Your CSR team spends hours answering routine inquiries — invoice copies, order status, credit balances, return requests. We build self-service account management that lets dealers handle all of this themselves, 24/7, without a phone call. Houston is one of the most operationally complex business markets in the United States. The energy corridor, the Port of Houston, the Texas Medical Center, and a massive industrial supply chain ecosystem all converge here. Metrotechs builds custom AI agents and AI systems for Houston businesses with high-volume operations — pricing agents, demand forecasting, fulfillment AI, exception resolution, and operational intelligence. Deployed in your infrastructure. Owned by you.
Houston energy sector transactions average $47,000 per order — 5x the national average. High-value, high-complexity decisions are exactly where AI agents produce the greatest ROI.
View and download invoices, credit memos, and account statements. PDF download, date range filtering, and search by PO number or invoice number.
Real-time order status from placement through shipment to delivery. Tracking numbers, shipment details, and estimated delivery dates.
Structured return request workflow with reason codes, photo uploads, and RMA number generation. Credit status tracking from request to resolution.
View credit limit, available credit, aging summary, and payment history. Dealers manage their own accounts receivable without calling your AR team.
Dealer admins manage their own users — add, remove, and assign roles. Purchasing, approvals, and account viewing separated by permission.
Centralized access to catalogs, spec sheets, price lists, terms and conditions, and compliance certificates. Always current, always accessible.
Analyze your current CSR inquiry volume by type. Identify which inquiries can be self-served and which require human judgment.
Design the self-service experience based on the most common dealer inquiries. Prioritize features by CSR time savings and dealer satisfaction impact.
Integrate with your ERP for real-time order status, invoice data, credit information, and account balances. Bi-directional for return requests and credit applications.
Configure return request workflows, credit application rules, and notification triggers. Match your existing business rules.
Launch with dealer training and CSR scripts that redirect callers to self-service. Track adoption rates and CSR inquiry volume reduction.
Account Self-Service for Houston energy & petrochemical operations - configured around local workflows, data ownership, and implementation governance.
Account Self-Service for Houston port & logistics operations - configured around local workflows, data ownership, and implementation governance.
Account Self-Service for Houston healthcare & medical operations - configured around local workflows, data ownership, and implementation governance.
Account Self-Service for Houston construction & engineering operations - configured around local workflows, data ownership, and implementation governance.
Account Self-Service for Houston distribution & wholesale operations - configured around local workflows, data ownership, and implementation governance.
Account Self-Service for Houston financial & professional services operations - configured around local workflows, data ownership, and implementation governance.
Typically 30–50% reduction in routine inquiry volume within 90 days. The biggest wins are invoice/statement requests (eliminated entirely), order status checks (90%+ self-served), and credit balance inquiries (fully automated).
Yes. We can integrate payment processing for online invoice payment via ACH, credit card, or wire transfer. Payment status updates in your ERP automatically.
The portal doesn't replace phone/email support — it supplements it. Dealers who prefer to call can still call. But once they try self-service for a simple invoice lookup at 9pm, most convert voluntarily.
Role-based access control, encrypted data in transit and at rest, and audit logging for all account access. Dealer users only see their own account data. Multi-factor authentication available for sensitive operations.
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.
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.
Your pricing is complex — customer-specific contracts, tier-based discounts, volume breaks, promotional pricing, and special quotes. We build a pricing engine that pulls from your ERP in real time and presents the right price to the right customer automatically.
Your dealer portal generates data that most manufacturers ignore — who's ordering, what they're searching for, where they abandon carts, and which dealers are growing vs. declining. We turn that data into dashboards that drive revenue decisions.
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.
A dealer portal is only as good as its ERP integration. We build bi-directional, real-time connections between your M2B portal and your ERP -- orders flow in, pricing flows out, inventory stays current, and invoices are always accurate. No batch files. No stale data.
Every PO confirmation, ASN, lead time update, and quality document that moves between you and your suppliers by email is a delay and an error risk. A supplier portal gives your vendors self-service access to manage their transactions \u2014 and gives your procurement team visibility without chasing updates.
Consumer checkout flows don't work for B2B. Business buyers need account-specific pricing, net terms, approval workflows, and real-time stock. We build B2B ecommerce platforms that handle the complexity of business purchasing without forcing buyers through consumer UX.
Wholesale buyers don't browse — they reorder. A wholesale platform that handles tiered pricing, minimum order quantities, and bulk entry converts more reorder volume than any catalog-first storefront. We build wholesale commerce around the way distributors actually operate.
A B2B ecommerce platform is only as good as the data flowing through it. Disconnected pricing, stale inventory, and manual order re-entry destroy the ROI of any storefront investment. We build the integration layer that makes your B2B ecommerce platform operationally reliable.
Metrotechs starts with the operating questions: which records are trusted, which workflows are manual, which systems own each decision, and where AI can safely improve throughput.
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