01B2B Portal & Wholesale Distribution

B2B Account Statements

Self-service statements, credit notes, and payment settlement for every partner.

Module Spec

Account Statements

Module
Account Statements
Platform suite
B2B Portal & Wholesale Distribution
Data model
Single canonical ERP database
Go-live target
30 days
Commercial plan
Flat monthly + 1% eligible revenue

30Days to production cutover

No setup fee · Unlimited builds
02Account Statements

How Connectify Account Statements Runs in Production

  1. Reduce Order Entry Errors To Zero

    Manual order entry is a primary source of costly operational errors—wrong SKUs, incorrect quantities, and invalid pricing. Our B2B portal automates and validates the entire order submission process. By enforcing your specific business rules, verifying customer-specific pricing, and providing real-time inventory validation at the point of entry, we eliminate the opportunity for human error. This directly translates to fewer returns, reduced administrative overhead spent on corrections, and higher customer satisfaction. Your team can shift its focus from fixing mistakes to fulfilling accurate orders efficiently.

  2. A Platform Built For High-SKU Catalogs

    Managing a catalog with thousands or tens of thousands of SKUs presents a significant technical challenge. Our platform is architected specifically for this complexity. We employ powerful search, filtering, and faceting capabilities that allow users to find the exact product they need in seconds. The system handles complex product relationships, attribute sets, and large data volumes without performance degradation. Stop forcing your partners to navigate slow, cumbersome spreadsheets or outdated catalogs. Give them a powerful tool that makes it easy to do business with you, regardless of your product line's breadth.

  3. Streamline The Quote-To-Order Conversion Process

    A slow quoting process is a deal killer. Our B2B portal digitizes and accelerates the entire quote-to-order workflow. Your sales team or distributors can quickly generate professional quotes using customer-specific pricing. These quotes are then delivered to the customer through the portal, where they can review, request modifications, or approve and convert the quote into an active sales order with a single click. This eliminates the endless email chains and manual data re-entry, shortening your sales cycle and providing a frictionless purchasing experience that encourages repeat business.

  4. Launch New Product Lines Instantly

    Speed to market is a critical competitive advantage. With a legacy system, launching a new product line can be a laborious process of updating multiple disconnected systems and manually informing distributors. Our centralized platform allows you to upload new product data, assign it to specific catalogs and pricing tiers, and make it instantly available for ordering by your entire distribution network. You control the rollout with precision, ensuring that the moment you're ready to sell, your partners are equipped to do so, maximizing the impact of your product launch.

  5. A Go-Live Target Measured in Days

    Traditional enterprise software deployments are measured in quarters or years, consuming vast resources before delivering any value. Our model is fundamentally different. We deliver a fully functional, integrated B2B and wholesale distribution portal for your approval in 30 days. This rapid deployment methodology is possible because we focus on configuration over heavy custom coding for core functions. You see tangible results and can provide feedback on a working system immediately. This speed-to-value minimizes project risk and allows your business to start realizing operational efficiencies and revenue growth almost instantly.

  6. API-First Architecture For Future-Proof Operations

    Your B2B portal should not be a monolithic constraint. We build on a headless, API-first foundation, decoupling your front-end user experience from the back-end business logic. This architecture ensures you can innovate faster, integrate with any future ERP or CRM, and adapt to changing market demands without a complete rebuild. Because we manage your platform end-to-end, you have ultimate control over your technology roadmap, not a vendor. This approach transforms your wholesale platform from a static tool into a dynamic, evolving asset that is built to last and scale with your operational needs.

  7. Secure, Compliant Data Handling For Partners

    Your B2B portal is a gateway to sensitive information, including pricing, customer lists, and order histories. Security is not an afterthought; it's a core architectural principle. We build every platform with robust security measures, including data encryption in transit and at rest, stringent access controls, and adherence to industry best practices for data privacy. This focus on security and compliance gives your partners the confidence to transact through the portal, knowing their sensitive business data is protected against unauthorized access and potential threats. It's the foundation of a trusted digital relationship.

  8. Master Complex Tiered and Contract Pricing

    One-size-fits-all pricing doesn't work in B2B. Your portal must enforce complex pricing logic flawlessly. Our platform is engineered to handle an unlimited number of pricing rules, including customer-specific contract pricing, volume-based tiers, regional adjustments, and time-sensitive promotions. The system automatically applies the correct price for each logged-in user, eliminating manual quoting errors and margin erosion. This ensures pricing consistency, empowers distributors with accurate self-service quoting, and protects your profitability by applying the right rules to every single order, every single time, without manual intervention.

03FAQ

Frequently Asked Questions

  1. Will this ERP system scale as my business grows?

    Yes. Scalability is engineered into the very architecture of our ERP & Finance Core. The system is designed to grow with you, effortlessly handling increased transaction volumes, additional users, and new business units without performance degradation. As you expand, your ERP foundation will adapt, supporting your evolving needs without requiring a costly and disruptive overhaul. This future-proof approach ensures your initial investment continues to deliver value for years to come.

  2. Can the ERP manage project accounting and job costing?

    Yes, absolutely. For project-based businesses, our ERP & Finance Core provides powerful project accounting and job costing modules. You can track project-specific expenses, labor costs, and revenues in real-time. This allows for precise budget management, profitability analysis on a per-project basis, and more accurate future bidding. The system consolidates all project financial data, giving you the granular visibility needed to ensure every project is a profitable one.

  3. What is the cost of an ERP-integrated storefront?

    Our pricing is transparent and value-driven, tailored to the complexity of your ERP integration and feature requirements. We provide a firm, fixed-price quote after our initial discovery call. This ensures there are no surprises or hidden fees down the line. The key benefit? You pay one flat monthly fee, with no setup fee. We are confident in our ability to deliver a solution that meets your exact needs and drives significant ROI.

  4. How long does it take to build and launch?

    Our streamlined process allows us to deliver your complete, custom-built, and ERP-integrated e-commerce storefront in just 30 days. This rapid timeline is possible due to our focused expertise and efficient development methodology. We begin with a clear discovery phase to map out requirements, followed by agile development sprints that ensure we meet our deadline without compromising quality. We get your business selling online faster, so you can see a return on your investment sooner.

  5. Can the storefront handle high traffic and sales volume?

    Yes. Our solutions are architected for high performance and scalability. By connecting directly to your ERP, we eliminate common bottlenecks found in plugin-heavy platforms. We optimize code, databases, and server configurations to ensure fast page load times and a smooth user experience, even during peak traffic events like sales promotions or holidays. As your business grows, your storefront can easily scale with you, handling increased product catalogs, customer bases, and order volumes without compromising performance.

  6. How does the site perform with a large product catalog?

    Our platforms are engineered to handle massive product catalogs with tens of thousands of SKUs without performance degradation. By leveraging the power of your ERP for data management and employing efficient database indexing and advanced caching strategies on the front end, we ensure a fast, responsive browsing experience for your customers. They can search, filter, and navigate your entire catalog quickly, leading to better engagement and higher conversion rates, regardless of its size.

  7. What are the AI capabilities of your manufacturing software?

    We can integrate powerful AI and machine learning capabilities to drive operational excellence. This includes predictive maintenance alerts for machinery, AI-driven demand forecasting to optimize inventory, and intelligent production scheduling to maximize throughput. We can also implement machine vision for automated quality control on the production line. These AI features transform raw data into predictive insights, helping you make smarter, proactive decisions that reduce costs and boost efficiency.

  8. What involvement is needed from my team during development?

    We require initial collaboration to define the project scope and key requirements. Following this, we work efficiently and require minimal input until we present milestones for your review. Our agile process is designed to respect your time while ensuring the final product is perfectly aligned with your vision. A dedicated project manager will be your single point of contact, making communication simple and efficient. Your expertise guides us; our process executes the vision.

  9. Is the software mobile-friendly for use on the shop floor?

    Definitely. We design our applications to be fully responsive and accessible on tablets and other mobile devices. This empowers your shop floor managers, quality inspectors, and warehouse staff to access information and input data directly at their workstations, without being tied to a desk. Mobile access to real-time dashboards, work orders, and inventory data improves decision-making speed and operational agility where it matters most—on the production line.

  10. What industries do you serve within manufacturing?

    We develop custom solutions for a wide range of manufacturing sectors, including industrial machinery, metal fabrication, electronics, plastics, consumer goods, and more. Because our software is built from the ground up for each client, it is not limited by a specific industry template. We focus on understanding your unique operational processes, whether discrete, batch, or process manufacturing, and build a tailored system that solves your specific challenges and drives growth.

06Start here

Deploy B2B Account Statements in 30 days.

Book a free 30-minute strategy call. We map your data model, configure the module on your canonical database, and run a parallel cutover.

  • Monthly base + 1% of eligible revenue
  • Unlimited builds
  • Month-to-month

Monthly plan · No setup fee