Wholesale with a B2B portal and price lists
Customers order through a B2B portal, see their individual prices, stock availability, and shipment status. You run a multi-warehouse setup with automated dispatch generation and payment matching.
Common pain points in this segment
- Customers call to ask whether item X is in stock — sales staff ask the dispatcher
- Price lists for different segments live in 5 Excel files
- Morning dispatch is run from a paper order list
- Payments are matched to invoices by hand
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
CRM
Customer record with assigned price list segment, credit limit, and account manager.
Open moduleWarehousing
Multi-warehouse with real-time availability. Goods location via QR/barcode.
Open moduleCatalog
Central catalogue with variants, photos, and parameters. Distribution to the B2B portal.
Open moduleFinance
Bulk invoicing with segment-based price lists. Payment matching from bank import.
Open moduleTransport
Delivery planning, route optimisation, GPS courier tracking.
Open moduleReporting
Margin per customer, product, and segment.
Open moduleHow it works in practice
Customer B2B portal
The customer logs in and sees their prices, warehouse availability, and the status of previous orders.
Bulk monthly invoicing
End of month — the system generates consolidated invoices for 200 customers.
Typical integrations for this segment
- Shopify
- Shoptet
- Pohoda
- Money S3
- TimoCom
- Mailchimp
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