Client portal for wholesalers and B2B distributors
Your professional clients want to order and check things without waiting for the rep’s visit: available stock, net price, order tracking, duplicates. The portal exposes their slice of the ERP, live, with their own conditions.
In your day-to-day
- 01
Real-time view of available stock and the account’s net prices.
- 02
Tracking of orders and backorders with estimated delivery dates, no call to order processing.
- 03
Clients download invoices, delivery notes and technical sheets themselves, as soon as issued.
A typical scenario
Twelve hundred trade accounts, a five-person order desk — two of whom mostly answer “where is my order?” and resend documents.
- 01
9 PM: a buyer builds his monthly order with stock and net prices on screen and history one click away — the basket is waiting for the desk in the morning.
- 02
A key account’s bookkeeper downloads the quarter’s thirty invoices for reconciliation without asking anyone. Zero emails, zero chasing.
- 03
A backorder slips by a week: the client sees it in the tracking view, new date included — the call never happens.
What changes
The portal absorbs the questions whose answers already sit in the ERP. The order desk keeps the exceptions, the waivers and the genuine disputes.
Order of magnitude
Working assumptions
- →around 90 requests a day for order status or documents
- →an average of 5 minutes of handling each
In the order of 7.5 hours of daily handling moves to self-service — and the month-end spike of duplicates and statements stops paralysing the desk.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Orders arrive by email, WhatsApp and phone — and get retyped by hand into the ERP, with the errors that come with it.
- →
Client balances slip because collection comes after order processing, and the rep discovers the blocked account in front of the client.
- →
Supplier shortages and backorders surface at picking time — too late to offer an alternative.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Does the portal show each client their own net prices?+
Yes: each account sees its grid, discounts and free-shipping conditions — never another client’s pricing. It is your ERP’s own conditions engine, exposed read-only.
Does it bypass our field sales force?+
No, it frees it: reorders and availability questions move to the portal, and the rep keeps visits for what creates value — new products, negotiation, account development.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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