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What is a B2B Customer Portal?

Definition

A B2B customer portal is a private, branded website where your trade customers can browse your product catalogue, check stock availability, place orders, view invoices, and track deliveries without contacting your sales team.

How a B2B portal works

  • Access: trade customers receive an invitation to create an account on your branded portal
  • Catalogue: customers browse your products with live stock levels and pricing
  • Ordering: customers add items to a cart and place orders with delivery preferences
  • Invoicing: customers view and download invoices directly from the portal
  • Payments: customers pay invoices online via card, bank transfer, or payment terms
  • Reordering: customers see their order history and can reorder previous orders with one click

Benefits for the seller

  • Fewer phone orders: customers order themselves instead of calling or emailing
  • Less admin: orders flow directly into your system without manual data entry
  • No overselling: customers see real-time stock levels before ordering
  • Faster payments: online payment links and automated invoice delivery
  • 24/7 ordering: customers order at any time, not just during business hours

Benefits for the buyer

  • Browse products and check availability without waiting for a reply
  • Place orders in their own time, including evenings and weekends
  • Access invoices and order history in one place
  • Reorder regular items quickly
  • Pay invoices online without posting cheques or making bank transfers manually

When you need a B2B portal

  • More than 10% of your time is spent processing phone and email orders
  • Customers regularly ask "what's in stock?" before ordering
  • You have repeat customers who order the same products regularly
  • Invoice chasing and payment collection is taking too long
  • You want to take orders outside business hours without adding staff

B2B portal vs B2C ecommerce

Feature B2B portal B2C ecommerce
Access Invite-only for approved trade customers Open to the public
Pricing Customer-specific or tiered wholesale pricing Single retail price for all
Payment Invoice on account, payment terms, or online Immediate payment at checkout
Order size Bulk quantities, case packs Individual units
Catalogue Full trade range with stock levels Consumer-facing selection