Your trade accounts place their own orders
A branded ordering portal for wholesale customers, with their pricing already applied, the history to reorder from, and their invoices in the same place.
Wholesale orders arrive as email, as a PDF, as a phone call at 7am, and as a photo of a handwritten list. Somebody retypes each one, looks up what that account is supposed to pay, and hopes the price is the one on the contract.
A B2B ordering portal moves that work to the buyer, where it belongs. Your accounts sign in, see their own catalog at their own prices, and submit the order themselves. It arrives in Omni as an order, already priced, ready to pick.
What a wholesale operation runs on
A portal per account
Invite a buyer by email and they get their own sign-in, on a portal carrying your branding. Buyer, approver and admin roles decide who can place an order and who has to sign it off.
Their price, not the list price
Contract pricing, customer overrides, price tiers and quantity breaks resolve in that order, so the price a buyer sees is the price you agreed. The price is frozen at checkout.
Reorder from history
Most wholesale orders are a previous order with three lines changed. Buyers open the last one, adjust it and submit, rather than rebuilding it from the catalog.
Invoices and balance in the portal
Accounts see their invoices and what they owe without emailing anyone for a copy, which is most of what an AR inbox actually is.
One catalog, both channels
Wholesale and retail draw from the same items and the same stock. A case sold to an account and a unit sold at the counter move the same number.
Terms, statements and collection
Credit terms sit on the account, invoices age against them, and statements go out from your own email domain.
Runs on Power — $699/mo
Keep the storefront and the books you already have
The B2B portal is your wholesale channel, not a replacement for your retail one. Shopify or WooCommerce keeps selling to the public, QuickBooks or Xero keeps the ledger, and Omni runs the catalog, the pricing, the orders and the fulfillment underneath both.
Questions people ask
How is this different from a B2B e-commerce site?
A storefront sells to whoever arrives. This sells to accounts you already have a relationship with: a buyer signs in, sees the pricing on their contract, and orders against terms. There is no public catalog and no checkout for strangers.
Can different accounts see different prices for the same item?
Yes, and that is the point. Pricing resolves per account through a contract, then a customer-specific override, then a price tier, then the retail price. Quantity breaks apply on top.
Do buyers need training to use it?
It is a catalog, a cart and an order history. The buyers who use it are the same people who already order from three other suppliers' portals, and the reorder path is two clicks from their last order.
Can an order need approval before it reaches us?
Yes. Portal users carry a role, so a buyer can build an order while an approver on the same account releases it. That mirrors how most of your larger accounts already work internally.
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