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Wholesale trade portal

Trade orders without the phone tag.

A trade portal where wholesale customers log in, see their own prices, and place orders without a phone call or an email thread.

The standard size takes
Four weeks
You own
The portal, the price lists and the order history
Runs monthly
Only if you choose to pay monthly

No figure appears on this page. Your free plan comes back with the price of every size, and with what the whole job costs together.

01

What it is

A trade portal where wholesale customers log in, see their own prices, and place orders without a phone call or an email thread.

Every phoned-in order gets retyped, and retyping is where the errors and the hours go. A trade portal gives wholesale customers their own login, their own prices, and a one minute reorder, and structured orders arrive priced and ready to invoice instead of buried in a thread.

It also grows the account quietly. Stockists reorder more when reordering takes a minute, and stock visibility means they order what you can actually supply. Built for a skincare brand whose stockists ordered by email thread: orders now arrive itemised, and the owner stopped retyping them.

02

This is for you if

  • Trade orders arrive by phone, text and email thread
  • Someone retypes every order at least once
  • Stockists cannot see prices or stock without calling
  • Reorders are smaller and rarer than they should be

One of these is usually enough. If none of them is true, this is not the first thing I would build for you, and the plan will say so.

03

Why it comes where it does

Every phoned-in order gets retyped at least once, and retyping is where the errors and the hours go. Stockists also reorder more when reordering takes a minute.

Nothing has to be built before this one, so it can be the first thing you do. Your free plan still puts it in order against everything else you are considering.

04

Three sizes, by scope

The sizes differ by how much is in them, not by how well it is done. Start at the size that matches the business today; moving up later is normal.

The Essentials

Structured orders, no more retyping.

  • Password-protected accounts for trade customers
  • Per-customer price lists
  • Orders arriving structured, priced and ready to invoice
  • Two-click reorders of the usual

Two weeks

The usual choice

The Standard

The portal most wholesale businesses need.

Everything in the size before, plus:

  • Stock visibility so customers order what you can supply
  • Order feeds into your accounting system or inbox
  • Customer-specific terms and minimums
  • Order history and repeat-order analytics

Four weeks

The Works

The trade channel, fully wired.

Everything in the size before, plus:

  • Live invoicing into your accounting system
  • Backorder and pre-order handling
  • Stockist onboarding flow with approval steps
  • Low-stock and reorder-due nudges to your customers

Eight weeks

The figure for each of the three sizes is not published here, because it depends on what else you are building at the same time. Build your free plan and the figure for each size comes back with it, along with what the whole job costs together.

05

How it is built

  1. 01

    I go through how trade orders arrive now, and what gets retyped between arriving and invoicing.

  2. 02

    Price lists and terms per customer, written down properly, often for the first time.

  3. 03

    The build: logins, per-customer pricing, the two-click reorder of the usual.

  4. 04

    Order feeds into your accounting system or your inbox, in the shape you already work with.

  5. 05

    Your stockists onboarded, with a short guide written for them rather than for you.

  6. 06

    Written documentation, and a review after a month of real orders.

Before you decide

Three things people get wrong.

They sayOur stockists are not the type to use a website.

They use one to bank and one to order their own supplies. What they will not use is a portal that takes longer than the phone call, which is why the reorder is two clicks.

They sayPutting prices online means everyone sees them.

Each customer logs in and sees only their own prices. Nobody sees anybody else's, and nobody without a login sees anything at all.

They sayA portal will make the relationship less personal.

It removes the order taking, not the relationship. The call you get after becomes about the new line and the promotion, instead of reading a list back to each other.

Your options

The alternatives, side by side.

Doing it yourself and hiring it out are both real answers. Here is how the three compare on the things that actually decide it.

Slide the table sideways to read every column.

OptionWhat it costsWhat you ownTimeOutcome
Keep taking orders by phone and emailRetyping every order, and the mistakes that followNothing newNowOrders only in office hours, smaller and rarer than they should be
Hire an order taker, or rent a wholesale platformA salary plus leave, or a monthly fee and a slice of ordersA person who can leave, or a portal inside somebody else's softwareWeeks to hire, or months to fit your pricing to the platformFaster, at a cost that grows with the channel
This buildOne build, or a monthly feeThe portal, the price lists and the order historyFour weeksOrders arriving priced, structured and ready to invoice, at any hour

In practice

From email threads to orders

Built for a skincare brand whose stockists ordered by email thread. Orders now arrive itemised and priced, ready to invoice, and the owner stopped retyping them.

Straight answers

Questions I get asked about this.

01Our stockists like ordering by phone.

They like reordering in one minute more. The phone stays available; the portal just makes the usual order the easy one, priced correctly every time.

02Does it connect to our accounting?

Orders feed your accounting system or your inbox, your choice. Deeper connections, like live invoicing, arrive in the higher tiers.

03Can different customers have different prices?

Yes, and that is the main reason to build rather than rent. Per-customer price lists, minimums and terms are in the base tier.

04How do we get stockists to actually use it?

Load their usual order so the first visit is two clicks, and send the login with the next invoice. The ones who reorder most switch first, which is the ones that matter.

The next move

Wholesale trade portal, priced in context.

The free plan asks a few questions about the business, then comes back with this service at the size that fits, anything that has to come first, and the figure for each part and for the whole job. Nothing is charged and nothing is booked at the end of it.

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