Sotbit: B2B Cabinet Plus

What this solution does

Sotbit: B2B Cabinet Plus is an advanced solution in the Sotbit.B2B product line. It extends the standard B2B cabinet functionality by supporting an extended organizational model, client-specific pricing modes, and a logging system.

A short video overview demonstrates the capabilities available in the Sotbit: B2B solution line.

If the text is too long to read right now, download the B2B platform presentation in PDF format and review it at your convenience.

Lack of transparency and feedback. Buyers may face difficulties tracking their order statuses, contacting technical support, and receiving responses from suppliers.

Manual data entry and inefficient order processing workflows increase the risk of errors, delivery delays, and reduced customer loyalty.

Manually processing customer requests and resolving their issues requires significant personnel and resource expenditures, increasing material costs for customer service.

Managers spend a significant portion of their working time on routine tasks: processing orders, distributing price lists, requesting documentation, and updating order statuses. This reduces the time available for active work with existing clients.

The system may display outdated stock data. Since product information is updated regularly, partners must request current price lists each time.

The absence of a centralized platform for exchanging documents and data with partners and suppliers creates communication challenges and hinders information exchange.

Slow response to requests and orders reduces customer satisfaction. Long wait times for replies or order processing can cause clients to switch to competitors.

The absence of personal B2B cabinets and portals limits personalization capabilities. Without these tools, it is impossible to adapt the user experience to a specific client or create individual offers based on their needs.

The lack of a centralized system for collecting and analyzing customer and order data limits analytical capabilities, making it difficult to make strategically important decisions.

Marketing efforts often yield low 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 runs on the 1C-Bitrix platform, providing access to all its functional capabilities and tools.

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

The Sotbit.B2B solution delivers cost efficiency through an optimal balance of price and functionality.

Modular architecture ensures flexible scalability. 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 for product usage. No hidden fees. An annual extension is available for technical support and updates.

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

The module provides integration with the 1C system. It implements automatic synchronization of the product catalog, price lists, warehouse stock levels, orders, and related documentation with the 1C accounting system.

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 of any B2C template running on the 1C-Bitrix platform.

The solution supports customization and functional enhancements to adapt to specific business processes. System parameters can be flexibly configured to meet individual requirements.

Turnkey implementation is carried out by the company's internal development department and partner network. Services include the full cycle of system installation and configuration.

Free technical support is included. The solution comes with a consultation and basic setup.

Users have access to a dedicated mobile client that extends the capabilities of the personal B2B account.

The software 'Sotbit: B2B Cabinet Plus' is included in the Register of Domestic Software under number 20978. The registration date in the Ministry of Digital Development of Russia's register is December 29, 2023.

The Sotbit.B2B product line includes four editions, each with a distinct set of features.

The functional capabilities of Sotbit.B2B editions are presented in video format.

The interface features a minimalist design: free of excessive decoration, with a clear grid and neutral color scheme. 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: creating a user account and registering a company. The second stage can be optionally disabled to speed up registration; in this case, the company will be created later directly within the cabinet. Application moderation is also available, granting access only after administrator approval.

The system automatically populates organization or sole proprietorship details using the tax identification number or company name. This eliminates errors during card completion and accelerates the portal registration process.

A user can operate on behalf of multiple organizations. Within a single organization, multiple employees can be added.

The portal administrator centrally defines job positions and their access rights. Organization managers then assign these roles to employees without needing to reconfigure permissions.

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 set to allow viewing, creation, editing, deletion, and other actions on both personal data and data for the entire organization. An employee sees and performs only the operations permitted to them.

The organization administrator can create job titles to match the company structure and reorder them by simple drag-and-drop. System-defined job titles remain unchanged and are protected from accidental modifications.

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.

If a business partner places an order together with their client on a single screen, they can enable client mode and select the price type visible to the client. Wholesale prices remain hidden, and the order is processed using the partner's actual prices.

The solution includes the Sotbit Smart Search module, which is an essential component for online stores operating in the B2C and B2B segments. Using this module contributes to higher conversion rates and an increased average order value.

Users can upload a price list in Excel format, select required items, and submit the updated file back to the site. Once processed, 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. Orders are placed in a manner convenient for the client rather than conforming to system constraints.

Order import from Excel files or via AI is performed in the background without interrupting the counterparty's work on the site. Upon completion, the user receives a notification with the results, and all import records are saved in the log.

After order completion, 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 B2B Plus personal cabinet from Sotbit stores the complete order history for each counterparty. Users can view details of previously placed orders at any time and quickly repeat a selected order.

The 'Sotbit: Multi-cart' module enables users to work with multiple carts simultaneously on the site. A counterparty can add different products to separate carts and create orders for individual deliveries with specific product lists.

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

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

In the extended configuration with the module "Sotbit: Extended 1C Exchange," prices are maintained in 1C. Conditions are formed in the accounting system through individual agreements or separate price lists and are regularly exported to the website, ensuring up-to-date terms for all counterparties.

The module records all operations involving objects: creation, editing, and deletion of organizations, orders, positions, employees, commercial proposals, price lists, complaints, and inquiries. The system logs the specific user and the exact timestamp for each action. Organization managers can view the activity log of their own staff, while the portal owner has access to a complete event history across all organizations, including filtering options and the ability to export data to Excel format.

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

Partners no longer need to contact managers to obtain documents. They can now log in to their personal B2B cabinet and download the required files directly.

Create a full-scale 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 Plus template. This enables the creation and publication of personalized commercial proposals for business partners. Proposals are displayed in a dedicated section of the personal cabinet. Buyers can download the proposal as a PDF file or add items from it to the shopping cart with a single click.

Business partners 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 Plus template provides seamless integration with the Sotbit: Claims module. This solution reduces negative communications between counterparties and managers while systematizing the claims handling process. Counterparties 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. These terms include the validity period (fixed or with automatic renewal), payment deferral, and debt limit. Contract details are 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 document. If the selected contract includes a payment deferral, the system records the outstanding debt amount and starts the term count from the date of goods shipment. Upon receipt of payment, the system recalculates the remaining debt.

If the current debt under a contract exceeds the established limit, the placement of new orders is blocked.

The creditor debt management functionality is integrated with 1C via the 'Sotbit: Extended Exchange with 1C' module. Data on contracts with counterparties (number, validity date, limit, and unique identifier) is transferred from 1C to the website automatically at a specified frequency.

After configuring the integration algorithms, when orders are transferred from the website to 1C, the system uses the unique identifier to verify the contract and automatically updates the debt data.

Additionally: contract filtering can be configured to export only selected contracts rather than all available ones.

The counterparty personal profile is a workspace composed of blocks and widgets that display key data such as order statuses, unpaid orders, cart contents, subscriptions, and other information. Users can independently manage the interface by adding, removing, or renaming widgets, as well as rearranging them by dragging and dropping with the mouse.

Each client 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 through the ticketing system. Requests are automatically routed to the responsible managers.

Notifications appear in the browser window on the website thanks to seamless integration with the Sotbit: Notification Center module.

SMS and email authentication module for B2B Cabinet Plus. The functionality allows counterparties to perform a fast and secure system login by choosing one of two methods: via SMS message or email.

The B2B Plus platform operates on the Bitrix24 base, unifying the workspace for managers and counterparties. Counterparties interact via the B2B cabinet, while managers use the CRM. Orders and documents created in one system are automatically synchronized and displayed in the other.

The module provides two-way data synchronization between the 1C accounting system and the B2B platform. It allows exporting and importing user and counterparty information, as well as making changes to data from both the 1C system and the website side.

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

The 'Sotbit: B2B Cabinet Plus' solution supports PWA technology, enabling partners to install the personal cabinet directly from the browser onto the smartphone home screen.

The module extends the personal B2B cabinet, providing partners with a convenient tool for their work. Through a mobile device, partners can place orders, navigate the catalog, manage the shopping cart, contact support, and receive notifications.

Sales specialists are ready to demonstrate the B2B platform's functional capabilities via Yandex Telemeet, Skype, or Zoom.

B2B Cabinet Plus is a template designed to extend the functionality of an online store for managing corporate clients. The solution provides advanced capabilities for order management, pricing, and personalized terms for wholesale buyers. The template integrates with the SBIS ecosystem to ensure data synchronization and business process automation. The product is developed by Sotbit and is intended for installation on platforms that support this type of solution.

The B2B Cabinet Plus template by Sotbit is designed to facilitate corporate client management. The solution enables the establishment of efficient interaction channels and order management within the B2B segment.

If “Sotbit: B2B Cabinet Plus” fits the project, General iT can handle installation, initial configuration and further adaptation.