Guide / BSimple

Customer Portal Software

Customer Portal Software

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.

Customer portal software is a self-service area where your buyers log in to see what's going on with their account. Instead of ringing to ask whether an order shipped, whether stock arrived, or whether an invoice has been paid, they log in and see it themselves. For wholesale and manufacturing businesses that deal with the same purchasing managers week after week, a portal takes the repetitive admin out of every single transaction.

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

The features that matter are the ones that genuinely save your team time. Order history, live stock availability, live invoices and statements, and the ability to instantly reorder a previous line are the core of a useful portal. Think about what your sales reps get asked most often — "did my order go out?", "what's that invoice reference?", "can you put me in for another batch of the same?" — and a good portal answers every one of those questions without a human in the loop.

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

BSimple's customer portal is built for the realities of B2B, not consumer retail. Customers see exactly the catalogue and pricing you assign them, you control what they're allowed to order, and everything flows back through the inventory and accounting systems in real time. That means the portal is an extension of your inventory management software, not a separate tool that needs syncing and reconciling.

In practiceBusiness processes built into the system, not remembered by staff.
Business processes built into the system, not remembered by staff.

For the full self-service ordering experience, with live stock levels and order history front and centre, the dedicated customer ordering portal page covers it in depth. If you're weighing up your options more broadly, portals slot neatly into any wholesale management software setup, and they work well for manufacturers too — giving your regular buyers a fast, reliable way to transact with you that they'll genuinely appreciate.

BSimple

Get started with BSimple