HVAC USA

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.

HVACs B2B/B2C Development

76%

Increased AVG. Revenue Per Product By

36%

Increased Organic Conversion Rate By

31%

Increased Organic Revenue By

36%

Increased Organic AOV By

Objective Of HVAC USA

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

Vendor Management

Vendor Management

Custom Module to Efficiently Manages Vendors.

Custom Tax-Exempt Module

Custom Tax Module

Custom Tax Module

Allow Merchants to Tax-exempt Selected Customers and User Roles.

Ease out Payment Alternatives

Flexible Payment

Flexible Payment

Flexible Payment Options With Net Terms as a Payment Options for Approved Vendors.

Appropriate Management

Admin Management

Admin Management

Provide Admin with Proper Business Management Softwares.

Inventory & Shipping Management Solution

eCommerce Management

eCommerce Management

Optimizes Inventory Levels and Ensures Product Availability Across Multiple Channels

Streamline Return & Checkout Process

Streamline Shipping Process

Streamline Shipping Process

Improve Quality of Customer support and Lower the Overall Cost of Dealing with Returns.

Solution

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:

Customized M2 solution for HVAC USA
30-Day Payment Terms

30-Day Payment Terms

Integrated Aheadworks Net 30 Magento 2 Extension.
Payment Options

Payment Options

Aheadworks Payment Restrictions was integrated for specific payment options.
Custom Tax-Exempt Module

Custom Tax-Exempt Module

A Custom Module was Created for Approved Vendor Tax Exclusion.
Streamline Checkout Process

Streamline Checkout Process

Integrated Aheadworks Smart One Step Checkout for responsive and fast checkout.
Magento Order Management

Magento Order Management

For Providing Seamless Customer Experience and Accelerate the Time to Market.
QuickBooks Integration

QuickBooks Integration

To Automatically Post & Sync all Online Orders, Expenses, and Inventory.

Integrations

QuickBooks POS Integration

QuickBooks POS

Payflow Payment Gateway Integration

Payflow Payment Gateway

ShipStation API Integration

ShipStation API

Tax Cloud Integration

Tax Cloud

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