B2B Ordering Portal. @b2b-ordering-portal

The B2B Ordering Portal moves wholesale ordering out of email threads and spreadsheets into a portal your customers log into. Each account sees its own negotiated pricing, its own catalog, and its own purchase rules — buyer roles, order approvals, credit terms, and repeat ordering. The finish state is live B2B customers placing real orders through the portal, with orders flowing into your existing fulfillment and finance systems.

B2B wholesale portals are a core Scrums.com commerce use case. The build treats B2B as its own discipline rather than a retail storefront with a login: contract pricing, part-number ordering, quick reorder from history, and workflows that mirror how your customers actually purchase.

Account & Pricing Model

Company accounts with multiple buyers, roles, and credit terms, plus a pricing engine for negotiated price lists, tiered discounts, and contract pricing per account.

Account-Specific Catalogs

Catalog visibility rules so each account sees the products, variants, and units it buys — with CSV and part-number quick ordering for large orders.

Purchase Workflows & Approvals

Requisition-to-approval flows: spend limits per buyer, approval chains, purchase-order references, and order status visibility for the whole buying team.

Repeat Ordering & ERP Handoff

One-click reorder from history, saved order templates, and clean handoff of orders, customers, and terms into your ERP or fulfillment system.

1. Scope — Map account structures, pricing rules, and the order-to-fulfillment path; fix the launch feature line.
2. Build — Build accounts, pricing, catalogs, and workflows; pilot with a friendly customer account on real orders.
3. Handover — Production rollout to your account base, admin training, and runbooks for onboarding new accounts.

The B2B Ordering Portal is a menu item on the Scrums.com delivery catalog, available at every plan tier. Add it to your plan backlog and your delivery team schedules it like any other item — scoped, tracked, and reported through the SEOP. See Delivery Plan Tiers.

Can it run alongside our retail store?

Yes. The portal can share your catalog and infrastructure while keeping B2B pricing and accounts fully separated from retail, or run standalone — the scope step decides which fits your stack.

What do we need ready before starting?

Your price lists and terms per account (spreadsheets are fine), a defined order-to-fulfillment path, and API access to the systems orders must land in.

Our ERP is the system of record. How deep does the integration go?

The base build hands orders and customers off cleanly. Deep bidirectional ERP flows — inventory, invoices, master data — are covered by the ERP Integration Package, a natural companion item.