Highlights
- Mobile compatible (responsive structure, not a native app)
- Multilingual (TR | EN)
- On-premise option
- Advanced configuration (parametric structure)
- 2FA verification
- Prospect management
Dealer/Customer Portal (B2B)
We bring customer, dealer, and sales-team order, pricing, stock, and collections processes together in one ERP-integrated application—including hot sales, cold sales, and field sales.
Overview
The Dealer/Customer Portal (B2B) lets your customers, dealers, and sales teams manage orders, pricing, stock, documents, and collections from a single screen. It runs on the same backbone as your hot sales, cold sales, and field sales (sales-rep) systems. It works integrated with your ERP and commercial systems, and digitizes your enterprise sales network with multilingual, multi-currency, and role-based authorization. It is web and mobile compatible.
- Fully integrated with your ERP
- Hot sales, cold sales, and field sales
- Product, price, and stock management
- Order and document tracking
- Financial reports
Integrated applications
Ready integrations with CANIAS ERP, Odoo, SAP, SAP B1, and IFS. Through the APIs and web services we provide, it also connects to other ERP and commercial systems.
Features
Modules and capabilities
Key features and descriptions included with this service.
Feature
Description
Field sales
Order and visit flows for sales reps using the same stock, price, and account data as HQ and dealers.
- Field sales and rep order / visit flows
- HQ, dealer, and field teams work with the same stock, price, and account data
- Cold sales (take the order, plan shipment later)
Van sales (hot sales)
Invoiced sales from the vehicle, vehicle stock, collections, and end-of-day reconciliation—as a B2B portal extension.
- Van sales (delivery-from-vehicle) processes
- Vehicle stock visibility for the field team
- Collections and end-of-day reconciliation
User Management
- Flexible profile management (e.g. sales rep, merchandiser, salesperson, finance, manager, director, customer accountant)
- Role assignment by profile (read, write, delete)
- User add / delete / edit
- Password reset by admin
- ERP integration
- Reporting
- Parent–child user relationships
- User-based payment method or due-day filtering
Cart / Order Entry
- Available for both customers and sales reps
- Payment methods
- Open account
- Credit card
- Wire transfer
- Linked order
- Activity- and quota-based sales (sector customisation) – requires this capability in your ERP
- Shipping address selection (ERP integrated)
- Customer-specific price and material display
- Delivery type selection (ex-works, from outlet, to door, etc.)
- Material sales rules (min/max amount, block, protest, credit)
- Pack quantity rule
- Sales by primary and secondary unit
- Delivery date selectable by the customer
- Order-specific note entry
- Post-order email delivery (order sheet)
- SCT calculation and display (sector-specific)
- Additional discount entry by profile (within the permitted limit)
- Advanced campaign management
- PDF export from the cart
- Cancellation / return processes
- Approval chain
- Transfer of the created order / quote to ERP
- Adding to the cart from a chosen warehouse for products available in multiple warehouses / plants / factories
Accounting & Finance
- Debit / credit / balance views
- Statement display: period selection, line detail, e-invoice viewing
- Open orders report (ERP integrated)
- Aging report (ERP integrated)
- Risk and credit limit status (ERP integrated)
- Average payment / invoice term display
Dashboard
- Customer dashboard
- Most recent sales
- Most purchased products
- Tonnage- and amount-based order views by day / month / year
- Debit / credit / balance display
- Upcoming payments
- Account manager and contact details
- Sales rep dashboard
- Target display (ERP integrated)
- Target vs. actual display
- Date-based view of completed sales
- Top customers by sales
- Number of new customers
- Product variety display
- Virtual POS (card payment) dashboard
- Payments by day / month / year
- Most used POS terminals
- Views by installment
E-Payment
- Integration with all bank virtual POS and POS systems
- Payment providers: Sipay, iPara, Payfull, İyzico, Parampos, Paybyme, Ozon, Moka United, PayTR
- Sales reps can only collect payments from their own customers
- Installment management (installment rates, due date)
- Manual amount entry
- Payment against selected open invoices
- Payment link creation
- Bulk installment display across all banks (by amount)
- Collected payments posted to ERP as vouchers
- End-of-day payment transaction report by email
Material / Product List
- Material details, stock, and customer-specific price display
- Add to cart
- Search by code, name, group, plant, OEM code, and sales rep
- Display of material attributes
- Min / max quantities
- Screens showing technical specifications
- Multiple image display
- Technical document attachments
- Product grouping
- Stock entry by warehouse / plant / factory
- Bulk product add / update and export
Promotion / Campaign Management
- General or user-based campaigns
- Priority order when multiple campaigns apply
- Option to stop other campaigns based on priority
- Campaign date range definition
- Campaign types for the whole cart / selected cart items / “buy X get Y free”
- Multiple assignable campaign conditions
- Payment-based conditions (payment method, installment count, due day, etc.)
- Product-based conditions (product code, barcode, category, brand, attribute group, etc.)
- Cart-based conditions (total item count, carrier, total volumetric weight, etc.)
Artificial Intelligence New
Artificial Intelligence - Integration with AI providers such as Anthropic, OpenAI, Gemini, ElevenLabs, Ollama, and Mistral
- Daily token limits by user role
- Daily, weekly, and monthly token usage reports
- Ability to review user conversations
- Mavera AI Assistant
- Text and voice chat
- Multiple chat windows
- Customer search for users in the sales rep role
- Financial status and balance queries
- Order queries
- Payment tracking
- Product search and smart product recommendations
- Cart status and management
Approval Workflow Management
- Approval templates for modules such as dynamic forms, order creation, and order cancellation
- Option to notify the initiating user once the process completes
- Option to require approval from all approvers or leave the decision to the final approver
- Quick approve / reject by email
- Multiple approval steps per template
- Assigning a specific user to an approval step
- Assigning a user in a specific role one, two, or three levels above the initiating user
- Option to notify the user in the approval step
Sales Documents
- Open orders, order status, my orders
- My invoices (+ e-invoice viewer)
- My delivery notes (+ e-delivery note viewer)
- Quotes
- Return invoices
- Rebilling invoices
Customer Statement
- Customers can view their own statement
- Delivery by email
- Export to Excel
Content Management
- Publishing announcements and news from the content management panel
- Splash message (banner) management
- Announcement / news content by profile
- Menu management
- Electronic form design screens
- Online application form
- Complaint, suggestion, quality notification, and return request forms
- Survey and feedback tools
- Dynamic form creation
- Gallery management
- Blog management
- Slider management
- Content page management
Loyalty System (priced separately)
- Product-based point earning
- Point statement (earning and spending history)
- Gift product catalogue
- API integration (integration with an external provider)
- Currency-based point conversion (e.g. 1 TRY = 0.10 points)
CRM (priced separately)
- Used by sales reps and managers
- Prospect company entry screen (ERP integrated)
- Business activity
- Opportunity tracking
- Post-visit feedback form sent to the customer
- Location detection and sharing
- Action entry
- Action list
FAQ
Frequently asked questions
What is a B2B dealer portal?
An ERP-connected portal where dealers order 24/7, see live prices and stock, and track open accounts and collections.
Which ERPs does it work with?
It is commonly integrated with CANIAS ERP; Odoo and other systems can be bridged via web services.
Are customer-specific prices and credit limits supported?
Yes. Customer price lists, credit limits, minimum orders and approval flows are typical B2B needs.
Can it run alongside B2C e-commerce?
Yes. Many manufacturers connect B2B and B2C to the same ERP backbone for consistent stock and pricing.
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Istanbul · Zaim Teknopark