Customer portal — B2B wholesale portal
For DIS, we built a B2B portal for wholesale customers, connected to the ERP. Customers see the full assortment with their own discounts, order on their own or by importing an Excel or CSV file, and the order goes straight into the ERP. The portal also has an account statement and reports on turnover and the transport plan.
What needed solving?
Wholesale customers order often and in large quantities, each on their own terms. They needed a channel where they could see the assortment and their discounts, order at any time and follow their account statement, and the DIS team needed a way to get those orders into the ERP without retyping.
What we built.
The portal is connected to the ERP. Customers see the full assortment with their own discounts and add items to the cart, with the available quantity checked as soon as an item is added. They can also import items from an Excel or CSV file straight into the cart, and the order goes directly into the ERP. The portal also gives them an account statement and reports: monthly turnover and the transport plan.
In the admin area, administrators set up banners linking to sections of the portal, control when the portal is available (for example, during stocktaking), log in as customers, create requisitions on their behalf and manage customer accounts.
- Assortment with discounts
- Quantity check in the cart
- Excel and CSV import
- Orders straight into the ERP
- Account statement
- Turnover and transport plan
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