Contract Pricing
Apply price lists, quantity breaks and promotion dates to the relevant customer account.
Solution
B2B Ordering Portals for Dealers & Distributors
UNO develops ordering portals for manufacturers, wholesalers and distributors. Trade customers can submit orders against approved catalogues and account rules, while your team manages fulfilment through the systems it already uses.
Functions to consider in the project scope
Illustrative interface previews with sample data. Final screens are designed around your requirements.
Credit & Terms
Check credit limits and account status using the agreed finance-system data.
Multi-Buyer Accounts
Support several purchasers within an account, with approval levels where required.
Live Stock
Display availability according to warehouse, allocation and backorder rules.
Reorder & Templates
Provide order history and saved lists for regular purchases.
ERP Synchronisation
Exchange orders and agreed account records with the ERP through supported interfaces.
Resolve commercial rules before designing checkout
Trade orders often involve negotiated prices, credit limits and delivery arrangements. Document who can override these rules and which system holds the approved values.
- 01 Customer-specific catalogues and pricing
- 02 Credit checks and purchase approvals
- 03 Stock allocation and delivery rules
- 04 ERP identifiers and reconciliation
21+
Years in Business
900+
Projects Delivered
26
Countries Served
100%
In-house Malaysian Team
Delivery and handover
A staged delivery process with agreed scope, review points and acceptance criteria.
Discover
Review the current workflow, users, records and systems with the people responsible.
Define
Agree the scope, screen flows, integration approach and acceptance criteria.
Deliver
Develop and test the agreed workflows, including permissions and exceptions.
Grow
Plan rollout, training, handover and the support arrangements for live use.
From dealer order to confirmed fulfilment
An order portal must reflect the commercial rules your sales and operations teams use. Walk through a normal order and a blocked order before agreeing checkout.
Account rules
Check the customer price list, permitted catalogue, minimum quantities and purchaser authority. Decide who can approve an exception.
Confirmation
Distinguish a submitted order from one accepted by the ERP. Explain credit holds, unavailable stock, backorders and partial fulfilment to the buyer.
Status changes
Agree how dispatch, cancellation and revised quantities return to the portal. Reconcile failures so a missing update does not leave the customer with a misleading status.
B2B ordering portal FAQ
How does a B2B ordering portal help dealers and distributors?
A B2B ordering portal gives approved buyers a place to view products, check their account prices and submit orders. Staff can review those orders with the relevant customer and delivery details attached. UNO scopes the portal around how your trade accounts buy.
Can each dealer see a different price list?
Yes. The portal can use customer or account-group price lists and restrict which products a dealer can buy. We need to establish where approved prices are stored and how contract prices, promotions and quantity discounts interact.
Can orders be checked against credit limits?
Credit checks can be included if the finance system provides reliable account balances and credit limits. The process needs rules for overdue accounts, delayed updates and authorised overrides. A buyer should see clearly whether an order is accepted or awaiting review.
Can the portal send orders to our ERP?
It can where the ERP supports the required connection. We map customer codes, product codes, quantities and delivery details, then agree how order acknowledgements and changes return to the portal. Failed transfers need to be visible to the team handling orders.
Can a dealer's staff prepare orders for a manager to approve?
Buyer and approver roles can be included within a dealer account. Agree spending limits, approval steps and who may change an order after review. The portal should distinguish a saved draft, an order awaiting approval and an order accepted for fulfilment.
How should repeat orders handle changed prices or unavailable stock?
A repeat order should use current account prices and availability, rather than silently copying an old total. Show changed items, discontinued products and backorders before submission. Minimum order quantities, carton sizes and delivery rules should be checked again too.