Services
Odoo B2B Portal Development
B2B buyers now expect consumer-grade self-service with trade-grade terms: their prices, their history, their statements, reorder in three clicks at 10pm. A proper Odoo B2B portal delivers that from the same database running your operation, which is why it beats bolt-on portal products.
We build B2B portals with quote-to-order workflows and tiered pricing, an area where our multi-website B2B delivery gives us production-tested patterns.
What the work involves
- Account-true pricing. Every logged-in buyer sees their negotiated prices and terms, straight from the pricelists your sales team already maintains.
- Fast reordering. Order history, saved lists and quick-order-by-SKU flows, designed for buyers who purchase the same 40 lines monthly.
- Quote-to-order lifecycle. Larger deals flow as quote requests, negotiations and confirmations inside the portal with everything logged in CRM.
- Financial self-service. Invoices, statements and payment status on demand, with online payment options, cutting finance’s inbox in half.
- Rep-assisted mode. Sales reps can order on behalf of accounts through the same interface, one truth for field and desk.
How the implementation runs
- Discovery workshop. We map how orders, stock and money actually move through your business today, including the workarounds nobody mentions in meetings.
- Design and fixed scope. You get a written design with clear in/out boundaries and an effort estimate in hours you can hold us to.
- Staged build with weekly checkpoints. Configuration and any custom work land on a staging environment, reviewed with you as it grows rather than revealed at the end.
- Data migration and rehearsal. Your team runs real workflows on staging with real data until the rehearsal is boring. Boring is the goal.
- Rehearsed go-live. A planned cutover with role-based training and a rollback path. Senior oversight from our UK base throughout, with delivery supported by our India team.
Common questions
Will our distributors actually adopt a portal?
They adopt speed. If reordering takes less time than emailing their rep, adoption follows; that's the design bar we build to, and rollout includes onboarding your key accounts personally.
Can the portal enforce credit limits?
Yes, credit rules can warn, hold or block per your policy, applied automatically at order time.
Does this replace our sales reps?
It replaces their data entry. Reps refocus on accounts and growth while routine reorders self-serve, which is the correct division of expensive human attention.
Not sure where to start? Book a free discovery call and we’ll map your current setup, or request a free Odoo health check if you’re already running Odoo.