Business accounts
Account access, customer permissions and account-specific catalogues.
Business Operations · BUSINESS SOLUTIONS
B2B Ordering & Dealer Portals
Give business customers and dealers a digital channel for product discovery, repeat orders and order updates.
THE BUSINESS REQUIREMENT
A clearer way to manage the work.
Phone, email and spreadsheet ordering can create repeated data entry and make order status hard to follow. A B2B portal can structure the process while connecting to the systems your operations team uses.
Who this can help
- Distributors and wholesalers
- Manufacturers and dealer networks
An example in practice
A food distributor could let grocers and restaurants reorder from a mobile catalogue instead of sending orders by phone or fax.
POSSIBLE BUILDING BLOCKS
Modules shaped around your process.
These capabilities can form part of an agreed solution. The final modules, rules and connections depend on your requirements.
Ordering
Product selection, repeat orders and validation against agreed business rules.
Order visibility
Order history, status updates and relevant supporting records.
Operational integration
Connect customer, product and order data with available ERP or warehouse interfaces.
THE EXPERIENCE, CONNECTED
How the journey comes together.
- 01
Access the catalogue
An authorised buyer signs in to the relevant product range.
- 02
Place an order
The buyer selects items and submits an order under the agreed rules.
- 03
Track progress
The customer and operations team follow order updates through connected records.
Illustrative workflow. Roles, validation rules and exceptions are defined during requirements planning.
CONNECTED DELIVERY
Fit the solution into your operations.
We review your existing tools, available interfaces and data ownership before proposing connections. Integration scope includes the normal journey and what happens when information is incomplete or an external service is unavailable.
- ERP and SAP APIs
- Product and pricing databases
- Inventory and warehouse systems
- Payment gateways
Delivery can be staged around a useful first release, with testing, handover and ongoing support planned alongside implementation.
RELEVANT PROJECT EXPERIENCE
See related work.
These projects illustrate relevant delivery experience. Their case studies describe the confirmed scope for each engagement.
THE EXPERTISE BEHIND THE SOLUTION
Services that bring it together.
PLANNING YOUR SOLUTION
Useful questions before we begin.
Can customers have different prices?
Account-specific prices can be supported when the pricing source, account rules and synchronisation requirements are defined.
Does an order go directly to the ERP?
The integration can create orders automatically or route them for review, depending on your ERP interfaces and approval requirements.
RELATED REQUIREMENTS
Explore connected solutions.
CRM & Customer Management
Connect enquiries, customer records and follow-ups in a CRM built around your sales and service process.
Application, Assessment & Approval Management
Manage applications, supporting documents, reviewer assignments and decisions through a structured digital workflow.
Warranty & Product Registration
Collect product registrations online and give administrators a structured way to maintain and retrieve records.
LET’S DEFINE THE FIRST STAGE
Turn your requirements
into a practical plan.
Start with the workflow you want to improve.