Salesperson-Assisted Ordering
Your sales team logs in, selects customer account pricing and terms, then places accurate orders during calls or visits.
- B2B Wholesale Ordering
- Sales + Customer Portal
- Accounting / ERP Sync
Wholesale Ordering Software Built for Real B2B Operations
Run a modern wholesale workflow where your sales team places orders for customers, and customers can also self-order anytime. Keep pricing, product visibility, stock, order progress, and payment information aligned across teams with reliable sync into accounting or ERP.
Core Capabilities for Distributors and Suppliers
Remove manual coordination between sales, operations, and finance with one workflow that supports both assisted and self-service ordering.
Customer Self-Service Portal
Customers can place repeat and new orders, track status, review history, and check outstanding payment information in one place.
Customer-Specific Price Control
Assign price lists, discount tiers, contract pricing, and account terms by customer or group without manual overrides.
Account-Based Product Visibility
Control categories and SKUs by customer profile so each account sees only approved products and brands.
Live Operational Visibility
Expose stock balance, order progress, and payment status to reduce back-and-forth with your operations team.
Bi-Directional System Sync
Orders sync to accounting or ERP, while fulfillment and payment updates sync back to your portal for a single source of truth.
How the Wholesale Flow Works
Orders can start from salesperson-assisted entry or customer self-service. The system then routes approvals, checks customer terms, and synchronizes confirmed orders into your accounting or ERP landscape.
- Salesperson or customer creates order
- Customer-specific pricing and catalogue rules applied
- Optional approval flow for credit, discounts, or exceptions
- Order syncs to AutoCount, SQL Accounting, or ERP
- Status and payment updates sync back into portal
Integration Coverage for Malaysian Wholesale Stacks
Connect your ordering channel directly to back-office systems while preserving the data model your team relies on every day.
AutoCount Integration
Push sales orders and customer terms into AutoCount-connected workflows with clean mapping and audit readiness.
SQL Accounting Integration
Connect order, invoicing, and account balance data to SQL Accounting to reduce duplicate entry across teams.
ERP Integration
Sync with ERP modules for stock allocation, fulfillment, invoicing, and delivery updates across branches or warehouses.
WhatsApp Notifications
Trigger order confirmations and status updates to sales teams or customers through approved messaging flows.
Wholesale Ordering FAQs
Can Both Salespersons and Customers Place Orders in the Same System?
Yes. We support role-based access where internal sales teams can place assisted orders, while customers can submit self-service orders using their own account permissions.
Can Different Customers See Different Prices and Products?
Yes. The platform supports customer-specific pricing rules, account terms, and catalogue visibility by customer, channel, or segment.
Can the Platform Show Stock, Order Status, and Payment Status?
Yes. We can expose stock balance, order progression, and payment information based on what your accounting or ERP source provides and your access policy.
Do You Integrate With AutoCount, SQL Accounting, and ERP Systems?
Yes. Integration patterns are designed per system and process. We support staged rollouts so your team can go live safely and expand coverage over time.
Can We Include WhatsApp in the Ordering Workflow?
Yes. We can connect WhatsApp for notification or follow-up events such as order placed, approved, packed, delivered, or payment reminders.
Ready to Modernize Your Wholesale Ordering Workflow?
Share your customer pricing model, catalogue rules, and current accounting or ERP setup. We will propose a practical rollout plan aligned with your operation.