B2B ordering portal
Let regular customers place routine orders without calling your office.
Give business customers a simple ordering view with their products, prices and current order information, while your team handles the exceptions.
Welcome back
Kamath Traders
| Item | Price | Qty |
|---|---|---|
| AX-40Ball bearing | Your price₹12,250 | 20 |
| VX-20Drive belt | Your price₹8,150 | 10 |
| BR-12Bracket | ₹4,600 | 12 |
3 items
Requested delivery28 Oct
SO-2087
Confirmed
Preparing
Expected dispatch27 Oct
Routine orders should not always need a phone call.
- Today
- Customer calls or messages
- Sales desk checks product, price, last order, stock and delivery
- Office creates the order
- With a portal
- Customer sees the ordering information that applies to them
- Customer places a routine order
- Your team reviews the exceptions
The call is worth having when something is genuinely being decided. It is not worth having to read a part number back twice.
Show each customer what applies to them.
- Customer
- Kamath Traders
- Products
- The relevant catalogue
- Prices
- Account pricing where configured
- Terms
- Where appropriate
- Order history
- Their orders
Not every field has to be customer-specific. Plenty of businesses show one catalogue and one price list, and only the history and the status are per account.
Make repeat buying easier without copying old conditions blindly.
Recent orderSO-1942Order again
- Current price rechecked
- Current availability rechecked
- Current delivery rechecked
Let customers place the order — not approve it for you.
Customer can
- Choose items
- Enter quantities
- Request delivery
- Place order
- See status where configured
Business still controls
- Price rules
- Credit
- Stock confirmation
- Approval exceptions
- Final fulfilment
Self-service should remove routine communication, not remove business controls.
A portal should reduce “Can you send me…?” requests.
- Can you resend our last order?
- What price applies to us?
- Has SO-2087 been confirmed?
- When will it dispatch?
- Can we place the same items again?
Each of those is a person interrupting a person. Where the information is connected, the customer can answer it themselves.
Not every customer needs the same portal.
- Simple reorder customer
- A short list and an “order again” button.
- Large account
- Their own catalogue, their own pricing, their own history.
- Project customer
- Approvals on their side before an order is placed at all.
- Assisted buyer
- Still prefers to ring somebody, and that is a legitimate answer.
The right level of self-service depends on how the customer actually buys from you.
Customer portal and dealer portal are not the same thing.
B2B customer portal — this page
- Customer orders
- Customer-specific products and prices
- Order history
- Order status
Dealer & Distributor Management
- Dealer network
- Schemes
- Targets
- Territories
- Dealer programmes
- Dealer ordering in that context
A dealer places orders too, but the orders are the smallest part of that relationship. If you are managing a network rather than serving accounts, the other pillar is the one you want.
Explore Dealer & Distributor ManagementAround the customer’s own ordering.
- Repeat OrderingFor the customer who orders the same twelve things every month.
- Customer-specific PricingWhere the price the customer sees in the portal comes from.
- Order Status TrackingThe question a portal answers most often, once the order exists.
- Dealer & Distributor ManagementIf the people ordering are a network rather than accounts.
Which routine customer orders still need your team to take them manually?
Show us how regular customers place repeat orders today. We’ll help identify what could become self-service and which controls should stay with your team.