Per-account catalogue
Every customer sees its own range: pallets for chains, single units for installers and exclusive items only for those entitled to them.
In business-to-business sales, a standard online shop quickly falls short. It does not understand that each customer has its own price list, that an order may need a purchasing manager's approval, or that an installer can buy on credit up to a limit. That is why so many distributors still take orders by phone, email and WhatsApp while reps spend their afternoons keying them into the ERP. Take a Zaragoza plumbing supplies distributor with twelve hundred installers and three depots. Its B2B platform must apply exactly the terms the rep applies today, without exception, and do it at any hour.
A B2B platform puts the terms of each trade agreement online. These are its main components.
Every customer sees its own range: pallets for chains, single units for installers and exclusive items only for those entitled to them.
Price lists, family discounts, quantity breaks and promotions read from Sage 200, a3ERP, SAP Business One, Business Central or Odoo.
Balance, overdue invoices and the credit insurer's limit checked on every order, with a hold for your accounts team if exceeded.
Paste product codes, upload a CSV, use templates for regular orders or copy the last one.
Workflows by amount: who prepares, who approves and who downloads invoices, each with a separate login.
A sales rep signs in on the customer's behalf and builds the order with them on a tablet, on identical terms.
Invoices and credit notes in the format the Ley Crea y Crece requires between businesses and, for public customers, submission via FACe with DIR3 codes.
The project moves as fast as the commercial rules become clear. The better they are documented in the ERP, the sooner the pilot arrives.
We analyse a sample of real orders from recent months: how they arrived, which prices were applied and which exceptions were made by hand. That is how unwritten rules come to light.
Terms that live in reps' heads are moved into the ERP, which remains the single source of prices. The platform only reads them.
Per-account catalogue, quick entry, credit checks, approvals and documents, tested by the sales team on real accounts.
Around ten frequent buyers use the platform for a few weeks; we measure orders and errors, fix what needs fixing and roll it out to everyone else.
One price on the website and another on the invoice will wreck trust within a week. If the platform works out discounts itself while the ERP applies different ones, the customer spots it on the first invoice and goes back to phoning the rep for everything. The rule is simple: the ERP sets the price and the platform displays it. So the first phase goes into tidying the rules inside the ERP, even though nobody outside sees that work.
Yes. Each customer sees only their own net price, calculated with the same rules as your ERP: price list, family discounts, quantity breaks and promotions. Visitors who are not signed in can see the catalogue with no prices or with list prices, as you prefer.
Every order checks the outstanding balance, overdue invoices and the approved limit, including any set by your credit insurer. If the limit is exceeded, the order is not rejected; it is held for your accounts team to decide, and the customer sees why.
Yes. A rep can sign in on a customer's behalf and build the order with them on a tablet, on the same terms. The order then lands straight in the ERP without being retyped at the office.
Hospitals, schools and town halls require e-invoices lodged through FACe with their DIR3 codes. We set up that route so invoices for those customers leave in the right format with no manual work.
By the hour at €75 + VAT, with phase estimates delivered after the order audit. You approve each phase before it starts, and ongoing support can later sit inside a Business or Premium plan.
Tell us about your customer groups, discount rules and ERP. We will suggest what phase one should cover and how to run a pilot.
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Expect an answer within one working day. A reported fault that has halted your team is handled first.
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