Main scenario
A B2B ordering portal from price list to invoice
Regular customers order by email, phone and Excel, and the customer service team retypes orders into the ERP and answers questions about prices and availability.
01
→
SSO / email
Customer login
Each company has its own account, with roles inside it: who orders, who approves, who sees invoices.
02
→
ERP
Customer price list
The customer sees their own prices, discounts and payment terms pulled from the ERP, not a general price list.
03
→
Stock levels
Basket and availability
Availability and delivery date for every product. A regular order can be repeated with one click or uploaded from a file.
04
→
API
Order to ERP
The order goes straight into the ERP, without retyping. Orders above a set limit wait for approval on the customer's side.
05
→
Courier / delivery note
Status and shipping
The customer sees the fulfilment stage, tracking number and delivery notes.
06
KSeF
Invoices and receivables
KSeF invoices, account balance and payment reminders in one place.
In practice · example scenario
A plumbing and heating supplies wholesaler
Most orders came in by email and phone, and the customer service team retyped them into the ERP. In the portal, installers see their prices and availability, repeat regular orders and check delivery status. Orders go into the ERP without retyping, and the customer service team handles unusual orders and advice.