Dealers shouldn’t have to call to place an order
We build B2B portal systems that let customers log in, view their pricing, and place orders directly, all connected to your ERP.
What Is A B2b Portal System?
A B2B portal is a secure ordering environment where dealers, contractors, or customers can log in, access account-specific pricing, view inventory, and place orders directly. These systems connect to ERP platforms to ensure pricing, inventory, and order data remain accurate across the business.
problems
Most manufacturers don’t have a system problem. They have a workflow problem disguised as a system problem.
Orders come through calls and emails
Pricing is checked manually
Sales teams reenter orders into ERP
Customers repeat the same orders every month
As volume increases, manual work scales with it.
solutions
Before
Orders come in through calls and emails
Sales teams act as order processors
Pricing varies by customer but is manually applied
After
Customers log in and place orders directly
Pricing is automatically applied per account
Orders flow into ERP without reentry
B2B Portal Capabilities
Pricing, inventory, and order data are synchronized across systems in real time.
Dealer Portals
Secure login-based ordering systems for distributors and partners with account pricing and repeat ordering workflows.
Customer Portals
Self-service environments where customers can manage orders, view history, and track activity without contacting sales.
Contractor Ordering Systems
Built for how contractors actually order — fast, repeatable, and mobile-friendly.
Account-Based Pricing Systems
Each customer sees their own pricing, discounts, and terms automatically applied.
Self-Service Ordering Workflows
Enable repeat ordering, saved carts, and simplified purchasing experiences.
Dealer Onboarding & Access Control
Role-based access, company hierarchies, and structured onboarding for new customers.
dealer portal
integration layer
ERP (System of Record)
Warehouse / Fulfillment
Pricing, inventory, and order data are synchronized across systems in real time.
Case Studies
Examples of manufacturers improving how customers order and how systems work together.
GeoShield
Manufacturer
Dealer ordering platform with connected pricing and integrated ERP ordering.
Results
- Stronger dealer adoption
- Reduced manual order entry
- Improved ordering efficiency
Success Metrics
- 170% increase in conversions
- 40% less in order handling time
- 82% reduction in product returns
Get In Touch
Book a 30-minute exploratory call with one of our experts.
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These People Trust Us
Discover the experiences of our satisfied customers!
Read their testimonials to learn how our services have made a positive impact on their businesses.
Ross Cooper
Lead Web Developer - Canyon Creative
""Given the time and constraints, Codup was able to do something in two weeks that probably should’ve taken 4–5 weeks while doing QA testing." "
Mike Kretsinger
CEO - MJ Kretsinger
""Codup does quality work, and they stand behind their outputs. If something’s not done correctly, they’ll bend over backward to fix it. They genuinely care about the results of their work.""
Brian Hunter
Director Marketing - Kinect Solar
""Thanks to Codup’s work, our site is faster and performs better overall. Other than that, it hasn’t been long enough to see metrics like conversions improve. As for the team, they’ve been much faster than I expected in completing the task-based work on tight deadlines.""
Mike Grabham
BD Manager - Compassion 4 Paws
""Overall, we saved 30% of our time inputting information into the software, thanks to the changes that Codup made. It was much easier for us to use the software compared to before, and that was our main success metric.""
Justin Duane
Owner - Coins TV
""We’ve been impressed with Codup’s ability to effectively and accurately interpret challenging requirements. Their team is easy to work with and talented.""
Joel Gumbayan
Digital Marketing Manager - Instent Industries
""Codup has developed functionalities for our WordPress website, and they’ve built our e-commerce website from scratch. They’re good at getting to the heart of issues.""
John Schurman
Visionary - Geoshield Window Film
""With the system we built alongside Codup, dealers can quickly see where they fall in the dealer journey, what their pricing looks like, and what perks and access come with their status. That clarity builds trust. It turns our website into more than just a storefront, it becomes a roadmap.""
Frequently Asked Questions
What is a dealer portal?
A dealer portal is a login-based system where distributors or customers can place orders, view pricing, and manage accounts without contacting sales teams.
How does a B2B portal connect to ERP?
Through integrations or APIs that sync pricing, inventory, and orders between systems in real time.
Can portals handle different pricing per customer?
Yes. Account-based pricing automatically shows each customer their specific pricing.
Do you replace our existing systems?
No. Codup builds around your ERP and integrates with your current infrastructure.
What platforms do you support?
Shopify Plus, BigCommerce B2B, and custom-built systems, depending on complexity.
