Portal
Customer login.
Business type
Your customers order around the clock at their own price
Business customers want to order online seeing their own prices instead of phone and e-mail. The system works on the same database with a B2B portal offering customer-specific prices and stock view, quick ordering, reordering, and invoice and shipment history.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Portal and orders
After login the customer sees their own price list, stock and open invoices. They order quickly by pasting item codes and repeat a past order in one click; the order drops straight into the system and a confirmation e-mail is prepared.
Portal design and customer logins are quoted separately within scope.
Data and security
Price, stock and invoice data come from the same database; no second copy is needed. The customer sees only their own data, actions are logged and the administrator can add and remove users.
If a payment provider connection is needed, it is assessed separately according to the contract.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland B2B customers often expect same-day or next-day delivery and the portal must be in four languages. The system supports four languages and CHF prices in the portal; assessment of e-commerce and consumer-law matters belongs to the company and its specialist.
Frequently asked questions
Do customers see their own price?
Yes; after login the customer-specific price list applies.
Can it be added to our existing website?
The portal runs at its own address or linked to your site; scope is clarified in the project.
Related topics
Items and price lists
Trade software: item card, price lists per customer group, volume discounts and multilingual descriptions. For Switzerland. Quote by e-mail.
Learn moreIntegrations
Trade software integrations: accounting, bank file, web shop, carrier, Excel and CSV. For Switzerland. Quote by e-mail.
Learn moreQuotes and orders
Trade software: quotes, order confirmation, partial shipments and open-order tracking. For Swiss wholesale. Quote by e-mail.
Learn more