Product / B2B Portal
Run agent orders and monthly billing without spreadsheet handoffs
Keep agent accounts, pricing, order rules, private customers, recurring work, and invoice preparation connected in EasyBiz Cloud.
How it works
From agent setup to a reviewed monthly invoice
Follow the B2B workflow from the agent record and order rules through recurring work, private customers, billing review, and invoice preparation.
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Save the agent record
Keep the agent’s profile, group, business unit, contact details, and billing company in one clear record.
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Keep order rules tied to the agent
Agent pricing, order flow, templates, tax handling, and running numbers stay attached to the right account.
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Create B2B orders clearly
Create orders under the right agent, while agents with workflow access can place their own orders.
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Prepare invoices with less checking
Month-end billing is easier when the invoice starts from the agent and the right billing period.
Agent orders
Start every B2B order with the right agent
Choose the agent before the order begins, so the right business unit, price list, order flow, and billing details follow the work. Create the order from the console, or let agents with workflow access place their own orders.
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Start each B2B order under the correct agent.
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Use the agent’s price list, order flow, minimum order, tax handling, templates, and running number.
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Create the order from the console, or let agents with workflow access place orders themselves.
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Keep the order tied to the agent for cleaner invoice review.
Recurring agent work
Never lose track of regular agent work
Regular agent jobs stay attached to the agent, so you can see who the work is for, how often it repeats, and what is coming next.
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Keep recurring work attached to the right agent.
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See which customer the repeat schedule belongs to.
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Know how often the work repeats.
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See what last ran, what is next, and whether anything needs attention.
Private agent customers
Keep each agent’s customers separate
When an agent has its own customers, EasyBiz Cloud keeps those records under the agent. Search, update, and use the right customer details without mixing them with regular customers.
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Manage customers under a specific agent.
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Keep the customer’s key contact and address details under that agent.
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Keep each private customer tied to the correct agent.
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Find agent customers quickly and update details when they change.
Agent invoices
Prepare agent invoices with the right orders in front of you
At month-end, choose the agent and billing period, review the orders that should be billed, remove anything that should wait, add any adjustment, and preview the invoice before issuing it.
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Choose who you are billing and which dates to include.
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Check which orders are included before the invoice is issued.
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Add a discount or correction before finalising the invoice.
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Check the amount and PDF before issuing the invoice.
Why EasyBiz Cloud
How B2B Portal fits service operations.
Agent records stay clear
Keep each agent’s profile, group, contact details, access, order rules, and billing details tied to the right account.
Orders start with the right details
B2B orders can carry the agent’s price list, order flow, tax handling, templates, and running number.
Month-end billing is easier
Agent billing details and invoice rules are already in EasyBiz Cloud, so invoice review takes fewer manual checks.
Better together
Connect this product to the next part of your workflow.
Use this product on its own, or connect it with another EasyBiz Cloud product when the next handoff needs shared customer or order context.
FAQ
Common questions about B2B Portal
Who is B2B Portal for?
It is for businesses that work with agents, distributors, resellers, trade accounts, or corporate customers and need a clearer way to manage B2B orders and monthly billing.
What is workflow access?
Workflow access lets a named external agent log in to place or manage their own B2B orders and requires a B2B Agent seat. If an agent does not need a login, your internal team can still manage the account and create orders for them under the B2B Portal base.
Can each agent have its own pricing?
Yes. B2B price lists let you set agent-specific pricing.
Can we control how B2B orders are created?
Yes. Each agent can carry its own business unit, order flow, price list, templates, and order rules.
Can we bill agents monthly?
Yes. You can keep billing details and billing rules for each agent, then review the orders for the billing period before issuing the invoice.
Can agents place their own orders?
Yes, when the named external user has a B2B Agent seat. Otherwise, your internal team can create B2B orders under the correct agent from the console without buying an external seat.
Start with EasyBiz Cloud
Start with the workflow that needs attention now.
Try the products you need first, then add connected workflows as your business grows.