B2B self-service portal — your customers order directly, 24/7.
Lets retailers and distributors browse your catalog, place orders, and track delivery — without calling your sales team. Orders go straight into your ERP.
B2B Marketplace
Metro Foods Ltd.
Open Balance
$12,480
Credit limit
$20,000
Quick Reorder
Olive Oil 5L
OO-500 · $24.90/unit
Rice 25kg
RC-250 · $18.50/unit
Tomato Sauce
TS-012 · $3.20/unit
How It Works
Order from your phone. Delivered to your door.
Customer Browses & Places Order
Your customers — retailers, distributors, or business clients — open the PWA on any device and browse their personalised catalogue. Pricing, promotions, and stock availability are pulled in real time from your ERP. They place the order in seconds.
- Personalised catalogue: their products, their prices, their promotions
- Real-time stock availability — no ordering out-of-stock items
- Order history, account balance, and open invoices all in one place
- Works on iOS, Android, and desktop — no app store required (PWA)
B2B Portal
Metro Foods Ltd.
Open Balance
$12,480
Credit available
$7,520
Quick Reorder
Olive Oil 5L
$24.90/unit
Rice 25kg
$18.50/unit
Mix & Save 5%Tomato Sauce 400g
$3.20/unit
Order Flows Into the Planning Module
The moment the order is placed it lands in the ERP and the route planning module. It is automatically considered in the next route generation cycle — assigned to the right rep, on the right route, on the right day.
- Order instantly visible in ERP and the Dynamics Mobile planning module
- Automatically included in route optimisation: rep, day, and sequence
- Constraints respected: delivery windows, vehicle capacity, visit frequency
- Supervisor reviews and publishes the updated plan with one click
New portal order received
Metro Foods Ltd. · $1,432 · Auto-added to route
Jake Morrison
Updated13 stops · 149 km
97%
load
Sara Lindqvist
9 stops · 98 km
74%
load
Tom Ackerman
10 stops · 117 km
78%
load
Field Sales Team Closes the Loop
The field sales rep sees the customer order on their daily route. They arrive, verify the order, deliver the goods, collect payment if needed, and issue proof of delivery — all within the same Dynamics Mobile platform the rep uses every day.
- Order pre-loaded on the rep's mobile app as a scheduled visit
- Rep confirms delivery, captures signature, and issues invoice on-site
- Payment collected on the spot if required — synced to ERP immediately
- Customer can track delivery status and receive the invoice via the portal
Good morning,
Jake Morrison
Metro Foods Ltd.
DSD · $1,432.00 · 3 items
Next Stops
Kroger #1142
Pre-Sales
Walgreens Inc.
Collection
Key Features
B2B Online Marketplace
Enable retailers and business clients to browse your catalog and place orders 24/7.
Personalized Catalogs
Show each customer their specific pricing, products, and promotions.
Order Tracking
Give customers real-time visibility into their order status and delivery ETAs.
Self-Service Account Management
Customers can manage their own profiles, addresses, and order history.
Complex Pricing Engine
Every customer sees their own prices — trade agreements, volume discounts, mix-and-match promotions, and time-limited offers all resolved in real time from your ERP. No manual price lists, no wrong prices, no awkward conversations.
ERP Integration
Orders flow directly into your ERP for seamless fulfillment.
Cross-Platform PWA — iOS, Android & Desktop
Delivered as a Progressive Web App (PWA) — no app store required. Works seamlessly across iOS, Android, and Windows (mobile, tablet, and desktop). Optimized for mobile screens so your customers can order on the go, from any device.
AI Agent Capabilities for Customer Portal
Background AI agents continuously watch your customer portal data — detecting anomalies, reconciling records, and surfacing insights.
AI agent features are currently available to invited customers. Contact us to join the early access programme →
Order Pattern Intelligence
Agents learn each customer's ordering cadence and flag deviations — enabling proactive outreach before stockouts or missed replenishments.
Demand Anomaly Detection
Unusual spikes or drops in portal order volumes are detected early — giving supply chain teams time to respond.
Self-Service Funnel Analysis
AI identifies where customers abandon the portal flow, surfaces UX friction points, and recommends catalogue or pricing adjustments.
Auto-Replenishment Suggestions
Based on historical order patterns, agents generate and (with approval) submit replenishment orders on behalf of customers.
Gallery
Browse app screenshots and interface walkthroughs — see exactly what the solution looks like in action.
Use Cases
Retail Replenishment
Allow retail store managers to reorder stock directly from their phone, reducing the burden on your sales team.
Distributor Self-Service
Empower distributors to place and track orders without manual intervention.
Promotional Campaigns
Push targeted promotions to specific customer segments through the portal.
Invoice & Statement Access
Customers can view and download invoices and account statements on demand.
ERP Integrations
Industries
Pricing
Subscription-based pricing — named user, per month.
Mobile Sales Agent
- ✓ Field Sales & Field Service app access
- ✓ Offline-first operation
- ✓ ERP integration
- ✓ AI-powered insights
Mobile Warehouse Agent
- ✓ Warehouse app access
- ✓ Online real-time operation
- ✓ ERP integration
- ✓ Barcode & QR scanning
Supervisor
- ✓ Portal Access
- ✓ Route scheduling
- ✓ Team monitoring
- ✓ Analytics dashboard
Vehicle (Tracking)
- ✓ GPS real-time tracking
- ✓ Telematics & CAN data
- ✓ Driving behaviour monitoring
- ✓ Compliance & expiry alerts
- ✓ AI-augmented fleet insights