sub-modules
B2B Portal
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