Wholesale Customer Ordering Portal for Distributors and Importers

A wholesale customer ordering portal gives distributors and importers a self-service storefront where approved business buyers browse assigned catalogs and pricing, build a cart, check out, and review orders, connected shipments, available credit, and invoices. OLT connects those buyer actions to the inventory, fulfillment, and accounting workflows used by internal teams.

Wholesale Customer Ordering Portal Questions

• What is a wholesale customer ordering portal? A wholesale customer ordering portal is a branded online storefront for a distributor's or importer's approved business buyers. In OLT, they can sign in to browse assigned catalogs and account pricing, build a cart and check out, check available credit, follow order and connected-shipment progress, and view invoices without phoning or emailing a sales rep.
• How does a wholesale customer portal work for distributors and importers? Each wholesale customer gets a login tied to their account, configurable customer type, credit terms, and catalog access. After sign-in, the portal shows the approved products and resolved account prices, lets the buyer build a cart and check out, and places the order into the configured approval and fulfillment workflow. OLT uses connected inventory, order, shipment, credit, and invoice records so the buyer and internal teams can review the same transaction as it moves forward.
• Can customers check order status, shipment details, and account information 24/7? Pending means an order has been placed but has not entered fulfillment. Processing means an active fulfillment is being prepared, picked, or packed. Partially delivered means some, but not all, product quantities have shipped or arrived; Shipped means all product quantities have shipped but not all have arrived. Delivered means all product quantities have arrived, and Complete is the final state once delivery is finished and the linked invoice is paid in full. In Order History, customers can review each order's date, item count, total, order status, and payment status. Opening an order shows item progress and connected shipments, including shipment contents, carrier and tracking number, milestone times, live location and expected delivery when available, and proof of delivery when recorded.
• Can my customers place orders without contacting sales? Yes. The B2B Portal gives approved customers a branded self-service storefront where buyers can browse their catalog, add items to a cart, and check out at any time. Your organization can set a large-order approval threshold; orders whose goods and tax meet or exceed it enter the approval workflow, while a threshold of zero leaves the gate disabled.
• How does customer-specific pricing work? Your organization creates the customer types it needs and can use them to assign accounts to pricing groups. Customer-specific and product-specific price overrides can refine those rules. When a customer logs in, the portal resolves and displays the applicable account pricing.
• Is the portal mobile-friendly? The B2B Portal is fully responsive and works on desktop, tablet, and mobile devices. Customers can place orders, track shipments, and view invoices from any device with a web browser.
• How do credit limits and payment terms work? You set a credit limit and payment terms (Net 15, 30, 45, or 60) per customer. The portal monitors utilization and issues a non-blocking warning when an order crosses your configured credit-limit percentage or exceeds available credit; the order is still placed. Credit utilization alone does not hold the order; the separate organization-defined large-order approval threshold controls whether it needs approval.
• What does the cart and checkout workflow include? Customers add available catalog products to a cart, review quantities and account-specific prices, choose an available shipping address, and submit the order through checkout. Credit terms and available credit are applied to the order, and submitted orders then appear in Order History for status and shipment tracking.
• How does the portal display inventory availability? When connected to Inventory Management, the portal calculates displayed availability from inventory records when the catalog is read and can filter the catalog to products with positive availability. Inventory can change after that read; the display does not reserve stock, guarantee availability at checkout, block cart additions, or prevent every out-of-stock order.
• What payment methods are supported? Administrators can activate and order Offline and Invoice Terms methods for checkout. Offline methods can show configurable bank transfer, cheque, cash, or in-person instructions to buyers, and received funds are marked paid manually. Invoice Terms records the selected method on the submitted order for invoicing under the customer's configured terms.
• How do multi-user accounts work? Each customer company can have multiple portal users with role-scoped access. Your team can choose which portal areas each user sees and manage account-level access, while internal owners and admins handle orders flagged by the organization's large-order approval threshold.