Service
B2B portal for partners and dealers
A routine order the partner places themselves: they see their own prices and stock, repeat a past order and get the invoice without waiting for a manager.
Who it is for
Distributors and manufacturers with regular B2B clients who order the same or similar goods again and again.
And chains where the company's own shops order replenishment from a central warehouse: to the portal, your own shop is simply another partner with its own terms.
What hurts
A routine invoice takes eight to ten minutes of a manager's time: find the goods, check the stock and this partner's own discount, put the document together and send it.
For one client that is nothing. For dozens of regular partners the manager gradually becomes an order clerk instead of a salesperson.
What I do
- A partner portal on top of the accounting system: their own price list with discounts, stock, order history and the state of the account.
- Partners generate the invoice and the delivery note themselves in the portal, and the documents appear in the accounting system immediately.
- "Repeat the order": a past order at today's prices, exchange rates and discounts.
- From there the system starts the shipment: the document goes to the e-document service, and a waybill is created from the order data. This is a continuation of "Shipping in one click".
- The manager can see what the partners have done and steps in only when it is needed.
The portal does not create a second database of its own: prices, discounts, stock and terms are taken from your accounting system.
The key scenario can be pressed in the portal demo: sign in as the demo partner, repeat a past order at today's prices and get a PDF invoice and delivery note.
What you get
Routine orders go through without a manager — and whenever it suits the partner, Friday evening included. The manager steps in for the exceptions, the negotiations and the non-standard terms, not for re-typing what the partner can do themselves.
What it plugs into: accounting systems — 1C / BAS and others, National Bank and your own exchange rates, e-documents, email; your website stays yours
FAQ
Questions we hear most often
- Will partners agree to do this themselves?
- If the portal adds work for the client, they will not. That is why the key scenario has to be faster than calling a manager: log in, repeat the last order, get the document. In my own company "repeat the order" became the most frequent action.
- Is this the same as an online shop with wholesale prices?
- No. In a shop the client puts goods in a basket and waits for a manager. In the portal the partner sees their own terms, generates the invoice and the delivery note themselves, and the document appears in the accounting system straight away. No manager is needed.
- Our partners are on different tiers and each has their own discount. How is that handled?
- Discounts, currency, payment terms and credit limits are taken from the accounting system for each counterparty. A partner sees only their own terms.
- What if a partner makes a mistake in a document?
- The partner never types the price, the discount, VAT or the terms — the system takes them from their record. A line or a quantity picked by mistake can be changed before the documents are generated. A manager steps in only for non-standard situations, and sees them immediately.
- We do not have dealers — we have our own shops and a central warehouse.
- The same portal works for internal orders: a shop sees the warehouse stock, orders a replenishment, and the transfer document appears in the accounting system by itself. The storekeeper types nothing by hand, and the owner can see what went where.