Product / ordering portal

A customer ordering portal your wholesale buyers will actually use

Each customer gets a unique link — no passwords — with their own product list, their own pricing, and their order history. Orders land in your flow checked against live stock.

The key facts

  • One link per customer, no passwords: a unique secret URL opens their portal — their products, their pricing, their history.
  • Live stock at the moment of ordering: customers see real quantities, so they stop ringing to ask and you stop overselling.
  • Orders enter the flow already checked: from portal to pick and pack to an approved invoice that pushes to Xero or MYOB (US integrations rolling out) — nothing retyped.
  • Included in the core plans: no add-on module fee — $180/$250/$399 per month AUD, with the trial to run it with your customers.
Diagram — index of this pageThe ground this page covers
  1. 01The key facts
  2. 02What the portal replaces
  3. 03How it works in BSimple
  4. 04Is it right for your customers?

What the portal replaces

Every wholesale business knows the ritual: the customer emails a list, someone transcribes it, someone else checks whether the quantities even exist, a price is confirmed against the customer's spreadsheet — theirs, not yours — and the whole chain starts again next week. The portal replaces the chain with a door: the customer opens their link, sees what they usually buy at the prices they usually pay, checks live stock, orders, and the order lands in your system as a checked record. No transcription, no "did you get my email?", no price disputes from stale lists.

The quieter benefit is the one owners notice first: customers order at their convenience — after hours, mid-job, from the ute — because the door is always open and nothing requires a phone call during business hours.

Genuine BSimple screenThe customer ordering page: each customer sees their own product list and pricing.
The customer ordering page: each customer sees their own product list and pricing.

How it works in BSimple

We build BSimple, so weigh that — this is the product page for exactly this feature. Setup: each customer is assigned their product list and pricing, and gets a unique secret link — no passwords to reset, no logins to manage. Ordering: they browse what they are allowed to see, quantities checked against live stock including amounts already promised to other customers. Fulfilment: the order lands in the same flow as every other order — delivery slips, picking and packing, approval — and stock deducts once, deliberately, at invoice approval. Accounting: the approved invoice pushes to Xero or MYOB with payment status mirroring back, so the customer's account state is true on both sides. There is no public storefront — this is per-customer ordering for trade, not retail checkout (the distinction matters).

DiagramDiagram: an online store syncing orders into stock.
Diagram: an online store syncing orders into stock.

Is it right for your customers?

The portal earns its keep with repeat wholesale buyers — trade accounts reordering familiar lists, hospitality venues on standing orders, shops restocking monthly. It is the wrong shape for one-off retail customers (that is a storefront's job) and for customers who genuinely prefer a phone call (the portal coexists with every other intake path; nothing is forced). The honest test is a week: give the trial to two or three of your most frequent customers and watch whether they use it before you announce anything. The wholesale context and the order flow the portal feeds cover the surrounding picture.

DiagramOrder placedPicked and packedInvoice createdStock updated
Diagram: Order placed → Picked and packed → Invoice created → Stock updated — how this work moves through BSimple.

Frequently Asked Questions

How do customers log in to the portal?

They do not — each customer has a unique secret link, so there are no passwords to forget or reset. The link opens their portal with their products and pricing already applied.

Can customers see each other's pricing?

No — each portal shows only that customer's assigned products and negotiated prices. One customer's link reveals nothing about another's.

What stops a customer ordering stock you do not have?

The portal checks live quantities — including stock already promised to other orders — at the moment of ordering, with the same guardrails staff face. Overselling is blocked structurally rather than caught by phone call.

Can customers see their order history and status?

Yes — their own orders and states (placed, picked, invoiced, paid) are visible in their portal, which is what makes it self-service: the "where is my order?" question is answered by the record instead of by a phone call.

Does the portal cost extra?

No — it is part of BSimple's core plans ($180/$250/$399 per month AUD), not an add-on module. The trial includes it, so your customers can test it before you decide anything.

In practiceCustomers ordering through their own portal link.
Customers ordering through their own portal link.

BSimple

Get started with BSimple