Give each dealer a login to see their rate, stock, orders and ledger.
Every distributor and dealer signs in to see their own rate, the scheme running for them, available stock and ledger, plus a screen for placing the next order. Orders arrive typed and not spoken. The ledger a dealer queries on the phone is the one you are both reading.
On Sunday night the orders come in. There is a voice note from one town, a photograph of a handwritten list from another, and an order on a salesman’s phone that he forwards on Tuesday. Somebody keys all of it in, and the mistakes belong to whoever keyed it.
The dealer signs in and sees their own rate, the scheme running this month, and what is in the warehouse. They place the order themselves. It lands as an order with a number and not as a message that has to be understood first.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- Phone orders written on slips
- Dealer ledgers sent as screenshots
- Price letters forwarded to chat groups
The problems this is meant to ease.
What dealer and distributor portal does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Mapping dealers and lists
We go through your dealers, territories and price lists. You supply the lists. A written map of who sees what comes back.
Order and ledger screens
Screens are built from your data. You try them with a sample login.
Credit and stock rules
Limits and stock visibility are agreed. You approve what happens when an order crosses a limit.
Pilot dealers
A few sign in early, with a sales officer standing by. Comments come back as notes.
Wider invitation
Remaining dealers join by territory. Each group gets a short guide, and phone orders taper as habits settle.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Orders placed by dealers directly against those typed by staff
- Dealers who signed in during the month, by territory
- Ledger queries still raised by phone
- Claims still unsettled, split by age and type
- Orders held for credit review, by dealer
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Price lists and schemes
- Credit control
- Sales orders
- Invoice management
- WhatsApp notifications
Products that include it.
How we would put it in.
Questions owners ask about dealer and distributor portal.
What if half our dealers never log in?
Then the portal has to work beside the old way and not instead of it. Orders are keyed in by the field sales team, and a link on WhatsApp brings the willing ones across slowly. A portal that assumes everyone switches on day one fails early.
Will a dealer manage this on a phone?
Yes, it is built for a phone first, because that is where a dealer sits at closing time. A laptop shows the same screens with more on each.
Can it stop an order from a dealer who has crossed their credit limit?
Yes, and most manufacturers prefer a hold to a hard stop. The order comes in and waits for your release. The dealer sees that it is with you.
Is it worthwhile with eleven dealers and one sales officer?
Not yet. Eleven dealers and one person who knows them is a working system. The portal earns its place at thirty or forty, spread across regions, where nobody holds it all in their head. Describe your dealer count and regions, and we will say whether you have reached it.
What moves the cost of a dealer portal?
Dealer count, territories and price lists do the moving here. Order, credit and invoice connections come next, with claims and circulars after. Pricing is itemised after the lists are read. A line may be removed.
How soon can dealers log in?
Soon after the data is tidy. The number of credit rules also counts. A usable release carries orders, ledger and stock, and dates go into the proposal.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle dealer and distributor portal today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements