In expanded form, the B2B portal includes:
Posted: Sun Jan 12, 2025 8:21 am
Accounting system — the portal receives all data from it. The project can be based on one accounting system, for example, "1C", or on the joint use of several, based on the principles of building accounting at the enterprise. Mostly, international companies resort to combining accounting systems.
The Finance block . It has quite impressive dimensions and includes payment, control of the client's account balance, accounting, creation of accounting documentation, reporting, reconciliation reports, etc. Sometimes separate modules are allocated for accounting and financial records.
The "Production" block . It displays and controls all the company's production processes from the acceptance of an application to the release of the final product in accordance with the order fulfillment deadlines.
Warehouse block . Monitoring the availability of goods in the warehouse and transferring data to the portal.
Logistics block . Here the cost of delivery of the order is determined based on logistics data. To perform this task, you need to connect the logistics service to the B2B portal, which will allow the client to evaluate different methods of transportation.
"Delivery" block . Control of the delivery process and its stages.
The "Purchase" block . Most often, it is used when a company purchases goods from a third-party organization and then resells them or plans to purchase materials for the production of an order. Thanks to the automated execution of operations, it is possible to purchase materials in a short time on the most favorable terms.
EDI (electronic document management).
Marketing tools and advertising channels .
Loyalty program . It can be included in the accounting system or connected as a separate module.
Statistics .
CRM .
Online communication and messengers.
Connecting automated company processes.
Storage of corporate materials.
We have considered only one of spain phone data he possible B2B portal compositions, allowing us to get a general idea of its functioning. If you intend to develop a B2B portal for your business, you will probably need to make adjustments.
There is a direct connection between the functionality of the B2B portal and all external and internal systems with which integration has been carried out.
Since most external systems (such as payment, service or marketing mechanisms) are subject to update and development, the portal's capabilities are simultaneously expanded in the process of implementing their functionality.
Thus, no single B2B portal composition can be called unambiguously universal.
Structure and functionality of the B2B portal
Source: shutterstock.com
The purpose of a B2B portal is to conduct remote trading activities between companies, therefore, in its functionality, the portal resembles an online store or marketplace, but at the same time it is adapted for the B2B segment.
B2B portal functionality:
Registration and authorization of clients on the platform.
Partner's personal account.
Information on the counterparty's balance and debt.
Demonstration of the company's full range of products, including scheduled deliveries.
Advanced product search.
Possibility to order the supply or production of a product.
Reservation of goods for a certain period.
Setting an individual price for each client of the company / groups of clients.
Individual loyalty program for each client/group of clients.
Basket and multi-basket.
Formation of a waiting list.
Making a payment by card through the website.
Automatic generation of invoices for payment of goods from the client's bank account.
Automatic generation of accounting and legal documentation.
Automation of document flow and work with electronic document management.
Possibility to estimate the cost of various delivery options.
Publishing and storing corporate materials - training, design, marketing, advertising, sales, etc.
Marketing automation - personalized mailings, advertising, special offers, promotional messages.
Product return and service requests.
The Finance block . It has quite impressive dimensions and includes payment, control of the client's account balance, accounting, creation of accounting documentation, reporting, reconciliation reports, etc. Sometimes separate modules are allocated for accounting and financial records.
The "Production" block . It displays and controls all the company's production processes from the acceptance of an application to the release of the final product in accordance with the order fulfillment deadlines.
Warehouse block . Monitoring the availability of goods in the warehouse and transferring data to the portal.
Logistics block . Here the cost of delivery of the order is determined based on logistics data. To perform this task, you need to connect the logistics service to the B2B portal, which will allow the client to evaluate different methods of transportation.
"Delivery" block . Control of the delivery process and its stages.
The "Purchase" block . Most often, it is used when a company purchases goods from a third-party organization and then resells them or plans to purchase materials for the production of an order. Thanks to the automated execution of operations, it is possible to purchase materials in a short time on the most favorable terms.
EDI (electronic document management).
Marketing tools and advertising channels .
Loyalty program . It can be included in the accounting system or connected as a separate module.
Statistics .
CRM .
Online communication and messengers.
Connecting automated company processes.
Storage of corporate materials.
We have considered only one of spain phone data he possible B2B portal compositions, allowing us to get a general idea of its functioning. If you intend to develop a B2B portal for your business, you will probably need to make adjustments.
There is a direct connection between the functionality of the B2B portal and all external and internal systems with which integration has been carried out.
Since most external systems (such as payment, service or marketing mechanisms) are subject to update and development, the portal's capabilities are simultaneously expanded in the process of implementing their functionality.
Thus, no single B2B portal composition can be called unambiguously universal.
Structure and functionality of the B2B portal
Source: shutterstock.com
The purpose of a B2B portal is to conduct remote trading activities between companies, therefore, in its functionality, the portal resembles an online store or marketplace, but at the same time it is adapted for the B2B segment.
B2B portal functionality:
Registration and authorization of clients on the platform.
Partner's personal account.
Information on the counterparty's balance and debt.
Demonstration of the company's full range of products, including scheduled deliveries.
Advanced product search.
Possibility to order the supply or production of a product.
Reservation of goods for a certain period.
Setting an individual price for each client of the company / groups of clients.
Individual loyalty program for each client/group of clients.
Basket and multi-basket.
Formation of a waiting list.
Making a payment by card through the website.
Automatic generation of invoices for payment of goods from the client's bank account.
Automatic generation of accounting and legal documentation.
Automation of document flow and work with electronic document management.
Possibility to estimate the cost of various delivery options.
Publishing and storing corporate materials - training, design, marketing, advertising, sales, etc.
Marketing automation - personalized mailings, advertising, special offers, promotional messages.
Product return and service requests.