Dealer Order Management
Customer-Specific Pricing & Discounts
Account Statements & Balances
Credit Limits & Payment Terms
Real-Time Stock & Multi-Warehouse
Promotions & Volume Pricing
Product Catalog & Variants
Order Rules (Case, Pallet, Assortment)
Quote Management (RFQ)
Field Sales & Rep Management
Returns & Case Management
Contract & Agreement Management
Finance & Online Collections
Shipping & Fulfillment
Dealer Onboarding
CRM & Customer Relations
Targets, Incentives & Commissions
Solution
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CRM & Customer Relations
Every call, request and quote for a dealer, gathered on a single customer record
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.
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
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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Account Statements & Balances
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...
View DetailsCredit 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
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
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
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)
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)
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
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
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
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
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...
View DetailsShipping & 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
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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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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Let's Take Your Dealer Channel Further
Meet B4Bdex and let's plan how to digitalize your dealer network together. Contact us for a tailored demo and rollout.
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