Dealer Portal Module
Your dealers place their own orders and see their own account.
The Dealer Portal gives your dealers a self-service workspace with their own prices, stock availability, account balance and campaign targets. It works in real time with sales, inventory, receivables and CRM; orders land straight in the ERP without phone-and-email traffic.
Dealer-specific pricing, stock and ordering screen.
Overview
What it does
One screen instead of chasing dealer-specific price lists in spreadsheets or answering “is it in stock?” by phone. The Dealer Portal gathers the dealer’s own price, available stock, account statement and target progress on the same data. When a dealer places an order, the record flows straight into the sales and inventory modules.
Scope
Sub-categories of Dealer Portal
Each sub-category manages a part of this process — all on the same data.
Dealer Order Screen
Dealers select products and build their order from their own screen; the order lands directly in the ERP.
Dealer-Specific Price & Discount
Each dealer sees the price and discount defined by their own agreement, removing list errors.
Stock & Availability
Dealers see how much of each product is available in real time, reducing orders that later fall through.
Account & Statement
Dealers follow their balance, statement and open invoices from their own portal.
Campaign & Target Tracking
Show dealers the campaigns defined for them and how their sales targets are progressing.
Roles
Who is it for?
The same data, a different view for each role.
Dealer
Order at your own price and see stock and your account yourself.
Regional / Channel Manager
Track dealers’ orders, targets and account status from one place.
Connection
How a dealer order flows
The Dealer Portal is not an island. From the moment a dealer logs in through to ordering and account tracking, the data is live-linked to the sales, inventory and receivables modules.
Login
The dealer logs in.
Dealer Price / Stock
Sees their price and stock.
Order
Places the order.
Account / Tracking
Tracks account and delivery.
Capabilities
Key features
Dealer Portal with Sonia AI
Describe it, Sonia prepares it.
Ask your dealer-channel questions in natural language; Sonia analyzes order, account and target data, prepares the summary and brings it for your approval — the final decision is always yours.
Frequently Asked Questions
How does a dealer see their own price?
Each dealer is assigned a price list and discount tier per their agreement; when they log in they see products only at their own effective price.
Do portal orders reach the ERP automatically?
Yes; the moment a dealer confirms the order the record is written into the sales and inventory modules — no separate data entry is needed and the process stays traceable end to end.
Can a dealer view their own statement?
Dealers can follow their balance, statement and open invoices from the portal, reducing phone and email traffic for account queries.
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See AinosERP on your own processes
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