M2B Commerce · Dealer Portal

Your dealer portal is not a retail checkout with a login screen.

Q: How do you handle complex M2B pricing?

We support customer-specific pricing, tiered pricing, volume discounts, promotional pricing, and contract-based pricing. All pricing logic is governed by your ERP as the source of truth -- the portal displays it, doesn\u2019t override it.

Q: Will our dealers actually use it?

Adoption is designed in, not hoped for. We build portals that are genuinely easier than email/phone ordering -- fast search, quick reorder, mobile-friendly, and real-time stock visibility. Pilot dealers typically reach 80%+ adoption within 60 days.

Q: Can we customize the portal branding?

Fully branded to your company -- logo, colors, domain, and email templates. The portal looks like your business, not a generic SaaS tool.

M2B Commerce starts with the operational architecture: real-time pricing from ERP, governed product data from PIM, configuration rules from CPQ, live ATP from WMS, and order flow into OMS and MES. The portal sits on top of that industrial foundation.

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4fit signals

6scope modules

5delivery stages

Workflow layeroperating layer

The Problem

M2B Ordering Is Still Manual in Most Manufacturing

Metrotechs builds ERP-connected M2B dealer portals for manufacturers -- contract pricing, live ATP inventory, bidirectional order integration, and full order lifecycle visibility. Built on governed foundations.

Dealers email or fax POs that get manually rekeyed into the ERP -- 15 minutes per order

Contract pricing lookups done manually from spreadsheets, leading to margin leakage

No real-time inventory visibility -- dealers call to check stock before placing orders

Account management (invoices, returns, credits) handled through back-and-forth emails

Scope

What this service has to produce.

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

Dealer Ordering Portal

Self-service ordering with your full catalog, search, filtering, and quick-order by SKU. Mobile-responsive so dealers can order from the warehouse floor.

Related service

Contract Pricing Engine

Customer-specific and tier-based pricing pulled from your ERP in real time. Volume discounts, promotional pricing, and special quotes -- all governed and auditable.

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Real-Time Inventory

Live ATP (available-to-promise) visibility across all warehouses. Dealers see what\u2019s available, what\u2019s allocated, and expected replenishment dates.

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Account Self-Service

Dealers manage their own accounts -- view invoices, track orders, submit returns, check credit status, and download statements. Zero CSR involvement for routine inquiries.

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ERP Integration

Bi-directional, real-time integration with your ERP for orders, pricing, inventory, customers, and invoices. No batch files, no manual sync, no stale data.

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Analytics & Reporting

Dealer performance dashboards, order analytics, and catalog engagement metrics. Understand who\u2019s buying what and identify growth opportunities.

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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.

M2B Commerce starts with the operational architecture: real-time pricing from ERP, governed product data from PIM, configuration rules from CPQ, live ATP from WMS, and order flow.

Requirements & UX

Interview dealers and internal stakeholders. Map the ordering workflow and define portal requirements. Design UX wireframes optimized for industrial buying patterns.

Integration Architecture

Design the integration between the portal and your ERP, WMS, and pricing systems. Define data contracts for orders, inventory, pricing, and customers.

Build & Iterate

Develop the portal in iterative sprints with dealer feedback at every milestone. Real data from your ERP from day one -- no dummy catalogs.

Pilot Launch

Launch with a pilot group of dealers. Gather feedback, resolve edge cases, and validate ordering accuracy before full rollout.

Full Rollout & Adoption

Onboard all dealers with training materials and support. Track adoption metrics and iterate on UX based on real usage patterns.

FAQ

Questions that usually decide the scope.

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

Can the portal integrate with our existing ERP?

Yes. We integrate with Odoo as the primary ERP -- the portal reads pricing, inventory, and customer data from Odoo and writes orders back in real time. Legacy ERP integrations via Python are also supported.

How do you handle complex M2B pricing?

Will our dealers actually use it?

Can we customize the portal branding?

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.

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

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