The Challenge

KLIM previously managed their B2B ordering process for the new season with manual Excel spreadsheets. A former provider had developed an early version of a digital form, but it lacked critical features and wasn’t robust enough for adoption.

That’s when KLIM turned to us, to take that early prototype and transform it into a reliable, collaborative, all-in-one order management tool tailored for their most critical sales period: the preseason.

Objectives

✅ Build a collaborative tool that enables Sales Reps and B2B customers to create and manage orders in real time, with full data integrity and seamless syncing.

✅ Empower Sales Reps to create preseason orders without needing NetSuite employee licenses.

✅ Allow users to search through a catalog of 5,000+ SKUs in seconds.

✅ Drastically improve performance by reducing load times from 30 seconds to under 2 seconds.

Discovery Phase: Understanding Business and User Needs

We worked closely with KLIM’s Sales and eCommerce teams through collaborative sprints to uncover workflows, pain points, and must-have features.

This discovery work laid the foundation for a tool built not only for technical performance, but also for real-world usability and business impact.

We chose React for its speed and flexibility on the front end, and SuiteScript API for secure, native integration with NetSuite on the back end.

Development: Accelerating Delivery with Parallel Workstreams

With time being a key factor, we split the project into two workstreams:

• One team worked with Sales to design and iterate on the UI mockups.

• Meanwhile, our developers began building foundational components that didn’t require input.

This strategy allowed us to start implementation immediately after design approval, eliminating bottlenecks and maximizing delivery speed.

Key Features

• Order summary view with filtering by collection

• Autosave

• Product search

• Upload and download orders via CSV

• Notification for new shared changes

• In-progress order sharing

• Final submission workflow

Side A: Sales Rep Interface (NetSuite ERP)

• Embedded directly in NetSuite’s main menu.

• Accessible with Partner Licenses (no extra cost).

• Start orders from scratch or upload a CSV.

• Share editable drafts with the customers for a collaborative order creation workflow.

Side B: B2B Customer Interface (SuiteCommerce)

• Accessed via the KLIM B2B SuiteCommerce site.

• View and interact with preseason orders from Sales Reps by adding, editing, or removing items from the order.

• Review order summary.

• Save and share or submit the preorder.

Delivered Business Value

The new interface is fast, intuitive, and purpose-built for peak season workflows, enabling Sales Reps and B2B customers to work together seamlessly, boosting accuracy and speed.

The preseason dashboard has become the most-used tool during KLIM’s busiest sales cycle, used daily by reps, and improved operational efficiency by 150%.

Looking to streamline your own B2B or internal workflows inside NetSuite or SuiteCommerce?

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