Business buyers now shop like consumers. They expect to check an invoice, download a statement or browse a catalogue at 10 pm without phoning anyone. Distributors that offer a B2B customer portal save their teams hours and become easier to buy from.
What customers ask for most
- “Can you resend that invoice?”
- “What do we owe you?”
- “Has our order been delivered?”
Each question takes a few minutes to answer. Across hundreds of customers, that becomes a full-time job.
Two kinds of portal: The B2B customer portal and the dealer portal
The B2B customer portal
A secure login where customers see their own orders, deliveries, invoices and receipts, download PDFs and view a running statement of account.
The dealer portal
Sub-dealers and resellers browse your catalogue, build a cart and submit an order request. Your team reviews it and turns it into a quotation. You keep control of prices and credit, and the dealer gets speed.
What to look for
- Strict privacy: each customer sees only their own documents.
- Your control over what the catalogue shows, such as prices and stock availability.
- Requests that still pass through your team before becoming financial documents.
- Access you can switch off per customer at any time.
How Square Loop helps
Square Loop includes an optional Customer Portal (quotations, orders, delivery notes, invoices, receipts, a statement of account with ageing, and a sales report, with PDFs; access can be time-limited per customer) and an optional Sub-Dealer Portal, where dealers search the catalogue by code, name or barcode, build a cart and submit order requests that your team converts into quotations. Dealers can then track their quotations, orders, invoices, statement and a sales report. Admins decide whether the catalogue shows prices and stock.
Frequently asked questions
What is a B2B customer portal?
A secure website where business customers view their own orders, invoices and statements without contacting your team.
Can dealers place orders directly?
In Square Loop, dealers submit order requests that your team reviews and converts to quotations, so pricing and credit stay under your control.
Give customers and dealers 24/7 self-service. See Square Loop's portals in a free demo.
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