B2B PORTAL SOFTWARE

B2B portal software that lets every wholesale account order 24/7

Give every wholesale customer a branded portal where they can order from your catalog, see their own pricing, download past invoices and pay with their saved card. Portal orders flow into the same pipeline as field-rep orders.

Official partner

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Trusted by top performing wholesale teams

Field Sales

B2B WHOLESALE PORTAL

Branded ordering portals for every wholesale account

Branded customer storefront

Your colors, your logo, your domain, customers log into your storefront, not a generic vendor page.
24/7 self-serve ordering

Customers order from your catalog any time, including evenings and weekends when phone lines are closed.
Past invoices and statements on demand

Buyers download past invoices and account statements without emailing your team.

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Route Optimization

ACCOUNT CRM

Set custom pricing, manage terms and track customer history

Per-customer pricing and promotions

Each customer sees the products and prices they qualify for, applied automatically at checkout.
Credit limits and payment terms

Set per-account limits and terms; the portal enforces them at every checkout.
Full account history per buyer

Past orders, invoices, contacts and notes attached to the account, visible to both rep and customer.

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Delivery Invoicing

ORDER MANAGEMENT

Connect portal orders with fulfillment and accounting

Validated against live stock

Every portal order checks inventory before submission, so customers do not order what is out of stock.
Stripe payments embedded

Customers pay by card on the portal, with the payment posting to your books alongside the invoice.
Same pipeline as field-rep orders

Portal orders flow through the same pick list, delivery and invoicing flow as orders captured by reps.

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How wholesale teams use SimplyDepo's B2B portal

Import your data

Upload customers, products, pricing and inventory. We migrate from QuickBooks or your spreadsheets.

Launch your portal

Configure your branding, set per-customer pricing rules and invite your wholesale accounts to sign in.

Track and report

Watch every portal order, invoice and payment land in real time. Filter by account, SKU, rep to act the same day.

Take control of every order, account and payment

Book a 20 minute demo. See how brands and distributors give every wholesale customer a self-serve portal, with field rep, warehouse and accounting integration on the back end.

30-day free trial

No contracts

Free team training

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From day one, every store visit, task and photo was captured in one place. It has become essential for managing retail execution day to day.

Darien Brown
National Retail Manager, 88 Acres
Read case study
- +10 hrs
  Saved weekly per sales rep
- +30%
  Increase in reordering volume
With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

Trent Moffat
Founder at Gotham DSD
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- 3X
  Order accuracy improvement
- 95%
  Increase in reordering volume
With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

Laura Mendez
Operational Manager
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- 3X
  Faster order processing
- 70%
  Reduction in order corrections
With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

Tim Sher
Vice President, HC Foods
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- 3X
  Faster order processing
- 70%
  Reduction in order corrections

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Capability

24/7 self-serve ordering portal

Per-customer pricing and credit terms

Embedded Stripe payments

Self-serve invoice and statement access

Native field-rep order capture

Same pipeline for portal + field orders

Native QuickBooks Online sync

Offline-first mobile app

Onboarding speed

✅ Yes

✅ 3-5 business days

Legacy ERP & Spreadsheets

✅ Yes

⚠️ Limited

⚠️ Partial

⚠️ Limited

❌ No

⚠️ Partial

❌ No

⏳ Weeks - Months

FAQ

Frequently Asked Questions

Have more questions? Contact us

What is B2B portal software?

B2B portal software is a branded self-serve ordering site where your wholesale customers log in, see their own pricing, place orders, pay and download past invoices. It replaces the phone calls, email chains and PDF order forms that turn wholesale ordering into a chase.

Is SimplyDepo a B2B vendor portal software?

Yes. SimplyDepo gives brands and distributors a B2B vendor portal where every wholesale account orders from your catalog, sees their own credit terms and pays through embedded Stripe. The vendor side (you) sets the rules; customers self-serve.

What makes SimplyDepo an integrated B2B portal software platform?

SimplyDepo is a portal platform that connects field rep order capture, route management, retail execution and accounting sync in the same app. Portal orders join field-rep orders in one pipeline, instead of sitting in a separate silo that someone has to reconcile later.

Can SimplyDepo work as B2B partner portal software for our distribution partners?

Yes. If your distribution partners or brokers place orders on behalf of customers, SimplyDepo can route their access through the same B2B portal, with permissions controlling what they see (cost prices, supplier contacts, account pricing). One platform for vendors, partners and customers.

Is SimplyDepo a B2B partner portal platform that supports embedded payments?

Yes. Stripe payments are built into the portal: customers pay by card on the portal and the payment posts to your books alongside the invoice. Standard Stripe rates apply (2.75% + $0.30); SimplyDepo takes no additional cut.

How is SimplyDepo's portal different from B2BWave or Zoey?

B2BWave and Zoey are portal-only tools, they take orders, but field reps, warehouse and back office stay in separate systems. SimplyDepo’s portal is one of three channels (portal, field rep, email or phone) flowing into the same pipeline, with QuickBooks sync, inventory, route management and retail execution built in. One platform instead of four.

B2B PORTAL SOFTWARE