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Heritage+

Heritage+ Simplifies Multi-Branch B2B Purchasing with a Self-Service Portal

Klizer implemented branch-aware purchasing, shared shopping lists, remote sales assistance, quote management, repeat-order tools, and analytics to make the Heritage+ B2B customer experience easier to manage.

Industry

Landscape and outdoor living distribution

Business Model

B2B

Platform

Adobe Commerce

Integrations

Enterprise B2B customer self-service portal

About Heritage+

Heritage Landscape Supply Group, part of SRS Distribution, brings together more than 32 distribution brands and over 210 locations across the United States. Its network supplies landscape and irrigation professionals with products spanning irrigation, drainage, agronomics, hardscapes, lighting, and outdoor living. Heritage combines national scale with the local knowledge and relationships of its independent distribution brands, preserving their identities while expanding access to products and resources. Its Heritage+ digital platform extends that service online, helping professionals manage purchasing and access the supplies their projects depend on.

Branch-aware purchasing

Switch purchasing branches and ship-to accounts.

Shared shopping lists

Organize company, project, and repeat purchases.

Sales-assisted ordering

Help customers through secure remote login.

Customer analytics

Use GA4 events and Snowflake reporting.

Heritage+ customers purchased through different branches, with inventory, pricing, and fulfillment varying by location. The business also needed simpler customer self-service, more efficient support from sales representatives, better product discovery, and a clearer view of customer behavior.

Complex Branch and Ship-To Management

Customers purchasing through multiple branches faced a complicated account experience. Branch-specific inventory, pricing, and fulfillment made it harder to identify the right purchasing location and ship-to account.

Dependence on Sales Representatives

Many customers relied on sales representatives to place orders. This increased manual work and slowed purchasing, while the access and authority of representatives also needed better management.

Limited Self-Service Options

Customers needed easier ways to build and reuse shopping lists, reorder products, request quotes, and change purchasing locations rather than relying on repeated manual steps.

Difficult Product Discovery

Contractors needed to find products quickly within a large catalog. Search relevance, filtering, and result speed were important to supporting the buying journey.

Limited Customer Insights

Heritage+ lacked detailed visibility into search behavior, buying patterns, abandoned searches, repeat purchases, and the wider customer journey.

Payment Requirements for B2B Checkout

The platform needed secure online card payment processing across a multi-branch B2B purchasing experience, alongside workflows where customers could purchase without a credit card.

Is multi-branch purchasing creating friction for your B2B customers?

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Klizer designed and implemented a B2B customer portal experience spanning branch and account selection, repeat purchasing, sales assistance, quote handling, search, checkout, and behavioral analytics. Each capability addresses a specific point of friction in Heritage+'s purchasing workflow.

Branch & Ship-To Account Management

An intelligent branch selector lets customers change their purchasing branch and switch ship-to accounts. It puts branch-specific inventory availability into the purchasing context, with the goal of reducing ordering errors and supporting more accurate fulfillment.

Shopping Lists with Branch Intelligence

Customers can create multiple shopping lists, including company-wide lists, with branch-specific product availability and team collaboration. The lists support seasonal purchases, commercial projects, recurring maintenance, and products sourced from particular branches.

Secure Remote Login for Sales Representatives

Sales representatives can securely access a customer session to provide remote help, build carts, place orders, and resolve purchasing issues. They can assist customers without requesting account passwords or relying on account sharing.

Quote Management

The portal lets customers view submitted quotes, follow quote status, access quote history, and convert approved quotes into orders. These functions bring the steps of quote-based procurement into one customer-facing workflow.

Buy Again for Repeat Purchasing

The Buy Again capability lets contractors reorder previously purchased products instead of searching for the same items again. It supports the recurring orders common in professional B2B purchasing.

Optimized Product Search & Search Analytics

Klizer improved search relevance, filtering, and speed to support product discovery in the large catalog. Search analytics track popular terms, zero-result searches, search success, search-to-cart rate, and search conversion.

GA4 Customer Events and Snowflake Reporting

The analytics framework uses Google Analytics 4, custom events, and Snowflake. It captures product views, searches, list usage, branch switching, quote interactions, Buy Again activity, cart events, and checkout steps for advanced reporting.

Worldpay Payment Integration

Klizer integrated Worldpay into Adobe Commerce checkout and backend order processing. The integration includes secure payment authorization, real-time validation, PCI-compliant processing, and reliable transaction handling for enterprise B2B payment workflows.

What Changed with the B2B Portal

The portal brings branch selection, customer self-service, sales assistance, quote handling, and analytics into a more connected purchasing experience. The delivered capabilities support the following workflows.

Delivered capabilities and business value:

  • Customers can switch purchasing branches and ship-to accounts while viewing availability relevant to the selected branch.
  • Shopping lists support company-wide collaboration, seasonal purchases, commercial projects, and recurring maintenance orders.
  • Sales representatives can help customers with carts and orders through secure remote access rather than password sharing.
  • Customers can track quotes, reuse previous purchases through Buy Again, and find products through an optimized search experience.
  • Search and customer-interaction data are captured through GA4 custom events and sent to Snowflake for reporting and business intelligence.
  • Worldpay supports secure online card-payment processing as part of the Adobe Commerce checkout workflow.

The Heritage+ project brings branch selection, repeat purchasing, sales-assisted service, quote workflows, checkout, and analytics into a single B2B commerce experience. These capabilities support a more consistent purchasing journey for professional contractors ordering through multiple branches.

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