Dealer portal
A dealer portal gives affiliated dealers digital access to agreed information and workflows. Its scope and company assignment need to be clear.
A dealer portal is an application through which affiliated dealers access a provider's information or business workflows. These may include authorised product catalogues, orders or documents. The term alone promises neither a particular function nor automatic access to all data.
Define a specific dealer’s access
In a supplier's fictional portal, a purchasing employee signs in for her company. She sees its assortment and previous orders. Switching to another company account requires separate permission. Sharing a portal does not mean all dealers share one data space.
Connect functions with their sources
Shopify illustrates company assignment and order functions in a specific B2B account example. In your implementation, specify which system supplies data and which action is permitted for each function. A displayed order list does not by itself confirm new ERP processing. Also define what is shown when source data is missing or arrives late.
Sources
Related terms
- Catalogue access permissionCatalogue access permission governs access to a catalogue and its contents. A visible link or a successful sign-in alone is insufficient verification.
- Order historyOrder history shows previous orders within an agreed account scope. Old prices, current availability and current processing remain separate information.
- Delivery capabilityDelivery capability describes whether a specific request can be fulfilled. A stock value alone does not fully answer questions of quantity, destination and time.
- Billing addressThe billing address is a separate address in an order or invoicing process. It must not be accidentally swapped with the delivery address.
- Shipping addressThe shipping address describes a transaction’s delivery destination. Shop and interface must distinguish it from billing details and the current address book.
- Order approvalOrder approval is an internal authorisation under defined rules. It confirms neither payment nor delivery nor acceptance by the ERP system.
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E-Commerce with ASES
Online shops, marketplaces and B2B portals