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B2B Marketplace

Purpose & Scope​

B2B Marketplace enables distributors and wholesalers to sell to retail partners via self‑service catalogs, negotiated price lists, and controlled credit. It orchestrates the full cycle from catalog/price approval to orders, fulfillment, and settlement.

Who Uses This​

Wholesale sales teams, distributors, retail buyers, key‑account managers, finance.

Key Capabilities​

  • Company onboarding: Vendor/buyer registration, KYC fields, approval workflows.
  • Catalogs: Multi‑catalog publishing with channel‑specific assortments.
  • Pricing: Tiered/B2B‑specific price lists, contract pricing, volume breaks.
  • Ordering: Quick order (CSV import, barcode add), RFQ/quote to order, re‑order templates.
  • Credit control: Credit limits, terms (NET‑X), aging visibility, dunning hooks.
  • Promotions: Line/item/assortment promos, bundles, free goods.
  • Availability: Stock by warehouse/region; back‑order rules and ATP (available‑to‑promise).
  • Settlements: Invoices, statements, payment links, and part‑payments.
  • Portals: Buyer portal and vendor portal with real‑time status.

Data Model & Core Entities​

  • Organization (Buyer/Vendor) → multiple Users with roles.
  • Catalog → Product (SKU) → Price List entries.
  • Order/Quote (lines, ship‑to, terms) → Shipment → Invoice.
  • Credit Profile (limit, terms, blocks) and Ledger (aging, statements).

End‑to‑End Workflows​

  1. Onboard: Create buyer org → assign price list and credit terms.
  2. List Products: Publish catalogs with regional stock/ATP.
  3. Order/Quote: Buyer creates RFQ or quick order → sales confirms → convert to order.
  4. Fulfill: Allocate stock → pick/pack/ship from Warehouse → delivery tracking.
  5. Settle: Post invoice to Accounting → buyer pays (gateway/transfer) → update aging.

Configuration​

  • Business units/regions, currency and tax defaults.
  • Price list precedence; contract overrides.
  • Credit policies: soft block, hard block, partial release.
  • Email templates for RFQ, order confirm, invoice, shipment.

Integrations​

  • Inventory/Warehouse: ATP by warehouse; reservations; substitutions.
  • Accounting: AR ledgers, dunning, statements; tax on invoice.
  • Logistics: Rate cards, routing, proof of delivery; buyer tracking page.
  • UGS/CRM: Account health (fill rate, on‑time, AR aging), upsell signals.

Reports & KPIs​

Fill rate, on‑time shipment %, AR aging buckets, order cycle time, average order value, returns rate, SLA breaches.

Tips & Edge Cases​

  • Use contract pricing for key accounts to avoid catalog conflicts.
  • Enable partial shipments with back‑orders for high‑demand SKUs.
  • Define substitution rules for constrained inventory to protect service levels.