M2B Commerce · Dealer Ordering

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

Q: Can dealers see their specific pricing?

Yes. Each dealer sees only their contracted pricing, volume discounts, and promotional offers. Pricing is pulled from your ERP in real time — the portal displays it, your ERP governs it.

Q: What about dealers with multiple locations?

The portal supports multi-location dealer accounts with separate ship-to addresses, location-specific pricing, and hierarchical user management. Parent companies can view orders across all locations.

Q: Can we restrict which products certain dealers can order?

Yes. Product visibility, pricing, and ordering capability are configurable by customer segment, dealer tier, or individual account. Some dealers see the full catalog, others see only their authorized product lines.

Your dealers order by email, phone, and fax because the current system cannot handle the real workflow. We build M2B ordering portals that are easier than calling your CSR team while still honoring contract pricing, product rules, ATP, account status, and ERP order governance.

Request an assessment Talk through the project

4fit signals

6scope modules

5delivery stages

Workflow layeroperating layer

The Problem

Manual Ordering Costs You Time, Money, and Dealers

Self-service M2B ordering portal with governed catalog, search, filtering, quick-order by SKU, and ERP-connected industrial workflows.

Every order placed by phone, email, or fax requires 10–15 minutes of CSR time for manual entry

Order errors from rekeying — wrong SKU, wrong quantity, wrong ship-to — cost more than the labor

Dealers can't place orders outside business hours, losing weekend and evening ordering opportunities

No order history, reorder capability, or saved carts — every order starts from scratch

Scope

What this service has to produce.

The work is organized as modules because implementation scope should be visible before the build starts.

Full Catalog with Search

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

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.

Reorder & Saved Carts

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

Mobile-Responsive

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

Multi-Ship & Split Orders

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

Order Approval Workflows

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

Architecture

The service has to fit the operating layer it touches.

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, and clear handoffs before users can trust self-service.

Workflow records involved

customers

catalog

contract pricing

available inventory

orders and invoices

What we check before implementation

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.

Delivery sequence

How the work moves from diagnosis to production.

Your dealers order by email, phone, and fax because the current system cannot handle the real workflow. We build M2B ordering portals that are easier than calling your CSR team.

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.

Catalog & Data Setup

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

Portal Development

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

Pilot Launch

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

Full Rollout

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

FAQ

Questions that usually decide the scope.

These answers help separate a real implementation plan from a generic technology discussion.

How do we get dealers to adopt the portal?

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.

Can dealers see their specific pricing?

What about dealers with multiple locations?

Can we restrict which products certain dealers can order?

Next step

Start with the operating problem, then sequence the build.

Metrotechs maps the record, traces the workflow, identifies the leakage, and turns the scope into a practical plan for Odoo, AWS, data, automation, portals, and AI.

Request an assessment Talk through the project

Built around real records, workflows, governance, and production handoffs.

Scoped to what can be implemented, owned, and operated after launch.