Trade account applications and approval
A prospective customer applies online; your staff approve the account, set its price tier, credit limit and payment terms, and the login is issued.
PLATE P.5.1 — B2B ORDERING PORTALS
B2B ordering portals for wholesale and trade customers
A B2B ordering portal is a login where your trade customers see their own price list, reorder what they usually buy, and pay on account instead of by card. It is built for wholesalers, distributors and manufacturers who take repeat orders from other businesses. Ozwebnet writes B2B portals from scratch in Adelaide, South Australia, for suppliers across Australia. The source code and the IP are assigned to you, under one fixed quote staged against milestones.
DETAIL OF SHEET 05 — ONLINE STORES →
GENERAL NOTES
02 / 07
What is a B2B ordering portal?
A B2B ordering portal is the wholesale side of an online store: a login for trade customers rather than a public shop. Each account sees the prices agreed for it, the products it is allowed to buy, and its own order history, so a repeat order is a few clicks from the last one. Orders go on account against an approved credit limit, and the invoice, statement and payment follow through your accounting system. The portal is written for the way you sell to trade, not adapted from a retail theme, and the code is yours.
SECTION A–A
03 / 07
Who should build a B2B ordering portal?
- BUILT FOR
- Wholesalers, distributors, manufacturers and importers whose trade customers order the same lines again and again, at prices that differ by account, and who want those orders keyed once by the customer rather than twice by staff.
- REPLACES
- Orders taken by phone, email and PDF price list and re-keyed into Xero, MYOB or Cin7 by hand; a wholesale plugin bolted onto a retail store.
- NOT FOR
- A shop that sells only to the public, or a supplier with a handful of trade customers who all pay the same price — an order form on the existing store serves that well today, and we will say so.
SCHEDULE OF WORKS
04 / 07
What is included in a B2B ordering portal build?
Customer-specific price lists and tiers
Each account sees its own prices — a tier, a contract list or a negotiated price on particular lines — with quantity breaks applied as the order is built.
Quick order pad and reorder from history
Customers order by product code or from a saved list, repeat a previous order in one step, and see stock on hand against each line before they submit.
Buyer logins and order approval inside an account
A customer's staff each get their own login under the one account; a purchasing officer can be set to approve orders above an agreed value before they are placed.
Orders on account: terms, credit limits and statements
Orders are placed against the account's credit limit and terms; invoices and statements are visible in the portal, with card or EFT payment where you allow it.
Price lists and customer records from your accounting or inventory system
Xero, MYOB, Cin7 or Unleashed stays the master of customers, prices and stock; the portal reads them and writes each order back as a sales order or invoice.
Staff order desk
Your sales staff see every account, place an order on a customer's behalf when they phone, and adjust a price or a credit limit without a developer.
TYPICAL SCOPE FOR THIS KIND OF SYSTEM — YOUR EXACT SCOPE IS FIXED IN WRITING AT THE SPECIFICATION STAGE.
Not sure which? Ten minutes on 1300 699 321 tells you — Mon–Fri 9–5 ACST.
STAGES
05 / 07
How is a B2B ordering portal built and priced?
One fixed quote, set in writing at the specification stage (02 Blueprint) and staged against the five milestones below. Each milestone ends with a working system; stop at any milestone and keep what has been built.
SEE THE FIVE STAGES ANIMATED →- 01 SURVEY
Discovery
We learn who your trade customers are, how they order today, and how prices, terms and credit are decided for each account.
- 02 BLUEPRINT
Specification
Accounts, price lists, ordering and the accounting connection are specified in writing; the fixed quote is set here, staged against milestones.
- 03 FORGE
Build
Built in the order a trade customer meets it — login and price lists first, then ordering, then terms and the accounting connection — each a working milestone.
- 04 TEMPER
Testing
Real accounts are loaded and test orders placed at their own prices and terms, then checked against your accounting system before launch.
- 05 DEPLOY
Launch
The portal goes live with your accounts loaded, and you receive the source code with the IP assigned to you.
REQUESTS FOR INFORMATION
06 / 07
Questions before you call
RFI-01How much does a B2B ordering portal cost?
One fixed quote, set in writing before the build and staged against milestones. Stop at any milestone and keep a working system.
RFI-02Can each trade customer see their own prices?
Yes. Each account sees its own price list — a tier, a contract list or negotiated prices on particular lines — with quantity breaks applied as the order is built.
RFI-03Does it connect to Xero, MYOB or Cin7?
Yes. Your accounting or inventory system stays the master of customers, prices and stock; the portal reads them and writes each order back as a sales order or invoice.
RFI-04Do we need a portal if we already have an online store?
Not always. If your trade customers all pay the same price, an order form on the existing store may serve well today, and we will say so. A portal earns its place when prices, terms and credit differ by account.
RFI-05Do you build B2B portals for suppliers outside Adelaide?
Yes, Australia-wide. Adelaide first, remote-capable. The portal is yours wherever you are: source code delivered, IP assigned to you.
RFQ — REQUEST FOR QUOTE
07 / 07
Get a fixed quote for a B2B ordering portal.
Call, or answer a few short questions — what you run, what breaks, when you need it working — and we reply within one business day. The quote is fixed in writing before any build starts.