B2B Software and Dealer Portal Development

What is B2B software and which systems does it cover?

B2B software is the umbrella term for systems that partners outside your company log into with their own accounts. The user is not a consumer but a business, and inside that business there are several people with different permissions, such as a buyer, an accountant and a manager.

UNIT İstanbul designs and develops these systems end to end under Unit Software, its software brand. Because we come from a marketing background, measurement, user experience and genuine partner adoption are built into the project from day one.

• Dealer portal: a private area where dealers see products at their own prices, place orders and track their balances and invoices.
• B2B e-commerce software and ordering system: a setup where business customers buy from a catalogue, an order list or a quick reorder.
• Supplier portal: a space where suppliers confirm purchase orders and share shipment details and documents.
• Sales rep app: a tool that lets field teams enter orders on a customer's behalf and see stock and account data instantly.
• Lead and sales pipeline dashboards: screens that track how enquiries passed to dealers or reps turn into quotes and orders.

Drawing the line clearly matters. Internal systems used only by your own staff, such as accounting, production or HR, fall under enterprise software. Retail stores selling to end consumers are covered by our web and e-commerce service.

How is a dealer portal different from a retail e-commerce site?

From the outside, both look like a site that lists products and takes orders. On the B2B side, however, pricing, payment and permission rules are far more layered, which is why trying to turn an off-the-shelf retail platform into a dealer system so often runs into trouble.

What features does a dealer ordering system need?

Every company's needs differ, but the backbone of a working dealer ordering system is similar. During discovery we define each of the areas below according to your own commercial rules.

Customer-specific price lists and discounts

Prices can vary by dealer group, region, contract or quantity tier. The source of these rules is usually the ERP. Rather than calculating prices itself, the portal reads the ERP rule or applies exactly the same rule, so the amount on screen never drifts from the amount on the invoice.

Account statements, balances and invoices

Balance and invoice questions are the most common reason dealers call your finance team. When statements, open invoices, due dates and invoice documents are self-service in the portal, that workload drops noticeably. If card collection is needed, we build a payment architecture integrated with licensed payment institutions; we do not provide the payment service ourselves.

Credit limits and approval flows

An order from a dealer who is over their limit or has an overdue balance can be held automatically and routed to a sales or finance manager for approval. The same logic works inside the customer's company: the dealer's buyer prepares the order and the dealer's manager approves it.

Bulk ordering, quick reorder and multiple users

B2B buyers do not want to waste time. Quick entry by product code, bulk order upload from a spreadsheet, repeating a past order in one step and saved purchase lists are baseline expectations. A company administrator should be able to add their own users and set their permissions.

How is ERP integration set up, and how are stock and prices kept in sync?

A B2B portal is only as valuable as the accuracy of what it shows. Wrong stock leads to cancelled orders; wrong prices lead to invoice disputes. That is why we plan the integration before the design.

1. 1.A single source is set for each type of data: products and prices usually live in the ERP, users and permissions in the portal, while orders start in the portal and flow into the ERP.
2. 2.The transfer method is chosen: the ERP's own API, a middleware service, a message queue or a scheduled transfer that runs at set intervals.
3. 3.In multi-branch and multi-warehouse setups, rules define which warehouse's stock each dealer sees and where each order ships from.
4. 4.Transfer errors are logged, retried and reported to the right person, so no order quietly disappears.
5. 5.Integration health is tracked on a monitoring screen that shows the last successful sync and any pending records.

You may also need to expose an API: large corporate customers sometimes want to send orders automatically from their own procurement systems. We deliver that API documented, with authentication, rate limits and versioning rules.

What do a supplier portal and a sales rep app do?

A supplier portal organises the other end of the chain. Purchase orders reach suppliers through the portal; suppliers confirm delivery dates and upload documents such as delivery notes and certificates. Your purchasing team can see which order is at which stage without getting lost in email threads.

A sales rep app lets the field team enter orders during dealer visits and see the customer's balance and assigned prices. Where connectivity is weak, it can be designed to work offline and sync once a connection returns. Lead and sales pipeline dashboards, in turn, track how enquiries distributed to dealers turn into quotes and orders.

Bringing new dealer and business customer prospects into those dashboards is a separate job, and a marketing one. For that we can run our B2B lead generation service on the same measurement setup as the portal.

Off-the-shelf B2B platform or custom-built software?

If your rules are standard and a ready-made connector exists for your ERP, an off-the-shelf B2B platform can be a fast and sensible start. If your pricing, approval and warehouse rules are specific to you, or you need to bring several systems together, custom development asks for fewer compromises in the long run.

At the end of discovery we present the options in writing with our reasoning; sometimes the right answer is to add custom modules on top of a ready-made core.

How are security and data protection handled in a B2B portal?

A dealer portal is a door that exposes your pricing policy and your customers' commercial information to the outside world. Security is therefore part of the architecture, not a layer bolted on later.

• Each company sees only its own data; separation between companies is verified with test scenarios.
• Role-based permissions, two-factor authentication and session timeout rules are applied.
• Sensitive actions such as price and balance changes are logged, so who changed what and when can be traced.
• Personal data is processed with notice, retention and deletion rules in line with KVKK, Turkey's data protection law; unnecessary data is not collected.
• Dependencies are updated regularly and security testing is done before release.

What drives the cost and timeline of B2B software?

Quoting a single price would be misleading, but the factors that shape the scope are clear. We give our proposal once these are settled, as a written plan broken into phases.

• How many systems need integrating and how mature their APIs are.
• How complex the pricing, discount and approval rules are.
• User types: dealers only, or suppliers and field teams as well?
• Whether a mobile app, offline mode or a multilingual interface is needed.
• Data migration: account, order and product history to be moved from the old system.

How do you measure whether a B2B portal is working?

Once the portal is live, the real question is whether partners actually use it. We set success measures with you at the start of the project and track them through regular reports.

• How much of your order volume arrives through the portal rather than by phone and email.
• The number of active dealers and how often they come back to the portal.
• Changes in order entry errors and cancellations.
• The volume of balance and invoice queries reaching finance and sales teams.
• Use of the reorder and bulk ordering features.

You can see our other software work and references in the software section. To talk through your current ordering process, get in touch.