B2B Customer Portal

B2B Customer Portal for NetSuite eCommerce

Offer B2B self-service features to your clients for a more personalized customer experience, accessible 24/7.

B2B NETSUITE ECOMMERCE

What is a B2B Customer Portal?

A B2B customer portal is a password-protected environment you can make accessible to your clients, 24/7, through a login. With a secure account access, clients can manage all the sensitive information related to their account such as invoices, sales orders, credit memos, quotes, account statements, cases, and so on.

In addition, clients are able to make transactional actions such as placing new orders, request quotes, or pay invoices.

B2B eCommerce solutions

What are the Benefits of a B2B Customer Portal?

Who is it for? If you’re a B2B company, a wholesaler, or a franchise, you can highly benefit from building your own B2B Customer Portal on your NetSuite eCommerce website.

Offering self-service features to your clients will result in a better, more personalized customer experience, all while decompressing the workload of your customer service team by digitizing manual processes for Account Management, Support, Billing, and Purchasing.

Benefits
Improved efficiency of customer service, sales and accounting teams
Provide self-service to your customers in a safe environment
Speed up purchasing decisions allowing clients to reorder items or convert quotes into sales orders
Improved customer experience and customer satisfaction
Reduce support requests through customer support team
Provide complete access to their purchase and billing history
Simplify quoting, ordering, and payment processes for your clients

B2B Customer Portal for NetSuite eCommerce

If you’re a B2B company, a wholesaler, or a franchise, you can highly benefit from building your own B2B Customer Portal on your NetSuite eCommerce website.

Start Building Your Own B2B Customer Portal Into Your Website

Popular Features

Delegated Purchasing
User
Management
CSV
Upload
Custom
Reports
Manage NetSuite Records, e.g., Projects, etc.
Login on
Behalf of
Show Sales Rep Information

Next steps. How to get your B2B Customer Portal

Minimum Requirements

You can get your B2B Portal if you’re using NetSuite ERP with any option of NetSuite’s eCommerce platforms: 

SuiteCommerce
SuiteCommerce Advanced
SuiteCommerce My Account, regardless of version

What’s the process like

The implementation process is very similar to that of any website. However, there is no need to pick a Theme because your B2B Customer Portal will only be composed of a My Account section.

Once you’re ready, we will request your brand style guide and branding resources to start building your B2B Customer Portal, and you will then pick which features — native, or custom —you will like to add.

I Want to Enhance B2B Communication

Customers That Are Using B2B Portals

"Tavano Team developed a Customer Portal for our company with real-time ordering, inventory, and pricing. We’ve seen better ordering workflow, reduced time spent on incorrect orders, and good feedback from customers. Everyone in our organization was very happy with the project!"

Progressive Materials Logo

Josh McKain

VP of Strategic Growth at Progressive Materials

FAQ

You can enhance the ordering experience by leveraging the following features:

  • Order Through Searchable Catalog: Allow users to search and browse products seamlessly.
  • Quick Add on Product Listing Page: Enable users to add items directly from the product listing page.
  • Bulk Ordering with CSV: Simplify bulk purchases by allowing customers to upload CSV files.
  • Delegated Purchasing: Empower team members to place orders on behalf of others.
  • Budget Management: Set spending limits and monitor budgets effectively.
  • Single Login for Multiple Locations: Provide easy access for users managing multiple locations.
  • Location Switcher: Allow users to toggle between different locations effortlessly.
  • Bank Account Management: Streamline payment processes with integrated bank account management.

Of course! We offer a specific functionality called Franchise Center, which acts as a front-end version of the File Cabinet (similar to Google Drive for non-NetSuite users). Any folders or files you create and add will automatically appear on the front end, enabling your end-customers to download materials with ease.

We provide a User Management feature that is entirely self-service. This allows you to delegate tasks like granting access to customers, saving you time and effort.

Yes! Here’s how:

  • Reports Functionality: You can add specific transaction reports to your website. If you create a saved search on the backend, we can display it on the front end. All reports are downloadable as CSV files.
  • KPI Dashboards: We’ve integrated Google Graphs in the past, which allows you to display key performance indicators (KPIs) in a visually appealing way tailored to your preferences.

The most common issue is the lack of self-service features. Our solution focuses on providing tools that empower your customers to manage their needs independently, allowing you to concentrate on growing your business.

Our products are highly customizable to meet your specific needs. Think of them as a starting point that can be tailored to align perfectly with your business requirements.

  • Version Requirement: For most features, we recommend SuiteCommerce Advanced (SCA). While some features can be implemented in SuiteCommerce (SC), SCA is required for the full suite of functionalities. 
  • Timeline: The timeline depends on the complexity of your requirements, but most implementations are straightforward if the business case is clear.
  • Challenges: There shouldn’t be significant challenges as long as we understand your specific needs. Our tools are designed to be adaptable.

Certainly! Here’s how it works:

  1. Navigate to the User Management section.
  2. Click ‘Add User’ and fill out the required information.
  3. Once completed, an email is automatically sent to the user, prompting them to set up their password.

Yes! We can implement Google Analytics 4 (GA4) or any other tracking tool, just as you would for a typical B2C site.

Yes, the primary user can remove or deactivate users within companies they have permission to manage.

Yes, password resets can be done quickly and efficiently with a single button.

Yes, we can generate PDFs, and the layout can be customized to suit your needs.

While the solution is not fully dynamic (meaning you can’t add reports in a self-service manner), the foundations are already in place to allow us to add new reports with minimal effort.

Currently, yes. Adding new reports requires our assistance since we don’t yet offer a self-service option for this functionality.

This depends on your specific requirements. The foundations are in place for a quick rollout, but additional customization may be needed depending on the complexity of your business needs.

Yes, reports are filtered based on user-specific values. Each user only sees data relevant to their order history and permissions, ensuring a personalized experience.

I Want to Offer Personalized Experiences to my B2B Clients

Get Expert Help With Your NetSuite eCommerce Strategy

Free Consultation

On the Blog.