Customer portals fit companies with dealers, wholesale, or open accounts. The public site shows consumer prices; the portal shows a private list and credit limit. That is the query a serious buyer types.
Audience, risk, and how KGSM works
A B2B company whose customers should see orders, invoices, and allocated stock without repetitive sales calls
Without a customer portal, sales becomes a receptionist taking phone orders and partner-price errors are inevitable.
KGSM builds the customer portal on the same sales and stock data; the customer login is a different role from the internal panel.
One dataset, two roles
Partner prices do not belong in public HTML. The customer logs in and sees allowed items and allocated stock. Orders hit the same shop or CRM engine, not email. PDF invoices and shipment status live in the portal. Version one: login, role catalog, cart, order history.
Keep partner prices behind login. A PDF price list in Telegram went stale and orders arrived at old rates.
Credit and approval
Credit sales must block checkout at the limit. Over-limit orders go to a sales inbox. Dealers must not see each other’s orders. OTP and session timeout matter on shared PCs.
A WhatsApp order was taken without stock and the promise had no backing. Send orders into the internal sales engine, not email.
Fewer calls, not less care
The goal is fewer “where is my invoice?” calls. Status notifications prevent angry rings. Suggested substitutes beat verbal promises when an item is out. One-page dealer training works if the form does not look like a legacy fax.
Check credit limits before placing the order. A dealer saw a peer’s invoice and leaked the rate.
Credit was not checked and the receivable grew. Put invoices and shipment status in the portal.
Dealers see only their account. A PDF price list in Telegram went stale and orders arrived at old rates.
A WhatsApp order was taken without stock and the promise had no backing. Force session timeout on shared PCs.
Implementation checklist
- Keep partner prices behind login.
- Send orders into the internal sales engine, not email.
- Check credit limits before placing the order.
- Put invoices and shipment status in the portal.
- Dealers see only their account.
- Force session timeout on shared PCs.
Field scenario 1
A PDF price list in Telegram went stale and orders arrived at old rates.
Keep partner prices behind login.
Field scenario 2
A WhatsApp order was taken without stock and the promise had no backing.
Send orders into the internal sales engine, not email.
Field scenario 3
A dealer saw a peer’s invoice and leaked the rate.
Check credit limits before placing the order.
Field scenario 4
Credit was not checked and the receivable grew.
Put invoices and shipment status in the portal.
Approximate investment
A first customer portal is usually cheaper than a full shop from scratch if an order engine already exists. Otherwise it is estimated with custom e-commerce.
FAQ
Is a public shop enough?
If everyone sees one price, maybe. Partner prices and credit need a login portal.
What is version one?
Login, role catalog, order, invoice. Tickets and loyalty optional.
Mobile app?
Same API; a native app is separate if reps work in the field.
Related KGSM pages
When you apply this on a live team, write it as an operating rule, not a slide: Keep partner prices behind login. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Send orders into the internal sales engine, not email. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Check credit limits before placing the order. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Put invoices and shipment status in the portal. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Dealers see only their account. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Force session timeout on shared PCs. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A PDF price list in Telegram went stale and orders arrived at old rates. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A WhatsApp order was taken without stock and the promise had no backing. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A dealer saw a peer’s invoice and leaked the rate. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Credit was not checked and the receivable grew. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Without a customer portal, sales becomes a receptionist taking phone orders and partner-price errors are inevitable. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: KGSM builds the customer portal on the same sales and stock data; the customer login is a different role from the internal panel. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A B2B company whose customers should see orders, invoices, and allocated stock without repetitive sales calls Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A first customer portal is usually cheaper than a full shop from scratch if an order engine already exists. Otherwise it is estimated with custom e-commerce. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Keep partner prices behind login. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Send orders into the internal sales engine, not email. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Check credit limits before placing the order. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Put invoices and shipment status in the portal. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Dealers see only their account. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Force session timeout on shared PCs. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A PDF price list in Telegram went stale and orders arrived at old rates. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A WhatsApp order was taken without stock and the promise had no backing. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A dealer saw a peer’s invoice and leaked the rate. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Credit was not checked and the receivable grew. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: Without a customer portal, sales becomes a receptionist taking phone orders and partner-price errors are inevitable. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: KGSM builds the customer portal on the same sales and stock data; the customer login is a different role from the internal panel. Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A B2B company whose customers should see orders, invoices, and allocated stock without repetitive sales calls Then assign an owner and a review date so the rule survives the first busy week.
When you apply this on a live team, write it as an operating rule, not a slide: A first customer portal is usually cheaper than a full shop from scratch if an order engine already exists. Otherwise it is estimated with custom e-commerce. Then assign an owner and a review date so the rule survives the first busy week.