B2B wholesale ordering portal with credit limits
An electrical distributor takes orders by email and phone. Managers manually check stock, credit limits and each client's individual prices.
40 sec
for a 50-line order via Excel import
- catalog items
- 12,000
- warehouses with live stock
- 3
- payment terms within the limit
- 30 days
Studio concept project: how we would solve this task. Not a client engagement — brand names are fictional.
Solution
A portal with client-specific price lists, stock by warehouse, Excel ordering, credit limits, payment terms and order export to the accounting system.
Before
Order by email → manager checks stock and prices → calls the client back → enters it into the ERP by hand.
Three decisions behind the result
Individual prices
Each client sees their own price list and discounts from the ERP — no quote requests.
Order from Excel
Clients upload their own file of SKUs; the portal matches items and suggests substitutes.
Credit limit on screen
Limit and payment terms are visible at checkout — orders over the limit go to a manager for approval.
After
A dense but calm interface for professional buyers: tables, filters and keyboard shortcuts.
Outcome
Clients place orders themselves at any time; managers focus on large deals.
Technology
- Next.js
- ERP integration
- PostgreSQL
- Excel import
- Client price lists
- Roles & limits
Who did what
What AI did
Matching SKUs from client files, suggesting alternatives, demand forecasting for purchasing.
What people did
ERP integration, limit and payment-term rules, table UX for buyers, load testing.
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