SalesOS B2B Portal
Grow distributor sales without increasing manual work.
Give every partner a personalized portal where they can request a quote, place orders, and track deliveries 24/7 — with the products, prices, and terms agreed for their account.
90 minutes · One real commercial workflow · No obligation
More commercial capacity
Move repeat orders and standard requests into self-service.
Lower cost-to-serve
One workflow with no unnecessary data re-entry.
Commercial control retained
Validate catalog, price, credit, and availability before ordering.
An easier channel for partners to buy through. An easier channel for your company to control.
Why a dedicated B2B portal
Negotiated commercial relationships do not fit into a standard webshop.
Each distributor may have its own catalog, product codes, negotiated prices, credit limits, delivery terms, and approval rules. When this information remains spread across emails, files, and conversations, every order consumes time and can introduce errors.
SalesOS turns these rules into one digital workflow for distributors, sales, operations, and finance.
Scattered prices and terms
The team manually checks what each partner may buy and under which conditions.
Orders re-entered manually
Data moves from emails or files into other systems, creating delays and error risk.
Status requests by phone and email
Distributors depend on internal teams for delivery dates, shipment updates, and documents.
Exceptions are hard to track
Discounts, stock shortages, credit issues, and order changes do not always follow one shared, auditable path.
End-to-end commercial process
One journey, from first interest to the next order.
SalesOS connects the distributor, sales, operations, and finance in one visible and auditable workflow.
- Step 01
Personalized catalog
The partner sees only the products, codes, units, and prices negotiated for their account.
- Step 02
Request for quote
The distributor submits products, quantities, dates, and required documents in a structured request.
- Step 03
Quote and approval
The team responds with a versioned quote; exceptional discounts enter an internal approval flow.
- Step 04
Validated order
The system checks purchasing rights, price, credit, and availability. Orders may arrive through the portal, CSV, or EDI.
- Step 05
Delivery and documents
The partner sees promised dates and partial deliveries and downloads the available documents.
- Step 06
After-sales and repeat orders
Claims have clear statuses and evidence, while the order history makes accurate repeat orders easier.
SalesOS connects to existing systems through API, CSV, or EDI. It becomes the digital B2B front office without forcing the replacement of ERP or production systems.
Benefits for every role
Every team saves time. The company gains control and room to grow.
SalesMore time for growth
- Complete, comparable RFQs without information spread across multiple conversations.
- Faster responses with prices, terms, and history available in one place.
- Less time spent entering orders and communicating status updates.
OperationsCleaner orders, more visible exceptions
- Data is validated before an order enters execution.
- No duplicate orders caused by technical retries.
- Stock shortages, technical data, and requested changes enter a controlled workflow.
FinanceMargin and exposure protected from the start
- Prices and quantity tiers are applied consistently according to the commercial agreement.
- Credit limits and exposure are checked before an order is accepted.
- Invoices, balances, and financial documents are visible only to authorized roles.
DistributorEasier to buy from you
- 24/7 access to the distributor’s own catalog and terms in Romanian or English.
- Visibility into orders, promised dates, deliveries, and documents.
- Internal roles and approvals for purchasing, finance, and account administration.
The combined effect: the same team can process more orders with fewer errors, faster responses, and stronger control over margin and cash exposure.
What B2B Portal includes
The tools you need to manage B2B relationships in one place.
Account-specific catalogs and pricing
Control which products and variants each partner sees, map their product codes to internal codes, and automatically apply the agreed price lists, quantity tiers, and units of measure.
Every distributor sees the exact negotiated offer — nothing extra and nothing to verify manually.
RFQs, quotes, and orders with clear rules
Turn RFQs into versioned quotes and then into orders, with approvals for discounts and validation for price, credit, availability, and purchasing rights.
Fewer errors at entry and a clear record of every commercial decision.
Self-service delivery, finance, and after-sales
Authorized partners track promised dates and partial deliveries, access invoices, balances, and documents, and submit claims with supporting evidence without waiting for a manual response.
Fewer status requests and a consistent experience after the order is placed.
Import, EDI, and API in one workflow
Orders received through the portal, CSV, or EDI pass through the same validation logic. The API enables controlled connections to CRM, ERP, and other existing systems.
One commercial standard, regardless of the channel through which the order arrives.
Built for real B2B relationships
Connected to your operations. Separate and secure for every partner.
Buyer portal access is separated from internal staff surfaces, and every account sees only the data, documents, and actions it is authorized to access.
Account roles
Administration, purchasing, finance, and viewer roles with access aligned to each user’s responsibilities.
Isolated, auditable access
Queries are scoped to the authenticated account, while important actions and downloads retain an audit trail.
Integration without forced replacement
API, CSV, and EDI connect the portal to existing systems and support a phased implementation.
Branding and language
A portal on your own domain, with your company identity and interfaces in Romanian and English.
Pilot · First 90 days
Judge the pilot by data, not impressions.
We establish the baseline before launch, then track adoption, time saved, eliminated status requests, and commercial-rule coverage every week.
of eligible B2B orders placed digitally
How we measure it: eligible digital orders ÷ total eligible B2B orders.
target reduction in administrative time per order
How we measure it: median internal working time from order receipt to acceptance.
target reduction in status requests by email and phone
How we measure it: status requests per 100 pilot orders.
of portal orders checked against the same commercial rules
How we measure it: coverage of catalog, price, credit, and availability checks.
Proposed pilot targets, not guaranteed outcomes. Final ranges are approved after the baseline and the selection of distributors, products, and workflows included in the pilot.
What this means for the business
More capacity with the same teamFewer errors and correctionsFaster responses for distributorsClear data for the scale-up decision
Controlled pilot · 90 days
Start with one real workflow, prove the value, then scale.
- Weeks 1–2
Alignment and baseline
Map the current process, select the pilot products and distributors, define pricing, credit, availability, and document rules, and measure the starting KPIs.
- Weeks 3–6
Configuration and testing
Configure the portal, roles, and workflows, load the required data, and validate API, CSV, or EDI integration through end-to-end scenarios.
- Weeks 7–13
Assisted launch and measurement
Activate pilot distributors, train users, resolve exceptions, and compare the results with the baseline before deciding whether to scale.
Proposed pilot scope
- 3–5 representative distributors.
- One priority portfolio and one complete commercial workflow.
- Catalog, price, credit, availability, order, delivery, and documents.
- Weekly dashboard with the four agreed KPIs.
The schedule is confirmed after the workshop — it is a working plan, not a contractual timeline.
Frequently asked questions
What you should know before the first conversation.
Next step
Review one real B2B workflow with us in 90 minutes.
We follow an order from the initial request to delivery documents and identify where SalesOS can remove manual work and introduce control. You leave with a process map, pilot scope, integration plan, baseline KPIs, and an estimated timeline.
- 90-minute workshop.
- Recommended participants: sales, operations, and finance.
- No obligation to start a project.