Keep agent orders , pricing, and billing details organized
EasyBiz B2B Portal helps you keep agent accounts, price lists, order settings, repeat work, and billing details tied to the right account. Your team can create B2B orders with less back-and-forth and prepare invoices without checking scattered spreadsheets.
How it works
From agent request to invoice-ready order
B2B work gets messy when agent details, special pricing, repeat orders, and billing rules live in different places. EasyBiz keeps those details tied to the agent, so your team can create orders and prepare billing with fewer manual checks.
- 01
Add the agent
Store the agent’s name, code, group, contact details, business unit, and billing company.
- 02
Set the rules once
Choose the price list, order flow, templates, tax settings, and minimum order that should apply.
- 03
Create the B2B order
Select the agent when creating the order, so pricing and order details stay tied to the right account.
- 04
Keep billing ready
Save invoice details, billing model, due days, Peppol ID, and invoice templates so month-end work is easier.
Agent setup
Keep every agent easy to find
Add agents, group them, and store the details your team needs before creating orders or preparing invoices. This helps prevent messy records when you work with many partners, branches, or trade accounts.
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Search and review the agents you work with.
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Organize agents by region, team, or account type.
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Store name, code, contact details, address, logo, and company details.
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Tie each agent to the right business unit.
Order rules
Stop checking special rates by hand
Set the business unit, B2B price list, order flow, minimum order, tax settings, and templates for each agent. When your team creates an order, the right setup is already there.
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Apply B2B price lists for agent-specific pricing.
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Choose the intake procedure that should run for new orders.
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Set receipts, labels, and invoice templates for the agent.
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Keep the agent’s running number and order references tidy.
Why EasyBiz
What makes B2B Portal different.
Every agent has a clear record
Keep names, groups, contact details, order settings, and billing details in one place.
Special prices are easier to handle
Link the right B2B price list to each agent so your team does not need to check special rates manually.
Month-end billing starts cleaner
Agent orders, billing rules, and invoice settings stay connected when it is time to bill.
Monthly billing
Prepare agent invoices without hunting for details
Store each agent’s billing name, billing email, address, billing model, invoice prefix, due days, Peppol ID, and invoice templates. Your team can review agent sales and issue invoices from EasyBiz.
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Set whether billing uses the full order amount, a partial amount, or a fixed fee.
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Store billing name, email, address, invoice prefix, due days, and templates.
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Choose which company should receive the invoice.
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Store a Peppol ID where needed.
Agent-side work
Keep repeat agent work from getting lost
Some agents have their own customer list or regular order schedule. EasyBiz lets you keep private customer accounts and recurring schedules under the correct agent, so repeat work does not get lost.
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Add and manage customer accounts under a specific agent.
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Keep repeating orders and schedules attached to the agent.
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Find an account quickly and update it when details change.
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Use workflow accounts and system access when the agent needs direct access.
Better together
Composes with the rest of EasyBiz .
Buy this product standalone, or pair it with these to unlock more of the platform.
FAQ
Common questions about B2B Portal
Who is B2B Portal for?
It is for businesses that work with agents, distributors, resellers, or trade accounts and need a clearer way to manage their orders and billing.
Can each agent have its own pricing?
Yes. B2B price lists let you set agent-specific pricing.
Can we control how agents place orders?
Yes. You can set the business unit, order flow, templates, and other sales order rules for each agent.
Can we bill agents monthly?
Yes. You can set billing details, invoice prefixes, due days, and billing models for monthly invoicing.
Can agents get their own access?
Yes, where configured. You can create a workflow account for an agent and control which apps or tools they can access.
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