B2B Reimagined – Zero Paper Order Processing

Digitization of transactions and communication has become a mandatory expectation from your dealers, suppliers, vendors and distributors and vice versa. In the supply chain industry, businesses have started minimizing human interaction from the traditional customer service days and are moving towards digital B2B interactions of product research, purchase and distribution. This includes effortless self-service facilities and quick access to key information on your products, processes and support.

Essentially, a digitized B2B relationship between businesses provides autonomy to all the parties involved and faster logistic solutions lead to cost-effectiveness and operational efficiencies. LogixOne’s B2B Portal does exactly that – designed to digitize, simplify and automate your customers purchase orders, invoices, dealings and transactions with your clients. Our portal aims to improve transparency in your business relationships to create a seamless partnership in the exchange of goods of services.

Core Capabilities of LogixOne B2B Portal:

01. Modern Digital Self-Service Experience:

Our B2B platform acts as a digital one-stop-shop for all your B2B customers with the power of self-service given to all the B2B Customers. It’s a single platform that provides support for complex product configurations and catalogs and allows your sales team to create their customers B2B accounts in which orders can be place and managed.

02. Real-time Insights:

LogixOne B2B Portal allows content and catalog management on a single platform with access to real-time data on order processing, order renewals, omnichannel fulfillment and more. This plus automation of inventory management is cost-effective without compromising on operational transparency and efficiency.

03. Multi-industry versatility:

LogixOne B2B Portal is designed to cater to businesses from multiple industries of different size, scale and ambition. At the crux of it, every business has partner relationships to maintain in order to plan and acquire resources for operations – LogixOne ERP’s supply chain solution is here to assist you through it all.  The LogixOne B2B Portal can be customised to meet your unique product/service and order processing requirements.

How It Works

Step 01

Sales team can create a new account for B2B business customers within LogixOne CRM by clicking the ‘Accounts’ module and then ‘+”. They can then fill in the details such as account name, contact number, payment method, address information, product/service catalog and more.

Step 02

Ticking the ‘Active in B2B Portal’ checkbox and entering the customers nominated email sends the customer an email invite to their B2B Portal. You can select between either ‘Fixed’ or ‘Tiered’ pricing and add the products and special pricing that you want to the customer to see.

Step 03

You can edit the pricing of the products according to agreed discounts and enter respective customer SKU’s anytime. Once done, click ‘Sync to B2B Portal’ on the top right corner.

Step 04

The customer will receive a welcome email with the login details for the LogixOne B2B Portal to view the product catalog and place orders.

Step 05

The customer can browse the product catalog and ‘Add to Cart’ the products they need according to their quantity, quality or any other specifications.

Step 06

The customer can now view their purchase order and enter further customer details such as reference number, notes and supporting documents. Once checked out, they can view their current order(s) and re-order if needed.

Step 07

Back in LogixOne CRM, the new order automatically appears under ‘Sales Order’ list within  the respective Account.  The sales person can then confirm the order status by selecting ‘Approved’ and this will reflect on your customers B2B Portal too.

Step 08

Finally, you can either automatically create an invoice within LogixOne CRM and execute the order or if the option is available, further sync to the order to the inventory management system where you can confirm the order and carry out the shipping process

Essentially, LogixOne B2B Portal ensures accuracy, simplicity and transparency in the transactions between you and your customers. What's more, you can completely customize, modify and design your B2B Portal according to your company's branding needs.

Here’s a detailed visualizer guide that shows you the inner-workings of LogixOne B2B Portal with a sample customer ‘Ted’s Cafe’