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Account Statements & Balances

Account Statements & Balances

Dealers pull their own statement, open invoices and running balance whenever they need it

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.

Working Processes
Account Statements & Balances

Account Mapping

The customer record in your ERP is matched to the portal login, and where a dealer trades under several codes all of them hang off the same user.

STEP
01 /12

Transaction Feed

Invoices, collections, returns and offsets flow in as account transactions, each keeping the document number it came from.

STEP
02 /12

Opening the Statement

When the dealer opens their account the first screen gives three figures: current balance, not yet due, and overdue.

STEP
03 /12

Period Selection

Date range, currency and account code narrow the statement, and the portal remembers the choice for the next visit.

STEP
04 /12

Transaction List

Lines run in date order across debit, credit and running balance columns, each one linked to the document behind it.

STEP
05 /12

Document Access

Clicking an invoice number pulls the e-document as PDF and XML, so the dealer never has to ask your accounts team for a copy.

STEP
06 /12

Aging Buckets

Open balance splits across 0-30, 31-60, 61-90 and 90+ day buckets, and the overdue figure reads the same on your screen and theirs.

STEP
07 /12

Settlement Trail

The statement shows which invoice each collection closed, and a part-settled invoice keeps its remaining amount on its own line.

STEP
08 /12

Export

Because the column layout never shifts between releases, your bookkeeper feeds the file into their own package without hand-editing it first. The PDF is what gets signed at reconciliation.

STEP
09 /12

Reconciliation Request

At period end confirmation letters go out in bulk, and the dealer either agrees in one click or raises an objection.

STEP
10 /12

Dispute Handling

Disagreeing means writing down what they see on which line. From there the case reaches your finance team and stays open until someone closes it.

STEP
11 /12

Period Close

Agreement locks and archives the period, and later statements start from the transactions that follow it.

STEP
12 /12
Strengthen Your Dealer Channel
One Platform
Dealer Order Management

Dealer Order Management

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 confir...

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Customer-Specific Pricing & Discounts

Customer-Specific Pricing & Discounts

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,...

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Credit Limits & Payment Terms

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 sur...

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Real-Time Stock & Multi-Warehouse

Real-Time Stock & Multi-Warehouse

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 separa...

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Promotions & Volume Pricing

Promotions & Volume Pricing

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 t...

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Product Catalog & Variants

Product Catalog & Variants

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...

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Order Rules (Case, Pallet, Assortment)

Order Rules (Case, Pallet, Assortment)

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,...

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Quote Management (RFQ)

Quote Management (RFQ)

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 t...

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Field Sales & Rep Management

Field Sales & Rep Management

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 n...

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Returns & Case Management

Returns & Case Management

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 que...

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Contract & Agreement Management

Contract & Agreement Management

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...

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Finance & Online Collections

Finance & Online Collections

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...

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Shipping & Fulfillment

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...

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Dealer Onboarding

Dealer Onboarding

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 ER...

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CRM & Customer Relations

CRM & Customer Relations

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, with...

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Targets, Incentives & Commissions

Targets, Incentives & Commissions

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....

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