What do we solve in this scope?
What Is a B2B / Dealer Portal and When Do You Need One?
A B2B (business-to-business) portal is a digital ordering and management platform where your dealers, wholesale customers or partners place orders 24/7 from their own panel instead of by phone and email. Unlike a consumer e-commerce site, here every customer sees different pricing and can have different payment terms and dedicated catalogues. That is why B2B is less about a visual storefront and more about rule and operations management.
As your dealer base grows, taking orders over the phone and WhatsApp leads to errors — wrong price, wrong product, unanswered requests. The sales team spends the day writing orders with no time left for actual selling. This is exactly where a B2B portal automates the operation and frees your team from repetitive work.
The Burden of Manual Order Traffic
Success in B2B systems depends on getting the user experience and the rule sets right at the same time. A dealer portal must flawlessly run dealer-specific pricing, stock visibility, payment terms and order approval processes, while also being simple enough for a dealer to place an order within seconds. We strike this balance according to your commercial rules.
In a manual process, every order passes through a human check, making it both slow and error-prone. By delegating price and stock checks to the system, the portal removes this burden; the sales team shifts from writing orders to managing relationships.
Dealer-Specific Pricing and Catalogues
Each dealer sees the price list, discount rates and payment terms defined for them. The same product can be offered to different dealer groups on different terms; campaigns and special prices are managed with date ranges. Your sales team relies on the system enforcing the rules instead of tracking special agreements one by one.
Different product catalogues can also be shown per dealer group; products a segment should not see are simply never exposed to it. This protects price confidentiality and simplifies the ordering experience by presenting each dealer only the relevant products.
Account, Balance and Risk Control
Thanks to account integration, dealers see their balance, open invoices, statements and risk limit on the portal in real time. This transparency answers the "how much do I owe, how much can I order?" question without any phone traffic.
Orders exceeding the risk limit are automatically routed for approval and cannot proceed until payment terms are met — reducing collection risk and closing the information gap between accounting and sales. Financial control is preserved without slowing down sales.
Order Approval Flows and Quick Ordering
Order processes are managed through the approval flows you define: orders exceeding budget, discount or limit thresholds are routed to the relevant manager; approval, rejection and revision steps are tracked with timestamps. Flexibility and control are achieved together.
Bulk ordering, quick reordering from a past order and bulk product/quantity entry via Excel significantly ease the dealer's ordering workload. Dealers with regular purchases complete an order in seconds rather than minutes.
ERP Integration and a Single Source of Truth
The portal works in two-way integration with your existing ERP (Logo, Netsis, etc.): product, price, stock and account data are synced from the ERP, and orders placed on the portal flow back into the ERP as orders. This preserves a single source of truth and eliminates duplicate records and manual transfer errors.
This integration keeps the portal from becoming a foreign island detached from your company's existing workflow. Stock and price changes are managed in one place, and the portal always reflects the current reality.
Dealer Experience: Web and Mobile
We customise the B2B portal to your brand and business model; dealer groups, authorisation roles, product catalogue and approval rules are designed around your process. With a web and mobile responsive interface, your dealers can order 24/7 from the office or the field, on their mobile devices.
Tailored Setup and Onboarding
We start the project with commercial rule analysis, then move through portal and catalogue design, integration architecture, development, testing and data migration, and finish with dealer training. Onboarding that eases your dealers' transition and transition-period technical support are provided as standard; the goal is for the portal to be adopted from day one and for order volume to genuinely move to digital.
Key deliverables
- Branded dealer portal (web & mobile responsive)
- Dealer-group-based special pricing and discount structure
- Real-time stock and delivery status visibility
- Account, balance, statement and risk-limit screens
- Order approval flows and authorisation rules
- Bulk ordering, quick reordering and Excel entry
- ERP integration (Logo / Netsis, etc. — two-way)
- Dealer role and authorisation management
- Data migration, go-live and dealer training