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Trade Order Form

Module: B2B order entry interface optimized for professional buyers.

What It Is​

The Trade Order Form is a Touchpoint module designed for bulk order entry in B2B contexts. It provides a streamlined interface for customers who know product SKUs and need to build multi-line orders quickly.

Unlike consumer-focused shopping UIs, the Trade Order Form prioritizes speed and efficiency over product discovery.

Core Features​

Passwordless Access​

Uses time-limited, secure tokens (magic links) for order access:

  • No registration or password management
  • Token-based authentication
  • Session-specific access
  • Reduces friction for one-time or occasional buyers

Line-Item Order Entry​

Optimized for professional buyers:

  • SKU-based product lookup
  • Keyboard-driven input
  • Multi-line entry support
  • Autocomplete and validation

Multi-Drop Order Splitting​

Engagement can contain multiple delivery locations:

  • Orders automatically split by delivery address and date
  • Each drop processed as separate fulfillment
  • Totals calculated per delivery location
  • Single engagement, multiple fulfillment plans

Implementation: Worker processes engagement and creates split job cards based on delivery address grouping.

Account-Based Pricing​

Customer-specific pricing applied automatically:

  • Pricing snapshots loaded for authenticated account
  • Customer tier and contract pricing
  • Volume breaks per customer
  • Zone-specific pricing

Data flow: Account ID → Load pricing snapshot → Apply rules via pricing engine

Technical Architecture​

Trade Order Engagement Model​

The Trade Order Form extends the base engagement model with trade-specific metadata:

Base Engagement:

  • Customer ID
  • Line items
  • Pricing
  • Fulfillment
  • Status

Trade Order Extension:

  • Account context — Trade account ID, pricing tier, payment terms
  • Multi-drop metadata — Delivery locations with dates and instructions per drop
  • Custom lists — References to saved lists or templates
  • Order references — Customer PO numbers, job codes, project IDs
  • Split fulfillment — Multiple fulfillment plans per delivery location

Example engagement metadata:

engagement.metadata: {
  accountId: "ACC-123",
  pricingTier: "platinum",
  customerPO: "PO-2024-789",
  deliveryDrops: [
    { location: "Site A", date: "2026-02-15", instructions: "Loading dock" },
    { location: "Site B", date: "2026-02-18", instructions: "Front entrance" }
  ],
  fromTemplate: "monthly-reorder-list"
}

Workers process this extended model to handle multi-drop splitting, account pricing, and template-based ordering.

UOM-Aware Fulfillment​

Multiple Unit Types​

Products can be ordered in different units of measure:

Unit-based:

  • Individual pieces (e.g., bolts, fittings)

Length-based:

  • Linear meters (e.g., cable, pipe, timber)
  • Can be cut to custom lengths

Weight-based:

  • Tons, kilograms (e.g., aggregate, bulk materials)

Packaging Configurations​

Same product, different packaging options:

Example: Screws

  • Unit (individual screws)
  • Box (100-pack)
  • Crate (bulk 5000-pack)

Example: Cable

  • Unit (per meter, cut to length)
  • Drum (100m pre-packaged)
  • Reel (500m industrial)

Product Configuration​

Modifiers and Add-Ons​

Products can have attached modifiers:

  • Finishes or treatments
  • Fitting kits or accessories
  • Installation services
  • Packaging options

Implementation: Modifier selections update engagement line item configuration, trigger recalculation via worker.

Custom Lists​

Reusable product lists stored per customer:

  • Job-specific bundles
  • Frequently ordered items
  • Saved carts
  • Template orders

Storage: Lists stored as engagement templates, can be loaded to create new engagement.

Multiple search configs for different product categories:

Example: Timber Search Config

  • Indexing: Dimensions, grade, treatment, length
  • Algorithm: Exact match priority (customers know codes)
  • Filters: Material, grade, dimensions, treatment
  • Results: Compact display with specs

Example: General Supplies Config

  • Indexing: Name, category, brand
  • Algorithm: Relevance scoring
  • Filters: Category, price range, in stock
  • Results: Visual cards with images

Learn More​

Trade Order Form: Fast bulk ordering for professional buyers.