B2B Distributor Portal

Login URL: /authentication/login
Main URL: /omni_sales/omni_sales_client/index
For: Resellers · Distributors · B2B partners with recurring orders

What it is

The B2B Distributor Portal is the self-service ordering interface for partners who buy from your catalogue on a regular basis. Distributors see the catalogue with their negotiated prices, add products to the cart and place orders that go directly into OmniSales.

Authentication

URL: /authentication/login

Same URL as the standard client portal. If a contact has both a distributor OmniSales account and a standard client account, at step 2 they are shown both options.

2-step login:

1. Enter email address → system identifies the account
2. Enter password → if they have multiple account types, choose "Client / distributor portal"

Navigation structure

┌─────────────────────────────────────────────────────────┐
│  CRMconnect      [Search products...]    [Current order]│
├──────────────┬──────────────────────────────────────────┤
│              │                                          │
│ Dashboard    │  ANNOUNCEMENTS (from supplier)           │
│              │                                          │
│ Commercial ▼ │  All products                            │
│  Documents   │  ┌──────┐ ┌──────┐ ┌──────┐            │
│  Invoices    │  │Prod. │ │Prod. │ │Prod. │            │
│  Sales Orders│  └──────┘ └──────┘ └──────┘            │
│  Quotes      │                                          │
│  Proformas   │  29 Products ● Category filter           │
│  Acct. Stmt  │                                          │
│  Deliveries  │                                          │
│              │                                          │
│ Support ▼    │                                          │
│ Fleet booking│                                          │
│ Product cat. │                                          │
│ Orders       │                                          │
├──────────────┴──────────────────────────────────────────┤
│ [Avatar] User Name · Company Name                       │
└─────────────────────────────────────────────────────────┘

Dashboard — Product Catalogue

The first page after login is the OmniSales product catalogue.

What the distributor sees:

• Announcements from the supplier (promotional campaigns, news) — dismissible
• Product catalogue with their specific prices (from assigned Price List)
• Search in catalogue (permanent bar in header)
• Category filter — dropdown with available categories
• Display modes — 2/3/4-column grid or list
• "Current order" button — active cart, permanently visible in header right

Displayed prices are personalised per distributor — each partner sees the price negotiated with them, not the general catalogue price.

Placing an order

1. Selecting products from catalogue

The distributor browses the catalogue and adds products to the cart. Minimum quantities and stock availability are visible on each product (if admin has enabled the option).

2. Cart — Current Order

URL: /omni_sales/omni_sales_client/view_cart

In the cart the distributor can:

• Change quantities
• Remove products
• See the total with/without VAT
• Add order notes
• Finalise the order → becomes an Order in OmniSales with Draft status

3. Placed orders — Order history

URL: /omni_sales/omni_sales_client/order_list

Visible statuses:

Pre-order: The + CREATE PRE-ORDER button allows placing an order before stock is available.

Commercial section

Accessible from the Commercial submenu in the sidebar:

Support & Resources

Fleet Booking

URL: /fleet/fleet_client

If the supplier makes vehicles available (e.g. transport, demo), the distributor can make bookings directly from the portal.

Access configuration (admin)

Creating a distributor account

1. /admin/clients → open the client (reseller)
2. Contacts tab → edit the contact or add a new one
3. Uncheck "Do not create account" (do_not_create_account)
4. Fill in email and password → save
5. The distributor can authenticate immediately

Custom prices

Assign a Price List to the client → all catalogue products appear with the prices from that list.

Where: /admin/clients → edit client → Price List field

Granular permissions

References

Client Portal · Vendor Portal · OmniSales Orders · Price Lists · Workflow: B2B Portal

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Captured live from demo.crmconnect.io · URL: /authentication/login