Sotbit: B2B Cabinet

What this solution does

Sotbit: B2B Cabinet is a foundational solution in the Sotbit.B2B product line. It operates with standard Bitrix24 user profiles and provides the essential functionality required to deploy a counterparty personal cabinet.

A video demonstrates the capabilities of the Sotbit: B2B Cabinet platform.

No time to read the detailed description now? Download the B2B platform presentation in PDF format and review it at your convenience.

A common issue is the lack of transparency and feedback. Buyers may face difficulties tracking order statuses, contacting technical support, and receiving responses from suppliers.

Manual data entry and inefficient order processing workflows often lead to errors, delivery delays, and reduced customer loyalty.

Manual handling of customer requests and problem resolution requires significant spending on personnel and resources.

Managers spend a significant portion of their working time on routine tasks: order processing, price list distribution, document requests, and status updates. This reduces the time available for active work with existing clients.

The system may display outdated stock information. Partners must regularly request up-to-date price lists, as product data is frequently updated.

Exchanging documents and data with partners is often complicated by the lack of a unified platform. This results in fragmented information and hinders communication with both partners and suppliers.

Slow response to requests and orders, along with long processing times for customer inquiries, can lead to dissatisfaction and cause clients to switch to competitors.

The absence of dedicated B2B cabinets and portals limits personalization capabilities. Without these tools, it is impossible to adapt the user experience or create individual offers that match customer requirements.

A common issue is the lack of tools for deep data analysis. Without a unified system for collecting and processing customer and order information, making strategically important decisions becomes difficult.

Marketing efforts often yield insufficient results. The lack of a unified platform for promoting services and products complicates interaction with the target audience and hinders tracking campaign outcomes.

The Sotbit.B2B portal is built on the 1C-Bitrix platform, providing access to all its capabilities and tools.

Rapid deployment. The ready-made solution allows reducing implementation time to two weeks.

Sotbit: B2B Cabinet is a ready-made solution for organizing work with corporate clients. The product enables the establishment of an effective partner interaction system, providing the necessary functions for the B2B segment.

Modular architecture enables flexible scaling. The solution allows starting with a basic version and upgrading to an extended feature set as needs grow, without data loss.

A free demo mode is available. Before purchase, the solution can be tested on the customer's infrastructure.

One-time payment model. The license is purchased without hidden fees. Support and updates are available via a separate annual agreement.

The interface features a minimalist design focused on readability, a logical structure, and ease of working with information.

The module provides two-way synchronization with the 1C system. It automatically updates product cards, current prices, warehouse stock levels, order statuses, and required documents.

The module provides seamless integration with the Bitrix24 platform. It automates sales processes, client communications, and document management by synchronizing data between systems.

The module enables connecting a retail online store to create a full-fledged wholesale-retail trading platform. It supports integration with any B2C template running on the 1C-Bitrix platform.

The solution supports customization and extensions. This enables flexible configuration of functionality to meet specific business processes and individual requirements.

Turnkey implementation is provided by the company's internal development team and partner network. Services cover the full installation and configuration cycle of the system.

Free technical support is included. A free consultation and basic solution setup are also provided.

Mobile application that extends the functionality of the personal B2B cabinet.

The solution is included in the Russian domestic software registry under number 20978. It has received accreditation from the Ministry of Digital Development, Communications and Mass Media. The registration date is December 29, 2023.

The Sotbit.B2B product is available in four editions, each featuring a distinct set of capabilities.

The video overview presents the functional capabilities of the various editions of the Sotbit.B2B solution.

The interface follows a minimalist design: free of excessive decoration, featuring a clean grid and neutral colors. The primary focus is on high readability, logical structure, and ease of data interaction.

To access the personal B2B cabinet, the counterparty must complete registration. The process consists of two stages: user registration and company registration. You can optionally skip the second stage to accelerate registration; in this case, the company will be created later directly within the personal cabinet. Moderation of applications can also be enabled, granting access only after approval by an administrator.

The system automatically populates organization or sole proprietorship details using the tax identification number or the company name. This helps avoid errors when filling out the profile and accelerates the portal registration process.

The functionality allows a single user to operate on behalf of multiple organizations simultaneously. Within a single organization, it is possible to add multiple employees.

The portal administrator centrally defines job positions and their access rights. Organization managers then assign these roles to their employees.

Access rights are configured separately for each entity: orders, organizations, employees, price lists, commercial offers, complaints, inquiries, reports, and documents. For each entity, permissions can be granted for viewing, creating, editing, deleting, and other actions, either for personal data or across the entire organization. Employees see and perform only the actions permitted by their role.

The organization administrator can create job titles aligned with the company structure and change their display order using simple drag-and-drop. System job titles remain unchanged and are protected from accidental edits.

The product catalog is available in two display formats: tile and table.

The tabular display view supports configuration of the columns to be shown.

The counterparty can independently place orders at any convenient time using a simple and intuitive interface.

In the B2B cabinet interface, a business partner can place an order together with an end customer in a single window. This activates a client mode that allows selection of the price type visible to the buyer. Wholesale procurement prices remain hidden, while the final order is generated based on the partner's actual prices.

The solution includes the Sotbit Smart Search module, which is mandatory for B2C and B2B online stores. Using this module increases conversion rates and raises the project's average order value.

The user can download the price list in Excel format, mark the required items in the file, and upload it back to the site. After processing, the selected items are automatically added to the cart, allowing the counterparty to place an order immediately.

The counterparty does not need to adapt the file to a specific template. It is sufficient to upload a list of items as a PDF, photo, Word document, text file, or table. Artificial intelligence recognizes the products and adds them to the cart. The order is placed in a manner convenient for the client, rather than conforming to system constraints.

Order upload from an Excel file or via AI runs in the background, allowing the counterparty to continue working on the site. Upon completion, the user receives a notification with the final result, and all upload records are saved in the log.

After an order is placed, the system automatically generates a PDF invoice and sends it to the counterparty's email address.

Creating order templates simplifies the process for counterparties to place recurring orders.

The personal B2B cabinet for a counterparty stores the complete history of all their orders. Users can at any time view details of previously placed orders and quickly repeat a required order.

Thanks to the 'Sotbit: Multi-cart' module included in the platform, users can work with multiple carts simultaneously. A counterparty can add different products to separate carts and create orders for specific deliveries with the required product list.

The B2B cabinet displays individual prices for each counterparty. The correct cost is automatically shown in the catalog and inserted into the cart during order checkout.

In the basic configuration, prices are set manually or imported via file directly on the website. The system independently determines and displays the appropriate rates for each specific client.

In the extended configuration with the 'Sotbit: Advanced 1C Exchange' module, prices are managed within 1C. Conditions are created in the accounting system through individual agreements or separate price lists and are regularly synchronized with the website, ensuring all counterparties always see up-to-date terms.

The system maintains a detailed activity log, recording who created, modified, or deleted organizations, orders, positions, employees, commercial proposals, price lists, claims, and inquiries, along with the exact timestamps. Organization managers can view the actions performed by their own staff. Portal owners have visibility into events across all organizations, with filtering capabilities and the ability to export reports to Excel format.

The organization or order card includes a change history. It displays which data was updated, who performed the action, and what values were used previously. This simplifies the analysis of disputed situations and increases transparency in data handling.

Business partners no longer need to contact managers to obtain documents. They can now log in to their dedicated B2B cabinet and download the required file directly.

Create a full multi-regional project by linking products, contacts, and content to specific regions. Promote your B2B platform in regional search engines through seamless integration with the Sotbit Multi-regional module.

The 'Sotbit: Commercial Proposals' module provides seamless integration with the B2B cabinet, enabling the creation and publication of personalized proposals for counterparties. Documents are displayed in a dedicated section of the personal cabinet. Buyers can download the proposal as a PDF file or add items from the document to the cart with a single click.

Counterparties can request commercial proposals directly through their personal cabinet without involving managers. They can also create price lists and edit them using the built-in editor.

The Sotbit B2B Cabinet template provides seamless integration with the Sotbit Claims module. This solution reduces negative communications between partners and managers while systematizing the claims handling process. Partners can independently create a claim in their personal cabinet and await its review without requiring manager involvement.

For each organization, one or more contracts with individual terms can be created. Contract parameters include the validity period (fixed or with automatic renewal), payment deferral, and debt limit. Contract information is displayed in the organization card and on the dashboard as a widget.

When creating an order, the counterparty selects one of the available contracts, and its details are automatically populated in the order card. If the contract includes a payment deferral term, the system records the debt amount and starts the term count from the date of goods shipment. After payment is received, the remaining debt is recalculated.

The placement of new orders is automatically blocked if a counterparty's current debt under the contract exceeds the established limit. The creditor debt management functionality is integrated with 1C via the 'Sotbit: Extended Exchange with 1C' module.

Data regarding counterparty contracts, including the contract number, validity date, established limit, and unique identifier, is synchronized automatically from 1C to the website at a specified frequency. Once the integration algorithms are configured, the system uses the unique identifier to verify the contract when orders are transmitted from the website to 1C and automatically updates the debt data.

Additionally: contract filtering can be configured to export only selected contracts rather than the entire available collection.

The B2B client profile includes a panel with blocks and widgets displaying key information: order statuses, unpaid invoices, cart items, subscriptions, and other data. Users can independently customize the workspace by adding, removing, or renaming widgets, as well as repositioning them using mouse drag-and-drop technology.

Each counterparty in the personal cabinet is assigned a dedicated manager. You can quickly contact them or request a callback.

Business partners can submit inquiries regarding orders, accounting, and other matters directly to responsible managers through the ticketing system. Requests are automatically routed to the appropriate specialists.

The system displays notifications in the browser window on the website through seamless integration with the Sotbit: Notification Center module.

The Sotbit: B2B Cabinet module enables counterparties to perform fast and secure system login. Authentication is carried out using SMS messages or email.

The solution operates on the Bitrix24 platform, creating a unified environment for interaction between managers and counterparties. Counterparties use the B2B cabinet interface, while company staff use the standard CRM interface. Data, including orders and documents, is automatically synchronized between these interfaces.

Configure two-way data exchange between the 1C accounting system and the B2B platform. The module supports uploading and downloading user and counterparty information, and allows data modifications from both the 1C system and the website interface.

The B2B platform displays correctly on all mobile devices and tablets, automatically adapting to the screen resolution.

The Sotbit: B2B Cabinet solution supports PWA technology. This allows counterparties to install the personal cabinet as an app directly from the browser onto the smartphone home screen.

This module extends the B2B cabinet functionality, providing partners with tools to work via a mobile device. It enables order placement, catalog browsing, cart management, communication with support, and receipt of notifications.

A demonstration of the B2B platform's functional capabilities can be conducted using Yandex.Telemost, Skype, or Zoom.

The B2B Cabinet from Sotbit is a ready-made template for creating interfaces tailored to corporate clients. The solution provides access to personal data, order history, and individual cooperation terms for legal entities. The template is designed with security and scalability requirements in mind, ensuring stable operation within the platform ecosystem. The product does not include built-in payment functions or pre-configured integration with external payment systems; additional configuration is required to implement commercial scenarios.

B2B cabinet template by Sotbit. Designed for organizing work with corporate clients.

“Sotbit: B2B Cabinet” can serve as the project foundation, while General iT can take care of installation, configuration and required customisation.