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. Your sales rep stops reading prices over the phone, the warehouse has its pick lists in the morning, and a customer with several branches orders for each one separately. Allow thirty days 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, a full-pack discount, sale by the metre or roll, order approval before it goes to the ERP, promotional prices per item or category. Every rule that lives in a sales rep's head today gets mapped into the system.
A separate view for warehouse staff: a printable pick list with item photos and the customer's note, statuses new, in progress and sent, courier and tracking number, and a record of who sent what and when.
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.