Make Complex Trade Workflows Feel Effortless
In trade environments, customers don’t just “check out.” They build quotes, submit approvals, attach purchase order numbers, manage split shipments, and depend on accurate pricing, stock, and delivery information.
Our portals streamline every step of that process with clean, intuitive interfaces and dependable integration logic that mirrors your business workflows.
Key Capabilities
- Secure Account Logins, Roles & Permissions
Role-based access ensures staff, buyers, and managers see only what they need — ideal for multi-branch or multi-tier account structures. - Contract Pricing & Catalogue Controls
Manage price matrices, contract rates, and catalogue restrictions per account, region, or customer group. - Quotes → Approvals → Orders
Build quotes, send them for internal or customer approval, then convert directly to orders with full audit trails for compliance and traceability. - Backorder Management & Multi-Warehouse Routing
Show backorder status, manage split shipments, and route orders automatically to the optimal warehouse or branch. - Invoices, Statements & Proof of Delivery
Give customers access to invoices, statements, PODs, and credit notes directly in their portal, all synced from your ERP system. - Returns (RMA) Handling
Customers can initiate RMAs, upload photos, and track return statuses — reducing support time and improving satisfaction.
Integration Patterns We Use
A portal is only as strong as its integration. Our architecture ensures your portal stays perfectly in sync with your ERP, accounting, and logistics systems — even under heavy load.
- Product & Price Sync - Your ERP remains the source of truth for product data, pricing, and stock.
- Customer Account Sync - Credit limits, balances, and terms are updated in real time.
- Order Submission with Idempotency - Orders are pushed into your ERP with event logs and safeguards against duplication.
- Webhooks & Queue-Based Retries - Intelligent queues ensure no data is lost, even if systems go offline or experience latency.
This approach guarantees data accuracy, transaction reliability, and business continuity at every stage.
Security & Compliance
Enterprise-grade protection is standard. Our portals support Single Sign-On (SSO), Multi-Factor Authentication (MFA), and role-based access control, while infrastructure safeguards include Cloudflare WAF, rate-limiting, and encrypted secrets management.
Every key action is logged and auditable, helping you meet compliance and governance requirements — especially in regulated or high-volume environments.
Implementation Blueprint
Our proven delivery framework ensures your B2B portal is delivered efficiently, with minimal risk and maximum adoption.
- Discovery: Map business flows, pricing rules, and approval processes.
- UX Prototypes: Visualise user journeys and portal layouts before build.
- API Contracts: Define integration points and data rules clearly.
- Vertical Slice (Quote → Order): Deliver a working core feature early.
- Expansion: Layer in pricing logic, freight, RMAs, and reporting modules.
- UAT & Training: Test with your real users, refine, and go live confidently.
This structured approach delivers quick wins while keeping long-term scalability in focus.
FAQ
What is a customer portal?
A customer portal is a secure online area where customers can log in to access account information, pricing, orders, invoices, statements, documents, support details and self-service tools. Koda Web builds B2B customer portals for distributors, wholesalers, manufacturers and trade businesses that need more than a basic website or online store.
How can Koda Web help with customer portals?
Koda Web can design and build customer portals that give trade customers secure access to pricing, stock, quotes, approvals, orders, invoices, statements, proof of delivery and account information. These portals can connect with ERP, accounting, inventory, freight and other back-office systems, helping businesses across New Zealand and Australia keep customer-facing data accurate and accessible.
Can Koda Web build a customer portal for trade accounts?
Yes. Koda Web builds customer portals for trade account customers who need account-specific pricing, catalogue access, order history, purchase order numbers, quote requests, approval workflows, invoice downloads and repeat ordering tools. This is especially useful for suppliers, distributors and wholesalers managing regular trade customers, branches, dealers or account holders.
Can a customer portal connect with our ERP system?
Yes. Koda Web can connect customer portals with ERP systems so information such as customers, products, pricing, stock, orders, invoices, statements, credit notes and proof of delivery can stay synced between your portal and internal business systems. This helps reduce manual updates and gives customers more reliable access to the information they need.
What features can Koda Web include in a customer portal?
Koda Web can include secure account logins, user roles, permissions, customer-specific pricing, catalogue controls, quote workflows, order approvals, live stock visibility, backorder status, multi-warehouse routing, invoice downloads, statements, proof of delivery and account dashboards. These features can be tailored around your customer groups, pricing rules, fulfilment process and regional service requirements.
Can customers place orders through a customer portal?
Yes. Koda Web can build customer portals that allow customers to search products, view contract pricing, check stock, add purchase order numbers, place orders, reorder from history, request quotes and send orders through approval workflows before submission. This gives trade customers a faster way to order online while keeping your internal sales and operations teams connected.
Can a customer portal reduce admin work?
Yes. A customer portal can reduce manual emails, phone calls, invoice requests, stock checks, order updates, pricing enquiries and repeated data entry. Koda Web builds customer portals that give customers access to common self-service tasks while keeping your ERP, accounting, inventory and fulfilment systems updated.
Can Koda Web build portals with user roles and permissions?
Yes. Koda Web can build customer portals with role-based access for buyers, managers, branch users, sales reps, administrators and account holders. This allows different users to see the right pricing, products, orders, documents, approvals and account information based on their role, location or account structure.
Is a customer portal different from an online store?
Yes. An online store usually focuses on product browsing and checkout, while a B2B customer portal can support deeper account-based workflows. Koda Web builds customer portals that can include quotes, approvals, contract pricing, invoices, statements, proof of delivery, backorders, multi-warehouse logic and ERP-connected account data.
How do I know if my business needs a customer portal from Koda Web?
Your business may need a customer portal if customers regularly contact your team for pricing, stock, invoices, order history, delivery updates, account documents, quote approvals or repeat orders. Koda Web works with New Zealand and Australian businesses that need secure customer portals built around trade accounts, customer self-service and reliable back-office integration.
Every trade business has unique rules around approvals, pricing, and logistics.
Let’s map your processes into a Node.js / React architecture that scales with your ERP and your customers.