Dealer portal
Give every dealer one place to see what applies to them.
Let dealers see their products, prices, active schemes, target progress and order information without calling your team for every answer.
Shreeji Hardware
Rajkot
- Your price
- AX-40 · ₹11,950
- The price that applies to this account
- Active scheme
- Buy ₹2L this month
- Benefit where configured
- Target
- ₹8.4L of ₹12L
- 70%
- Remaining
- ₹3.6L
- To reach this month’s target
- Quick order
- 3 items in basket
- Recent order
- SO-2087 · Confirmed
Not every screen your business has.The screen that applies to this dealer.
A dealer should not need to ask your team for every answer.
- “What is my price?”
- “Which scheme is running?”
- “How much more do I need for my target?”
- “Did you receive my order?”
- “What did I order last time?”
Routine information should be visible.Questions and exceptions should still reach your team.
Show the dealer what applies to them.
- Products
- What this dealer actually buys from you.
- Dealer price
- Their price, not a list price.
- Active scheme
- What is running, and on which products.
- Target progress
- Where they stand this month.
- Order history
- What they ordered last time.
- Order status
- Where the current order has reached, where that is connected.
- Account information
- Credit or balance, where your business shares it.
The dealer view depends on which commercial rules and business systems are connected. Very few businesses show all seven, and a portal with three useful panels beats one with seven empty ones.
Dealer portal and customer ordering portal are not the same thing.
B2B customer portal
- Place routine customer orders
- See account prices
- Repeat orders
- See order history and status
Dealer portal — this page
- All of the ordering, plus:
- Dealer pricing
- Schemes and qualification
- Target progress
- The dealer account relationship
Both can place orders.The dealer relationship carries additional commercial context.
B2B Ordering PortalGive the dealer a clear reason to place the next order.
Current scheme
- Already ordered
- ₹1.48L
- Qualify at
- ₹2L
- Remaining
- ₹52,000
- Applies to
- Selected products
- Period
- 1–31 Oct
- Benefit
- Shown where configured
This example uses order value because that is what the pillar demonstrates. A scheme may just as well depend on particular products, a quantity, a period, or another rule your business sets — and some schemes have no progress to show at all.
Show target progress without turning it into a mystery calculation.
- Monthly target
- ₹12L
- Ordered
- ₹8.4L
- Progress
- 70%
- Remaining
- ₹3.6L
Targets are business-defined, and not every dealer relationship uses them. Where one exists, the dealer should be able to read it as four plain numbers rather than infer it from a bar.
Ordering should connect to the normal order process.
- Dealer portal
- Order submitted
- Price, stock and approval checked
- Confirmation
- Status
A dealer order is still an order. It gets the same checks as every other one, and this page does not re-explain them.
See Order ManagementThe dealer should see enough — not everything internally.
The dealer can see
- Their products
- Their prices
- Their schemes
- Their target
- Their orders
- Useful order status
Your team keeps
- Internal notes
- Approval detail
- Margin and internal costing
- Any other dealer’s information
- Operational detail not meant for the dealer
This is ordinary access separation — showing an account its own information. Nothing here is a security or compliance claim.
Not every dealer needs the same portal experience.
- Orders every week
- A fast basket and last month’s order to start from.
- Mainly checks schemes
- What is running and how far off qualifying they are.
- Has account-specific products
- Their own catalogue and their own prices.
- Still orders through a salesperson
- Prices and status to look at — the order itself still comes through your team.
The useful dealer view should match the relationship you actually have.
Around the dealer’s own screen.
- Dealer OnboardingWhat has to be ready before the portal is worth switching on.
- Dealer Pricing & SchemesWhere the price and the scheme on this screen come from.
- Dealer Credit ControlThe account information a dealer may or may not be shown.
- Territory ManagementWho the dealer rings when the portal cannot answer it.
What does a dealer still have to call your team to ask?
Show us how dealers get prices, schemes, targets and order information today. We’ll help identify what could become self-service and what should stay with your team.