B2B PORTAL SOFTWARE

B2B portal software that lets every wholesale account order 24/7

Give every wholesale customer a branded portal where they can order from your catalog, see their own pricing, download past invoices and pay with their saved card. Portal orders flow into the same pipeline as field-rep orders.

Official partner
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Sales engagement dashboard and mobile customer profile

Trusted by top performing wholesale teams

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Integrated B2B portal software that connects to your operation

Give every wholesale customer one place to order, pay and reorder, with your branding, your pricing and your accounting workflow on the back end.

Field Sales
Field Sales

B2B WHOLESALE PORTAL

Branded ordering portals for every wholesale account

  • Branded customer storefront

    Your colors, your logo, your domain, customers log into your storefront, not a generic vendor page.

  • 24/7 self-serve ordering

    Customers order from your catalog any time, including evenings and weekends when phone lines are closed.

  • Past invoices and statements on demand

    Buyers download past invoices and account statements without emailing your team.

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Route Optimization
Route Optimization

ACCOUNT CRM

Set custom pricing, manage terms and track customer history

  • Per-customer pricing and promotions

    Each customer sees the products and prices they qualify for, applied automatically at checkout.

  • Credit limits and payment terms

    Set per-account limits and terms; the portal enforces them at every checkout.

  • Full account history per buyer

    Past orders, invoices, contacts and notes attached to the account, visible to both rep and customer.

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Delivery Invoicing
Delivery Invoicing

ORDER MANAGEMENT

Connect portal orders with fulfillment and accounting

  • Validated against live stock

    Every portal order checks inventory before submission, so customers do not order what is out of stock.

  • Stripe payments embedded

    Customers pay by card on the portal, with the payment posting to your books alongside the invoice.

  • Same pipeline as field-rep orders

    Portal orders flow through the same pick list, delivery and invoicing flow as orders captured by reps.

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How wholesale teams use SimplyDepo's B2B portal

1

Import your data

Upload customers, products, pricing and inventory. We migrate from QuickBooks or your spreadsheets.

2

Launch your portal

Configure your branding, set per-customer pricing rules and invite your wholesale accounts to sign in.

3

Track and report

Watch every portal order, invoice and payment land in real time. Filter by account, SKU, rep to act the same day.

Take control of every order,
account and payment

Book a 20 minute demo. See how brands and distributors give every wholesale customer a self-serve portal, with field rep, warehouse and accounting integration on the back end.

30-day free trial
No contracts
Free team training
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SimplyDepo awards
4.7 on G2
4.9 on Capterra

Real results from B2B teams

Wholesale brands use SimplyDepo to put every account on a self-serve portal, with orders flowing through the same pipeline as field-rep orders.

  • From day one, every store visit, task and photo was captured in one place. It has become essential for managing retail execution day to day.

    Smiling bearded man with short hair in a blue shirt stands against a vibrant yellow background, ideal for featured front page images.

    Darien Brown

    National Retail Manager, 88 Acres

    Read case study

    • +10 hrs

      Saved weekly per sales rep

    • +30%

      Increase in reordering volume

    88 Acres snacks—Dark Chocolate Sunflower Seed Butter, Cinnamon Maple, and Dark Chocolate Sea Salt Bars—on a yellow backdrop.

  • With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

    Smiling man with short, light reddish-blond hair in a gray collared shirt stands before a beige background, representing Field Sales Software.

    Trent Moffat

    Founder at Gotham DSD

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    • 3X

      Order accuracy improvement

    • 95%

      Increase in reordering volume

    A cheerful delivery worker with glasses and a cap holds a tablet and package, while another moves boxes. GOTHAM DIRECT STORE DELIVERY text appears.

  • With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

    Smiling woman with straight, shoulder-length brown hair in a reddish-brown top, foregrounded with others blurred behind her.

    Laura Mendez

    Operational Manager

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A fully stocked supermarket aisle with blurred shelves, featuring the Tenace Distributing logo and two playing cards (10, Ace of clubs).

  • With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

    Happy man with short, dark hair in a light green jacket stands smiling against a solid green background, radiating positive energy.

    Tim Sher

    Vice President, HC Foods

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    Centered against a blurred grocery store aisle, the HC Foods logo stands out in blue and red amid shelves of assorted products.

  • SimplyDepo is the platform that allows us to have all of our customers in one place for both the sales team and the field marketing team.

    Smiling young woman with long dark hair, gold hoop earrings, and a black top stands in front of a light green background.

    Sofia Estrella

    Field Marketing Manager, Waku

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A lineup of Waku prebiotic herbal tea cans in pineapple, passion fruit, peach, raspberry, and lemon flavors on a yellow gradient backdrop.

  • SimplyDepo is the platform that allows us to have all of our customers in one place for both the sales team and the field marketing team.

    Smiling man with short black hair in a dark blue collared shirt stands in a bright room with shelves and large windows behind him.

    Mervin Lei

    Co-Owner, Winneram International

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    • 120

      Accounts per rep with structured route planning

    • 100%

      Account coverage maintained through sales team transitions

    Two Winneram International trucks parked by a beige building with company name, overlaid by a maroon leaping ram Winneram logo.

  • SimplyDepo deals with my challenge of managing wholesale distributors and having transparency over retail sales in NYC.

    A man with glasses and a trimmed beard wearing a camo jacket and gold necklace stands in a modern kitchen with white cabinets.

    George Peters

    District Sales Manager, Brooklyn Best

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    • 120

      Accounts per rep with structured route planning

    • 100%

      Account coverage maintained through sales team transitions

    Brooklyn Best Mint Tea can in a red basket, next to fresh mint leaves and lemons. Green can reads Low Sugar, Not Too Sweet.
    INTEGRATIONS

    Connect your portal stack

    Keep accounts, orders, payments and inventory in sync across QuickBooks Online, Stripe, Shopify and ShipStation. Open API connects SimplyDepo's portal to whatever else your team uses.

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    100+ INTEGRATIONS · OPEN API
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    How integrated B2B portals outperform

    SimplyDepo is built for wholesale teams connecting customer orders, 
field reps, fulfillment and accounting in one workflow.
    24/7 self-serve ordering portal
    Per-customer pricing and credit terms
    Embedded Stripe payments
    Self-serve invoice and statement access
    Native field-rep order capture
    Same pipeline for portal + field orders
    Native QuickBooks Online sync
    Offline-first mobile app
    Onboarding speed
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ 3-5 business days
    ✅ Yes
    ⚠️ Limited
    ⚠️ Partial
    ⚠️ Limited
    ❌ No
    ❌ No
    ⚠️ Partial
    ❌ No
    ⏳ Weeks - Months

    Frequently Asked Questions

    What is B2B portal software?

    B2B portal software is a branded self-serve ordering site where your wholesale customers log in, see their own pricing, place orders, pay and download past invoices. It replaces the phone calls, email chains and PDF order forms that turn wholesale ordering into a chase.

    Is SimplyDepo a B2B vendor portal software?

    Yes. SimplyDepo gives brands and distributors a B2B vendor portal where every wholesale account orders from your catalog, sees their own credit terms and pays through embedded Stripe. The vendor side (you) sets the rules; customers self-serve.

    What makes SimplyDepo an integrated B2B portal software platform?

    SimplyDepo is a portal platform that connects field rep order capture, route management, retail execution and accounting sync in the same app. Portal orders join field-rep orders in one pipeline, instead of sitting in a separate silo that someone has to reconcile later.

    Can SimplyDepo work as B2B partner portal software for our distribution partners?

    Yes. If your distribution partners or brokers place orders on behalf of customers, SimplyDepo can route their access through the same B2B portal, with permissions controlling what they see (cost prices, supplier contacts, account pricing). One platform for vendors, partners and customers.

    Is SimplyDepo a B2B partner portal platform that supports embedded payments?

    Yes. Stripe payments are built into the portal: customers pay by card on the portal and the payment posts to your books alongside the invoice. Standard Stripe rates apply (2.75% + $0.30); SimplyDepo takes no additional cut.

    How is SimplyDepo's portal different from B2BWave or Zoey?

    B2BWave and Zoey are portal-only tools, they take orders, but field reps, warehouse and back office stay in separate systems. SimplyDepo’s portal is one of three channels (portal, field rep, email or phone) flowing into the same pipeline, with QuickBooks sync, inventory, route management and retail execution built in. One platform instead of four.

    Boost Sales.
    Cut Manual Work.

    Open a self-serve portal for every wholesale customer, with field-rep orders, warehouse & accounting flow built into the same app.

    Book a demo
    • +15h

      Save weekly
      per rep

    • 93%

      Increase
      buyer retention

    • 24%

      Increase
      in retail sales

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