Business Automation

Demo

Be your own partner in the B2B portal

Sign in as the demo partner, build an order at your own discounts or repeat a past one, and generate the invoice. Confirm the order and the delivery note follows. This is what a routine order looks like from the customer's side, with no manager involved.

What is real here

Real: the arithmetic and the documents. The discount by category, the price with and without VAT and the totals are computed in your browser, and the invoice and the delivery note are real PDF files: partner prices, the terms in the head, VAT as a line of its own, on the Ukrainian ones the amount in words, and on the delivery note a place for both sides to sign. Everything is built on your side; nothing is sent anywhere.

What is not here

Imitated: whatever carries the “demo” badge — the sign-in (there is no account), the stock, the past documents and the account balance. The goods, prices and figures are made up but plausible: the portal follows the structure of the partner cabinet at my company — categories with their own discount, stock, the partner's price beside the recommended one.

This is the customer's side. How the seller handles the same document — invoice, label, waybill and e-documents from one window — is in the shipping demo.

What happens in a working system

In a working portal none of this is made up. The personal price, the stock, the history, the state of the account and the rules of this particular partner — discount, payment term, credit limit, currency — come from the accounting system, and a partner sees only their own.

The documents that were generated go back into the books under the same number and can carry on: the delivery note to the e-document service for signing, the order to the warehouse for shipping. What that next step looks like is in the shipping demo: invoice, label, waybill and e-document status in a second.

At my company a portal like this runs for real — it is described in the case “A portal for partners”, and what the service includes is on the page “B2B portal”.

What if your partners could do this themselves?

Show me how one routine B2B order goes through today: from the client's message to the finished invoice and delivery note. Taking the process apart shows which steps a partner can do on their own, and where a manager is genuinely needed.

The partner portal at my company: price list with discounts, stock, cart
At my company the partners work from here: their own discounts by category, stock as of now, their price next to the recommended one, a cart. The demo above follows this cabinet. The company, the products and the amounts in the screenshot are demo data.