What's New - December 2025

OrdertAgent Updates:

EXCEPTIONS HANDLED  WITHOUT MANUAL CHAOS

Overrides are now part of your configurable automation rules. When an order falls outside delivery windows or product rules, admins can step in, make the call, and keep the rest of the automation intact.

Available: 🌍

eCommerce Updates:

BILLING, WITHOUT THE BACK-AND-FORTH

Buyers can now access a self-serve Billing Portal to view, search, and download invoices and credit notes in one centralized place. This reduces support requests for missing documents and gives both buyers and distributor teams clearer visibility into billing, without emails or manual follow-ups.

Available: 🌍

PROCUREMENT, CONNECTED - WITHOUT MANUAL WORK

Buyers using BirchStreet can punch out directly into a distributor’s Choco eCommerce store, place orders, and return them for approval - all without leaving their existing procurement workflows. Orders flow back into Choco with PO numbers, fulfilment status and more, eliminating manual entry while preserving compliance and control.

Available: 🇺🇲

SalesHub & CustomerHub (CRM):

CLEAR OWNERSHIP ACROSS EVERY ACCOUNT

Account Owners let distributors clearly assign who owns each customer, removing confusion between chat participants and true sales responsibility. Ownership can be assigned or updated at any time, used to filter and report on accounts, and keeps sales teams aligned on who’s accountable for what.

Available: 🌍

FIND THE RIGHT LEAD WITH FULL CONTEXT

Advanced Lead Search lets sales teams search across business names, notes, tasks, and comments, not just titles. Relevant leads surface even with spelling variations, so reps can quickly find the right opportunity and the context that matters.

Available: 🌍

FLEXIBLE PRICING FOR INDIVIDUAL ORDERS

Sales reps can adjust product prices for a specific order without changing the customer’s long-term pricing. The update applies only to that order, flows through to your ERP correctly, and resets automatically.

Available: 🌍