Wholesale and retail online store with a B2B cabinet

What this solution does

Ready-made solution for a wholesale-retail online store with a B2B client cabinet.

This solution eliminates manual order management: wholesale customers place orders independently, while managers focus on sales. Instead of transferring data from emails and Excel to 1C, dictating prices over the phone, or sending invoices, clients gain round-the-clock access to a personal cabinet. Features include individual pricing, credit limits, payment deferral, document management, and internal order approval workflows.

Installation is performed by a wizard in a few minutes via the Marketplace. The solution is free and includes a ready design and demo data for immediate demonstration. A demo version is available for login as a dealer or supplier manager.

Benefits of integrating retail and wholesale:

A single catalog, template, and admin panel serve all customer types. Guests and retail buyers see standard prices, while company employees view contract-specific pricing. There is no need to maintain a separate website for wholesale sales.

The accounting system remains stable: orders from the B2B cabinet are processed as standard orders of the 'Online Store' module. All statuses, payments, shipments, print forms, and data export to 1C function as usual.

Managers interact with clients rather than paper documents. Clients view invoices, Unified Primary Documents (UPD), reconciliation acts, debt status, and order statuses independently. Managers receive lists of clients who have stopped purchasing and those with overdue payments.

The solution is ready for large-scale clients. It supports order approval workflows of up to five steps, departmental budget management, holding structures with a shared limit, Punchout integration for procurement systems, and REST API for connecting external websites and CRM systems.

Interface customization requires no programmer. Colors, logos, banners, main page blocks, and regional settings can be modified via the settings panel or directly on the website.

Showcase and Retail

The installation wizard creates a ready-made site including a homepage, catalog, brands section, shopping cart, checkout process, customer personal cabinet, corporate cabinet, 'About Us' page, 'Delivery and Payment' page, 'Contacts' page, personal data processing policy, and consent form.

The homepage is built from blocks: slider, banners, advantages, catalog sections with icons, popular products with a 'Show More' button, brands section, 'For Wholesale Buyers' section, and 'About Us' information. Sliders and banners support separate images for mobile devices, target audience targeting (all, guests, retail, company employees, specific segment), and display date ranges.

The catalog is built on the standard component and includes subcategories, a smart filter with sliders for prices and numeric values, an instant "naydeno" (found) counter upon parameter selection, a "vse filtry" (all filters) button, sorting, pagination, a "pokazat eshchyo" (show more) button, multiple photos in the product card, and a quick view function.

The product page features a gallery with full-screen viewing, key specifications, a documents section (certificates, instructions), blocks for analogs and related products, a "soobshchit o postuplenii" (notify about arrival) form, and the delivery date.

Brands are presented as a separate information block containing a logo, description, a brand page with its own sections and filter, and a brand slider on the homepage.

Smart search handles typos, incorrect keyboard layouts, word stems, synonyms, specifications, and SKUs without spaces or hyphens.

The "Favorites" and "Comparison" functions (including the "tolko razlichiya" (differences only) mode) are saved in the session for guests and transferred after login.

Access is available via password or a one-time code sent by email or SMS; buyer registration and company registration are performed using a single form.

The regional feature allows selecting a city in the header, which then displays local phone numbers, address, warehouses, retail price type, and delivery text specific to the selected location.

The mobile version provides full-screen menu and filter modes, a floating cart button, bottom tabs for the personal cabinet, and buttons with a minimum size of 44 pixels.

The system complies with Federal Law 152-FZ: all forms include consent checkboxes, every consent is recorded in the standard 'Agreements' log, and cookie notifications prevent analytics counters from running until the user grants permission.

Visual customization is performed without code modification. The solution offers 12 ready-made color palettes or allows custom color selection. Users can choose between a light or colored theme for the header and footer, adjust border radius values, set the font, and define the page width.

Brand configuration supports a logo (including a separate version for mobile devices), a site icon, company name, slogan, contact details, a map marker, and links to social networks: Telegram, MAX, WhatsApp, VK, YouTube, Rutube, Odnoklassniki, and Dzen.

Administrators can control the order and text of blocks on the homepage, configure icon-based sections, set the number of products per page, enable display of article numbers and stock levels, and manage the announcement banner. Built-in support includes Yandex Metrica with Webvisor and basic SEO optimization for the homepage.

A settings panel is available directly on the site for administrators. It allows real-time preview of color palettes, management of logos and contacts, editing of the header and footer, and reordering of blocks.

The company cabinet supports user management and access rights. Company registration includes automatic TIN verification, automatic suggestion of details via the DaData service, protection against duplicate entries, and mandatory moderation by a manager. A single user can manage multiple companies with a switcher for instant switching between them.

Employees are invited via a link. The system supports built-in roles: owner, approver, purchaser, accountant, and observer, as well as the creation of custom positions with flexible permission sets. Available permissions include access to all company orders, order processing, approval, inquiries, finances, documents, analytics, employee management, tax details, and activity logs. Individual limits can be set for each employee regarding the amount per order and monthly spending.

Departments are assigned budgets for a month, quarter, or year, with the option to select between soft or hard control modes.

Approval workflows support up to five steps. The routing logic is based on order amount, catalog section, or the author's budget. Approval can be performed by a specific employee, a job title, or a role.

System access is secured with two-factor authentication using codes from an application, with backup codes available for recovery. An activity log is maintained for the past year.

Pricing and Assortment

A base price type is defined for the company. Pricing rules can be applied to the entire catalog, specific sections, brands, or individual items. Calculation methods include percentage, fixed amount, or fixed price based on quantity. Rules support effective dates and priority levels. The system allows setting a company-wide discount and generating personalized prices based on accepted commercial offers.

A custom assortment and warehouse structure can be created for the company or specific segments. Hidden items are not visible in the interface, cannot be sold, and are excluded from price lists, data exports, and the API.

The retail price and discount amount are displayed alongside the contract price, allowing customers to immediately see the savings.

The order placement process is optimized for speed and aligns with the habits of wholesale buyers.

Table-based catalog with a hierarchical section tree. Features search by name and article number, stock levels by warehouse, quantity multiples, and packaging details. Supports line-item trade offers, 'on order' status, and 'price upon request' options.

Up to 30 shopping carts are available per company, including specific objects like 'Object on Lesnaya' or 'Warehouse'. Capabilities include line wrapping, a 'Share' function, and export to CSV and PDF formats. The system alerts users to price or stock changes and allows replacing out-of-stock items with equivalents.

Fast ordering is supported via pasting 'article number - quantity' strings. The system accepts Excel and CSV uploads with automatic column recognition. Orders can be generated from any document type, including PDF, DOCX, photos, or email text, using artificial intelligence.

Tools for purchase lists and recurring orders allow setting frequencies (weekly, bi-weekly, or monthly) with reminders, automatic cart assembly, or direct order placement.

Product reservation is available in the shopping cart and based on commercial proposals for a specified number of days.

Order processing includes contracts with remaining limits, delivery addresses, dates and time windows, unloading conditions, payment terms, and a custom order number. A single order can be split across multiple addresses or warehouses.

The quote generation feature creates a PDF on behalf of the client's company with their markup, excluding any mention of the supplier.

Order confirmation by the supplier is automatic for verified companies or manual based on amount for new companies.

Module for managing finances, documents, and inquiries.

Financial management features include credit limits, payment deferrals, debt tracking, overdue status monitoring, and weekly payment planning. The system tracks contracts and their transaction history. If an overdue debt exists, new orders with payment deferrals are automatically blocked.

Payment is processed directly within the personal cabinet. Options include generating a QR code with bank details for paying one or multiple invoices, as well as online payment via credit card and the Fast Payment System (FPS) through the store's integrated payment system. A PDF invoice is available for download in each order card.

Integration with the accounting system provides access to invoices, Unified Transfer Documents (UTD), and reconciliation statements with real-time Electronic Document Management (EDM) statuses. Documents with the status "pending signature" can be downloaded individually or as an archive. Users can request a reconciliation statement for a specific period.

The order card displays the full processing workflow, shipments with tracking numbers, payment statuses, attached documents, and change history. Users can repeat an order and submit a rating after shipment.

The inquiries section allows users to ask questions to managers, request commercial proposals (once prices are accepted, they become the company's standard prices, with the proposal available in PDF), and file claims with photo attachments. Claim resolutions may include product replacement, amount offset, or return of goods to the warehouse.

Wholesale and marketing tools include price list exports in XLSX or CSV formats with company prices and email subscription options for updates. For partner website integration, the catalog can be exported in CSV, XLSX, YML, and JSON formats, containing prices, stock levels, product attributes, and images. Permanent links are provided for automated data loading.

Procurement analytics enable analysis by month, product, category, and employee, as well as calculation of savings compared to retail prices. Results can be exported to Excel.

The system supports publishing news and promotions for all users, specific segments, or selected companies. An integrated learning center allows hosting videos, files, and tests. The functionality includes conducting surveys and dealer contests with a multi-tier prize system.

Notifications are available in the personal cabinet, via browser push messages, and in the Telegram and MAX messengers. The bot in the MAX system automatically responds to queries regarding 'orders', 'debt', 'documents', and article numbers.

Complex sales schemes are implemented. For dealers with retail clients, the system allows registering their own clients, setting prices with the dealer's markup, and automatically routing client orders to the dealer.

Holding support enables subsidiary companies to operate under agreements with the parent organization using a shared limit, while generating consolidated reports for the entire group of companies.

Dropshipping functionality includes an agency scheme with partner commission or a 'blind' shipping mode where goods are shipped directly to the partner's client.

The system supports Punchout OCI and cXML integration for connecting procurement systems of large clients.

For suppliers, a manager cabinet on the website is available. Tools allow tracking own clients, analyzing purchases over the last 90 days, identifying inactive buyers, recording order cancellations, monitoring overdue payments, and handling unresponded inquiries. Features include order confirmation, client rating, and analytics for sales, repeat purchases, and cohort analysis.

A mode for viewing the cabinet from the client's perspective and acting on behalf of the client is implemented. A manager can independently assemble a shopping cart, place an order on behalf of a client employee, or send the client a proposal containing the assembled cart.

The administrative panel manages companies, contracts, and settlements, pricing rules, product assortment, inquiries, and commercial proposals, news, training, surveys, and contests. Site design settings and configurations are available, which can be shared globally or customized for each individual site.

Integration with 1C ensures synchronization of companies, contracts, settlements, documents with files and electronic document management statuses, reconciliation statements, orders and their statuses, prices, product assortment, analogs, and claims. A sample 1C processing script is included in the package.

The cabinet REST API offers approximately 70 methods for integration with websites and CRM systems. Documentation includes an OpenAPI description, support for keys with employee permissions, and signed webhooks. Full documentation is available within the cabinet.

To launch the solution, install the software and complete the setup wizard. The process covers creating or connecting a site, configuring design and contacts, selecting a catalog (demo or existing information block), and entering billing details.

To begin operations, confirm the first company, assign a price type and a contract with a limit, then send the client a link to the cabinet.

If the store is already operational, the cabinet connects as an additional section without using the wizard. The existing catalog, template, and orders remain unchanged.

System requirements: Business edition or higher (multiple price types and warehouses are required), PHP 8.2+, main module version 24.0 or newer, UTF-8 encoding. The Information Blocks, Trade Catalog, and Online Store modules are required. It is recommended to execute Bitrix agents via cron.

The order-from-document feature powered by artificial intelligence operates via the free module "AI Content Generator" (codebrain.aicontent), requiring the store to hold its own API keys with the AI provider selected by the module; without this module, the function is hidden. PDF recognition requires the pdftotext utility installed on the server. Points for dealer contests are credited to the free module "Bonuses, Cashback, and Referral Program" (codebrain.loyalty); without this module, contests operate with prizes but without point accumulation.

The module does not transmit data to the developer. External services are connected by the store itself and only at its discretion. Supported integrations include DaData (transmitting the tax ID), Telegram and MAX (notifications for staff), browser push notification services (without transmitting notification content), AI providers (processing the text of the document sent by the buyer), webhook addresses and procurement systems defined by companies, and the accounting system via the exchange API. The "About Us" page features a Yandex map, which, like any embedded map, receives the visitor's IP address. Payment for paid external services, such as DaData, the AI provider, and SMS, is made directly by the store to the respective service owners.

The module source code is not obfuscated. Demo data created by the wizard (products, brands, illustrations) was generated specifically for this solution and contains no third-party materials.

When needed, General iT can implement “Wholesale and retail online store with a B2B cabinet”, configure the solution and continue developing the project after launch.