Systems for Wholesalers & Distributors
Make reordering easy for the customers who've stuck with you.
Wholesale runs on repeat orders from accounts you know well, and many of those orders still arrive by phone, email, text or a photo of a handwritten list. Your inside sales team retypes them, sorts out missing SKUs and answers "where's my order?" through the afternoon. We build distributors a B2B portal where approved accounts log in, see their own pricing, reorder in a few taps and track what's coming.
Common challenges
What slows down Wholesalers & Distributors
Orders that need translating
"Same as last time but double the 3/4 fittings." Someone has to find last time, work out which fittings, and key it in.
Pricing that only a few people know
Different accounts get different price tiers, volume breaks and freight terms. When the person who knows best is on holiday, quotes slow down.
Spec sheets and SDS requests all day
Contractors and shops need product data and safety data sheets for job sites and inspections, so your team sends the same PDFs again and again.
New account setup by phone and paper
Credit applications, tax exemption details, delivery addresses, contacts. Onboarding a new dealer can take weeks of back and forth.
"Is it on the truck?"
Customers like to know when their order ships. Without status visibility, they call, and someone walks to the warehouse to check.
The solution
The system we'd build for you
Account logins with customer-specific pricing
Each approved customer sees their own price tier, terms and allowed products when they log in.
A searchable product catalogue
SKUs, specs, pack sizes and images, searchable by part number or description, with spec sheets and SDS attached to each product.
Fast reorders
Order history and saved lists, so a regular order is a few taps instead of a phone call.
Online credit applications
A dealer application with documents, references and delivery details, routed to your team for approval.
Order status tracking
Received, picking, shipped, delivered, visible to the customer and updated from your systems where they allow it.
Sales rep dashboards
Reps see their accounts' orders, open quotes and who hasn't ordered lately.
Connections to your back office
Orders flow toward your inventory, ERP or accounting system where it allows, so no one retypes them. We can connect with accounting software like QuickBooks or Sage.
Recommended package
Custom Portal
Distributors sell to repeat business customers with their own pricing, terms and reorder habits. A Custom Portal gives each account a login to order, reorder and grab documents, instead of phoning or emailing the sales desk for everything.
Popular add-ons for Wholesalers & Distributors
Wherever you are
Just starting, growing or decades in.
Whether you haven't opened yet or you've been at it for decades, here's how we'd help at each stage.
Starting out
Just an idea, or brand new
Launching a new distribution line or import business? Start Your Company sets up your name, logo, domain, email and a catalogue site, and a dealer portal can follow once your account list grows.
Growing
Busy and getting busier
When you add reps, a second warehouse or a new product line, customer-specific pricing in a portal keeps quotes consistent without everything routing through one person.
Established
Years or decades in
A distributor with decades of loyal accounts has relationships built on knowing each customer. The portal supports that rather than replacing it, starting with your most-ordered lines and moving at the pace your customers like.
An example
What it could look like in real life
An illustration of how it could work. The business and details are made up for the example.
Say you're an industrial supply distributor in Moncton serving fabrication shops, contractors and marine businesses across the Maritimes. Orders come in by phone and email, and the inside sales team spends hours each day keying them in and sending SDS sheets. We build a portal where approved accounts log in to their own pricing, search by part number, reorder from history and download product documents. New dealers apply online, and orders and status sync with the back office where the systems allow it.
Questions we get
FAQ
Do we have to put all of our SKUs online?
No. Many distributors start with their most-ordered lines and expand. Customers can still call for anything special.
Can certain customers see products others can't?
Yes. Product visibility, pricing and terms can be set per account or per customer group.
Will it connect to our ERP or inventory system?
We connect where your system allows it, through its API or exports. We'll check what yours supports before quoting anything.
Some customers have ordered by phone for 30 years. Will they use it?
Some will right away and some may never, and that's fine. The portal is an extra door, not the only one. Reps can still take phone orders and enter them in the portal, so everything ends up in the same place.
Free 15-minute call
Let's make ordering easier for your customers and your inside sales team.
Book a free 15-minute call and show us what a typical order looks like from start to finish.
- Account logins with customer-specific pricing
- A searchable product catalogue
- Fast reorders