What appears on each screen depends on who has logged in: the range, the prices, the payment terms and even the permissions differ between people at the same customer.
Individual prices, volume breaks and promotions are pulled from Comarch ERP XL, Optima, enova365, Symfonia or Business Central. The platform never calculates anything on its own, so your sales rep and the buyer always see the same figure.
A retail chain orders pallets and outer cases, a small workshop buys single units. Lines covered by exclusive distribution deals stay hidden from accounts that are not entitled to them.
Every order triggers a check of the balance and any overdue invoices. An order that exceeds the limit is not rejected; it goes to your sales department to decide.
Paste a list of SKUs straight from Excel, upload a CSV, keep templates for regular deliveries or repeat last month in one go. Buyers know the codes by heart and have no wish to browse categories.
A branch employee fills the basket, a manager signs off anything above an agreed amount, and the accounts person downloads invoices and credit notes. Everyone has a personal login with their own rights.
Invoices issued in the ERP and sent to KSeF show up in the portal with their KSeF number, delivery notes and payment status. Nobody has to email you for a copy again.
Schools, hospitals and local authority units often insist on invoices through PEF. We build that into the document flow before the first such customer places an order.
The bulk of the time is spent agreeing with the sales team how a price is really arrived at, not into writing code.
We document customer groups, discount logic, payment methods and all the exceptions that currently live only in the heads of your sales people.
We decide what is synchronised with the ERP and how often, then design roles, permissions and the approval path for orders.
The platform is built in a test environment linked to a copy of your ERP, and your sales staff verify prices against real accounts.
We go live with a dozen or so of the most frequent buyers, fix whatever they report and only then open the platform to everyone.
A B2B platform exposes messy pricing without mercy. While each discount was negotiated by a sales rep one to one, nobody compared terms. Once prices flow automatically from the ERP, it suddenly becomes obvious that two similar firms from the same region get discounts twelve percentage points apart. Sort this out before launch, otherwise your customers will spot it for you.
No. It takes away the retyping of emailed orders and the endless questions about invoice status. Your reps can spend that time winning new accounts and negotiating, something no portal will ever do.
Quite the opposite: it is the strongest reason to take prices from the ERP. We set synchronisation as frequently as needed, down to every few minutes, and show the time of the last update next to each price. Where prices follow exchange rates or commodity costs, the amount can be calculated at the moment the order is placed.
Leave the choice to them. The email route can stay while you make the advantages visible: order history, all invoices in one place, repeat deliveries in two clicks. Over time many switch on their own, whereas a forced change sometimes ends with a purchase from a competitor.
Yes. We support several languages, currencies and VAT rates, including intra-EU supplies with EU VAT numbers validated in VIES. Price lists in foreign currencies are fed by the ERP as well.
The price depends mainly on the ERP integration and how many pricing rules you have. After an initial workshop you receive an estimate split into stages. Development after launch is billed at PLN 190/hour excl. VAT or as a fixed bundle of hours.
Tell us how many trade customers you have, which ERP you use and how orders arrive today. We will point out which of those jobs your customers could take over on their own.
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