B2B client portal: wholesalers see their own prices, stock, contracts and orders
The partner’s account is connected to the accounting system: individual prices, stock, order history, documents and settlements. An order placed in the account goes straight into accounting and the CRM.
What the client gets
- Each partner sees its own prices and terms.
- An order is created in the accounting system without a manager.
- Documents and settlements are available in the account.
- Managers work on new customers rather than repeat orders.
A second-wave service: the price will appear on the site after the first completed project. For now — discovery and an estimate for your task.
Four stages with clear timelines
- 01 2–5 days
Discovery
We look at how processes run today and record data and bottlenecks. The output is a specification and a firm estimate.
- 02 2–5 days
Design
We agree the structure, roles, procedure and links between systems on one page.
- 03 1–16 weeks
Implementation or development
We configure, migrate data, build interfaces, connect integrations and train by role.
- 04 30 days
Support
For a month we answer questions and adjust to real use. Afterwards — under a maintenance plan.
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Frequently asked questions
Which accounting system?
Tell us what needs to be done
Describe the task and we will contact you during working hours.