01
Identity
Accounts, companies and purchasing roles.
customerbranchbuyeradministrator
B2B and wholesale
B2B customer portal for orders and statuses
Self-service orders, customer prices, documents and order history.
Solution mapSmartCodeIT system view
Account and rightsDirectory and price listOrder basket
B2B Commerce Layer
Validation, logs and exception checking
ERP OrderStatus and documentsCustomer history
What is blocking the process?
B2B orders came by email and statuses were checked manually.
How do we organize our work?
A portal validates orders, shows documents and integrates with operational systems.
What does this scenario mean for the company?
The B2B customer portal for orders and statuses is a model of implementation for companies that want to remove a specific waste of time from the process: B2B orders came by email and the statuses were checked manually by the service department. It shows a possible way of organizing work and effect to measure: 1 portal for orders, documents and communication. A similar range should be started with audit, MVP or integration of one key stage.
Decision context
When does such a system make sense?
The B2B portal makes sense when a customer needs self-service, but the offer, prices, limits and documents depend on his account. It's an operating system for selling, not just a catalog of products.
Best match
Manufacturers, wholesalers and distributors serving orders from business customers by e-mail or phone.
Signals to be analyzed
- orders are rewritten from emails
- customers ask for status and documents
- Pricelists and availability depend on partner
Solution architecture
The system is divided into clear layers of responsibility.
Each layer has its own data, rules and control points. This allows you to develop the solution in stages without mixing user interface, process logic and integration.
02
Proposal
Catalog, prices and availability.
SKUprice listDiscountlimit
03
Order
Basket, validation and handover.
AddresspaymentERPstatus
04
Self-service
Documents and communications.
invoiceshistoryrequestsnotifications
How can this be built technically?
Technically, such a system can be built as a combination of application layer, automation and data integration. In this scenario, the key elements are: Web application, CRM/ERP, PDF, Role. Workflow includes: Client logged into the portal -> Submits an order -> The system creates an order -> Status updates the client. Implementation requires field mapping, validation of data, error handling, activity history, permissions and monitoring to make the process stable after production startup.
System elements
Web applicationCRM/ERPPDFRolesAPI
Scope of first implementation
Customer portalOperation PanelRoles and permissionsERP/CRM integrationPDF documents
Operational flow
From input event to controlled result.
The process is designed so that each step has a status, owner, and predictable error handling.
- 01Stage 1Client logged into portal
Customer portal
- 02Stage 2Orders
Operation Panel
- 03Stage 3The system creates an order
Roles and permissions
- 04Stage 4Status update client
ERP/CRM integration
- 05Stage 5The documents are in history.
PDF documents
Operational change
What should change after implementation?
These are target process changes, not a guarantee of business outcome. The actual impact depends on data, scale, integration and how the team works.
Current state
Email and manual entry
Target state
Validated basket and ERP integration
Current state
Question to the guardian
Target state
Status, history and documents online
Current state
Pricing in files
Target state
Individual prices and account rules
Control and security
Risks are part of the project, not a post-implementation note.
Automation should stop or escalate a case when data is incomplete, integration returns an error, or a decision requires human responsibility.
Risk
Client sees the wrong price
Control mechanism
Authorize the company's context, price tests and change log.
Risk
Order does not go to ERP
Control mechanism
Idempotentness, integration queue and clear error status.
Risk
Excessive access of a customer employee
Control mechanism
Buy-in roles, branch coverage and organization administrator panel.
Recommended starting point
Portal for one customer group
We measure the completeness of orders, the number of manual corrections, questions about the status and correctness of data transmitted to the ERP.
Approximate time6-10 weeks
logincatalogindividual price listOrder and status
Related paths
Services matching this scenario
Implementation FAQ
Questions worth asking before pricing.
The answers describe a safe technical option. The exact scope depends on your company's systems, data and exceptions.
Can the portal support individual price lists?
Yes. Prices may depend on the company, group of customers, volume or contract, but they need one source of truth and permission tests.
Does the portal replace the ERP?
Mostly not. The portal is a comfortable layer of the client, and the ERP can still be responsible for states, implementation, documents and settlements.
Is it worth starting with a full directory?
Not always. MVP can cover the most frequently ordered products and one group of customers to verify integration and process ergonomics.
Related projects
See scenarios with similar architecture.
The selection is based on common services and system elements, thanks to which subsequent examples develop the topic rather than creating a random list.
Next step
Do you have a similar process, but different systems and exceptions?
Describe the current workflow, data sources, and where the process stops. The first conversation is used to assess whether the right start is an audit, integration, MVP or a ready-made tool.
Contact
Describe the process you want to improve.
A few concrete sentences are enough for us to suggest an audit, automation, an AI agent, a web application or a systems integration.
A reply with a recommended next stepThe option to begin with an audit or a focused MVPA solution designed for security and maintainability
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