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Yodify Features
Explore our expansive universe of e-commerce & catalog features.
The following is a curated and highly-simplified list of features and does not fully reflect all capabilities of the Yodify platform.
Key Plan Differences
Pro
Premium
Enterprise
Payment Accounts
Create accounts to attach to brand discount levels & payment terms.
Payment Account Members
Unlimited Payment Account Members per account.
Discount Levels
Add or edit customer discount levels grouped by brand.
Import Accounts
Import your current client base by uploading spreadsheets or integrating a ERP.
Account Orders
Easily access all orders made by account members.
Net Terms Checkout
Provide payment account customers the ability to checkout with Net Terms.
Product Visibility
Set product visibility based off payment accounts or territories, dictate who can see specific products.
Shipping Restrictions by Brand
Designate where you will and won't ship brands
Territorial Quoting Restrictions
Designate where you will and won't quote by your products by brand
Order Lists
Create lists or groups of compatible product series and relevant SKUs/MPNs.
Applications include parts lists, product assemblies, etc.
Order on Behalf Of (OobO)
Sales staff can place orders on behalf of customers. Orders on behalf are tracked by salesperson, and are visible as orders both by the customer and team members.
Multi-Lingual
Cater to your audience in their language.
Multi-Site and Multi-Location
Purchasing groups, conglomerates...
Client Success Agent with Priority Support
Access to a Yodify Client Success Agent and Priority Support. Up to 6 hours/month.** Additional hours available with Priority Service*
Custom Development Services
Development Work with Priority Service*
API Integration Services
Our developers will assist with integrating Yodify's Webhooks to your ERP, CRM, Shipping, & other systems to enable automation of site management tasks.*** Automate pricing, inventory, quotes, orders, customer data, and more.
Product Content Services
Product Creation, Configurators, and Data Services with Priority Service*
SEO Content Services
SEO for products and services*
Design Services
Synchronized Brand and Website Design with Priority Service*
Punchout
Simplified procurement in real-time.
Product Creation
Pro
Premium
Enterprise
Descriptions
Add detailed product descriptions that can include virtually any details you wish, formatted in your style.
Features
List the product features and format them as you wish.
Specifications
Add any number of product specification names and associated specifications. Arrange in any order.
Categories
Add up to 10 categories to each of your products.
Create a store-specific category structure to allow your visitors to effortlessly navigate your catalog.
Create your product listing using a simple spreadsheet uploader. Create descriptions, features, SEO, categories, and image sections en masse.
Create a store-specific category structure to allow your visitors to effortlessly navigate your catalog.
Create your product listing using a simple spreadsheet uploader. Create descriptions, features, SEO, categories, and image sections en masse.
Category Filters
Add filters to products to enable your customers to easily drill-down to the product or service that meets their requirements
Image Gallery
Add an unlimited number of images to any product. Arrange them to suit your style. Add up to 20 images to a product series or SKU at once!
Documents
Add any number of documents. Arrange in any order. Name as desired.
Videos
Embed videos to provide a dynamic view of products, showing them in action
Non-Customizable Products
The default Non-Customizable Product is for products that are either non-configurable, or where you’d prefer to simply list your SKUs and not use a configurator.
Standard Configurators
Perfect for simpler products with limited configurable options. (clothing, shoes, iPads, etc.)
Advanced Configurators
Perfect for products of any complexity, includes customer input fields, configurator images, & more. Unlimited variables
Customizable Content Sections
Add an unlimited number of simple or advanced sections to suit your products or services. WYSIWYG editor. Create dynamic, engaging visual content.
Preview Product Content and Format
Build, preview, and fine-tune products, then publish to live at your convenience
Import/Export to Bulk Edit Products
CSV or Excel Import/Export. Bulk edit Product Series.
Edit descriptions, features, SEO, categories, and images.
Transfer product data between systems.
Format & Style Examples
Identify products as examples of how your organization formats and styles all aspects of them for your catalog and store.
Team members who create new products and maintain existing ones can refer to these examples to ensure your corporate design and presentation standards are adhered to.
SKUs
Granular control at the SKU level
Product Management
Pro
Premium
Enterprise
Featured Product
Feature Product Series on your homepage.
Discounts
Payment account discounts set at the brand, product, or SKU level.
Product Add-Ons
Show additional items in quotes & shopping carts that your customer may be interested in. Link to SKUs.
A selection of quantity rules. Customer input required, not required, multi-line input, numeric input. Is non-refundable. Override price uses add-on price instead of SKU price.
Related Products
Create Frequently bought with, Accessory, Part, and Substitute product relationships.
Show related product to to suggest similar items, or encourage additional sales.
Show products that can replace out-of-stock or legacy products.
Order Lists
Create lists or groups of compatible product series and relevant SKUs/MPNs.
Applications include parts lists, product assemblies, etc.
Product Series Appearance Override
This overrides your site-wide Product Series appearance and applies to a specific Product Series.
Custom Message
Add a message to your products that will display on the products' main page
SKU Management
Pro
Premium
Enterprise
Number of SKUs
Unlimited
SKU Mangement
View and manage all SKUs related to a Product Series or Brand
MPN
Manufacturers Part Number for this SKU
Description
Describe the SKU
Featured
Identify a SKU as Featured to give it priority ranking in your inventory list
Pricing
List Price, Sale Price, On Sale (Y or N), Non-Refundable
Inventory
Quantity of SKUs on hand. Unit of measure.
In stock message. Backorders. Out of stock message.
Identify as an always in stock item. Lead times. Minimum & maximum quantities
Pricing Visibility
Inherit pricing visibility for the SKU from the Product Series (default).
Show prices to all customers. Hide prices from all customers. Show prices to only logged in customers.
Show prices to only customers attached to a payment account. Hide prices in restricted shipping regions.
Image Gallery
Add unlimited images to each SKU. Arrange images as desired.
Import/Export and Bulk Edit SKUs
Bulk edit all your SKUs in one spreadsheet. Inventory, lead times, prices, SEO, weights & dimensions, and descriptions.
SEO Titles & Descriptions
Granular control at the SKU level to attract both search engines and users.
Weights & Dimensions
Add weights and dimensions for shipping calculations
Discounts
Apply Payment Account, Quantity Discounts, Coupons to a SKU
Classifications
ABC Classification. UNSPSC Classification.
Classifications at the SKU level
Shipping
Apply Shipping Rule and Shipping From Location
Configurator Overview
Pro
Premium
Enterprise
Standard Configurators
Perfect for simpler products with limited configurable options. (clothing, shoes, iPads, etc.)
Advanced Configurators
Perfect for sophisticated products of any complexity, includes customer input fields, configurator images, & more.
Unlimited Product Options
No limit on the number of product variants
Configure, Price & Quote (CPQ) Functionality
Evolve our advanced configurators by adding an MSRP and lead times to your configurator parameters.
Standard Configurators
Pro
Premium
Enterprise
Standard Configurators
Perfect for simple products that require few choices
Configurator Groups and Options
Add Option Group Name and Options. Arrange sort order of groups and options as desired. Example: Size - Small, Medium, Large
Number of Option Group Names and Options
Up to 5 Option Groups, with up to 20 Options per Option Group.
Quote-to-Cart
Send completed quotes back to your customer straight into their cart for seamless credit-card or net terms checkout.
RFQ (Request for Quote) Builder
Configure or select models (SKUs) to add to a quote for submission to your sales team for pricing, lead times & more.
Multiple Control Types
Radio Buttons, Check Boxes, Buttons, Images, and Colors. Suit any requirement
Advanced Configurators
Pro
Premium
Enterprise
Total Control
The Advanced Configurator gives you total control over how your product selections are shown and how those choices generate model numbers.
Advanced Configurators
Perfect for sophisticated products of any complexity, includes customer input fields, configurator images, & more.
Configurator Groups
Add Option Group Name. Arrange sort order of groups as desired.
Number of Option Group Names and Options
Unlimited Variants, Permutations and Product Options
Model Number Template
Create a Model Number Template using parameters set from options to create products of any complexity.
As some configurators can be quite complex to build, Yodify offers advanced data services to assist in their creation.
Configurator Pricing - Configure, Price, Quote (CPQ)
Enable Configurator Pricing allows pricing by Option.
Set your Starting MSRP Price for the configurator.
Selected option pricing will be added to this with prices by option.
Lead Time by Option
Lead Time for Configured Models.
Set the range of time in days it will take to prepare or manufacture the configured models to be ready for shipping.
Version Notes
Add your own version notes for pricing and update history.
Sample Model Numbers
Generate Sample Model Numbers to verify correctness and presentation.
Configurator Groups
Set your Title, Parameter, Control Type, Sort order, Description, Images & Dependencies/Child Groups. Clone options for quick building.
Configurator Options
Set your Option Names, Part Numbers, Exclusions & Restrictions, and User Inputs.
Model Number Groupings or Exceptions
This tool allows you to override existing parameter-based configurable MPNs.
Override the full model number or replace elements of a model number.
Preview Configurator
Preview option enables you to view and verify your configurator before publishing to live site.
SEO
Pro
Premium
Enterprise
SEO tools
Optimize content for search engines.
SEO for Product Series and SKUs
View and manage your SEO for all Product Series and SKUs via spreadsheets for easy comparison and maintenance
Individual and Bulk Editing SEO Tools
Easily refine your SEO for all your Product Series and SKUs at the singular level or all at once
Product Series SEO Titles & Descriptions
Attract both search engines and users to all your Product Series with well curated SEO content, performed Individually or with the bulk editing tools
SKU SEO Titles & Descriptions
Granular control at the SKU level to attract both search engines and users. Individual & bulk editing tools for SKUs
Category Titles
The SEO Title describes the products or services in a category and needs to encourage click-throughs.
Import & Export Product Series
Bulk edit your Product Series SEO Titles, Descriptions and Keywords in one spreadsheet
Import & Export SKUs
Bulk edit your SKU SEO Titles and Descriptions in one spreadsheet
URL Rewriting
Create clean, SEO-friendly URLs
Meta Tags Management
Manage meta tags for SEO
Image File Names
Name your image files to suit your SEO strategy
Image Alt Text
Add Alt text to suit your SEO strategy
Document File Names
Leverage your file names to enhance your site's SEO and ensure that your documents are effectively indexed and ranked by search engines.
Keywords
Individual & bulk editing tools for Product Series keywords
Catalog Management
Start with the plan you're most comfortable with, then add features or switch plans anytime you like.
Pro
Premium
Enterprise
Brands
Create your own, or add from the Yodify Library an extensive list of brands.
Exclusive Products
Create products that appear solely in your catalog & managed by you
Create your product listing using a simple spreadsheet uploader. Create descriptions, features, SEO, categories, and image sections en masse.
Library Products
Use the extensive Yodify Library as a starting point for 50,000+ Product Series
Custom Categories
Create a store-specific category structure to allow your visitors to effortlessly navigate your catalog.
Feature a Brand/Product
Have the ability to feature products and brands to appear on your homepage.
Multi-Currency
Pro
Premium
Enterprise
Display Multiple Currencies
Choose the currencies your customers are accustomed to
Quote Management
Pro
Premium
Enterprise
Configure, Price & Quote (CPQ) Functionality
Easily evolve our advanced configurators by adding an MSRP and lead times to your configurator parameters.
RFQ (Request for Quote) Builder
Configure or select models (SKUs) to add to a quote for submission to your sales team for pricing, lead times & more.
Quote-to-Cart
Send completed quotes back to your customer straight into their cart for seamless credit-card or net terms checkout.
Request for Quote by SKU
Request for Quote Only. Ideal for initiating a discussion with the potential client for fact gathering.
The salesperson then has the opportunity to discuss the project, product consideration, suitability, application, etc. Excellent lead-generation feature.
Write-in SKUs
The ability to write in new SKUs for your customers quote requests
Quote Shipping
You can override default shipping amounts with a quote shipping option
Minimum & Maximum Product Quantity
Limit & dictate how many items a customer can order at a quoted price.
Territorial Quoting Restrictions
Designate where you will and won't quote by your products by brand
Order Management
Pro
Premium
Enterprise
Order Status Updates
Notifications for order status changes
Orders & Shipment View
Filter and manage orders by order number, customer name, date, status: active, cancelled, complete, new, partially ready for pickup, partially shipped.
Abandoned Cart Recovery
Track abandoned carts and initiate email campaigns to try re-engage customer
Order History
Detailed order history for customers
Order on Behalf Of (OobO)
Sales staff can place orders on behalf of customers. Orders on behalf are tracked by salesperson, and are visible as orders both by the customer and team members.
Guest Checkout
Purchase without account creation
Tax Calculation
Automatic tax calculations
Reorder Functionality
Easy reordering of past purchases
Saved Carts
Persistent shopping carts
Partial Order Fulfillment
Split shipments
Order Confirmation Emails
Automated email notifications
Order Notes
Internal notes on orders
Refunds
Initiate and track refunds directly on platform
Payment Accounts
Pro
Premium
Enterprise
Payment Accounts
Create accounts to attach brand discount levels & payment terms to.
Payment Account Members
Unlimited payment account members per account.
Discount Levels
Add or edit customer discount levels grouped by brand.
Import Accounts
Import your current client base by uploading spreadsheets or integrating a ERP.
Account Orders
Easily access all orders made by account members.
Product Visibility
Set product visibility based off payment accounts, dictate who can see what product.
Shipping & Fulfillment
Pro
Premium
Enterprise
Shipping Rules
Set rules for shipping methods and rates. Customizable shipping rules
Multiple Shipping Options
Standard, express, etc. Offer various shipping methods
Shipping Zones
Rates based on geographic zones. Define regions for different shipping options. Zone-Based Shipping
Weight-Based Shipping
Calculate rates by weight
Flat Rate Shipping Zones
Set standard shipping rates. Charge a fixed shipping fee
Each zone may offer multiple shipping rates based on order subtotal or order weight
Shipping Rate Calculators
Real-time rates. Calculate shipping costs based on various factors
Real-Time Shipping Rates
Display live shipping costs with API integration
Estimated Delivery Dates
Show expected delivery times. Provide delivery date ranges
International Shipping
Ship products globally with global shipping options
Local Delivery Options
Support for local deliveries
Multiple Shipping Providers
Choose from various carriers
Shipping Integrations (FedEx, UPS, USPS, DHL)
Use the Yodify API to connect with major shipping carriers
In-Store Pickup
Allow customers to pick up orders in-store
Customers will have the option to choose Pickup as a Shipping Method during the checkout process.
Free Shipping Thresholds
Set minimum purchase amounts. Provide free shipping options
Freight Shipping Support
Handle large shipments
Order Fulfillment Automation
Streamline the fulfillment process
Order Fulfillment Notifications
Inform customers about order status
Shipping Confirmation Emails
Send notifications when orders are shipped
Order Tracking
Provide customers with tracking information
Return Management
Handle product returns efficiently
Local Shipping Regions
Add countries, regions, states, provinces or territories where your local shipping prices apply
Shipping Rates
Calculate the cost of shipping per item ordered.
Local Economy and priority fields
Non-Local Economy and Priority fields
Shipping Restrictions by Brand
Designate where you will and won't ship brands
Free Shipping
Free economy shipping over a specified value
Free priority shipping over a specified value
Collect Shipping
Customers that belong to a Payment Account will have the option to enter their own Shipping Carrier and Shipping Account number during the checkout process.
All Customers will have the option to enter their own Shipping Carrier and Shipping Account number during the checkout process.
Mobile Features
Pro
Premium
Enterprise
Mobile-Responsive Design
Automatically adjusts to fit mobile screens
Mobile-Friendly Product Pages
Pages are easy to use and view on mobile devices
Mobile-Friendly Checkout
Streamlined checkout process for mobile users
Integrations & Extensibility
Pro
Premium
Enterprise
Integrate with the Yodify API
Yodify provides developers with the software to customize and extend Yodify Pro, Premium and Enterprise plans to support global commerce for B2B and B2C, and integrate seamlessly with backend systems.
Accounting Software Integration
Integrate with your accounting systems
CRM Integration
Customer Relationship Management integration
ERP Integration
Enterprise-wide connectivity
Webhooks
Automate workflows with real-time notifications
Unlimited API Calls
With unlimited API calls you can scale without worrying about hitting call limits that disrupt essential functions and processes. Constant data flow is essential and Yodify's no-limit API calls ensures you'll synchronize without delays or restrictions.
Using the Yodify API to provide personalized customer experiences such as dynamic pricing, shipping calculations, syncing customer records, processing orders, and order status updates ensures your services run smoothly, even under heavy traffic or high-demand periods, without compromising the user experience.
Ensure your product updates, third-party logistics (3PL), payment gateways, marketing automation, analytics platforms, and other custom integrations and workflows continue to communicate seamlessly at any volume. Scale without limits.
Sales Tax Automation
Stay up-to-date with complex and frequently changing tax rules.
Simplify the administration of international sales.
Scale efficiently in every tax jurisdiction.
Simplify the administration of international sales.
Scale efficiently in every tax jurisdiction.
Seamless Data Integration
Real-time synchronization between your online store and your inventory management, CRM, ERP, and accounting software eliminates the need for manual data entry, reducing errors and ensuring consistency across your platforms.
Improved Inventory Management
Inventory levels are automatically updated across all systems when a sale is made, helping prevent stockout and overselling, ensuring your online store accurately reflects product availability.
Enhanced Customer Experience
Real-time updates on product availability, order tracking, and shipping details enhance the customer experience by providing accurate and timely information.
Helps reduce the workload on your departments involved in the sales, fulfillment, and payment processes.
Helps reduce the workload on your departments involved in the sales, fulfillment, and payment processes.
Enhanced Security
The API allows for secure, controlled data access, limiting exposure to sensitive business and customer information.
Scaleability
As your business grows, the API integration enables you to easily add new systems, platforms, and partners without overhauling your existing infrastructure, providing flexibility for scalable growth without significant disruption.
Checkout
Pro
Premium
Enterprise
Mobile-Friendly Checkout
Streamlined checkout process for mobile users
Quote-to-Cart
Send completed quotes back to your customer straight into their cart for seamless credit-card or net terms checkout.
Guest Checkout
Purchase without account creation
Net Terms Checkout
Provide payment account customers the ability to checkout with Net Terms.
Performance & Scalability
Pro
Premium
Enterprise
High Availability
Ensures site accessibility
Load Balancing
Traffic is distributed efficiently across multiple servers
Cloud Hosting
Scalable, reliable, and flexible hosting and scalability
Auto-Scaling
Platform scales to accommodate increased traffic and sales
No-Limit Hosting with SSL & HTTPS
Scale with confidence
Global Data Centers
Worldwide server locations
Analytics
Pro
Premium
Enterprise
Google Analytics Integration
Unlimited
Admin Portal Analytics Reporting
View reports on orders, quotes, requests for information, logins, site visits, products, and brands
Team Members
Pro
Premium
Enterprise
Number of Team Members per Store
Unlimited
Permission-based Access
Assign Team Member access to these roles & more:
- Analytics
- Appearance
- Billing
- Customers
- Currencies
- Developers
- Discounts
- Distributors
- Exchange Rates
- Email Templates
- Forms
- Inventory
- Messages
- Order On Behalf Of
- Orders
- Pages
- Payment Accounts
- Policies
- Products
- Quotes
- Refunds
- Shipping
- Social Media
- Taxes
Key Plan Differences
Pro
Premium
Enterprise
Payment Accounts
Create accounts to attach brand discount levels & payment terms to.
Payment Account Members
Unlimited payment account members per account.
Discount Levels
Add or edit customer discount levels grouped by brand.
Import Accounts
Import your current client base by uploading spreadsheets or integrating a ERP.
Account Orders
Easily access all orders made by account members.
Net Terms Checkout
Provide payment account customers the ability to checkout with Net Terms.
Product Visibility
Set product visibility based off payment accounts or territories, dictate who can see what product.
Shipping Restrictions by Brand
Designate where you will and won't ship brands
Territorial Quoting Restrictions
Designate where you will and won't quote by your products by brand
Order Lists
Create lists or groups of compatible product series and relevant SKUs/MPNs.
Applications include parts lists, product assemblies, etc.
Order on Behalf Of (OobO)
Sales staff can place orders on behalf of customers. Orders on behalf are tracked by salesperson, and are visible as orders both by the customer and team members.
Client Success Agent with Priority Support
Access to a Yodify Client Success Agent and Priority Support. Up to 6 hours/month.** Additional hours available with Priority Service*
Custom Development Services
Development Work with Priority Service*
API Integration Services
Our developers will assist with integrating Yodify's Webhooks to your ERP, CRM, Shipping, & other systems to enable automation of site management tasks.*** Automate pricing, inventory, quotes, orders, customer data, and more.
Product Content Services
Product Creation, Configurators, and Data Services with Priority Service*
Design Services
Synchronized Brand and Website Design with Priority Service*
Punchout
Simplified procurement in real-time.
The above is a highly-simplified list of features and does not fully reflect all capabilities of the Yodify platform.
* Priority Service and 25% off standard hourly rates.
** Hours available on a monthly basis. If not used, the hours do not roll over into the subsequent month. No cash value.
*** Services subject to availability of external platform integration capability and documentation.
Love your website.