B2B Dealer Order & Operations Portal

Move orders off the phone, WhatsApp and Excel into one place, so dealers, the factory, sales and finance see the same data.

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Faz 0
Paid discovery first, then fixed price: 10-14
Weeks to MVP and pilot: 5-8
Months to an integrated V1

Does this sound familiar?

Orders arrive by phone, WhatsApp and Excel, and cannot be traced afterwards.

Dealer-specific prices and discounts are calculated by hand and errors reach the invoice.

Dealers call asking “where is my order?” and answering means checking production and shipping separately.

Over-limit orders are only stopped if accounting notices.

Several people order from the same dealer with no clear authorisation.

Sales reps in the field cannot see dealer balance and history.

What we do

Dealer, user and permission management

Dealers, branches, users, regions and sales reps — multiple users per dealer with different permissions.

Dealer-specific pricing and discounts

Price list assignment, tiered discounts, campaigns, term surcharges and currency — with a transparent breakdown for the dealer.

Credit limits and approval flows

Over-limit orders are routed to finance for approval rather than blocked; the dealer sees the status live.

Order status and lead time tracking

Approved, in production, ready, shipped, delivered — no more “where is it?” calls.

ERP integration

Ledger, stock, price and order transfer with idempotent delivery and nightly reconciliation.

Ledger and collections

Balance, credit limit, statements and payment links. Card data is never stored.

Modules and phases

Dealer management	Dealers, branches, users, regions, reps	MVP
Product catalogue	Technical documents, pallet sizes, currency	MVP
Ordering	Cart, draft, reorder, approval	MVP
Order tracking	Status flow from production to delivery with notifications	MVP
Permissions and approvals	Dealer, rep, regional manager, finance, factory roles	MVP
ERP integration	Ledger, stock, price, order, waybill, invoice	Faz 2
Ledger and collections	Balance, limit, statement, payment	Faz 2
Production and logistics	Lead times, shipment plan, vehicle, waybill	Faz 2
Requests and support	Returns, damage, samples, complaints, support	Faz 3
Field and CRM	Dealer visits, tasks, notes, opportunities	Faz 3
Reporting	Performance by dealer, region, product and period	Faz 3

Frequently asked questions

Do we have to replace our current portal and BPM?+

We decide together after discovery. Some parts are kept, some rebuilt, some merged. The first question is not “what do we build from scratch” but “what do we keep”.

Will the portal replace our ERP?+

No. Pricing, stock deduction and ledger entries stay in the ERP. The portal shows that data and pushes order intent back.

Will stock be shown in real time?+

Stock is shown from a short-lived cache and verified live at checkout. Querying the ERP on every page would slow both systems.

Are over-limit orders blocked?+

We recommend routing to approval instead of blocking — it preserves both control and revenue.

Do we need a mobile app?+

Usually not in v1. A responsive web app or PWA is enough; native can follow later.

How will we measure success?+

Reduction in phone orders, order entry time, pricing errors and active dealer share — with a baseline measured before we start.

Book a Meeting

Pick a time that suits you. In a 30-minute first call we listen to your needs and discuss how to move forward.