Your brand. Their portal.
Self-serve ordering.
Every dealer gets a branded login to configure products, see live pricing, submit orders, and track status — without phone calls, faxes, or email chains.
Dealers order on their own terms. You stay in control.
Each dealer logs into a portal branded to your business — your logo, your product catalog, your pricing rules. They browse products, configure options with real-time validation, see their dealer-specific pricing, and submit orders that flow directly into your production queue.
You control what each dealer sees. Dealer groups restrict catalog visibility. Discount programs apply automatically. Payment terms are enforced. The system does what your best customer service rep does — consistently, at 3am, without mistakes.
Log in & browse catalog
Dealer sees only products assigned to their group. Admin-only and disabled products are hidden automatically.
Configure products in real time
Step-by-step CPQ configurator with live validation. Invalid combinations are blocked before submission. Price updates with every selection.
Submit order with shipping details
Add PO number, select shipping method, confirm customer details. Auto-formulas calculate shipping and fees. Order confirmation sent instantly.
Track, pay, repeat
Follow order status through production and shipping. View invoices. Make payments via Stripe. Apply credit balances. All from the portal.
Everything a dealer needs.
Nothing they don't.
The portal is focused and functional. Dealers order, track, and pay — with full visibility into their account. No feature bloat. No training required.
Order Management
Create, edit, duplicate, and track orders. Filter by status, search by PO number or customer name. Full order history with lifecycle tracking from quote to paid-in-full.
Product Configuration
Real-time CPQ with live validation. Multi-step configurator with fractional dimensions, conditional options, and instant price calculation. Invalid combinations are blocked — dealers can't order what you can't build.
Invoices & Payments
View invoices, make payments, apply credits. Stripe integration for secure card storage and payment processing. Credit balances tracked and applied automatically. Full payment history per invoice.
Dealer-Specific Pricing
Each dealer sees their price. Discounts applied automatically by dealer, dealer group, product, or configuration. Priority-based matching. Scheduled promotions. No manual price overrides needed.
Notes & Communication
Collaborative notes on every order. Dealers and your team communicate directly within the order — no email threads to lose track of. Real-time updates via live feed.
Catalog Control
You decide what each dealer sees. Dealer groups restrict product visibility. Admin-only products stay internal. Disabled products disappear. New products appear instantly when published.
Dealers self-serve. You keep full visibility.
Every order submitted through the portal flows into your admin dashboard. Approve, manage, and fulfill — with complete audit trails, financial tracking, and lifecycle management.
Dealer Management
Manage dealers, assign sales reps, set payment terms, configure notification emails. Invite multiple users per dealer with email/password authentication.
Dealer Groups
Organize dealers into groups for catalog restrictions, bulk discount programs, and regional pricing. A dealer inherits their group's product catalog and discount eligibility.
Order Approval Workflow
Review submitted orders before production. Revert to quote for changes. Approve to advance. Prepayment holds enforce collection before manufacturing begins.
Branded Experience
Upload your logo, configure your theme, set your sender email. Every dealer interaction — from login to invoice — carries your brand, not ours.
Give your dealers
the portal they deserve.
Stop taking orders by phone. Start taking orders by system. We'll set up your branded portal and have your dealers ordering in weeks.