Charisma ERP + B2B portal: how to reduce phone orders by 60%
Charisma is widely used by large distributors. A B2B portal integrated with Charisma eliminates phone orders, reduces errors, and frees up your customer service team.
Mihai Istrati — CTO Azuvio · 2026-04-15 · 7 min · ERP & Integrations
Charisma — The ERP for large-scale distribution
Charisma is chosen for its robustness and functional depth: accounting, stock management, CRM, and production. However, the interface is not designed for end B2B customers who want to place orders at night, view their specific contract prices, or track deliveries.
The cost of a phone order
A customer service agent processes 40-60 orders/day via phone. The real cost per order is €3-7 just for intake (agent time + errors + subsequent clarifications). At 1,000 orders/day, the monthly cost is €60,000-150,000 just for order entry.
The solution: A B2B portal on top of Charisma
A B2B portal that:
Displays the Charisma catalogue with contract prices per customer
Validates real-time stock (read directly from Charisma)
Accepts orders 24/7 with rules for minimum order quantities, MOQ, and pallet multiples
Writes the order directly into Charisma as a draft or confirmed sales document
Displays invoice history, AWB, and balances — full self-service functionality
Concrete impact
A distributor with 1,200 active B2B customers implemented a portal on top of Charisma:
Phone orders dropped from 850/day to 320/day within 4 months
Order entry errors fell from 4.2% to 0.6%
Customer NPS (B2B) rose from 32 to 58
2 FTEs freed up for cross-selling activities instead of order intake
Technical integration
The Charisma ↔ Azuvio connector uses the Charisma API (REST/SOAP depending on the version) for items, per-customer pricing, stock, and orders. Security: SSO or per-customer credentials, full audit log. See also the B2B glossary and self-service.
Conclusion
Charisma remains the system of record. The B2B portal becomes the customer experience. Radically reduce operational costs without touching the ERP core.