Portland Coffee Roasters

Freshly brewed ecommerce

Portland Coffee Roasters helps their customers quickly replenish all their coffee needs—serving as both roaster and supplier. To do this, they needed an Adobe Commerce (Magento) website that was up to speed.

SERVICES PROVIDED

Scoping
Ecommerce Development
Magento Development
Website Support

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Meet Portland Coffee Roasters

A bag of anniversary roast coffee from Portland Coffee Roasters

Meet Portland Coffee Roasters

A premier coffee retailer for both wholesalers and individuals.

Based in the Pacific Northwest, Portland Coffee Roasters sources high-quality coffee beans directly from farmers around the world while "building sustainable relationships with them and the communities they support."

Portland Coffee Roasters primarily distributes through coffee retailers and wholesale operations. Because coffee beans have a finite shelf life and need to be replenished frequently, coffee shops and retailers prefer to keep minimal inventory on hand.

The Challenge

When a large, and quickly growing customer with more than 100 locations presented Portland Coffee Roasters with an opportunity to create a bigger distribution system and fewer manual touchpoints, the Portland Coffee Roasters team approached Bear Group for help with a B2B wholesale ecommerce solution.

We scoped a plan that would allow buyers at the store level to login to an ecommerce portal and quickly reorder their coffee supply. The system needed to be able to eliminate manual order entry and payment management. It also needed to have a tight integration with their Rootstock ERP system that is used for operations, finance, and supply chain management.

A bag of Portland Coffee Roasters coffee with a scenic background

Choosing the Right Platform

portland coffee roasters bag of coffee next to a fresh brewed pour-over pot of coffee

Choosing the Right Platform

Adobe Commerce (Magento) quickly became a leading option—ticking several important boxes on Portland Coffee Roasters’ wishlist, such as:

The Magento 2 core platform allows for B2B accounts/customers and shared catalog features.
Access to the source code meant a deep integration with the Rootstock system and significant automation was very buildable.
The ability to have multiple storefronts on the same ecommerce system allows them to build a single “stack,” integrate once, and process all orders through a central system—while still allowing for unique front-ends for major customers.

The Solution

The Adobe Commerce website and customer build came together beautifully. After fully mapping out the integration with Rootstock’s ERP and Magento 2 during the scoping phase, a key requirement that emerged—which was not built into Adobe Commerce’s B2B platform—is the ability for customers to centrally pay off purchases based on established terms. It does allow terms as a payment option but assumes clearing of those invoices will be done inside your accounting system.

Since Rootstock handles all payments, Portland Coffee Roasters needed a fairly robust integration between Magento 2 and Rootstock. When a customer is logged in to the website, it performs an invoice lookup and allows them to select invoices and pay them off. Once paid, the invoices are marked correctly in Rootstock, and terms adjustments flow back into the Magento 2 platform.

Results

After the successful launch of the B2B store in Adobe Commerce, the Portland Coffee Roasters team worked with Bear Group to unify both their consumer and wholesale stores under a single platform. The previous consumer site was on WooCommerce—migrating to Adobe Commerce not only allowed them to have a single admin for both sites but allowed them to utilize their Rootstock ERP integration on the consumer site as well.

Project Highlights

Company and Customer Management

The new website allows for custom company and customer management using division models plus pricebook integrations.

Intuitive Features

The website features a company-specific shipment matrix, product-based price synchronization, custom permission sets, transactional email rules, a new “hide price” feature, and more.

Shipping & Invoicing

Portland Coffee Roasters is now able to utilize a custom web order status for shipping and invoicing, as well as a dynamic free shipping banner and conditional rules based on weight.