B2B Ordering Portals for Wholesale Distributors on NetSuite
83% of B2B buyers say they prefer ordering or paying through digital commerce, according to Gartner. Distributors that still take orders by phone and email re-key every one of them into NetSuite. SphericalBRM gives buyers a branded portal where the catalog, prices, stock and invoices come from NetSuite, and the order they submit is created as a NetSuite sales order.
The challenges you face
Buyers expect to order themselves
83% of B2B buyers say they prefer ordering or paying through digital commerce, according to Gartner. Phone and email ordering means your customer service team keys in orders that the buyer could have placed directly.
A separate ecommerce system means a second catalog
Standalone portals keep their own product list, customer records and prices, and an integration pushes orders into NetSuite later. Stock, balances and pricing drift between the two systems.
Pricing is specific to each customer
Price levels, quantity breaks, discount items and credit terms vary per account. A portal that cannot read the customer's NetSuite pricing forces reps to quote and correct orders by hand.
Buyers cannot see stock or order status
Every question about availability, backorders and shipping dates becomes a phone call, because the buyer has no view of the NetSuite record.
How SphericalBRM helps
B2B ordering portal where each account sees the catalog assigned to it, with its NetSuite price level, quantity breaks and exclusive items
Stock shown per NetSuite location in the catalog and on order lines, with stock validation before the order is submitted
Sales-rep order entry on a laptop or tablet: look up or create the customer, quote, convert the quote to a sales order
Order history with status and tracking links, reorder from past orders, CSV line import for large orders
Open invoices, customer statements and invoice payment by card through Paystand or Accept Blue, including partial payments
Key use cases
Customer self-service ordering
Buyers browse their assigned catalog, see stock by location, and submit orders that are created as NetSuite sales orders at their contracted price level.
Sales-rep order entry
Reps use the same order form in a browser on a laptop or tablet to place orders and quotes on behalf of customers; the record is written to NetSuite when they submit.
Pay invoices online
Customers see open invoices and statements, pay one or several invoices in full or part, and the payment is applied in NetSuite.
Quotes that convert to orders
Create a NetSuite estimate, edit it from the Quote List as the buyer negotiates, and convert it to a sales order when they confirm.
Ready to transform your wholesale & distribution portal experience?
See how SphericalBRM can help your business create better NetSuite experiences for every stakeholder.
