A dealer portal that actually works starts with the ERP.
Most dealer portals fail within 90 days -- not because the software is bad, but because the operation behind it is not ready. Metrotechs builds the integration layer first: real-time pricing from your ERP, live ATP inventory, and bidirectional order flow. Then the portal on top of it.
B2B Ordering Is Still Manual in Most Manufacturing
Service Scope
Self-service ordering with your full catalog, search, filtering, and quick-order by SKU. Mobile-responsive so dealers can order from the warehouse floor.
Customer-specific and tier-based pricing pulled from your ERP in real time. Volume discounts, promotional pricing, and special quotes -- all governed and auditable.
Live ATP (available-to-promise) visibility across all warehouses. Dealers see what\u2019s available, what\u2019s allocated, and expected replenishment dates.
Dealers manage their own accounts -- view invoices, track orders, submit returns, check credit status, and download statements. Zero CSR involvement for routine inquiries.
Bi-directional, real-time integration with your ERP for orders, pricing, inventory, customers, and invoices. No batch files, no manual sync, no stale data.
Dealer performance dashboards, order analytics, and catalog engagement metrics. Understand who\u2019s buying what and identify growth opportunities.
Engagement Process
Interview dealers and internal stakeholders. Map the ordering workflow and define portal requirements. Design UX wireframes optimized for B2B buying patterns.
Design the integration between the portal and your ERP, WMS, and pricing systems. Define data contracts for orders, inventory, pricing, and customers.
Develop the portal in iterative sprints with dealer feedback at every milestone. Real data from your ERP from day one -- no dummy catalogs.
Launch with a pilot group of dealers. Gather feedback, resolve edge cases, and validate ordering accuracy before full rollout.
Onboard all dealers with training materials and support. Track adoption metrics and iterate on UX based on real usage patterns.
Frequently Asked Questions
Every engagement starts with an assessment.
Not a proposal. Not a sales call. We tell you what we find, not what you want to hear. The Launchpad assessment maps your operation before any software work begins.