A Veteran Owned family business, with 40+ years of experience in the industry, HVAC USA has established itself as a preferred distributor of HVAC and Refrigeration Controls from top companies, including Schneider Electric, Setra Systems, Siemens. Johnson Controls, Veris Industries, and many more. They are one of the first HVAC/R companies to create a business model serving the end-user directly, online. HVAC USA is constantly working towards serving its customers effectively by raising inventory capacity and providing drop shipping options for products not in stock.
HVAC has been serving its customers on the Magento 1 platform since 2006, with Magneto announcing its End of Support for M1 after June 30th, 2020. Owner Lyndon Stout knew he needed to upgrade to Magento 2 in order to ensure the ongoing stability of his growing business and security of his customer’s transactional data. Additionally, as the volume of vendors HVAC serves continues to grow, the M2 store required several core B2B functionalities to be implemented in order to successfully manage and serve this growing segment. During our initial consultative conversations, the team identified the following requirements to deliver a successful Magento 2 Store.
Convenient Vendor Management
Custom Module to Efficiently Manages Vendors.
Custom Tax-Exempt Module
Custom Tax Module
Allow Merchants to Tax-exempt Selected Customers and User Roles.
Ease out Payment Alternatives
Flexible Payment Options With Net Terms as a Payment Options for Approved Vendors.
Provide Admin with Proper Business Management Softwares.
Inventory & Shipping Management Solution
Optimizes Inventory Levels and Ensures Product Availability Across Multiple Channels
Streamline Return & Checkout Process
Streamline Shipping Process
Improve Quality of Customer support and Lower the Overall Cost of Dealing with Returns.
After devising a strategic eCommerce solution tailored to HVACs B2B/B2C Hybrid business model, weighed with budgetary considerations, the Rave Digital team moved forward, confidently with Magento 2 Open Source. In order to deliver the required functionalities, the team was tasked with developing custom modules typically exclusive to Magento Commerce/Commerce Cloud, including Vendor Management and Tax Exemption Functionalities. In addition to Vendor Management, the Vendor module creates drop ship orders and alerts QuickBooks to place an order for low inventory products. The Tax-Exempt module enables approved vendors to upload their Tax Exempt certificates, thereby eliminating sales tax being collected from approved vendors orders. Additionally, to further reduce operational costs, Rave recommended moving off Odoo, and onto QuickBooks for effective inventory management, accounting, and business management software reducing overall eCommerce expenses. In addition to QuickBooks, Rave also integrated the following:
30-Day Payment Terms
Integrated Aheadworks Net 30 Magento 2 Extension.
Aheadworks Payment Restrictions was integrated for specific payment options.
Custom Tax-Exempt Module
A Custom Module was Created for Approved Vendor Tax Exclusion.
Streamline Checkout Process
Integrated Aheadworks Smart One Step Checkout for responsive and fast checkout.
Magento Order Management
For Providing Seamless Customer Experience and Accelerate the Time to Market.
To Automatically Post & Sync all Online Orders, Expenses, and Inventory.