Build your B2B wholesale portal.

How to build your b2b wholesale portal

1. 1

   Describe the job

   Give trade customers a place to review products and submit bulk order requests.

2. 2

   Review the first version

   Choose how the wholesale account manager records the business account and how the stock coordinator reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your b2b wholesale portal

• Keep the business account in context

  Keep business account, catalogue version, price reference, bulk quantity, order request and review together so the next person can understand the request or record.

• When the next step needs a decision

  A buyer requests a quantity below the recorded pack size. Keep the order proposed and show the mismatch before confirmation.

• Keep review visible

  Keep the order proposed until the buyer resolves the pack-size mismatch.

• Choose what each person needs

  Give the wholesale account manager a working view and the stock coordinator a review view. Keep business account and catalogue version attached to the decision as the work moves between them.