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E-Commerce: B2B Self-Service Portal

B2B Self-ServicePortal

Business customers want to view quotes, retrieve order history, download invoices, and trigger reorders — without calling your sales team every time. We build you a self-service customer portal on Shopware 6 that meets exactly these requirements: available around the clock, tailored to your B2B processes, and simple enough that customers actually use it.

Challenges you'll recognise

  • Your sales team spends a significant portion of working time sending invoice copies, looking up order status, and answering routine enquiries from existing customers.
  • Customers must contact you by email or phone for every reorder because they have no self-service option, which lengthens processing times and reduces customer satisfaction.
  • There is no way for customers to manage multiple users with different permissions within their company account.

Order History & Reorder

Customers can view past orders, reorder individual items or complete baskets directly, and track the status of current orders in real time. We integrate order status from your ERP or warehouse management system so customers always see current shipping and delivery information.

Invoice & Document Management

Invoices, delivery notes, and quotes are accessible in the portal for every authorised user of a company account. We automatically synchronise documents from your ERP or invoicing system into the portal and provide them as PDF downloads. Customers never need to request invoice copies by email again.

Multiple Users & Roles

A corporate customer often has multiple buyers with different permissions: employees may create baskets, managers approve, accountants view invoices. We implement a flexible role and permissions model that maps these structures and manages company accounts with multiple users.

Quote Management

Individual quotes created by your sales team should be visible and approvable by customers directly in the portal. We build a quote workflow that transfers quotes from your CRM or ERP to the portal, presents them to the customer for approval, and automatically creates an order upon acceptance.

Good to know

  • Self-service measurably reduces workload

    When customers can retrieve invoices, order history, and documents themselves, the number of routine enquiries to your sales and back-office team drops noticeably. The saved time can be invested in advisory-intensive customer work.

  • Role model is a B2B necessity

    In B2B contexts, purchasing departments with clear internal approval processes do the buying, not individuals. A self-service portal without multi-user support and role management does not meet this requirement and will not be adopted by corporate customers.

  • Quote workflow closes the loop

    A portal that only shows historical data is an archive. Only when customers can also view active quotes, approve them, and convert them directly into orders does the portal become a genuine sales tool that accelerates the quote-to-order process.

Frequently asked questions

What features are typically included in a B2B self-service portal?
Core features include order history with reorder, order status tracking, invoice and document download, user management with roles and budget limits, and quote viewing. Depending on requirements, we add list price visibility, approved catalogues, or a direct chat channel to the sales team.
Can the portal be connected to our ERP for order status and invoices?
Yes, that is the standard approach. Order status and shipping information come from your ERP or warehouse management system; invoices are synchronised from the invoicing system. We implement the corresponding interfaces as part of the portal project.
How does the portal differ from a normal customer account in Shopware?
Shopware's standard customer account covers simple B2C scenarios. A B2B self-service portal goes significantly further: multiple users per company account, role and permission management, quote workflow, document management, and deep ERP integration. We build this functionality as a custom extension on Shopware 6.

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Profile picture of Paul Kalisch, Executive Partner
Paul Kalisch
Executive Partner

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