B2B client panel
which transfers individual terms and conditions to the online sales channel.
Centoro B2B It moves wholesale sales to a self-service online channel, without simplifying the terms and conditions of trade. The customer can view their own product range, prices, discounts, credit limit, account balance, payment terms, stock availability and documents downloaded from the ERP system.
- Personalised offerprices, discounts and product visibility
- Financial terms and conditionslimit, balance and payment due date
- Company structuresub-accounts, roles, MPK and approvals
- Data from ERPorder statuses, documents and statuses
Online retail and wholesale operate according to different principles.
| Area | Online retail | Wholesale at Centoro B2B |
|---|---|---|
| Offer and prices | Online : A single range, list prices and standard promotions. | Customised price lists, contract prices and product visibility in accordance with the terms and conditions of the specific contractor. |
| Customer account | Online buyer account and one set of data. | Company, branches, sub-accounts, roles, MPK and approval processes which reflect the organisation’s purchasing practices. |
| Orders | Online A single shopping basket and the purchase of several items. | Multiple shopping baskets, CSV/XLSX import, shopping lists and repeat orders for multi-item and recurring orders. |
| Finance and risk | Online Payment on purchase and standard payment methods. | Trade credit limit, balance, payment terms and the counterparty’s terms and conditions synchronised with the ERP system. |
| Logistics | Online courier delivery and a straightforward delivery charge. | Logistics minimums, pallets, dimensions, scheduled deliveries and allocation of orders subject to availability and the terms of cooperation. |
| Data and implementation | Online integration with ERP or simple synchronisation of basic data. | Two-way integration with ERP covering prices, stock levels, limits, documents, quotations, balances, settlements, statuses, orders and other data used in sales and customer service. |
Each contractor works under the relevant quotation and terms and conditions.
Once logged in, the customer can view the products and prices assigned to their company. They do not need to ask a sales representative for the current price list, confirmation of availability or basic delivery terms.
- Contract prices, volume-based and value-based discounts
- Individual visibility of products and categories
- Custom product codes, EANs and quick search
- Current stock levels, planned deliveries and lead times
The customer places large, recurring orders without involving a sales representative.
The panel supports sales staff in their day-to-day work, rather than just individual transactions. Users can manage several shopping baskets, view previous purchases and quickly put together orders containing a large number of items.
- Multiple active and saved baskets
- Import items from a CSV, XLSX or pasted list
- Recently purchased items and repeat orders
- Your order number and expected delivery date
The sales representative’s proposal is passed on to the customer as part of a structured process.
A sales representative can prepare a quotation for a specific account, and the customer can check the items, value, expiry date and terms of fulfilment. The quotation history remains available in the dashboard, without having to search for attachments in your email.
- Quotations assigned to a specific customer
- Status, expiry date and financial summary
- Acceptance or rejection of the offer by the customer
- Moving from a quotation to an order within a single environment
The platform takes into account the way a company makes purchases, rather than just an individual.
A customer account can reflect the organisational structure: customers, line managers, branches, cost centres and different levels of access to orders, invoices and financial data.
- General ledgers and staff accounts
- Permissions for placing orders, previewing and approving
- Spending limits and the MPK
- Multiple companies, branches and delivery addresses
The customer checks the status, documents and delivery terms themselves.
Once an order has been placed, the dashboard serves as the central hub for managing it. Customers can view the status of their order, payment and delivery, download documents and track the history of changes without having to contact their account manager each time.
- Order, payment and delivery status
- Invoices, credit notes and PDF documents
- Balance, trade credit limit and payment terms
- Operation history and customer reports
More orders without a corresponding increase in manual processing.
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Fewer enquiries about prices and availability
The customer uses up-to-date information rather than waiting for a reply from a sales representative.
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Less manual rewriting
Orders are sent to the fulfilment process, and statuses and documents are returned to the dashboard.
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Shorter order cycle
An order may be placed at any time, in accordance with the contractor’s agreed terms and conditions.
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Scalable customer service
A higher number of customers and orders does not necessarily mean a corresponding increase in operational workload.
Features for complex wholesale sales.
The platform is configured to suit the specific sales and customer service requirements of each company.
View the full list of features-
01
Offer and price lists
Contract prices, discounts, personalised views, special offers and terms and conditions available after logging in.
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02
Orders and shopping baskets
Product imports, multiple shopping baskets, shopping lists, reordering and order history.
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03
Clients and authorisations
Sub-accounts, roles, approvals, MPK, spending limits, addresses and multi-company functionality.
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04
Logistics and payments
Logistics stock-out levels, pallets, delivery breakdown, balance, credit limit and payment terms.
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05
Documents and customer service
Quotations, invoices, adjustments, statuses, complaints, requests and communication with customers.
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06
Integrations and APIs
ERPs, payments, couriers, REST API, XML and automated data exchange.
The client and the sales team work with the same data.
Price lists, customer records, stock levels, limits, documents and statuses can be synchronised with ERP. Orders placed via the dashboard are automatically fed back into the fulfilment process without the need for manual data entry.
- ERP system
- Centoro B2B
- Customer 24/7
Start by selling B2B. Develop further processes based on shared data.
Centoro B2B It can operate independently or as part of an environment comprising OMS, the SFA application, CRM, automations and shared integration with ERP.