# B2B Portal

Canonical URL: https://babadook.tech/sub-modules/b2b-portal
Entity: sub-modules
Content hash: 4bed0c4579d984b626643014e4b9a86bab01d6eb06717517dedfedcd3cedb05c

Your best reps are drowning in order status calls — let buyers serve themselves.

The most expensive customer service is the kind that shouldn't exist: 'where's my order,' 'what's my price,' 'am I over my limit.' B2B Portal answers all three without a human — contract catalogs, ATP-backed dates, credit checks, and tracking on buyer self-service, with sales freed for selling instead of status updates.

## Portal order lifecycle

Each stage below moves a buyer from browsing to delivered without sales touching the order — unless the gates say otherwise.

### data Viz

### data View

section: stages

### Browse and Quote

Buyers see their catalog with contract prices, availability hints from ATP, and terms. Quotes lock pricing with expiry and convert cleanly to orders.

### Approve

Account approval chains route orders above thresholds with credit checks enforced. Holds name the cause — limit, terms, or ATP — with release paths.

### Fulfill and Track

Approved orders reserve stock, schedule fulfillment, and expose tracking with proof of delivery chained back. Invoices cite the order evidence throughout.

## Portal guarantees

- **Terms honored:** Contract prices and payment terms resolved per buyer per line
- **Credit enforced:** Limits checked pre-commit with holds naming the cause
- **ATP admitted:** Portal orders pass the same feasibility gates as direct sales
- **section:** capabilities

## Portal by buyer type

Self-service bends per buyer — same terms and gates, different ordering stakes.

### data Viz

### data View

section: industries

### Distributors

Volume tiers with contract pricing, blanket orders with scheduled releases, and credit facilities sized to throughput. Releases admit through ATP per shipment.

### Contractors and Trades

Job-based ordering with cost-code allocation, approval chains per foreman, and delivery windows matched to site schedules.

### Institutional Buyers

Catalog-constrained purchasing with budget checks, multi-approver chains, and receiving workflows that close the loop to the original requisition.

## B2B Portal questions

### Section 1

Can buyers see each other's pricing?

No. Catalogs, prices, and terms resolve per authenticated buyer with tenant isolation enforced at the row level.

### Section 2

What happens over the credit limit?

The order holds with the cause named and routes to the account authority. Partial approval and split fulfillment stay available where policy permits.

### Section 3

Won't self-service cannibalize our sales team?

It cannibalizes their status-update workload, not their relationships. Reps graduate from order-takers to account growers with the portal handling the routine.

### data View

section: faqs

## content section

value: Each portal order carries the buyer, the terms, the credit decision, and the ATP verdict — self-service with the same discipline as assisted sales.

## Section 6

Customer-specific catalogs with contract pricing

## Section 7

Credit limits with hold and release workflows

## Section 8

Order templates and approval chains per account

## Section 9

Quotes that convert to orders without re-entry

## Section 10

Delivery tracking with proof chained to the order

## Section 11

Service items and subscriptions alongside goods

## Relationships

### products

- XRP — https://babadook.tech/products/xrp

### modules

- CRM — https://babadook.tech/modules/crm