Dealer & Customer Portals
Sell More, Quote Less
A self-serve B2B portal that lets your dealers, distributors and customers quote, reorder and manage their own accounts, so your team doesn’t have to spend their time creating manual quotations.
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Companies Building
Modern Commerce Infrastructure
Manual quoting is the tax you pay every day.
Your best people are stuck being a manual bridge between your customers and your systems. All that time that you spend hunting data, copy pasting and creating quotations by hand is a huge opportunity cost that could potentially get you more line items and more revenue.
Before — how it works today
Customer calls, emails or faxes an order
Rep re-keys it into the ERP by hand
Quotes built manually, one at a time
Reorders = another phone call, another lookup
Errors, callbacks, and “did you get my order?” follow-ups
After — with the portal
Customers quote, order and reorder themselves
Orders land in the ERP clean — no re-keying
Quoting time drops sharply
Order errors and callbacks drop
Your team handles exceptions, not data entry
What It Does
The portal automates and digitizes every workflow your dealers and customers run. Each capability reads from and writes back to your ERP.
Fast reorder
Customers reorder from order history in a couple of clicks — the single biggest driver of portal adoption.
Quick order / order pad
Order by SKU or part number without browsing — built for buyers who already know what they want.
Bulk order by CSV upload
Upload a full order sheet in one go, straight into the ERP. No re-keying.
Customer-specific catalogs
Each account sees only the products and prices they are entitled to.
Contract & tiered pricing
Every customer sees their own negotiated pricing, pulled live from the ERP.
Self-serve quotes
Customers request and convert quotes to orders without waiting on a rep.
Live inventory & availability
Real-time stock and lead times, so customers stop calling to ask.
Order status & tracking
Full visibility into open, shipped and past orders in one place.
Invoices, statements & AR
Customers view and pay open invoices and see their account balance.
Credit limits & payment terms
Terms, credit and alternate payment methods surfaced per account.
Saved lists & templates
Frequently-ordered sets saved for one-click repeat purchasing.
Multi-user accounts & roles
Multiple buyers per account with the right permissions each.
Order approval workflows
Buyer-to-approver routing for accounts that need sign-off.
Rep ordering on behalf of customers
Inside reps and external rep agencies place and manage orders for their accounts.
Nothing that works today breaks.
Your ERP still runs the show.
Before IT or ops signs off on any portal, they’re really asking one thing: is this going to break something that works? That’s a fair question. You’ve spent years getting your systems, your pricing logic and your data to behave.
The portal is a layer on top of your ERP, not a replacement for any of it. Your system of record stays exactly where it is, doing exactly what it does.
What IT gets
Security and governance built in from day one, and zero breakage of existing functionality or data. Access is controlled, integrations are auditable, and nothing that runs today stops running.
Existing portal
The work that keeps the business moving keeps moving. No re-platforming, no ripping things out, no “we’ll patch the edge
cases later.”
Your ERP stays the single source of truth for
- Inventory
- Pricing
- Customer data, terms and credit
- Catalogs
- Any other business logic that runs your operation
Your ERP stays the single source of truth for
- Order data
- Product data (in some setups)
- Promotions (where they apply)
- The overall customer experience layer
How Codup helps
How DMF Lighting digitized complex lighting sales with CPQ solution
DMF Lighting offered a massive degree of customization with millions of potential product configurations, leading to manual, slow sales workflows and complex quoting for representatives and distributors.
How Codup helps
How a geospatial solutions company transformed fragmented operations into a connected digital experience
Multiple disconnected systems slowed sales, service, and customer support. Codup unified CRM, eCommerce, warranty management, training, analytics, and marketing into one scalable ecosystem.
What Our Clients are Saying
Codup's ability to listen to us and reframe our ideas into tangible, bite-sized pieces that make sense is impressive.
"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."
"We’ve been impressed with Codup’s ability to effectively and accurately interpret challenging requirements. Their team is easy to work with and talented."
"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."
"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."
"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."
Whether you’re starting fresh or fixing a
portal that isn’t being used — let’s map it.
New build
Not sure where a portal fits your ERP and workflows yet? Start with a workflow review and demo mapped to how your team quotes and orders today.
Existing portal
Both start with a short qualifier — current project status, primary pain, and objectives — so the call is mapped to you before we meet.
Frequently
asked questions
Does the portal replace our ERP?
No. It sits on top of your ERP, which stays the system of record for pricing, inventory, terms and catalogs.
Does it work with our ERP?
Can it handle custom pricing, contract pricing and one-offs?
Yes. Each customer sees their own negotiated and tiered pricing, and one-off pricing is supported.
Will it work with our custom modules?
Yes — custom modules and non-standard ERP setups are part of what we build around.
Our product is very complex — can we even sell it online?
Usually, yes. Complex, configurable products are a core focus — this is exactly where off-the-shelf portals struggle and we don’t.
