Customer Portal Software
Customer portal software lets your wholesale and manufacturing customers access their account, view orders, and place repeat orders themselves. Here is what it does and why it matters.
Customer Portal Software
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.
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.
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.
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.