Platform Features

Everything you need to control employee purchasing

Employee budgets, approval workflows, product restrictions, magic-link login, 15 languages — all inside your Shopify store.

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01

Company Management

Manage multiple B2B companies from a single dashboard. Each company gets its own profile with full configuration for discounts, access levels, and approval settings.

  • Multiple companies with individual profiles and settings
  • VAT number, EAN number, and billing address per company
  • Company-wide discount rates and vendor-specific pricing
  • Configurable access levels per role (None / Purchase Only / Full)
  • Company application form with auto-approve or manual review
  • Active/inactive status management and audit trail
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02

Employee Management

Three flexible roles give each team member exactly the right level of access. Add employees individually, import via CSV, or let them apply through the portal.

  • Three roles: Employee, Buyer, and Admin with distinct permissions
  • CSV import with 3-step wizard — validate, preview, import
  • Magic link login — no passwords needed
  • Clothing size profiles (top, bottom, shoe sizes)
  • 15 language preferences per employee
  • Bulk status changes and bulk group reassignment
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03

Product Catalogs

Control exactly which products each team can see and purchase. Build catalogs from your full Shopify product range and assign them to groups with fine-grained control.

  • Powerful product picker — search by name, vendor, type, or tags
  • Assign multiple catalogs to each employee group
  • Mega-menu navigation for large catalog structures
  • Automatic Shopify product sync via webhooks
  • Filter and search within catalogs
  • Real-time product availability and stock status
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04

Budget Control

Set and track spending limits at the employee or group level. Flexible budget periods and manual override capabilities give you full control over purchasing.

  • Monthly, quarterly, yearly, or rolling budget periods
  • Real-time tracking with color-coded status indicators
  • Manual budget adjustments with reason and full audit trail
  • Automatic reset scheduling (fixed date or rolling)
  • Budget override with approval routing for larger purchases
  • Per-employee or per-group budget configuration
05

Order Approvals

A flexible three-role approval hierarchy lets you auto-approve routine purchases while ensuring oversight for larger orders. Full editing capability before approval.

  • Auto-approve orders below a configurable threshold
  • Manual approval required for high-value purchases
  • Buyers can order on behalf of other team members
  • Edit quantities and products before approving
  • Approve or reject with comments and reason tracking
  • Full activity log for every order action
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06

Employee Portal

A complete self-service B2B portal where employees manage everything themselves. Magic link login means no passwords to remember or reset.

  • Magic link login — employees click a link in their email
  • Personal dashboard with budget status and recent orders
  • Browse assigned product catalogs with search and filters
  • Cart and checkout directly through your Shopify store
  • Full order history with status tracking and delivery updates
  • Admin and Buyer roles get full management capabilities in portal
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07

Email System

Ten automated email types covering the full lifecycle of B2B purchasing. Fully customizable templates with support for 15 languages.

  • 10 email types: confirmations, approvals, welcome, notifications
  • Fully customizable HTML templates with visual editor
  • 15 languages with per-employee language preferences
  • Global language override for entire shop
  • Complete email log with resend capability
  • Dynamic placeholders for names, order details, and amounts
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08

Reporting & Analytics

Track spending across companies, groups, and employees with KPI dashboards and exportable reports. Available to Admins and Buyers directly in the portal.

  • KPI dashboards with total spend, orders, and budget utilization
  • Spending charts by group, employee, and product category
  • Period-over-period comparison reports
  • Top products and vendor analysis
  • Export reports as Excel, CSV, or PDF
  • Portal-accessible reports for Buyers and Admins
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09

Security & Integrations

Built natively for Shopify with enterprise-grade security. Full tenant isolation, secure token-based authentication, and real-time product sync via webhooks.

  • Full tenant isolation — each shop's data is completely separated
  • Secure token-based authentication with configurable expiry
  • Timing-safe comparisons prevent token enumeration attacks
  • Redis caching for high-performance product and session data
  • Webhook-driven product sync for real-time inventory accuracy
  • GDPR-compliant data handling with deletion webhooks
Get Started

Ready to get started?

Install Teamco for free and start managing B2B purchases today.