Duplicate information
Data provided by customers was typed again across different tools.
B2B commerce · Commercial operations platform
From customer order to collection in one commercial workflow
We designed a B2B platform connecting customers, sales, management, warehouse, and accounting around the same operation and documents.
Sigmart Group · B2B commercial operationCustomer portal and internal operating system
Demonstration scenarioOperations in progress
Live01Order
02Quote
03Warehouse
04Invoice
05Collection
orders / month300
quotes240
accounts monitored200
B2B Customer 024Awaiting acceptance
ORD-0248Q-0248 · version 2
Next actionReview customer decision
Priority orders3
2ORD-0248B2B Customer 024Quote sent
3ORD-0247B2B Customer 018In preparation
4ORD-0246B2B Customer 031Invoice issued
5connected departments
24/7customer self-service
300orders in the monthly scenario
180 hmodeled monthly capacity
* Capacity figures use an illustrative scenario of 300 monthly orders and are not audited financial results.
The context
The commercial lifecycle existed, but each department saw only one part.
Orders, quotes, purchase orders, invoices, and payment evidence moved across email, calls, chats, and separate files. Commercial, logistics, and collection status could tell different stories about the same operation.
Answering a question required rebuilding context:
- Who owns this order?
- Did the customer accept the quote?
- Has the warehouse prepared delivery?
- Is the invoice still outstanding?
The challenge
Every handoff between departments created friction and rework.
Sales recaptured data, warehouse received incomplete requests, accounting reconciled separate documents, and management consolidated information before it could decide.
Disconnected status
Order, delivery, invoice, and collection could progress without a shared view.
Late visibility
Stalled orders, overdue receivables, and critical inventory required manual follow-up.
The solution
A shared commercial operating system.
Every participant works on the same order and keeps the context created by the others—from customer request through collection and result analysis.
Request
Customers create the order and attach the required information.
Quote
Sales assigns, prepares versions, and records the decision.
Fulfill
Warehouse prepares, ships, and documents delivery.
Collect
Accounting invoices, reconciles payments, and updates balance.
Real-time tracking
Customers know where their order is. Management knows where time is being lost.
The customer module shows progress from order receipt and quote acceptance through final delivery. Sales and warehouse control each stage change, while customers get a clear view without follow-up calls.
Demonstration interfaceCustomer portalOrder ORD-0248
Order receivedSales
Quote acceptedSales
Order in preparationWarehouse
In transitWarehouse
DeliveredDelivery confirmation
Management viewOrder → delivery time
First response18 min−12%
Average cycle2.4 days−0.6 d
On-time delivery94%+7%
Average time by stage
Opportunity detectedPreparation represents most of the cycle. Management can prioritize inventory and warehouse assignment improvements.
The platform
Designed for the customer and every team behind the operation.
The portal combines self-service, cross-department coordination, digital documents, alerts, and role-based access.
Customer portal
Orders, quotes, deliveries, invoices, and balances without depending on business hours.
Orders and quotes
Assignment, versions, acceptance, rejection, and corporate PDF on the same record.
Warehouse and inventory
Preparation, transit, partial deliveries, and availability with commercial context.
Invoicing and receivables
Invoice, payment evidence, credit, balance, and due date connected to the operation.
Management dashboard
Sales, conversion, pipeline, receivables, inventory, and performance from one source.
Permissions and audit
Role-specific experiences, data policies, and a history of actions and owners.
Before and after
From independent conversations to a shared operation.
BeforeWith the portal
Customers depended on an employeeSelf-service to create and check orders
Information was entered multiple timesOne capture reused across the lifecycle
Documents lived in separate channelsFiles linked to the operation
Manual coordination between teamsVisible status and owners
Reports consolidated on demandUpdated indicators from one common source
Operating scenario
Illustrative scenario · 300 orders per monthWhere could 180 monthly hours be released?
The model distributes potential capacity across data capture, quoting, inquiries, invoicing, coordination, receivables, and reporting. Each assumption can be replaced with real data after measuring the operation.
ActivityMonthly volumeMinutes releasedHours / month
Initial order capture and validation3008 min40.0 h
Quote preparation and recording24012 min48.0 h
Status inquiries4503 min22.5 h
Invoice/payment recording and reconciliation2406 min24.0 h
Preparation and delivery coordination3003 min15.0 h
Accounts receivable follow-up2005 min16.7 h
Management reports4120 min8.0 h
Inventory review490 min6.0 h
* Illustrative projection, not audited savings. It does not necessarily imply headcount reduction; it can become greater capacity, faster response, and higher-value work.
Technology
A foundation built for roles, documents, and real-time operations.
React organizes role-specific experiences. Supabase connects PostgreSQL, authentication, storage, access policies, realtime, and server functions. Vercel supports HTTPS deployment.
ReactViteSupabasePostgreSQLRLSStorageRealtimeEdge FunctionsVercel
Control by design
- Access and data based on role
- Each user can only access their own information, never another user's private data
- Documents linked to each operation
- Sensitive actions validated on the server
- Audit trail for status and owners
Orbi Labs
Does your commercial lifecycle still live across chats, files, and manual follow-up?
We turn complex B2B processes into clear products connecting the customer with your entire operation.
