B2B platform
The customer places an order. ERP receives it without re-entry.
Customers sign in, see their individual offer and place an order. The data continues into company systems without being entered again.
Before the change
The order originates with the customer, yet the team still rebuilds it manually.
Several channels
Phone, email, messages and sales reps create parallel order queues.
Terms in different places
Prices, discounts, limits and availability have to be checked across several systems.
No self-service
Customers contact the team for a document, status or information the portal could show immediately.
Before → after
An order stops being a message that someone must re-enter.
Order journey
The customer places an order, and ERP receives it without re-entry.
The portal retrieves terms and availability from company systems. A complete order enters fulfilment, while status and documents return to the customer account.
Sign-in
Own price
Availability
Basket
Order
ERP
Status
EXAMPLE ORDER
WHAT THE COMPANY RECEIVES
- Complete data in one format
- An order without re-entry
- Status visible to the customer and team
Illustration of an example process
Outcome
Customers handle the order themselves, while the company keeps its sales rules.
CUSTOMER
The portal shows customer terms
The account includes roles, delivery addresses, account owner, pricing, discounts and credit limit.
The customer places a complete order
Availability, shopping lists, item import and repeating a basket reduce work on both sides.
COMPANY
Status returns to the customer
The account shows order history, documents, balance and the current fulfilment stage.
The order continues without re-entry
The portal passes data to ERP, warehouse, payments and logistics.
Let’s start with one order.
We will check where prices and stock come from and where the team still re-enters data.