How does a professional client portal have to differ from a regular e-shop?

In addition to the products and the cart, contractual prices, multiple enterprise users, objects, credit limit, re-orders, delivery terms and documents are important to it. If these features are reliably held by an existing e-commerce platform, no separate portal is required to be created.

Where is the individual customer price to be calculated?

The portal must display a confirmed price, but should not become a separate source of pricing. Price rules must remain in an ERP, pricing system or other clearly designated solution, where they are also used by managers and other channels.

How can a professional customer facilitate recurring purchases?

The customer finds the agreed range, individual prices and previous orders. Re-checking the purchase re-checks the availability and conditions. More complex changes and help remain for the manager, which requires consultation.

How do you distinguish between multi-object purchases and order fixing?

The company administrator gives users access to specific objects and determines who can place and confirm an order. Credit limits and contractual price calculation must remain in their trusted source, and the self-service must apply the result obtained.

How does the self-service need to check the credit limit before a new facility order?

At the time of placing the order, the result of the responsible financial system is obtained, assessing the current state of the customer. If employee approval is required, the order is forwarded for review. The balance shown on the portal must not become an unlimited purchase permit.

Construction and interior goods B2B self-service portal

The contractor or the buyer of the company orders the goods according to their objects, prices and credit terms. On the portal he finds deliveries and purchase documents.

Individual prices, credits, objects, delivery addresses, relists and documents are managed in different systems. Contractors spend a lot of time debugging orders, and managers check the conditions by hand.

How the solution works

A professional client chooses the company and the object on whose behalf they buy.
It displays contractual terms and availability approved by the accounting or pricing system.
An authorized user places or confirms an order under the company's rights.
The customer follows the order and finds the documents and accounts of the object.

Key challenges

Prices and booking conditions of professional customers are fragmented

Solution capabilities

Enterprise and object access

The buyer sees only the objects assigned to him; the rights of placing and securing the order are determined separately.

Contractual terms of purchase

The customer is provided with a price that matches his contract, payment terms and credit check result from the responsible system.

Re-ordering an object

The buyer can continue purchases of the same object after checking the relevant price, quantity and delivery option.

Review of Enforcement and Documents

The status of the order comes from its execution process, and the customer independently finds delivery documents and accounts.

Business context

Prices and booking conditions of professional customers are fragmented: Individual prices, credits, objects, delivery addresses, relists and documents are managed in different systems. Contractors spend a lot of time debugging orders, and managers check the conditions by hand.
It is convenient for a professional customer to buy according to their objects: The contractor orders repeatedly and has different needs for objects. Contract terms and purchase documents are visible to allow the normal order to be made at a convenient time. The manager can focus more on new objects and supply agreements.

Core features

Enterprise and object access
Contractual terms of purchase
Re-ordering an object
Review of Enforcement and Documents

Key integrations

ERP / Pricing System: Contractual customer prices, credit limit, documents and order registration.
PIM / product data: Product information, documents and attributes important to a professional customer.
Reserve/WMS system: Real availability, reservation and anticipated addition.
Delivery System: Object delivery windows and actual order execution state.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Part of repeated professional customer orders that require manual aggregation

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

Calculates the proportion of self-service eligible re-orders that an employee needed to manually type into a pre-registration ERP. The denominator - all self-service eligible comparable re-orders.

Time from customer need to approved standard B2B order

6–25%Decreasing

This illustrative scenario assumes that 20-50% of waiting caused by missing information or unclear responsibility can be addressed. That share is assumed to fall by 30-50%. Company data is needed to verify both the addressable share and the resulting change.

Measure the time between the standard order started by the customer and its approval for execution.

Value of professional customer re-purchases

1–7%Increasing

In the example scenario, 25-45% of the original indicator value is associated with a more convenient addition of the contractor's object goods. The growth of 5-15% is predicted for this part, without other conditions changing.

The value of purchases made by the same customers across all channels is compared, taking into account the number of active objects and changes in prices.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

Individual prices, credits, objects, delivery addresses, relists and documents are managed in different systems
Contractors spend a lot of time debugging orders, and managers check the conditions by hand
Stores, central warehouse, supplier, on-demand production and booking states are presented in varying detail
The set-up required for the project turns out to be incomplete only after ordering

Implementation requirements

The self-service of professional clients requires relevant contracts, structure of objects and user credentials. Customer prices, credit verification and document access are linked to the order and the business system confirming that decision.