Smartup · Trade operations modules

Direct B2B Orders

A distributor customer sees its catalogue and commercial terms in Telegram, places an order and follows its status without waiting for a sales visit.

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CHANNEL PERSONALIZATION

Every customer sees only its assortment, prices and terms.

A B2B self-ordering channel begins with the rights of a specific customer - not a public catalogue. Smartup brings the available assortment, commercial terms and permitted actions into one clear ordering flow.

Selected scenario

Traditional retail

What the customer sees: SKU and categories assigned to the individual outlet.
Rules applied: Pack multiples, minimum order value and eligible promotion terms.
Financial context: Credit limit and overdue balance appear only when the exchange and permissions are configured.

DIRECT ORDER PATH

From a Telegram catalogue to a validated order in Smartup.

The customer follows a short path while the business keeps its commercial controls. The animation shows the governed process behind the messaging interface.

Current step

Personal catalogue

The customer opens its assigned assortment, product images, categories and available terms.

What the system validates: Customer rights, assortment, contract and active promotions.
Next action: Show only permitted products and terms.

EXCEPTIONS BEFORE CONFIRMATION

An issue does not disappear in chat - it gets an outcome and owner.

Explore typical outcomes. The system should not merely stop an order: it should explain the reason, assign the next action and return a confirmed status to the customer.

Validation result

Terms are current

Situation: The products are available, and the rules and credit context allow the order.
Outcome: The order is confirmed without manual correction.
Owner: Automated Smartup workflow

DATA AND STATUS

Telegram presents the data. The governed process remains the owner of the rules.

Before launch, the project defines the sources for catalogue, prices, stock, receivables and statuses. The channel therefore does not become another database that teams must reconcile manually.

01Agreed source
ERP / accounting system
Master data, prices, stock, financial context and statuses within the integration map.
02Rules and execution
Smartup
Customer rights, available catalogue, validations, confirmed order and exception queue.
03Interaction channel
Telegram
Customer selection, order submission, confirmed notifications and statuses - without acting as the system of record.

The exact fields, update frequency and responsibility for delayed data are agreed separately for every project.

DECISIONS BY ROLE

One channel - different management questions.

The page should help buyers understand the capability and test whether their process is ready for customer self-ordering.

Commercial Director

Which customers should receive self-ordering, and how do we keep the sales model governed?

Decision: Approve the segments, assortment, terms and rules for handing an exception to an employee.
What to request in a demonstration: A customer catalogue, segmentation and an order that fails validation.

Product and channel boundary

Direct ordering remains part of the wider sales model.

B2B Ordering is one governed ordering channel: it does not replace ERP, expose all customer data by default or remove the sales representative where a visit, consultation or approval is still required.

For the ordering-channel decision

Objections to resolve

Direct ordering must remain a governed channel: customers see only their approved catalogue and terms, while exceptions return to an accountable employee.

Will the direct channel replace the sales representative?

Not necessarily. The company decides which customers may self-order and where a visit, consultation or employee confirmation remains part of the process.

Will customers always see current prices and stock?

Only with an agreed source and tested exchange. Acceptance should cover delayed data, an unavailable item and a term change before order confirmation.

Are all customer workflows included by default?

No. B2B Ordering is one governed ordering channel. Catalogue, financial context, notifications and exceptions depend on permissions and the agreed project scope.

Platform scale

The module runs on Smartup’s shared data model

Shared customer, outlet and SKU master data connects each operation with sales, inventory, finance and analytics.

800+

active mid-sized and large companies in Central Asia

28 000+

daily active users

30+

confirmed integrations

Smartup · FMCG / CPG

See the module on your own processes

In 30 minutes, we will review your current workflow, loss points, launch data and the first controlled scenario.

Discuss implementation