B2B Distributor Portal
The B2B Distributor Portal is a CRMconnect solution that provides wholesale partners with a self-service platform for automated onboarding, online order placement, and real-time stock visibility, eliminating manual processing via phone, email, or Excel.
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B2B Distributor Portal in your team's daily work
Digitise distributor collaboration: automated onboarding, online orders, live stock levels, and order tracking, natively synced with CRM and ERP.
Key Benefits
Target audience: Manufacturers and wholesale distributors with their own network of resellers who want to scale their partner base without increasing commercial support headcount.
- Onboard new distributors in minutes instead of days of manual configuration.
- Distributors place orders directly online based on real-time stock availability.
- Commercial terms (pricing, discounts, payment terms) applied automatically per distributor.
- Reduce order volume via phone or email, eliminating manual transcription errors.
- Full visibility into every distributor's activity directly from the CRM.
How It Works
- 1The distributor self-registers via the portal; data is automatically validated for compliance.
- 2The system generates access credentials and configures the commercial profile (price lists, discounts, zones) synced with the ERP (e.g., SAP, Microsoft Dynamics, or Sage).
- 3The distributor places orders directly in the portal against live stock levels, synced in real-time.
- 4Orders enter the Order Management System automatically for processing without manual re-entry.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Can the B2B distributor portal be white-labelled with company branding?
Yes, it can be visually customised with your logo and colours, and configured with specific commercial conditions for every distributor.
Do distributors see real-time stock or just estimates?
The displayed stock is synced in real-time with the native WMS (Warehouse Management System), reflecting actual physical availability.
How does this differ from the Client Portal module?
The Client Portal is focused on end-customers (self-service, invoices, support tickets); the B2B Distributor Portal is specialised for wholesale workflows, including partner onboarding and volume-based commercial terms.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.