Your regular customers should be able to look up what they need and move their order forward without starting every conversation from scratch. At Gulupa Digital we build B2B portals for companies that sell to distributors, wholesalers or other businesses: a platform where each customer accesses their information, checks the available terms and takes the actions your operation allows.
Tell us who buys from you and how orders are handled today.
Your team responds, but spends part of its time on questions that could be answered with access to organized information.
Your customer asks for the updated catalog, checks availability and requests their price list. Then they send an order by message or file. Someone interprets the SKUs, confirms quantities and re-enters the information in another system. If the buyer needs an invoice, a status update or to repeat a purchase, another conversation starts.
A portal can make those recurring tasks easier and give the sales team more room to advise, negotiate and grow accounts. To work, it has to fit how your customers buy and how your company processes orders.
DEFINITIONA B2B customer portal is a login-based platform where a company lets its buyers look up information and carry out business transactions. Depending on the scope, it can include catalogs, customer-specific pricing, quote requests, orders, documents and history. Its permissions and rules depend on the business model.
It can be used to buy directly or to start a request your team has to confirm.
Not every business sells with public prices, immediate payment and standard delivery; the portal has to reflect those differences.
We can define which products, categories and documents each profile sees. The catalog can include SKUs, presentations, minimum quantities and technical information. Its organization should help people find products they know and discover alternatives without making buyers wade through information that doesn't apply to them.
We evaluate price lists by customer or segment, discounts and commercial terms that need to be shown. It's important to define where they're managed and when they're updated. Each account should only access the information it's authorized to see, even when trying to reach resources outside the usual path.
Buyers can select products and quantities to send an order or a request, depending on the defined workflow. We can include notes, internal references and approval steps. If the business needs to confirm availability or terms before accepting, the portal should communicate that clearly.
We evaluate features such as history, frequent lists and retrieving previous orders. Repeating a purchase should re-check availability and current terms. The idea is to reduce work for the buyer without assuming that prices or products from a past order are still the same.
Depending on the available information, the portal can show the progress of requests and orders, or let users download documents tied to the account. We define which data comes from other systems and how often it's updated. Customers should understand whether they're seeing confirmed or pending information.
Some accounts need to separate who prepares an order from who approves it. We can evaluate profiles and permissions for those scenarios. Before building, we define what each person can see or do and who manages adding, removing and changing access.
We prioritize SKU lookup, quantities, account terms and recurring orders. If buyers know the codes, it helps to let them find and select products without browsing the whole catalog. Complexity depends on price lists, warehouses and commercial rules.
We can include technical sheets, presentations, requests and terms that require confirmation. The portal should help buyers provide enough information for your team to process the order. Configurable or made-to-order products need a specific scope.
It can also be useful when the main need is checking documents, requesting services or knowing the status of a request. We start with the actions that repeat most and that customers are able to do on their own.
If inventory, orders or commercial terms live in an ERP, CRM or another system, we evaluate how to share the necessary information. We define the source of each piece of data so the portal doesn't become one more place that has to be updated by hand.
Compatibility is reviewed before promising a connection. Some features depend on access, interfaces, licenses or your current vendor's involvement.
You can learn more about this component in our ecommerce integration with ERP, CRM and inventory service. In the portal project we make clear which connections are part of the scope and which can be added later.
We review who buys, how they request, who approves and which questions repeat. We identify differences between customers and your internal team's needs. That lets us choose a first scope that adds value without trying to digitize every process at once.
We define login, search, selection, submission and later lookup. We review the journeys with your team and, when possible, with representative users. The design has to work on the devices your customers use, including mobile when it's part of their work.
We build the agreed features and test statuses, validations and connections. We pay close attention to the boundaries between accounts: one customer must not see another's orders or terms. We also verify how the platform behaves with errors and incomplete requests.
When the project allows, we start with a group of customers to observe usage and resolve difficulties. We prepare the planned support for the admin team. Then access is expanded according to the agreed plan and your company's capacity to support it.
The proposal specifies features, profiles, integrations, stages, testing and documentation. It also identifies responsibilities for content, data loading, infrastructure and maintenance.
We can plan a first version focused on the essential actions and leave later improvements defined by priority. Terms for access to code, data and third-party components are set out in the proposal and the contract.
We define indicators based on the goal and watch for adoption difficulties. If your customers keep using the same channel for everything, we check whether features, information, training or a practical reason to use the portal are missing.
Gulupa Digital combines user experience and custom development to connect the platform with a concrete business need. The project should make an important task easier for buyers and a sustainable operation for your team.
A B2B portal can include account-based access, specific terms, approvals and orders subject to confirmation. An open store usually offers a more uniform journey. The scope depends on how the companies involved buy and sell.
It can be included if we define how those prices are assigned, managed and updated. We also need to verify that the information source allows them to be applied correctly. That feature is evaluated and quoted as part of the scope.
Yes, the workflow can end in a request or an order subject to review, if that's how your operation works. Credit, approval and acceptance terms should be communicated clearly and kept under the rules your company defines.
Not necessarily. We can evaluate a web platform adapted to your customers' devices. An app or other specific capabilities only make sense when they solve a need that web access doesn't cover well.
Yes. We can include account assignment, history lookup and order support based on the defined permissions. It's important to agree on how advisors take part and how activity is recorded so the platform supports the sales work.
Extending an existing platform may be feasible, but its architecture, permissions and customizations need to be reviewed. We compare that option with a separate build before recommending a path, considering how it works and how it will be maintained.
It depends on commercial rules, profiles, integrations and the initial scope. First we define the priority process and the dependencies. On that basis we present a phased proposal, with deliverables and conditions to start each phase.
Private information must be protected through authentication and authorization. Instructions for search engines are complementary and don't replace those controls. If there's a public catalog, what content can be viewed and indexed is defined separately.
Tell us what they ask about, how they order and which tasks your team repeats to serve them. We'll review whether a portal can simplify that journey and which features should be part of the first version. Share your current process, even if you don't have a feature list yet.
