Pillar · 3 guides

B2B ordering portal and EDI for distributors | CRMconnect

In short

B2B portal and EDI guides: 24/7 online ordering, contract pricing, live stock, credit limits, ORDERS/DESADV/INVOIC messages and Web EDI for small partners.

What this pillar covers

In a typical distribution business, half of the back-office team's time is spent transcribing orders received via email, WhatsApp, and phone. Every manual entry is a chance for pricing or quantity errors.

The pages in this pillar cover the B2B ordering portal (where clients place orders via a web interface) and EDI (where systems exchange documents automatically). These are the two primary ways to ensure orders reach your system without manual typing.

Frequently asked questions

B2B Portal and EDI - frequently asked questions

Want to see how this looks on your process?

30 minutes, no product pitch: we map your current flow and show you in writing what can be automated on top of the systems you already run.