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Custom B2B Customer Portal & ERP Synchronization

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Custom B2B customer portal
& ERP synchronisation

A secure ordering portal for wholesalers and distributors. Your B2B clients place bulk orders, see their own price lists and track their account, all straight from your ERP.

Request a custom integration ↗See what it does

BEST FOR

Wholesalers and distributors

CONNECTS

Your ERP and a branded portal

FOR BUYERS

Pricing, reorders, invoices

YOU OWN

The code, data and hosting accounts

THE PROBLEM WE SOLVE

Why teams
choose this solution

Taking wholesale orders by email and phone ties up your sales team and leads to keying errors, wrong prices and stock surprises.

A B2B portal lets each client order for themselves, at their own prices, with live stock and invoices pulled directly from your ERP.

BUILT FOR

  • Wholesale distributors
  • Manufacturers selling to trade
  • Food and beverage suppliers
  • Industrial and parts suppliers

PLATFORMS & TOOLS

  • WooCommerce B2B
  • Next.js dashboards
  • Native ERP APIs
  • Tencia
  • Xero / MYOB

KEY FEATURES

What the solution
does for you

01

Client-specific pricing

Price lists, volume discounts and tiers come from the ERP for each account.

02

Credit limit checks

Orders are checked against account limits and terms before they are accepted.

03

Live stock and backorders

Buyers see real warehouse stock and expected dates for backorders.

04

Invoice retrieval

Clients download invoices and statements without contacting your team.

05

Bulk reorder and CSV upload

Reorder past orders in one click or upload a CSV of hundreds of lines.

06

Company account hierarchies

Multiple users per company, with their own roles and approval rules.

HOW IT WORKS

Step by step,
end to end

STEP 01

Buyer logs in

Each user sees their company’s prices, terms and history.

STEP 02

Builds the order

Search, reorder or upload a CSV, with live stock shown.

STEP 03

Checks and submits

Credit limits and rules are checked before the order is placed.

STEP 04

Lands in the ERP

The order is written to your ERP and invoices flow back.

PROOF

Related work
for our clients

See all case studies →

HOW WE WORK

One clear process
for every integration

01

Discovery & mapping

We map your current systems, data and bottlenecks, then agree scope and success measures.

02

Architecture & build

We design the data flow and build type-safe middleware and custom API endpoints.

03

Sandbox testing

Every sync is tested against real edge cases and simulated peak traffic before go-live.

04

Launch & monitoring

Zero-downtime release, with logging and error alerts so issues are caught early.

FAQ

Questions we
hear most

Which ERPs can the portal connect to?

Any ERP with an API or a reliable data export, including Tencia, MYOB, Xero, NetSuite and custom systems.

Can we still take phone orders?

Yes. Orders from every channel end up in the ERP, and the portal shows the full history to the client.

Can retail customers see the portal?

No. The portal is login-only and can sit alongside a public retail store on the same site.

How much does it cost?

It depends on the systems and data involved. After a short discovery you get a fixed-price estimate for the build and a clear monthly figure for hosting and support.

What happens after launch?

We monitor the integration, fix issues fast and update it when the connected systems change versions. You own the code, data and accounts from day one.

RELATED SOLUTIONS

Often built
alongside this

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WORK WITH US

Tell us what
you need connected

Share the systems you use today and what you want them to do. We reply with clear next steps and a written estimate before any work starts.

Request a custom integration ↗Contact us

  • 01Tell us about your systems and goals
  • 02Get a written estimate before any work
  • 03Your code, data and accounts stay yours

Work

B&B

November 4, 2025

Last updated: