Product / B2B Portal
Run agent orders and monthly billing without spreadsheet handoffs
Set each agent’s order flow once, then take B2B orders in seconds and issue the billing period’s invoice in one click.
How it works
Set the agent up once, then take orders fast and bill in one click
The order flow and the billing details are configured once per agent. After that, taking a B2B order is a few taps, and closing the billing period is one click per agent.
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Set the agent up once
Save the agent’s price list, order flow, minimum order, tax handling, templates, running numbers, and billing details on the agent record.
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Take orders in seconds
The intake flow is already shaped for that agent, so your counter — or the agent’s own login — raises a B2B order without re-entering pricing or details.
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Every order joins the billing period
Orders stay attached to the agent and the period they belong to, so nothing has to be gathered at month-end.
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Issue the invoice in one click
At period close, one click opens the invoice already filled with that agent’s orders. Review it, then issue.
Agent accounts
Every agent set up once, in one list
An agent is a record you fill in once — group, business unit, price list, order flow, billing details, and whether the account gets its own login. Everything the order and the invoice will need is already on it before the first order is raised.
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Every agent with its code, group, and business unit in one searchable list.
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Price list, order flow, minimum order, tax handling, templates, and running number are saved per agent.
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Give a named agent contact their own login, or keep the account internal to your team.
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Billing company, invoice template, and billing rules sit on the same record the invoice is issued from.
Order intake
Take a B2B order in seconds, not a form-filling session
Pick the agent and the intake flow is already theirs — price list, order steps, minimum order, tax handling, templates, and running number. Your counter raises the order in a few taps, or agents with workflow access place their own.
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Each agent carries its own order flow, price list, minimum order, tax handling, templates, and running number.
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Choose the agent, add the items, create the order — nothing is re-entered.
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Create the order from the console, or let agents with workflow access place orders themselves.
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Every order already carries the details its invoice will need.
Monthly billing
Close the billing period with one click per agent
Billing details are set once on the agent record. At period close, one click opens the invoice already filled with that agent’s orders for the period — review it, add any adjustment, and issue.
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Billing company, invoice template, tax handling, and billing rules live on the agent record.
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From the invoicing table, one click opens the invoice for that agent and billing period.
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The period’s orders are gathered for you — uncheck anything that should wait.
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Add an adjustment, check the amount and the PDF, and issue the invoice.
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.
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 carries its own business unit, order flow, price list, templates, and order rules, so intake is already shaped for that account before the order starts.
Can we bill agents monthly?
Yes. Billing details and billing rules are set once per agent. At each period close, one click opens the invoice with that period’s orders already on it — review, then issue.
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.