Blog
From dealer portals to warehouse management: clear, practical answers to the questions that come up as your business grows.
Latest articles
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B2B
What is a B2B dealer portal? A 2026 guide for distributors
What is a dealer portal, who needs one and what does it do for dealers and sales teams? ERP integration, dealer pricing, credit limits and online payments.
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WMS
WMS vs ERP: what’s the difference, and when do you need a WMS?
ERP knows how much stock you have; a WMS knows where it is. How they differ on locations, picking, shipment checks and counts, and how they work together.
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CRM
How to manage field sales reps: visits, orders and payments in one system
Field sales is more than visits: visit outcomes, orders for dealers, payments, quote approvals, targets and commissions. Which reports to review each week?
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B2B
Dealer-specific pricing, discounts and promotions: the right price for every dealer
Why does dealer pricing go wrong over the phone? Price lists, cascading discounts, tiered promotions, sales reps' discount limits and prices from your ERP.
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CRM
How to set up a quote approval process: fast quotes, controlled discounts
Which quotes need approval? Who approves? Rules by special price, discount, amount and customer group, multi-step approval, history and order conversion.
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B2B
How to set up a B2B portal: eight steps to move your dealers online
Moving dealers to a portal step by step: ERP connection, dealer users and permissions, pricing and discounts, credit and approval rules, and pilot dealers.
Products
All integrated with your ERP, on one platform
B2B eCommerce Platform
24/7 online ordering for your dealers, with prices, stock and balances synced to your ERP.
Explore the productCRM · Customer Relationship Management
Your entire sales process, from lead to quote, on one screen.
Explore the productWMS · Warehouse Management System
Barcode-driven, error-free warehouse operations from receiving to shipping.
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