Integration of the B2B platform with the ERP system
B2B integration, which links sales to your company’s stock levels
Automatic transfer of data on prices, availability and orders — no manual re-entry of invoices and no errors that frustrate you and your business partners.
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Current stock levels
Each customer can only see their current stock levels and the discounts assigned to them in the dashboard.
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No manual labour
Orders are processed automatically, without any human intervention.
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Field data
Data from ERP is visible to sales representatives in the field immediately, rather than with a delay of several hours.
What are the benefits of integration?
A cohesive sales and warehouse ecosystem
Integrating the B2B platform with the ERP system improves performance in five key areas.
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Updating stock levels
Instant updating of stock levels across all customer accounts.
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Automatic orders
Automatic forwarding of orders for processing without human intervention.
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Synchronisation of price lists
Ongoing synchronisation of price lists and individual discount terms.
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Exchange of documents
Smooth exchange of sales documents, such as invoices and credit notes.
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Transaction history
A clear overview of the transaction history for every logged-in business partner.
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CRM Relationship Management
CRM It promotes repeat purchases, on which the growth of a distribution company depends.
Seamless integration with B2B is often the missing link in your business’s growth, enabling the automatic flow of data between sales and stock levels. Manually re-entering invoices is the surest route to costly mistakes, which frustrate not only you but also your business partners. Instead of wasting time on tedious administrative tasks, it’s better to opt for tried-and-tested solutions. B2B’s well-designed integration ensures that information on product availability, prices and new orders flows directly into the ERP system without any input from you. This frees up your time for strategy and genuine business growth, rather than getting bogged down in paperwork.
B2B integration – why is data flow automation essential?
In today’s market, speed of service is the key factor in building customer loyalty. The professional integration of B2B and its link to the central product database ensure that every customer sees only current stock levels and their assigned discounts in the dashboard. This is a huge benefit, as the integration of B2B minimises the need for telephone enquiries regarding product availability. When your company opts for this solution, you can be confident that sales processes run without disruption. Well-organised communication between systems is the foundation of operational stability, allowing you to scale up your operations freely without the risk of information chaos.
Integration of the B2B platform with the ERP system – what are the benefits of a cohesive ecosystem?
Managing a wholesale portfolio requires a level of precision that spreadsheets cannot provide. When an application for sales representatives is rolled out, data from ERP should be visible immediately in the field, rather than with a delay of several hours. Sales management works in a similar way, with every stage of an order being recorded automatically, thereby eliminating the need for manual status updates. Below, we outline the key aspects that benefit from improved quality once the systems are integrated:
Instant updating of stock levels across all accounts.
Automatic forwarding of orders for processing without human intervention.
Ongoing synchronisation of price lists and individual discount terms.
Smooth exchange of sales documents, such as invoices and credit notes.
A clear overview of the transaction history for every logged-in business partner.
Technical development for greater efficiency
Every professional distribution company faces the challenge of managing customer relationships CRM, as repeat business depends on them. If you’re planning to implement the B2B platform, do so on a solid foundation that won’t hinder your company’s future growth. It is often the B2B purchasing platform that becomes the heart of digital commerce, bringing different worlds together into a single, clear process. Remember that the B2B platform is not just a website for your business partners, but above all a tool to support your finances. Established wholesalers B2B fully understand that technology is meant to remove barriers, not create new ones. That is why choosing the right technology partner, one who understands the needs of wholesalers, is often more important than the choice of the technology itself.
FAQ
How does the integration of the B2B platform with the ERP system work?
The integration of the B2B platform with the ERP system involves creating a secure channel for data exchange between the sales software and the company’s main financial and stock management system, enabling stock levels, prices and orders to be updated automatically in real time.
What are the benefits of combining the B2B platform with ERP?
The main benefit is a significant saving of time by eliminating manual work, reducing the number of errors in orders, providing faster service to customers, and ensuring that information on stock and payments is always up to date.
What data is synchronised between the B2B platform and the ERP system?
The main items synchronised are stock levels, current price lists, customer data, terms and conditions, order statuses, sales documents such as invoices, and information on the customer’s current balances.
Does the integration between B2B and ERP automate the processing of orders and invoices?
Yes, the integration allows orders placed via the website to be sent automatically to the sales module at ERP, and enables sales documents to be generated automatically without the need for staff to enter data manually.
Which ERP systems can be integrated with the B2B platform?
It is usually possible to integrate most of the popular ‘ERP’ systems available on the Polish market, including both off-the-shelf solutions and advanced bespoke systems, provided they have API documentation or support file exchange in XML/CSV format.
How much does it cost to integrate the B2B platform with ERP?
The cost of integration is always quoted on a case-by-case basis, depending on the complexity of the process, the scope of the data being exchanged and the technology on which the two systems being integrated are based.
How long does it take to implement the integration between B2B and ERP?
The implementation time depends on the scope of the work; simple integrations can be completed in a few weeks, whilst more complex processes involving the mapping of intricate data may take several months.
What are the most common issues addressed by the integration of the B2B platform with the ERP system?
Above all, the integration resolves issues relating to errors in orders, long waiting times for customers to receive confirmation of stock availability, and the need to maintain duplicate records in the warehouse management system and on the website.
Can the integration be extended to include CRM, WMS and marketplaces?
Yes, a well-designed integration forms the basis that can be gradually expanded to include additional modules, such as WMS systems for warehouse logistics, CRM for customer service, or systems for managing sales on marketplaces.
How do you choose a provider for integrating the B2B platform with the ERP system?
When selecting a supplier, it is worth checking their experience with similar projects, the availability of post-implementation support, the flexibility of their solutions in the event of changes on the part of ERP, and references from other clients in the wholesale sector.
Scope of synchronisation
What exactly is synchronised between the systems?
- Stock levels
- Current price lists
- Customer data
- Terms and Conditions
- Order statuses
- Sales documents (invoices)
- Counterparty balances
