Case
A partner's routine order — with no manager involved
The partner sees their own prices and stock, repeats a past order and creates the documents whenever it suits them.
≈ an approximate estimate of my actual process
Before
Every routine invoice took a manager eight to ten minutes: find the items, check this partner's own discount and the stock, issue the document and send it over.
For one order that is not much. Across dozens of regular partners, a manager gradually becomes an order clerk instead of a salesperson.
And "the same as last time, please" started the same manual route all over again.
How I automated it
The partner got their own portal on top of the accounting system.
In it they see their price list, their discounts, current stock, their history and the state of the account.
A routine order, or a past one, can be repeated without help. Current prices, the exchange rate and discounts are pulled from the books, and the document that is created appears there straight away. What it feels like on the partner's side — try the portal demo: one-button sign-in, your own discounts by category, “repeat the order”, a PDF invoice and delivery note.
From there the same process can carry on into the e-documents and shipping.
After
The partner generates a routine document themselves, whenever it suits them. The manager sees everything the partners have done and steps in only for the non-standard cases.
What it gave
Managers spend their time on selling and on unusual situations instead of re-entering routine orders.
The discount comes from the accounting system, so nobody has to look it up and type it in every time.
And the partner does not have to wait for a manager to be free or for the working day to start.
What would be different in your company
You decide what a partner can see and do: the price list and stock only, orders, documents, the state of their account, or the whole route through to the e-documents.
Discounts, credit limits, payment terms and currency stay as rules of your accounting system — there is no need to maintain them in a second place.
Show me your B2B processTechnical details
Django, a mirror of the accounting system, live discounts and exchange rates