Your Dealers Don't Shop. They Order.

Dealer Order Management lets your dealers place orders from their own screen instead of competing for phone and WhatsApp attention. Each dealer sees their own price, live stock and current balance while building the order, and the moment it is confirmed it lands in your ERP. Order history, one-click reordering and saved lists turn routine replenishment into a few seconds of work.

Price lists, customer groups and account-specific rates mirror the structure you already keep in your ERP. A dealer signing in sees only the prices that belong to them, with discounts applied in a default order you can change: list price, group rate, product-family rate, then any active promotion. Change a price in the ERP and the portal is selling at the new one on the next sync.

A dealer picks a date range and the statement opens straight away, with debit, credit and balance lines matching the account transactions in your ERP row for row. Open invoices, issued e-documents and an aging table sit on the same screen and export to PDF or Excel. Your finance team stops fielding balance calls, and period-end reconciliation runs off one shared set of figures.

Every dealer's credit limit, remaining headroom and payment terms stay visible while the order is still being built. A basket that breaches the limit either routes to a sales manager for approval or is blocked outright, and you decide which. Term surcharges, early-settlement discounts and collateral held against checks all feed the calculation, and one switch stops ordering for accounts in arrears.

Stock figures refresh from your ERP within minutes. On the product page a dealer sees the current quantity, the warehouse the line will ship from and the arrival date of any incoming batch. Reserved, blocked and sellable quantities are counted separately. When an item runs out you can hide it, open it for backorder or offer a substitute, and the rule is set per product family.

Set up a volume-break table and the basket shows the dealer what the next tier is worth: add twelve more units and the unit price drops. Buy-and-get offers, free goods, extra rates on a product family and date-bounded seasonal terms all run through the same engine. Target a promotion at one dealer group and it appears only on their screens, with qualifying quantities tracked live in the cart.

Products arrive from your ERP and gain a category tree, spec tables and links to equivalents and companion items inside the portal. Size, color and dimension variants collapse into a single product card shown as a matrix, so a dealer types quantities across the grid and adds the whole row in one action. What each dealer can see is governed by brand, product family or contract scope.

Define a minimum order quantity, an inner-case multiple, pallet completion and required assortment mixes per product. Type 7 into the quantity box and the basket rounds up to the case size and explains, on the line itself, why. Minimum order values, family-level thresholds and a pallet-fill warning are checked before checkout, so broken cases and short pallets never reach the warehouse.

When a dealer needs a price that is not on their list, or wants special terms, they convert the basket into a request. It lands with the account manager, who prices it line by line, sets the discount and an expiry date, and sends it back. Approving the quote turns those exact lines into an order. Every revision is kept, so you can see who changed which line and when.

A rep opens their own portfolio on a phone, places an order for the dealer standing in front of them, and shows that dealer the account balance and open invoices while doing it. Visit notes, orders and collections are entered on the same screen, so nothing waits for a form back at the office. Managers compare portfolios, visit frequency and revenue per rep in one list.

The dealer picks lines from a past order, flags a reason and attaches photos. The request moves through your approval steps, and an accepted return raises the credit note in your ERP against that account. Damage claims, short deliveries, warranty questions and technical support all live in the same case file, and the dealer can see the status and the owner of each one.

The pricing terms, volume commitment, discount rate and validity dates of each signed agreement are held on the dealer record and referenced whenever an order is priced. Territory rules, eligible product families and sub-dealer permissions attach to the contract itself. Expiring agreements raise a warning ahead of the date, and signed documents, addenda and consent forms stay with the account.

From the statement a dealer selects which invoices to settle and clears them by card through your payment gateway, with installment plans and term surcharges following your acquirer agreements. Wire notifications, check entries and collections taken by reps in the field go through the same screen. Each one posts to the customer ledger in your ERP, is matched against bank transactions and moves the balance that day.

B4Bdex connects to the carriers you already work with. When the warehouse packs an order, the label and consignment record are created automatically and the tracking number is written into the order detail and the notification e-mail. Dealers choose a delivery address from their own branch list, partial shipments are tracked separately, and e-dispatch and e-invoice documents move through the same flow.

A prospective dealer applies from your website and uploads their tax certificate, signature circular and consent form. The application moves through sales, finance and management approvals in turn. On approval the customer record is opened in your ERP, and the portal account and price list are assigned automatically. First sign-in walks the dealer through catalog, ordering and statements.

Calls, e-mails, field visits, open cases and sent quotes sit on the dealer's record in date order. Before a conversation the account manager can see twelve months of order history, the outstanding balance and anything still waiting on an answer, without opening a second system. Accounts that stop ordering raise a follow-up task, assigned to an owner and held on the list until it is closed.

Targets are defined monthly, quarterly or annually and broken down by dealer, rep, product family and territory. Attainment is read from confirmed orders, and the dealer sees how far they are from the next tier as a percentage on their own dashboard. Tiered rates, revenue bonuses and rules tied to collection performance work out what is owed, and the period-end schedule goes for approval.