Taking dealer orders online: how the dealer portal works
Dealers sign in on your own website, see their own prices and order — you approve, invoice, ship and get paid.
If your dealers still order by phone and message, every order is retyped, every price is checked by hand and every payment is chased one call at a time. The dealer portal moves all of it onto your own website. It is included on the Business and Enterprise plans.
Dealers sign in on your site
Switch the portal on from your dashboard. Dealers apply on your website and you approve each one. Once approved, a dealer sees only their own orders, invoices and prices — never another dealer's.
Each dealer sees their own prices
Make a price list for a dealer or a group of dealers. When they sign in, your catalogue shows their prices, and the order is charged at the same prices — what they see is what they are invoiced.
Orders move step by step
A new order arrives for you to approve. From there it moves through your own stages — approved, packed, shipped, delivered — and the dealer can follow it from their portal. You can also send a quote first; once it is accepted it becomes an order at the quoted prices.
Invoices and payments
An invoice is drafted from the order with GST worked out from your registration and the buyer's state. Send it with a payment link and the money goes straight to your own Razorpay account — we never hold it. Overdue invoices are flagged for you.
Stock and your team
Stock goes down as orders are approved, with a warning when an item runs low. Add staff who can work orders and stock without seeing your billing or your website settings.
