A B2B portal where customers order themselves, first order in the ERP in 30 days
A business customer logs in, sees their prices and discounts, stock on hand, and orders. The order is in the ERP that instant, with no retyping. Everything below we built for Proxy, where thirty days passed from the first conversation to the first order through the portal.
Customer login, per-customer prices and discounts from the ERP, stock levels, an order that writes itself into the ERP with no duplicates and queues when the ERP is down, order history, e-mail confirmations, a filterable catalogue in your colours, Croatian invoicing and fiscalization.
A customer with several branches picks which one it is ordering for with one click. Each branch has its own price list, delivery address and e-mail addresses for confirmations. For chains with twenty or more shops this is the difference between a portal that gets used and one that gets bypassed.
When a customer does call, the sales rep steps in as them, sees their prices and cart and orders for them. The order carries a mark of who entered it, so it is known later. The phone stays; the retyping goes.
Minimum quantities and packs, credit limit and debtor block, approval for orders above an amount, promotional prices per group, a substitute item when something is out. Every rule that lives in a sales rep's head today gets mapped into the system.
From webshop orders the warehouse gets pick lists for the working day each morning, grouped by delivery route with a map, with packing sequence, shipping status and a record of who packed what. Printed on paper for those who still want it.
Invitations to every customer from the ERP, grouped by e-mail and branch, a welcome message with instructions and support for your customers in the first weeks. A portal is worth as many customers as log in.
A sales rep at the customer orders from a phone, with the same prices and stock, even without signal. The warehouse scans barcodes instead of retyping codes.
