A B2B customer portal connected to your ERP in real time: your customer checks orders, downloads invoices and raises incidents without calling your team, using the same data you already manage in Sage, Business Central or Odoo. We develop the private area that connects your operations with the digital experience B2B buyers already expect.
The B2B buyer of 2025 arrives accustomed to consumer e-commerce: they want to check their order status at 10 PM, download an invoice without waiting for the accounts team, and open a support ticket in two clicks. When your company does not offer that access, follow-up calls and emails consume hours of your team's time and project the image of a poorly digitalised organisation. A B2B customer portal eliminates that bottleneck by putting the information you already hold in your ERP directly in the buyer's hands, in an ordered and secure way.
Summum Sistemas designs and develops bespoke B2B portals connected to your existing management system — Odoo, Dynamics 365, Sage, Holded or another — through APIs or specific connectors. The portal reflects in real time the status of orders, the purchase history, electronic invoicing documents (compliant with applicable regulations), delivery notes and the commercial terms agreed with each account. Each customer sees only their own data: segmentation by role and company is the first requirement of any serious portal.
The key is not the technology itself, but understanding the real flow between your team and the buyer in order to reduce friction on both sides. Since 2017 we have been implementing management software for SMEs and mid-market companies in Castilla y León and the Canary Islands, and that process knowledge — not just code — is what differentiates a useful portal from a handsome showcase that nobody uses. Our Consultancy division complements the project when process redesign goes beyond the technological development.
In practice, the portal shows the buyer their complete order history and orders currently in progress, line-by-line shipping status, downloadable invoices and delivery notes in PDF, an incident channel with status tracking and, where the business requires it, stock availability in real time by reference. All of that already exists in your ERP: the portal simply puts it within one click of whoever needs it, without going through your admin team.
Connecting to the ERP can be approached in two ways, and we choose whichever fits each case: real-time read and write via API — the portal sees, and where appropriate updates, ERP data instantly — or periodic batch synchronisation, simpler to maintain and sufficient when the information does not change minute by minute. We do not promise a deeper integration than the specific ERP allows, nor force real time where it adds no value: that is decided during the diagnosis phase.
A customer portal connected to the ERP makes sense when there is a base of recurring B2B accounts generating repetitive support tickets — "where is my order?", "send me that invoice again", "do you have stock of this item?". If your business mostly sells to one-off end consumers, without an ongoing relationship, that development effort does not pay off: a standard online store covers that need without a private area connected to the ERP.
The most common doubts at this point are reasonable ones. The portal does not replace your online store if you already sell online: they are different pieces that can coexist, and our e-commerce–ERP integration connects them when needed. Nor does it mean one customer can see another's data: segmentation by company is enforced at database level, not just on screen. And on cost, we do not publish fixed rates here, because it depends on the number of modules and the complexity of integrating with your specific ERP: it is calculated during the diagnosis phase, before committing to anything.
We analyse which queries your team receives most frequently, what data already lives in your ERP and what your customer expects to find. We define the portal scope and the necessary integrations before writing a single line of code.
We build a navigable prototype with the key screens: private login, order dashboard, line detail, document download and incident management. We validate it with you and, where possible, with a pilot customer before development begins.
We develop the portal and connect it to your management system via REST API or native connector. We implement secure authentication, per-company and per-user access control, and real-time or batch data synchronisation as required.
We train your internal team on portal administration, support the go-live with a pilot group of customers before opening access to the full customer base, and establish an ongoing technical support service to ensure availability and system evolution.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
Private area with per-account access
Each buying company logs in with its own credentials and sees only its orders, invoices and terms. Internal user management handled by the customer themselves.
Real-time order tracking
Order status synchronised with the ERP: confirmed, in preparation, dispatched, delivered. Line-level traceability and estimated delivery date.
Real-time stock availability (where relevant)
When the business requires it, the portal shows availability by item exactly as reflected in the ERP, so customers do not need to email to ask about stock before ordering.
Document download
Electronic invoices, delivery notes, technical data sheets and certificates available as PDF directly from the portal, without requests to the accounts team.
Incident management
Incident or complaint submission form with status tracking. Reduces scattered email volume and consolidates all after-sales communication in one place.
Catalogue and new B2B order
Optional module for customers to repeat or place new orders directly from the portal, with tariffs and discounts applied according to their contract.
ERP/CRM integration
We connect the portal to Odoo, Dynamics 365, Sage, Holded or another existing system, in real time or via periodic synchronisation depending on the case. Data flows in both directions without duplicating administrative work.
A B2B portal is most effective when combined with Summum Sistemas process automation and with the chatbot or semantic search capabilities of Summum IA.
Automating the notification, order-alert and status-update flows that feed the portal without manual intervention.
View service → sistemasWhen the B2B portal also needs to sync with an online store, the e-commerce–ERP integration closes the data loop.
View service → iaA chatbot embedded in the portal answers buyers' frequent questions — order status, terms, incidents — without human intervention.
View service →The portal connects to the ERP you already use — no need to change it. We work with Odoo, Dynamics 365, Sage, Holded and other systems via APIs or bespoke connectors. The goal is to surface the information you already manage, not duplicate it in another system.
A portal with the core features — order tracking, document download and incident management — is typically live within two to four months of project kick-off, depending on ERP integration complexity and the number of modules. Projects that include a catalogue and online ordering require additional time.
Each buying company accesses the portal with its own credentials and sees only its own data. Segmentation is enforced at database level, not just in the interface. We add two-factor authentication if the customer requires it, and we comply with GDPR requirements for the processing of access and activity data.
Yes. The usual approach is to launch with the order-tracking and invoice-download module — the one with the greatest immediate impact — and then add the incident module, the catalogue or online ordering afterwards. The architecture is designed from the outset so that extensions do not require rebuilding what is already in place.
The portal can make the electronic invoices generated by your billing system available to the customer in the appropriate format. If you have not yet implemented electronic invoicing in line with applicable regulations, our dedicated electronic invoicing service covers that prerequisite step.
Adoption depends on the portal solving something faster than a phone call: if a customer can check an order status or download an invoice in two clicks instead of waiting for someone to look it up, they will use it. Resistance appears when the portal simply mirrors on screen what a colleague used to do by phone, without saving any real time. That is why we start with the highest-impact modules — orders and invoices — and with a pilot group of customers before rolling out access more broadly.
No. They are two different tools for two different needs: the online store attracts and sells to new or one-off buyers, while the customer portal provides after-sales service to accounts that are already active — orders, invoices, incidents and, where it applies, repeat ordering under their agreed commercial terms. When it makes sense for the two to share data, our e-commerce–ERP integration service connects them.
It makes sense when there is a base of recurring B2B accounts generating repetitive support tickets about orders, invoices or stock. If your business is mostly one-off sales to end consumers, without an ongoing relationship, that development effort does not pay off: a standard online store is enough.