WHAT IS A B2B DEALER PORTAL? HOW IS THE ORDERING PROCESS DIGITALIZED?

WHAT IS A B2B DEALER PORTAL? HOW IS THE ORDERING PROCESS DIGITALIZED?

B2B dealer portal is a digital workspace where businesses share product, price and order information with their dealers or corporate customers. Stock visibility, document sharing and account information can also be added to this structure according to the needs of the business. The scope of each portal is not the same.

What problems does the B2B dealer portal address?

Orders arriving separately via phone, e-mail and messaging channels may require re-entering information. Repeated conversations may occur for product code, price list or order status.

The dealer portal aims to collect this information in a defined flow. The benefit to be achieved depends on the accuracy of the data and the regular use of the system by the team.

How to choose the basic modules?

First, determine the products and prices that the dealer should see. Then define whether the order will be processed directly or require central approval.

Frequently evaluated modules are:

• Product catalog and stock visibility.

• Dealer-specific price and discount rules.

• Bulk order creation.

• Order history and status tracking.

• Current account information.

• Dealer groups and user authorizations.

Completing the basic order flow instead of adding unneeded modules to the first version can provide a more focused start.

Why is connection with existing systems important?

If product and price records are kept in another software, it should be determined which system will be the main source.

The frequency of updating stock information, the order's order. The transfer time and who will monitor error situations should be clarified. Whether integration is possible depends on the technical capabilities of the software used.

Example of use for a manufacturer

Dealers of a machine manufacturer display spare parts available to them. The dealer creates an order request by seeing his own price. The center checks and approves the request and updates the readiness status.

In this representative example, the first goal is to receive the order record completely and see its status. Online collection can be considered as a separate stage.

What questions should be answered before the offer?

• How many dealers and user roles are there?

• Do prices and catalogs change according to dealers?

• Is approval or limit control required for orders?

• Where is the product, stock and account information? Is it kept?

• What transactions will dealers perform from the mobile device?

Does the B2B portal replace accounting software?

It does not necessarily replace it. The portal can be designed to focus on dealer transactions and work with the existing accounting or ERP system.

Share your current order flow with Arra Media; Let's evaluate the necessary modules and connections for your dealer portal together.