
B2B dealer portals: pricing, credit and order visibility
Wholesale customers need the right catalogue, contract prices and delivery terms. A dealer portal should connect these rules to the ERP workflow.
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4 articles

Wholesale customers need the right catalogue, contract prices and delivery terms. A dealer portal should connect these rules to the ERP workflow.
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A connected workflow depends on consistent product, customer, unit and location records. Agree on ownership and change rules before importing a spreadsheet.
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Migration is more than copying records. The team needs a cut-off time, a reconciliation owner and a decision about what happens if the checks fail.
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When sales, inventory and accounting disagree on the numbers, a shared system can help. But where should you begin so people can actually use it?
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