Portland Coffee Roasters
Adobe Commerce D2C & B2B Website Integrated with Rootstock ERP
Coffee Rooted in Relationships
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. Portland Coffee Roasters helps their customers quickly replenish — serving as both roaster and supplier.
We recently helped the Portland Coffee Roasters team address two challenges with their website:
- They needed an ecommerce solution for wholesale customers that would speed up the reordering process.
- They also needed to migrate their existing D2C consumer site to Adobe Commerce to unify their B2B and D2C stores under a single platform.
Ecommerce Solution for Wholesale Customers
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.
Adobe Commerce (Magento) for B2B
Adobe Commerce (Magento) quickly became a leading option — ticking several important boxes on Portland Coffee Roasters’ wishlist, including:
- 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.
Magento 2 and Rootstock ERP Integration
The Adobe Commerce website and customer build came together quickly.
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.
A New Consumer-Facing Storefront
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.
Other major custom development features, include:
- Custom company and customer management with division models
- Company-specific shipment matrix
- Pricebook integration
- Product-based price sync
- Company credit management
- Web order status (shipping & invoicing)
- Custom permission sets
- Transactional email rules/permissions
- Hide price feature
- Dynamic free shipping banner + conditional rules based on weight
The new Portland Coffee Roasters ecommerce website solutions simplify their interactions with all customers. The new B2B site went live in early March 2021and the consumer site went live in June 2022.