing service needs, backed by local branch teams and national supplier relationships. Through Heritage Pool+, customers can access account pricing, check local stock, place orders, and track shipments, connecting everyday purchasing with the demands of work in the field.

Repeat purchasing

Use shopping lists and the Buy Again function.

Branch & account context

Choose a branch and switch ship-to accounts.

Assisted procurement

Handle quotes and remote sales assistance.

Connected reporting

Capture events with GA4 and Snowflake.

Customers purchasing through different Heritage Pool+ branches needed easier ways to manage recurring orders, switch purchasing locations, work with sales representatives, and follow quote-based purchases while finding products in a large catalog.

Branch Context Made
Purchasing Complex

Customers buying through different branches needed to account for location-specific inventory, pricing, and fulfillment. Switching between purchasing locations and ship-to accounts added friction.

Recurring Orders Required
Repeated Steps

Seasonal purchasing and recurring maintenance create a need to organize frequently purchased products. Customers needed easier ways to build lists and reorder familiar items.

Customer Support Depended on
Sales Teams

Representatives frequently helped customers place orders. The business needed a more efficient and controlled way for representatives to assist with purchasing and resolve issues.

Quote-Based Purchasing
Needed Visibility

Enterprise customers often purchase through quotes. Customers needed access to quote history, quote status, and a route from an approved quote to an order.

Large-Catalog Search Created
Friction

Finding products within a large catalog could be difficult. Search relevance, filtering, and quick access to useful results mattered for customers buying for active work.

Incomplete Checkout and Behavior Visibility

Heritage Pool+ needed secure card payment handling and better analytics around searches, branch changes, shopping lists, repeat purchases, cart events, and checkout journeys.

Are repeat orders and branch changes adding work to B2B purchasing?

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Klizer implemented shopping lists, Buy Again, branch and ship-to selection, remote sales assistance, quote management, search improvements, payment processing, and analytics. Together, these capabilities make recurring and branch-specific purchasing easier to navigate.

Shopping Lists for Recurring and Seasonal Purchases

Customers can maintain multiple lists, including company-wide lists, and collaborate on product selections. The lists can be organized for seasonal purchases, commercial projects, recurring maintenance, and branch-specific inventory. Product availability is presented in a branch-specific context.

Buy Again for Familiar Orders

Buy Again lets customers reorder products they purchased previously instead of repeating the full product search. The capability supports a simpler flow for frequent or recurring purchases.

Branch Selector and Ship-To Management

Customers can change purchasing branches and ship-to accounts from the portal. This helps bring the selected branch's inventory availability and fulfillment context into the buying experience.

Secure Sales Representative Remote Login

Authorized sales representatives can remotely assist customers by building carts, placing orders, and resolving purchasing issues. The capability avoids the need to share customer passwords.

Quote History, Status, and Order Conversion

Customers can review quotes they have submitted, check their status, access history, and convert approved quotes into orders. This provides more visibility into quote-led purchasing.

Improved Product Search

Klizer optimized search relevance, filtering, and result speed to help customers work through a large product catalog. Analytics also capture popular queries, zero-result searches, search-to-cart rates, and search conversions.

GA4 and Snowflake Customer Analytics

Google Analytics 4 and custom events record activity such as product views, searches, shopping list usage, branch changes, quotes, Buy Again, carts, and checkout. The behavioral data flows into Snowflake for further analysis.

Worldpay Payment Processing

Klizer integrated Worldpay with Adobe Commerce checkout and backend order processing. It covers payment authorization, real-time validation, PCI-compliant card processing, and enterprise B2B checkout requirements.

What Changed with the B2B Portal

Heritage Pool+ gained a set of portal functions that support repeat purchasing, branch-aware account management, sales assistance, and better visibility into the customer journey. The main changes are in how these workflows can now be handled.

Delivered capabilities and business value:

  • Shopping lists let customers organize seasonal, recurring maintenance, commercial project, and branch-specific purchase needs.
  • Buy Again allows a customer to reorder items purchased previously without searching the catalog again.
  • The branch selector and ship-to management help customers purchase in the right branch and account context.
  • Remote login lets sales representatives assist customers with carts, orders, and purchasing questions without sharing passwords.
  • Quotes, search, and checkout become more visible through customer-facing tools and tracked interactions.
  • GA4 and Snowflake provide data for analyzing customer behavior, while Worldpay supports secure online card payments.

By combining repeat-order tools with branch-aware accounts, sales assistance, quotes, checkout, and analytics, Heritage Pool+ offers a more connected way for B2B customers to complete familiar and branch-specific purchases.

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