B2B E-commerce · FI branch equipment

A US financial-institution branch-equipment supplier - an ERP-connected B2B portal for financial institutions

The supplier sells branch-automation equipment - check scanners, printers, consumables - to financial institutions that buy across many branches and expect a self-service portal tied to real back-office data. Silex built a custom ActiveHub B2B platform on BigCommerce, deeply integrated with Acumatica ERP - live since 2022.

A branch receipt printer of the kind this supplier sells
Acumatica ERP
fully synced - orders, invoices, payments, shipments
FI org model
company → FI group → region → facility
Quotes + projects
+ invoices, payments, shipments, tracking
Impersonation
support staff can act for a customer

The challenge

The supplier sells branch-automation equipment - check scanners, printers, consumables - to financial institutions that buy across many branches and expect a self-service portal tied to real back-office data: their orders, invoices, payments, shipments, and projects, all live and accurate. That means the storefront has to be wired directly into the ERP, not a disconnected catalog.

Buy across branches

Financial institutions purchase across many branches and need structure that reflects it.

Live back-office data

Buyers expect their orders, invoices, payments, shipments and projects to be live and accurate.

Wired into the ERP

The storefront has to connect directly to the ERP, not sit beside a disconnected catalog.

What we built

A custom "ActiveHub" B2B platform on BigCommerce, deeply integrated with Acumatica ERP - each capability answering a specific operational stake above.

  • ◆
    FI account structureCompany, FI group, region, and facility hierarchy with role-based permissions and price lists.
  • ◆
    Two-way Acumatica syncCustomers, contacts, sales orders, invoices, payments, shipments, and projects kept in step between the portal and the ERP.
  • ◆
    Full self-serviceQuotes (create, edit, email PDF, convert to cart), order history, invoice payment, shipment tracking (UPS/SEKO/TForce), product purchase history, and project/task views.
  • ◆
    Support toolingUser impersonation, "people to notify," broadcast notices, and dashboards with sales and order analytics.

Results

Live since 2022
a fully ERP-integrated B2B experience
Acumatica-synced
orders, invoices, payments, shipments, projects
Reference build
proved the ActiveHub + Acumatica pattern

Financial-institution customers self-serve orders, invoices, payments, shipments, and projects against live Acumatica data - and this became the reference build that proved the ActiveHub + Acumatica pattern.

"Orders, invoices, payments and shipments flow straight into Acumatica - no re-keying, no reconciliation headaches. The portal and the ERP behave like one system."

- Director of Operations, financial-institution equipment supplier (illustrative - attribution pending client approval)

Why it matters

This is B2B commerce fused to the ERP - the hard part most stores skip. It shows Silex can make the storefront and the back office behave as one system, for buyers who won't tolerate stale data.

Get started

Need a B2B portal wired into your ERP?

Bring us the store and the back office - orders, invoices, payments, shipments or projects. We'll assess it free and show you what a BigCommerce B2B platform you control - your data, your customizations, no lock-in - looks like.