Sotbit: B2B portal Pro

What this solution does

Sotbit: B2B Portal Pro is an advanced version of the Sotbit.B2B platform. The solution includes accounts payable management functionality, extending the capabilities of the B2B cabinet.

A demonstration video presents the capabilities of the Sotbit: B2B platform.

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 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.

Manual handling of customer requests and problem resolution requires significant spending on personnel and resources. Automating these processes allows for a substantial reduction in operational costs for customer service.

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

The system may display outdated stock data.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

Companies often face difficulties exchanging documents and data with partners. The lack of a unified centralized platform for interaction with counterparties and suppliers disrupts communication processes and reduces operational efficiency.

Slow response to requests and order processing can lead to customer dissatisfaction and cause them to switch to competitors.

The absence of personal B2B accounts and portals limits personalization capabilities. Without these tools, it is impossible to tailor offers to specific client requests or provide an individualized interaction experience.

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 prove insufficiently effective due to the lack of a unified platform. Fragmentation of tools for promoting services and products complicates interaction with the target audience and hinders accurate analysis of campaign results.

The solution runs on the 1C-Bitrix platform, providing access to all its functional capabilities and tools.

The ready-made solution ensures rapid launch and reduces implementation time to two weeks.

Sotbit: B2B Portal Pro is a B2B portal solution developed by Sotbit. The product is positioned as an economical option with an affordable price.

Modular architecture ensures flexible scalability. The solution allows starting with a basic version and upgrading to an extended feature set as needs grow.

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

One-time payment for the solution without hidden fees. Support and updates are available via an annual subscription.

Thoughtful design in a minimalist style ensures high readability, a logical structure, and comfortable data interaction.

The module provides integration with the 1C system. It includes standard functions for automatic synchronization of product catalogs, price lists, stock levels, order details, and document management with the 1C accounting system.

The Sotbit B2B Portal Pro template provides seamless integration with the Bitrix24 platform. It automates sales processes, customer communications, and document management by synchronizing data between the portal and the CRM system.

The module enables connecting a retail online store to create a full-fledged wholesale and retail trading platform. The solution operates on the 1C-Bitrix framework and supports integration with any existing B2C templates.

The solution supports flexible customization and functional extensions. This allows adapting the platform to specific business processes and individual requirements without compromising the core architecture.

Turnkey implementation is provided by the company's internal development team and partner network. The service covers the full installation and configuration cycle for the Sotbit.B2B solution.

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

Users have access to a separate mobile application that extends the functionality of the personal B2B cabinet.

The solution is included in the Ministry of Digital Development of the Russian Federation's registry of domestic software under number 20978. Registration date: December 29, 2023.

The Sotbit.B2B product line includes four editions, each featuring a distinct set of capabilities.

A video overview demonstrates the functional capabilities of the Sotbit.B2B editions.

The B2B Portal Pro template features a minimalist design. The layout avoids excessive decoration, employing a clean grid and neutral colors. The primary focus is on content readability, a 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. Optionally, the second stage can be disabled to speed up the procedure; in this case, the company can be created later directly within the personal cabinet. An application moderation option is also available, granting access only after administrator approval.

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

A user can operate on behalf of multiple organizations simultaneously. Multiple employees can be added within a single organization.

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 set to allow viewing, creating, editing, deleting, and other actions for both personal data and the entire organization. An employee sees and performs only what is permitted by their role.

An organization administrator can create custom job titles aligned with the company structure and reorder them via simple drag-and-drop. System 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 displayed.

The counterparty can independently place an order at any convenient time thanks to an intuitive interface.

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

The solution includes the Sotbit Smart Search module. This is a standard tool for online stores in the B2C and B2B segments. Its use contributes to higher conversion rates and an increase in average order value.

Users can download the price list in Excel format, mark the required items, and upload the updated file back to the portal. After processing, the system automatically adds the selected products 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, image, Word document, text file, or table. Artificial intelligence recognizes the products and adds them to the cart. Orders can be placed in a manner convenient for the client, rather than conforming to system constraints.

Order uploads from Excel files or via artificial intelligence run in the background without blocking the counterparty's work on the site. Upon completion, the user receives a notification with the results, and all upload records are saved to 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 business partners to place recurring orders.

The B2B partner's personal account stores the complete history of all their orders. Users can view details of previously placed orders at any time and quickly repeat a specific order.

The platform supports working with multiple carts via the 'Sotbit: Multi-cart' module. Partners can add different products to various carts and create orders for separate deliveries with specific product lists.

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 version, prices are set manually or imported from a file directly on the website. The system then automatically displays the correct prices for the specific client.

In the extended version with the module "Sotbit: Advanced 1C Exchange," prices are managed in 1C. Conditions are created in the accounting system via individual agreements or separate price lists and are regularly exported to the website, ensuring that every counterparty always sees 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 what data was modified, who performed the action, and what values existed 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 simply log in to their personal B2B account and download the required file independently.

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

The 'Sotbit: Commercial Proposals' module provides seamless integration for creating and publishing personalized proposals for business partners. Generated documents are displayed in a dedicated section of the personal account. 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 account without involving managers. They can also create price lists and edit them using the built-in editor.

The 'Sotbit: Claims' module provides seamless integration with the B2B Portal Pro. This automates the handling of claims and reduces direct communication between partners and managers. Clients can independently submit claims in their personal account and monitor their status until resolution, 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 as a widget on the dashboard.

When placing an order, the counterparty selects one of the available contracts, and its details are automatically populated in the order document. If the selected contract includes a payment deferral, the system records the outstanding amount and starts the term count from the date of goods shipment. Upon receipt of payment, the debt amount is recalculated.

If the current debt under a contract exceeds the established limit, the system automatically blocks the creation of new orders. The creditor debt control mechanism is integrated with 1C via the "Sotbit: Extended Exchange with 1C" module. Data about counterparty contracts, including the contract number, validity date, limit, and unique identifier, is transferred from 1C to the website. Synchronization is performed automatically according to a set schedule. After configuring the exchange algorithms, when orders are sent from the website to 1C, the system uses the unique identifier to verify the contract and automatically updates debt information.

Additionally: contract filtering can be configured to export only selected contracts, excluding all others.

The counterparty's personal profile consists of a panel of blocks and widgets that display key data: order statuses, unpaid orders, cart contents, subscriptions, and other information. Each user can independently manage their desktop by adding, removing, or renaming widgets, and repositioning them using drag-and-drop functionality.

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

Counterparties can submit inquiries regarding orders or accounting via the ticketing system. Requests are automatically routed to the responsible managers for prompt handling.

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

The 'SMS and Email Authorization' module for Sotbit B2B Portal Pro allows business partners to log in quickly and securely. Authentication is performed using a code sent via SMS to a mobile phone or through a link delivered to an email address.

Sotbit: B2B Portal Pro provides integration with the new Bitrix24 platform. The solution enables the creation of a unified workspace for managers and counterparties. Counterparties interact via a dedicated B2B cabinet, while company staff operate within the CRM system. All orders and documents created in one system are automatically synchronized and displayed in the other.

The module enables two-way data exchange between the 1C accounting system and the B2B platform. It allows uploading and downloading user and counterparty information, as well as modifying data from both the 1C system and the website side.

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

Sotbit: B2B Portal Pro supports PWA technology, enabling counterparties to install the personal cabinet directly from the browser onto the smartphone home screen.

The Sotbit: B2B Portal Pro module extends the functionality of the personal B2B cabinet, providing partners with a convenient tool for work. Through the partner's mobile device, it is now possible to place orders, navigate the catalog and cart, contact support, and receive notifications.

Sotbit: B2B Portal Pro is a ready-made solution for creating a corporate portal. A demonstration of the platform's functional capabilities is available upon request via Yandex Teleport, Skype, or Zoom.

The B2B Portal Pro template by Sotbit is designed for creating specialized trading platforms focused on wholesale sales and corporate client interactions. The solution enables flexible configuration of interaction scenarios between sellers and buyers, including management of complex price lists, individual discounts, and payment terms. The functionality supports integration with external accounting and logistics systems to automate order processing and data handling. The product is adapted for operation in various online store configurations and does not require deep programming knowledge for basic setup.

The B2B Portal Pro template by Sotbit is designed for creating corporate online stores. The solution enables complex interaction scenarios with wholesale clients, including individual price lists, access levels, and specific payment terms. The product integrates with existing content management systems and does not require development from scratch.

If “Sotbit: B2B portal Pro” is selected, General iT can configure the solution, adapt it to the project and support its further development.