Approve customer users
Keep ordering tied to known trade accounts and the users attached to them.
Trade Account Ordering Portal
Keep trade account ordering controlled and easy to repeat.
Give approved account buyers a supplier-owned portal for usual products, agreed prices, buyer users, delivery notes and staff review.
Example order
Trade account portal control
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01
User approved
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02
Account range opens
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03
Basket submitted
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04
Team reviews order
Real Porosi product screens. Customers can order on iOS, Android or the web, and submitted orders appear in the supplier dashboard for review.
Trade account route
Trade-account portal access must protect rules without slowing regular buyers.
Suppliers need control over who can order and what they can see; buyers need a fast route back to the products they buy every week.
Respect account rules
Show products, prices and order history that match the customer relationship.
Capture useful notes
Let buyers add delivery or product context before staff review.
Review before next step
Keep the supplier team in control before fulfilment, delivery or finance work starts.
One order, two perspectives
A trade account portal must make controlled access feel practical.
A buyer builds the order from the products, prices and history available to their account. When they press submit, trade account users, approved access, account products and agreed prices stay with the order, so the supplier can check it without retyping a call, email or message.
Customer side
Trade accounts need
- A clear supplier-branded place to order.
- Products, agreed prices and history tied to their account.
- A simple way to repeat baskets and explain changes.
Supplier side
Supplier teams need
- Control over customer users and account visibility.
- Reviewable product, price, quantity and note context.
- A rollout path for accounts that need onboarding support.
What the supplier receives
What matters in trade-account portals: access control and order clarity.
The supplier team receives one order record with trade account users, approved access, account products and agreed prices. Staff can check exceptions before picking, delivery or invoice preparation begins.
User access
Shared login
The supplier cannot tell who placed the order.
Approved users
Orders belong to known customer users.
Account rules
Same view for all
Customers may see irrelevant products or price context.
Account-specific range
The portal reflects the customer relationship.
Review
Checkout endpoint
Staff inherit the order after the buyer journey ends.
Supplier checkpoint
The submitted basket reaches a review queue with context attached.
Rollout
Launch trade-account ordering with invited users before wider access.
Use a small account group so user access, products, prices and review detail are tested before broader rollout.
Invite known users
Choose buyers from accounts that already order frequently.
Check account visibility
Confirm they see the right products, prices and order history.
Review first orders
Inspect submitted baskets and support questions before inviting more customers.
FAQ
Frequently asked questions about Trade Account Ordering Portal
How would Trade Account Ordering Portal work for a regular customer?
Suppliers need control over who can order and what they can see; buyers need a fast route back to the products they buy every week.
What can buyers do with trade account portal?
A clear supplier-branded place to order. Products, agreed prices and history tied to their account.
What does the supplier team receive from trade account portal?
Control over customer users and account visibility. Reviewable product, price, quantity and note context.
How does Porosi start a rollout?
Use a small account group so user access, products, prices and review detail are tested before broader rollout.
See it with your own accounts
Review trade account ordering with your real access rules.
Bring customer users, account products and first-order examples so the portal can be evaluated honestly.