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What should a B2B customer portal include? A checklist for distributors

Short answer

A good B2B customer portal lets trade customers see their own prices and live stock, reorder regular lines quickly, track every order however it was placed, download invoices and statements, and pay online. Behind the scenes it should write orders straight into your ERP and let your team control who gets access.

Ordering

  • Customer-specific prices and quantity breaks
  • Live stock by branch or warehouse
  • Quick order from regular lines, by SKU or by list
  • Click and collect or delivery to site
  • PO number and required-by date at checkout
  • Pay on account or by card

Account self-service

  • Every order in one history, including phone and rep orders
  • Invoices and statements to download
  • Balance and available credit
  • Several logins per customer, with roles

For your team

  • Orders created directly in your ERP
  • Approval of new trade accounts
  • Staff can order on behalf of customers
  • Prices hidden from public visitors
  • Reporting on online adoption

Platform

  • Your ERP as the source of truth
  • Role-based access and encryption
  • Data hosted in the region you choose
  • Works on phones as well as desktops

ordern covers this list as a distributor portal connected to your ERP.

QuestionsQuick answers

Frequently asked questions

What’s the difference between a customer portal and an online store?

An online store sells to anyone at one price. A B2B customer portal serves existing trade customers with their own prices, terms and account information.

Which feature matters most?

Fast reordering at the customer’s own price. That’s what makes ordering online faster than phoning.

Should the portal include a public catalogue?

Often, yes. A public catalogue helps new buyers find you in search, while pricing stays visible only to signed-in customers.

Next stepNo obligation

See how ordern would work for you.

  • No obligation
  • Online, in your time zone
  • Shown against a catalogue like yours
  • Made in Australia for global business

We’ll show you ordern working against a catalogue like yours, connected to your ERP, online and in your time zone.

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