B2B Dealer Portal Integrated with CANIAS ERP

If you run CANIAS ERP, your prices, stock, accounts, and orders already live in one place. A B2B dealer portal should not add a second system; it should open that data to your dealers, customers, and field sales team.

Mavera has worked on CANIAS ERP projects since 2005 and develops its own B2B portal that runs integrated with CANIAS. This post covers what a CANIAS user should look for in a B2B portal and how ours works with CANIAS.

What does a CANIAS ERP user need from a B2B portal?

• Customer-specific pricing:A dealer sees only the items and prices defined for them.
• Current stock:Stock by warehouse, plant, and factory; adding to the cart from more than one warehouse.
• Risk and credit limit:Block, protest, credit, and minimum/maximum amount rules are checked at order entry.
• Orders written to the ERP:An order or quote created in the portal is transferred to CANIAS without re-keying.
• Collections:A virtual POS payment is posted to CANIAS as a voucher.

Ready-made connector, or a portal built around CANIAS?

There are two approaches. The first connects an off-the-shelf B2B package to CANIAS through a standard connector. That is quick for standard fields, but CANIAS is customized with TROIA at many companies. If you have custom tables, pricing and discount rules, or approval processes, a standard connector does not carry them and extra development is needed.

The second builds the portal around your ERP and sales model. Our approach sits between the two: we do not sell a boxed product, but we do not start from scratch either. The modules and the CANIAS integration are ready; the setup is designed for your company. That ready foundation keeps implementation fast.

Which data is live and which is synchronized?

We do not move every piece of data the same way. Information that must be right at the moment of decision is queried live from CANIAS; information that changes rarely is synchronized into the portal.

• Live:Stock checks and financial data.
• Synchronized:Product prices and core product data.

One portal, three users: dealer, customer, and sales rep

A dealer places their own order, a customer views statements and invoices and pays, and a sales rep enters orders and collections on behalf of customers. All three use the same product, price, stock, and account data; the difference is profile and permissions. Van sales, with vehicle stock and end-of-day reconciliation, is part of the same structure.

What is in the portal?

• Cart and ordering:Open account, credit card, bank transfer, and contract orders; ship-to address, delivery type, and delivery date.
• Finance and documents:Balance, statement, aging report, e-invoice and e-waybill viewing.
• E-payment:Bank virtual POS, payment links, and installment management.
• Field sales and van sales:Visits, orders, vehicle stock, and collections.
• Approval flow:Multi-step approval templates for orders and cancellations.
• Campaigns, dashboards, and content management:Dealer-specific campaigns, targets and actuals, announcements and forms.
• AI assistant:Balance, order, and product queries by text or voice.

The full module list is on the B2B Dealer Portal page.

We handle the CANIAS side as well

Half of a B2B portal project happens in the ERP: opening services, mapping custom fields, and making sure orders and collections land on the right documents. Because we also provide CANIAS ERP consulting and TROIA development, we handle the integration from the CANIAS side as well as the portal side.

The portal is not tied to CANIAS alone. We have ready integrations for Odoo, SAP, SAP B1, and IFS, and we connect the same portal to other ERPs that expose an API or web services.

How to get started

Tell us about your pricing, stock, and account setup in CANIAS and your sales model. After a needs analysis we share the scope and go-live schedule and show you the portal in a demo. Reach us through the contact page or at +90 212 951 02 36.