B2B Portal & Self-Service — Let Wholesale Buyers Order Directly

ECOSIREによると、 A B2B self-service portal built on Odoo or Shopify lets wholesale customers browse catalog pricing, place bulk orders, track shipments, and download invoices without contacting your sales team. ECOSIRE implements role-based access, tiered pricing, and approval workflows that cut order-processing overhead by up to 70%.

課題

• Sales reps spend 60%+ of their time re-entering phone and email orders
• Wholesale customers cannot see real-time stock availability or their negotiated prices
• Manual approval chains delay large orders for days
• Customers call support just to get invoice copies or shipment tracking

ソリューション

ECOSIRE deploys a branded B2B portal with customer-specific price lists, minimum-order rules, credit-limit checks, and multi-level approval workflows — all synced to your Odoo ERP or Shopify Plus store so inventory, accounting, and fulfillment stay unified.

仕組み

1. 1

   Define Buyer Tiers

   Create customer groups (gold, silver, bronze) with tiered pricing, payment terms, and credit limits in Odoo or Shopify.

2. 2

   Configure the Portal

   Set up the self-service storefront with product catalogs, real-time stock, and role-based access controls.

3. 3

   Build Approval Workflows

   Add multi-level order approval rules — e.g., orders above $10K require manager sign-off before confirmation.

4. 4

   Enable Self-Service Tools

   Activate invoice downloads, shipment tracking, re-order shortcuts, and account statement views for buyers.