The challenge
A US community bank buying equipment across many branches needs a controlled procurement portal - an approved catalog, per-facility structure, spending limits, and role-based approvals - with every order, invoice, payment, and shipment tied to the back-office ERP. It has to be private, precise, and auditable.
Controlled catalog
An approved, curated catalog rather than an open storefront - only what policy permits.
Per-facility structure
Purchasing organised by facility, with spending limits and role-based approvals.
Private & auditable
Every order, invoice, payment and shipment tied to the ERP - precise and auditable.
What we built
A branded, password-protected procurement portal on the ActiveHub platform (BigCommerce + Acumatica) - each capability answering a specific operational stake above.
- ◆Approved catalogA curated set of scanners, lockbox scanners, and accessories, with compatibility lists for the bank's platforms.
- ◆Facility hierarchy & controlsCompanies, FI groups, regions, and facilities, with role-based permissions, order limits, and payment-release rights.
- ◆Quotes & orderingQuote creation from cart or category, order filtering by status, facility-order export, and full order history.
- ◆ERP-connected account dataInvoices, payments, shipments, and projects synced from Acumatica, with add-invoice-to-payment-cart and impersonation for support.
Results
Controlled, per-facility purchasing with approvals and spending limits - the ActiveHub platform proven in a bank-grade, access-controlled deployment.
"Facility hierarchy, spending limits and approvals gave us real control over branch procurement - every order routes and approves the way our policies require."
- Procurement Manager, US community bank (illustrative - attribution pending client approval)
Why it matters
A US community bank shows the ActiveHub platform trusted in a regulated, access-controlled setting - a bank's own procurement running on software Silex built. Few environments demand more discipline.
