Wholesale Trade
Customer Portal B2B Ordering
Give each customer a secure ordering portal so orders arrive as structured data instead of late-night text messages.
The problem
Customers prefer texting orders instead of logging into clunky portals, which forces admin teams to retype everything manually every morning and introduces costly errors.
Implementation
Offer a customer-specific ordering portal that shows each account the right catalog and captures clean order data directly into the operations system.
Workflow steps
- Assign each customer secure account access to their ordering portal.
- Let them place orders from their phone or desktop using the right account-specific catalog.
- Sync structured order data straight into the warehouse and dispatch workflow.
Expected result
Increase adoption, remove morning re-keying work, and eliminate the order-entry mistakes that frustrate clients and warehouse teams.
Why this works in Norbital
Each step reads and updates the same records. Forms, approvals, automations, and reports do not need separate data copies.