B2B Client Platform for Wholesale Business Automation
Our client needed a digital platform for wholesale partners, distributors, and stores to manage orders, track deliveries, view payments, and access documents without constant back-and-forth communication via messengers, email, and PDF files.
Wetelo designed a custom B2B Client Portal that allows partners to place orders, check product availability, follow delivery statuses, download invoices, and manage account-related information through one mobile-first web platform.
An international product brand with a fast-growing partner network
Our client is an international product brand working with wholesale partners, distributors, and stores across multiple markets. The company operates in a complex B2B environment where partners may have several legal entities, delivery addresses, markets, payment terms, and order scenarios. As the partner network continued to grow, manual processes became harder to scale.
Manual partner communication slowed down operations
Before the portal, many B2B workflows ran through Viber, email, PDF tables, and direct manager communication. That created five recurring operational bottlenecks.
From manager-dependent workflows to self-service B2B operations
The portal is designed to cut manual communication and give partners faster access to the information they need. Expected outcomes:
fewer repetitive manager requests
Partners independently check product info, order status, delivery details, invoices and debt.
faster order processing
Order-first workflows and table-based ordering help large partners and managers create orders faster.
faster access to availability
Partners see approximate availability and expected arrival dates directly in the portal.
Better payment visibility
Debt, overdue payments, invoices and payment terms are centralized in the partner account.
Stronger financial control
Credit limits, payment terms, draft orders and approval workflows protect the business from risky orders.
More scalable B2B growth
A foundation for more partners, more product categories, more markets, and future automation.
Turning scattered B2B workflows into a clear product scope
During discovery, Wetelo analyzed the client's existing partner communication, order management, payment, and logistics workflows. The goal: define an MVP that removes the biggest bottlenecks first, while staying flexible for future ERP, delivery, payment, and AI integrations.
Partner workflows
- —Ordering
- —Delivery
- —Payments
- —Invoices
- —Legal entities
- —Address management
Backoffice workflows
- —Clients
- —Availability
- —Orders
- —Delivery statuses
- —Payments
- —Credit limits
- —Markets
- —Approval requests
Order-first UX logic
- —Product catalog ordering for smaller or newer clients
- —Table-based ordering for large recurring partners and managers.
One web platform with partner access and backoffice control
The system was designed as a single mobile-first web platform split into two main areas.
The portal was planned to connect partner-facing workflows with the client's internal systems.
Delivered iteratively across five sprints
An MVP-first plan that put the heaviest manual workflows first. Frontend and backend ran as parallel tracks, and partners started using each module the moment it shipped.
Foundation & access
~186 hProject setup, design system, multilingual base, RBAC and the full auth lifecycle.
Partners, catalog & pricing
~198 hPartner accounts and legal entities, the B2B catalog with availability logic, and the price engine.
Ordering engine
~204 hTwo ordering paths, draft-order logic for payment holds, table flow, and order statuses.
Payments, delivery & backoffice
~288 hDebt & invoices, delivery tracking, notifications, and the internal management area.
Integrations, analytics & Media Kit
~568 h1C / ERP / Insert sync, the sales planner, and the multilingual Media Kit module.
Take a look around the partner experience
Key Features Delivered in MVP
This MVP focused on eliminating repetitive operational work and improving visibility
Invite-only Partner Access
Protects wholesale prices and partner-specific conditions from unauthorized access.
B2B Product Catalog
Partners no longer need to ask managers for basic product and availability information.
Order-first Ordering Flow
Supports both small partners and large recurring wholesale orders
Draft Orders for Payment Issues
Prevents lost orders while keeping financial control.
Backorder & Delivery Statuses
Reduces repeated delivery status questions and improves partner transparency.
Payments & Invoice Visibility
Improves financial transparency and reduces manual payment follow-ups.
Delivery Tracking
Partners can track deliveries independently without contacting managers.
Dropshipping Support
Supports more flexible fulfillment scenarios for wholesale partners.
Backoffice Client Management
Internal teams get full control over partner data and business rules.
Market and Partner-level Availability
The company controls what each market and partner can see without exposing real internal stock.
Credit Limit & Approval Workflow
Adds financial control, accountability, and auditability to partner operations.
Multi-language Support
Makes the portal usable across key markets from the first release.
A scalable web platform for mobile-first B2B operations
We built a responsive web application rather than a native mobile app — most partners order from mobile devices, but still need desktop-friendly workflows for larger table-based orders.
Frequently Asked Questions
What is a B2B Client Portal?
A B2B Client Portal is a secure web platform where wholesale clients, distributors, dealers, or partners can log in and manage business interactions with a company.
It usually includes product catalogs, ordering, invoices, payment information, delivery tracking, documents, and account management.What can partners do in a B2B portal?
Partners can browse products, place orders, view order history, track deliveries, download invoices, check payment status, manage addresses, and receive important notifications.
The exact functionality depends on the company’s business model and partner workflows.How does a B2B portal reduce manual work?
A B2B portal reduces manual work by giving partners direct access to information that managers usually provide through emails, calls, chats, or spreadsheets.
Instead of asking managers about availability, invoices, delivery dates, or order status, partners can find this information in their account.Can a B2B portal support wholesale pricing and partner-specific access?
Yes. A custom B2B portal can show different products, prices, discounts, availability, and documents depending on the partner, market, role, or client group.
This is especially important for companies working with multiple countries, legal entities, currencies, and partner types.Can a B2B portal be integrated with ERP, 1C, CRM, or delivery services?
Yes. A B2B Client Portal can be integrated with ERP systems, 1C, CRM platforms, product databases, delivery services, document systems, accounting tools, and payment providers.
This helps keep partner-facing workflows connected with internal operations.
How much does custom B2B portal development cost?
The cost depends on the number of features, user roles, integrations, business rules, design complexity, and required automation level.
A simple MVP may include partner access, catalog, ordering, documents, and basic admin management. A more advanced portal may include ERP integration, payment logic, delivery tracking, credit limits, approval workflows, and analytics.
Most projects start with discovery, where we define user flows, technical architecture, integrations, MVP scope, and a realistic development roadmap.
