Glossary

The vocabulary of B2B commerce, in plain English.

A working glossary of the platforms, ERPs, PIMs, marketing tools, and AI terms that come up in our projects. Where we have a deeper page, we link to it.

E-commerce Platforms

Sana Commerce (Cloud + 9.x)
ERP-integrated B2B platform. Talks directly to SAP / Microsoft Dynamics at request time so pricing, inventory, and customer logic come from the system of record. Two products: Sana Commerce Cloud (SaaS) and the on-prem Sana 9.x — same philosophy, different stacks. Our Sana Commerce capabilities → · Article: ERP-first in practice
BigCommerce
Hosted SaaS commerce platform. Strong B2C heritage with mature B2B Edition (corporate accounts, quoting, price lists). Two storefront paths: Stencil (hosted theme) for fast launches, and Catalyst (Next.js headless) for full frontend control. Our BigCommerce capabilities → · Article: Stencil vs Catalyst · Article: B2B Edition deep dive
DynamicWeb
Northern-European all-in-one commerce + CMS + PIM + marketing platform. Native Microsoft Dynamics integration plus connectors for SAP and Salesforce. Multi-brand and multi-language without bolt-ons. Our DynamicWeb capabilities →
Shopify Plus
Enterprise tier of Shopify. Strong B2C, growing B2B (Shopify B2B). Great for direct-to-consumer brands adding wholesale; less of a fit when ERP-driven pricing is central.
Adobe Commerce / Magento
Mature platform from Adobe (formerly Magento Commerce). Highly extensible, large agency ecosystem. B2B Edition has good corporate-account features. Heavier infrastructure footprint than competitors.
Salesforce Commerce Cloud
SFCC — enterprise SaaS commerce, originally Demandware. Strong with retailers already on Salesforce CRM. Premium pricing.
commercetools
API-first composable commerce platform. Popular for SAP-led builds where the team wants headless from day one. Heavier engineering investment than monolithic platforms.
OroCommerce
Open-source B2B-native platform with strong workflow engine. Fits manufacturers and distributors with complex approval flows. Smaller agency ecosystem than the SaaS leaders.
Spryker
Enterprise B2B/B2B2C platform from Germany. Modular, marketplace-friendly, strong in industrial and complex catalog scenarios.

ERP Products We Integrate With

SAP S/4HANA
SAP’s flagship enterprise ERP. The current target for SAP customers — ECC / SAP Business Suite 7 mainstream maintenance runs through 2027, with optional extended maintenance through 2030 for eligible customers. Sana Commerce, DynamicWeb, and commercetools all have certified S/4HANA integrations.
SAP Business One
SAP’s small/mid-market ERP. Strong fit for distributors and manufacturers under ~$200M revenue. Sana Commerce has a deep, certified SAP B1 integration.
Microsoft Dynamics 365 Business Central
The modern SaaS evolution of Dynamics NAV. Very common in mid-market manufacturing and distribution. Sana Commerce, DynamicWeb, and most B2B platforms speak BC natively.
Microsoft Dynamics 365 Finance & Operations
Microsoft’s enterprise-tier ERP (formerly AX). For organizations $500M+. More complex integration surface than BC but well-supported by Sana and DynamicWeb.
Microsoft Dynamics NAV / AX / GP
Older Microsoft ERPs. NAV → Business Central. AX → F&O. GP (Great Plains) is on extended support. We migrate clients from these to BC or F&O regularly.
Sage Intacct
Cloud financials for mid-market services and SaaS companies. Less of a B2B-distribution focus; common in software-led businesses.
Sage 100 / Sage 300 / Sage X3
Sage’s on-prem and hybrid ERPs for mid-market. X3 is the enterprise tier. Less common in the platforms we work with daily but real integration paths exist.
NetSuite
Oracle’s cloud ERP. Strong with mid-market SaaS and growing distributors. BigCommerce and most modern platforms have NetSuite connectors.
Oracle JD Edwards (JDE)
Oracle’s long-established enterprise ERP. Common in industrial manufacturing. Custom integration is usually the path.
Acumatica
Modern cloud ERP popular with mid-market distribution and manufacturing. Open API surface makes commerce integration straightforward.
Epicor
Vertical-focused ERPs (Prophet 21, Kinetic, Eclipse) — common in distribution and manufacturing. Strong industry-specific data models.

PIM Systems (Product Information Management)

inRiver
Mature B2B PIM, particularly strong for industrial / manufacturing catalogs with rich technical attributes. Good editorial workflow.
Salsify
PIM with strong retail-channel publishing (Amazon, Walmart). Great when your catalog needs to syndicate to many marketplaces; heavier than needed for a single storefront.
Akeneo
Open-source-rooted PIM with a strong B2B-friendly editorial workflow. Self-hosted or cloud. Solid mid-market choice.
Pimcore
Open-source PIM that also handles DAM and CDP. Very flexible, takes commitment to run well. Fits teams who want to own the platform.
Plytix
Lightweight PIM, often a fit for smaller B2B catalogs that have outgrown spreadsheets but don’t need enterprise tooling yet.
Sales Layer
Cloud-native PIM positioned for growing brands. Strong UI, good integrations with the major commerce platforms.

Not sure if you actually need a separate PIM? Read our take on when a separate PIM is the right call — and when the platform’s built-in product info is enough.

Marketing & Engagement Tools

Dotdigital (formerly dotmailer)
UK-rooted email + cross-channel marketing platform with excellent native integrations to Magento, BigCommerce, Dynamics 365 BC, and Salesforce. Strong B2B fit.
Klaviyo
E-commerce marketing automation. Started B2C-strong; expanded into B2B. Excellent native integrations with Shopify and BigCommerce.
HubSpot
CRM + marketing + sales + service all-in-one. Strong for B2B lead nurture. Breeze Intelligence (formerly Clearbit) is their newer enrichment offering.
Marketo (Adobe)
Enterprise marketing automation. Strong with sales-led B2B. Often paired with Salesforce CRM.
Mailchimp
SMB-friendly email + automation. Acquired by Intuit. Common starting point; teams often migrate to Klaviyo or Dotdigital as they grow.
Constant Contact, Brevo (Sendinblue)
SMB email platforms. Reasonable for early-stage B2B; rarely the right answer for serious commerce-driven email.

Search & Merchandising

Algolia
Hosted search-as-a-service. Fast, well-documented, excellent dev experience. Costs scale with catalog size and search volume.
Searchspring
Commerce-focused search + merchandising suite. Strong UI for non-technical merchandisers to control results.
Klevu
AI-augmented search with strong B2C heritage; growing B2B presence.
Coveo
Enterprise search + AI for both customer-facing and internal use. Heavier and pricier than Algolia; richer feature set.
Constructor
Newer entrant focused on AI-driven product discovery. Well-regarded for personalization.
Elasticsearch / OpenSearch
Self-managed search engines. Cheaper at scale, more engineering burden. Solid choice when you have a platform team.

Tax, Payments & Logistics

Avalara
Tax-rate calculation and compliance — the standard for US sales tax across multiple jurisdictions. Native integrations with most B2B platforms.
Vertex
Enterprise tax compliance. Common in SAP / Oracle environments where Vertex is already running for ERP-side tax.
TaxJar (Stripe)
Mid-market tax automation. Acquired by Stripe in 2021. Good fit for SMB-to-mid-market sellers.
Stripe / Authorize.net / Braintree / Adyen
Payment gateways. Stripe and Adyen lead for modern B2B; Authorize.net is heritage but still common; Braintree is PayPal-owned.
ShipStation / ShipBob / EasyPost
Shipping orchestration and fulfillment. ShipStation is the SMB workhorse; ShipBob is 3PL with software; EasyPost is API-first label generation.
Punchout / OCI (cXML / Oracle)
B2B procurement protocols that let buyers shop your catalog from inside their procurement system (Ariba, Coupa, Oracle iProcurement) and bring the cart back. Common in industrial supply.
EDI (Electronic Data Interchange)
Old-but-still-running standard for exchanging POs, invoices, and ASNs between trading partners. Many large B2B customers require it.

Mobile & App Technology

.NET MAUI (Multi-platform App UI)
Microsoft’s modern cross-platform framework. Single codebase for iOS, Android, Windows, macOS. Successor to Xamarin. Our mobile capabilities → · Article: B2B companion apps with MAUI
Xamarin (retired)
Microsoft’s previous cross-platform framework. Support ended May 2024. Active codebases should migrate to MAUI. Article: Xamarin → MAUI migration playbook
React Native
Meta’s JS-driven cross-platform framework. Strong for teams already in React; less ideal when the backend is .NET-heavy.
Flutter
Google’s Dart-based cross-platform framework. Strong UI consistency; smaller .NET ecosystem fit.
Swift / Kotlin
Native iOS (Swift) and Android (Kotlin). When the app needs deep platform integration that cross-platform can’t deliver, native is still the right answer.

AI & Agentic Systems

Claude (Anthropic) / GPT (OpenAI) / Gemini (Google)
Frontier large-language-model families. We use Claude (Sonnet/Haiku) extensively for enrichment, classification, and copilot work. Model choice is per-task — there’s no universal “best.”
RAG (Retrieval-Augmented Generation)
Pattern where the LLM is grounded in your specific documents/catalog at request time. The right answer when you want AI that knows YOUR data — RAG reduces hallucination risk by anchoring answers in retrieved evidence rather than eliminating it outright.
Agentic workflows
AI that takes multi-step actions toward a goal — not just answering questions. We build narrow agents with hard contracts (validation, schema, human review) for production use. Article: Agentic AI for catalog enrichment
Vector databases
Pinecone, Weaviate, Qdrant, pgvector. Stores embeddings for semantic search. Underlies most RAG systems.
Embeddings
Numerical representations of text/images that capture meaning. The plumbing of semantic search and RAG.
Frameworks: LangChain, LlamaIndex, OpenAI Assistants, Anthropic Claude SDK
Tooling for orchestrating LLM calls, tools, memory. Useful for prototyping; production systems often outgrow them and consolidate on direct API + custom orchestration.
BuiltWith
Technology profiler — tells you what tech a given website is running. We use it (and Claude) inside our Free Scan tool.

B2B Architecture & Concepts

ERP-first commerce
Architecture where the storefront delegates pricing, inventory, customer logic to the ERP at request time — vs. copying ERP data into the storefront on a schedule. Sana Commerce is the canonical example.
Headless commerce
Decoupling the storefront UI from the commerce backend, communicating via APIs. Gives you frontend freedom but demands a frontend platform team.
Composable commerce / MACH
MACH = Microservices, API-first, Cloud-native, Headless. The architectural pattern behind composable platforms (commercetools, Spryker, BigCommerce Catalyst). Powerful but engineering-heavy.
B2B Edition (BigCommerce)
Layer on BigCommerce that adds corporate accounts with sub-buyers, quote-to-order, price lists, requisition lists. Necessary for serious B2B; not on by default.
Quote-to-cash (Q2C)
The full B2B sales process: quote → negotiate → order → invoice → payment → revenue recognition. Modern B2B platforms increasingly cover this end-to-end.
Customer master / item master
The system-of-record records for customers and products. The data hygiene of these masters determines how much of a re-platform project is “rebuild” vs “clean up.” Article: Customer-master cleanup before re-platform
Available-to-promise (ATP)
The real-time answer to “can I actually ship this customer this quantity by this date?” Driven by ERP inventory + open orders + lead times. Real-time ATP is one of the strongest reasons to choose ERP-first commerce.
Punchout / OCI / cXML
See Tax, Payments & Logistics above.
Single Sign-On (SSO) — SAML / OIDC
Lets corporate buyers log in to your storefront via their identity provider (Azure AD / Entra ID, Okta, Ping). Table stakes for serious B2B.

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