B2B distributor portal - essential terms
What you need to know about a B2B ordering portal for customers: PunchOut cXML/OCI, credit limit, live stock availability, contract pricing - with examples.
What this cluster covers
A B2B distributor portal lets your customers (shops, HoReCa, small retailers) place orders 24/7 with their contract prices, live stock and credit limit applied automatically. The terms below describe the key functions.
Each definition includes a concrete example and links to the CRMconnect B2B portal.
11 terms in this cluster
B2B Portal
An online platform where business customers (distributors, retailers, HoReCa) place orders 24/7 at their contract prices.
Self-service ordering
The model where the B2B customer places orders online themselves, without going through an agent or back office.
PunchOut (cXML / OCI)
A mechanism where the buyer browses the supplier catalogue directly from their own procurement system.
Multi-level approvals
The flow where a B2B order passes through several internal approval levels before it is placed.
Quick order lists
Templates of frequently ordered products a customer can reuse to order in seconds.
Contract pricing
Individually negotiated per-customer B2B prices, different from list price, applied automatically at order time.
Live stock availability
Real-time display in the B2B portal of available stock and estimated delivery date per product.
Order history & reorder
Customer access to past orders with the option to quickly reorder them, fully or partially.
Credit limit & balance
Commercial exposure control: the portal checks the customer's credit limit and balance before accepting the order.
Personalised B2B catalogue
Assortment and product content displayed differently per customer, by contract, region or segment.
Bulk order upload (CSV/Excel)
Uploading a many-line order from a CSV/Excel file, instead of manual line-by-line entry.
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