Services

Ecommerce · Dealer Ordering

Give your dealers a self-service ordering experience that respects operational complexity.

Your dealers order by email, phone, and fax because the current system cannot handle the real workflow. We build dealer ordering portals that are easier than calling your CSR team while still honoring contract pricing, product rules, ATP, account status, and ERP order governance.

01

The Problem

Manual Ordering Costs You Time, Money, and Dealers

Workflow problems happen when customer, order, pricing, inventory, and fulfillment rules live in separate places and the interface hides that fragmentation instead of resolving it.

01

What leaders see

Teams keep working around the system.

Customers, sales, operations, and finance still rely on email, spreadsheets, screenshots, and manual status checks.

02

What is actually happening

The workflow lacks one governed path.

Rules and records are spread across tools, so each handoff creates a chance for delay, rework, missed context, or bad data.

03

What gets worse

Portal workflows create more exception work.

The front end looks cleaner while the back office absorbs the mismatch between what users request and what systems can trust.

02

What Changes

What this work should improve.

Your dealers order by email, phone, and fax because the current system cannot handle the real workflow. We build dealer ordering portals that are easier than calling your CSR team while still honoring contract pricing, product rules, ATP, account status, and ERP order governance.

01

Full Catalog with Search

Your complete product catalog with faceted search, category navigation, and product detail pages. Spec sheets, images, and cross-references included.

02

Quick Order by SKU

Experienced buyers enter SKUs directly with quantity — bulk entry for 20+ line items in seconds. No browsing needed for repeat orders.

03

Reorder & Saved Carts

One-click reorder from previous orders. Saved cart templates for recurring orders. Order history with full detail and tracking.

04

Mobile-Responsive

Full ordering capability on phones and tablets. Dealers order from the warehouse floor, job site, or trade show — not just their desk.

05

Multi-Ship & Split Orders

Multiple ship-to addresses per order, split shipments, and drop-ship support. Handle the complexity of real industrial distribution.

06

Order Approval Workflows

Configurable approval chains by dollar amount, product category, or customer role. Dealers manage their own internal ordering controls.

03

How It Fits Your Operations

Where this work touches your business.

Partner workflow layerWhich partner workflows should move out of email, phone calls, and disconnected portals first.
Governance dependencyThe workflow needs live ERP rules, clean account data, governed AI boundaries, and clear handoffs before users can trust the portal experience.
Workflow records involved
customers
catalog
contract pricing
available inventory
orders and invoices

What Launchpad captures before Metrotechs scopes delivery

  • Which system owns the record of truth.
  • Where manual work or reconciliation enters the workflow.
  • Which integrations, rules, or data cleanup have to come first.

Bring the problem into Launchpad

Build the Roadmap before you build the solution.

Launchpad documents what is wrong, captures what your team knows, and connects this service to the business outcome it needs to improve.

Built around the people, processes, records, and decisions that make the business work.
Measured by what becomes easier, clearer, safer, or more reliable after launch.

04

Delivery sequence

How the work moves from problem to measurable change.

Your dealers order by email, phone, and fax because the current system cannot handle the real workflow. We build dealer ordering portals that are easier than calling your CSR.

01

Requirements & UX Research

Interview dealers to understand their ordering workflow, pain points, and must-have features. Design UX based on how they actually buy, not how you think they buy.

02

Catalog & Data Setup

Import your product catalog with images, descriptions, specs, and categorization. Map pricing rules and inventory sources.

03

Portal Development

Build the ordering portal with iterative dealer feedback. Real data and real pricing from sprint one — no dummy catalogs.

04

Pilot Launch

Launch with 5–10 dealers who are willing to test and provide feedback. Resolve real-world issues before full rollout.

05

Full Rollout

Onboard all dealers with training materials, quick-start guides, and live support during the transition period.

05

FAQ

Questions that usually decide the scope.

Straight answers to what operators ask before committing budget to this work.

Adoption is designed in, not hoped for. The portal must be genuinely easier than phone/email ordering. Quick order by SKU, one-click reorder, and mobile access are adoption drivers. We also recommend incentives like extended ordering hours and faster order confirmation.