Dealer login
The dealer signs in and sees only their own prices, account and orders.
FAB Dealer · B2B
B2B Dealer Portal
Dealers order while price, stock and credit rules are validated instantly.
A B2B ordering channel where dealers see their own account, credit limit and order history, and orders are validated against ERP price and stock rules.
- Orders move from phone calls to the portal
- Dealers see their own balance
- Pricing calculated in one place
Product tour
FAB Dealer, screen by screen.
FAB Dealer · Sign-in
Every dealer signs in with their own account.
Sign-in with dealer code and user; each user sees only their own dealer’s prices, account and orders.
- Balance, limit and open orders on the first screen after sign-in
FAB Dealer · Catalogue
Each dealer sees their own price and available stock.
Dealer lists, tiered discounts, campaigns and minimum order; reserved and in-transit stock deducted.
- Dealer-specific pricingPrice lists, discount tiers and campaigns applied per dealer.
- Stock visibilitySellable stock is shown rather than raw stock, with reservations deducted.
FAB Dealer · Ordering
Orders move from the phone to the portal.
Price list, discount tier, minimum order, stock and credit limit are checked in order.
- Credit limit controlOrders over the limit are blocked or routed to approval by a defined rule.
- The portal never recalculates prices; it calls the ERP rule
FAB Dealer · Account & documents
Dealers track their own balance and orders.
Statement, terms, credit limit, order status and invoice archive on the dealer’s own screen.
- Account statementInvoices, payments, due dates and outstanding balance visible to the dealer.
- Order approval flowRegional approval, partial approval and recorded rejection reasons.
- Document archiveInvoices, dispatch notes and price lists downloadable by the dealer.
FAB Dealer · History & campaigns
Reorder from history; campaigns at a glance.
Order history, reorder, active campaigns and announcements; reorders are recalculated at current prices.
- Reorder from history and basket drafts
FAB Dealer · Payment
Dealers pay open invoices themselves.
Pick invoices or enter a partial amount; 3D Secure card payment posts to the account the same day.
- Card data is not stored in the portal
- The receipt is emailed to the dealer user
How it works
A dealer order, from sign-in to payment.
Catalogue
Dealer price and available stock are read from ERP.
Rule check
Price list, discount tier, minimum order and stock.
Credit limit
On breach the order is blocked or routed to approval, as configured.
Regional approval
Full, partial or rejected; reason and history recorded.
ERP order
The order opens in ERP; partial shipments supported.
Delivery & invoice
Delivery note and invoice land in the dealer archive with status notifications.
Account statement
Invoices, collections and terms on the statement; due-date reminders automatic.
Payment
The dealer selects open invoices and pays by card; the collection posts to the account and a receipt is emailed.
Who uses it?
Every role sees its own screen.
- DDealer user
Orders and sees balance and documents.
Catalogue · Account · Payment - RRegional manager
Approves, partially approves or rejects orders over limit.
Approval flow - SSales operations
Price lists, discount tiers and campaigns.
ERP rules - FFinance
Credit limits, terms and collections.
Statement
Integration surface
The product is not an isolated island.
Data ownership, error handling, security and audit trails are designed as part of the implementation.
- ERP and accounting
- Banking and payment services
- Cargo and logistics
- e-Document services
- Identity and authorisation
- REST API · Webhook
What is the dealer portal?
A dealer portal is not a shop window for placing orders; it is the screen where a dealer sees its own commercial relationship. Orders, account balance, credit limit, due dates and the document archive all live in one place.
Which problem does it solve?
At manufacturers with dealer networks, orders usually arrive by phone, messaging and e-mail. That creates three costs:
- Order entry stays with the sales team, and the error rate depends on the person.
- Dealers do not know their balance, so every question becomes a phone call.
- Price disputes cannot be settled, because which price applied on which date is arguable.
How it works
The portal does not recalculate price and stock rules on its own; it calls the rule held in the central system (ERP). With two engines, results eventually diverge and invoice disputes follow.
When a dealer places an order the system checks, in order: the assigned price list, discount tier, minimum order conditions, sellable stock and credit limit. If a rule is broken the order is either blocked or routed to approval — which one is a setting.
On the stock side dealers see sellable stock, not raw stock: reserved, in-transit and blocked quantities are deducted. Otherwise the same item gets promised to two dealers.
Modules
- Catalogue and pricing: per-dealer lists, tiered discounts, campaigns, minimum orders.
- Ordering: fast entry, reorder from history, draft baskets, partial shipment.
- Account: statement, due dates, credit limit, payment view.
- Documents: invoices, dispatch notes, price lists and technical document archive.
- Approval: regional approval, rejection reasons, approval history.
- Notifications: order status, shipment and due-date reminders.
Integrations
The central ERP (items, prices, stock, orders, accounts), e-invoicing and e-dispatch, shipping carriers, bank integration for collections, field sales tracking for the field team and CRM for customer processes.
Architecture and security
- Each dealer sees only its own data, enforced by data scope rather than screen hiding.
- Sub-user support: dealer staff can be given limited rights.
- Price and limit rules stay central; the portal only displays the result.
- When an order record is changed, its previous state remains as an audit trail.
Usage scenarios
- Manufacturer to dealer: classic B2B ordering with credit limits and terms.
- Distributor to sub-dealer: multi-tier pricing and territory rights.
- Manufacturer to chain customer: contracted prices, delivery schedules and document sharing.
- Subcontractor tracking: external producers can report dispatch and return through the same channel.
Roll-out
- Data preparation: dealer records, price lists, discount tiers.
- Order flow: rule set, approval thresholds, stock display policy.
- Account and documents: statements, limits, invoice archive.
- Roll-out: pilot dealer group, training, full transition.
Frequently asked questions
What if dealers keep ordering by phone?
A transition period is normal. What works in practice is offering advantages through the portal rather than forcing it: live stock visibility, reorder from history and a document archive. Phone orders entered into the same system keep the measurement intact.
Will dealers see our real stock?
No, they see sellable stock. Quantities can also be shown as bands (available / limited / none) instead of numbers.
Is an order cancelled when the credit limit is exceeded?
That is your policy: the order can be blocked, routed to approval, or allowed with a warning. What matters is that the rule lives in the system; person-by-person exceptions break the measurement.
See the product with your process
B2B portal demo →