Use cases

A customer portal for wholesalers to share account information

Give trade customers one place to review what they bought and where those orders stand. CustomerDashboard turns the wholesale records you already keep into account-specific reports, so buyers can see what they ordered, what has shipped, and what appears in their invoice history.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

Purchase history and fulfillment, without building an ordering site.

Make purchase history easy to review

Show previous orders by date, product, quantity, and value.

Keep fulfillment progress visible

Present shipped quantities and what is still outstanding.

Bring invoices into the same view

Show recorded invoice status next to the order summary.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect wholesale order records

    Link the source that holds orders, shipments, and invoices.

  2. 2

    Build one trade-account view

    The same layout for every buyer.

  3. 3

    Give each buyer a login

    They see their orders and invoices only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Order history

    Date, product, quantity, and value for that trade account.

  • Ordered versus shipped

    What is still open on each order.

  • Invoice status

    The status already recorded in your billing data.

  • Account summary

    A short view for the next account review.

A reporting portal, not a wholesale shopPurchasing and checkout stay in your commerce or order system. Customers review history and progress here.

Questions

Is this a wholesale ordering website?

No. It is a reporting portal for account and order data you already have. Purchasing stays in your order system.

Can a buyer see another account's prices?

No. Each login is limited to the records mapped to that trade account.

Related: manufacturing order progress ยท distributor reporting portals

Build your wholesale customer dashboard

Give trade customers one place to review what they bought and where those orders stand.

14-day free trial. No credit card required.

All use cases