b2b ops

Your wholesale customers order online. You ship. Zero back-and-forth.

Distributors still taking orders by phone and fax lose 30% of order value to errors and delay. A self-serve B2B portal gives customers 24/7 ordering with your pricing rules enforced automatically.

71%
of orders placed through portal vs. phone within 3 months
4 hrs
per day freed from order-entry staff
0.4%
order error rate vs. 4.2% on phone orders

The problem

Wholesale distributors process hundreds of orders a week by phone, email, and fax. Each order requires manual entry into the ERP, creating errors, delays, and a team of order-entry staff who add cost without adding value. Customers call for stock levels, pricing, and order status — questions that a portal answers instantly.

How it works

We build a branded B2B portal connected to your ERP (QuickBooks, NetSuite, SAP Business One, or custom). Each customer account sees their negotiated pricing tier, live inventory, order history, and account statements. They place orders online; the order flows directly into your ERP and triggers your existing pick/pack/ship workflow. No re-entry, no phone tag.

What you get

Customer-specific pricing

Each account logs in and sees only their negotiated price tier — automatically applied.

Live inventory visibility

Real-time stock levels from your ERP so customers know what's available before ordering.

ERP order creation

Submitted orders create a sales order in your ERP automatically — no manual entry.

Order history & reorder

Customers view past orders and reorder with one click — reducing their effort and your call volume.

Account statements & invoices

Self-serve invoice download and outstanding balance view reduces AR inquiry calls.

Sales rep visibility

Your inside sales reps see their accounts' portal activity, order frequency, and top items.

Common questions

Can customers pay online or do they keep their credit terms?

Both — you configure payment options per account: credit card, Net-30 on account, or ACH.

What if a customer needs a custom product or special order?

Custom quote requests route to your inside sales rep via the portal with the customer's specs attached.

Can we set minimum order values per account?

Yes — minimum order amounts and case/pack quantity rules are enforced at checkout automatically.

Move your wholesale orders online this quarter

Tell us about your business and we\'ll scope this for you — no commitment required.

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