OMS for B2B distribution — orders from EDI, customer portal, field reps and phone, all in one flow
OMS software for B2B distributors taking orders via EDI (big retailers), self-service customer portal, field sales reps (SFA), telesales and email. Per-customer price lists, tiered discounts, credit limits, real stock reservation, WMS sync for optimized picking.
Why a B2B distributor cannot treat orders like e-commerce
In B2B, an order is not an anonymous transaction. It's a contract: the customer has a negotiated price list, tiered discounts (5% above €1,000, 8% above €5,000), credit limit, payment terms (30/60/90 days), dedicated rep, specific delivery conditions (scheduled slot, specific dock). A system that treats all customers uniformly loses margin and relationships.
On top of that: orders come from 5-7 channels in parallel — EDI (big retailers send ORDERS automatically), customer portal (self-service), field reps with SFA app, telesales call center, email, fax, WhatsApp. Without a unified OMS, you have 5 inboxes and either miss orders or process them twice.
Azuvio's OMS for B2B distribution centralizes every channel in one cockpit: the EDI order from Carrefour flows the same as the portal order or the field rep's. Price lists, discounts, credit, terms — all auto-applied. Real per-order stock reservation, WMS sync for optimized picking, EDI DESADV/INVOIC auto-generated at dispatch.
What Azuvio OMS does for a B2B distributor
The features that matter when every order has history, contract and a rep behind it.
- Multi-channel orders in one flow — EDI (Carrefour/Auchan/Lidl/Kaufland/Mega Image), self-service customer portal, mobile SFA app for field reps, telesales, email parser. All land in the same pipeline with auto-validation.
- Per-customer price lists with history — Each customer has its own (negotiated) price list, with quantity or value tiered discounts. Price history — see when and why a price changed.
- Enforced credit limits & payment terms — Per customer: credit limit, current balance, payment terms (cash, 30/60/90 days). Orders above the limit hit approval. Auto risk score from payment history.
- Real stock reservation per order — On order entry, OMS reserves stock (not just checks availability). No other channel can sell reserved stock. Auto-release on order cancellation.
- EDI DESADV / INVOIC auto-generated — At WMS dispatch, EDIconnect generates DESADV with SSCC per pallet. On receipt confirmation (RECADV), INVOIC sent automatically. Zero manual data entry for retailers.
- SFA reps with offline mobile app — Field reps: mobile app with full catalog, per-customer price list, real-time stock, order entry with validation (credit, stock). Works offline; syncs on connection.
- Self-service customer portal — Customer login with available stock view, own price list, recent orders, invoices, payment due dates, quick order (one-click re-order of last order).
- WMS integration for optimized picking — Confirmed order → pushed to WMS with picking strategy (batch / wave / zone) computed by priority, delivery slot, courier. Order status live in OMS.
Classic ERP vs Azuvio OMS for B2B distribution
Same distributor, 800 B2B customers, 1,500 orders/day from 6 channels.
| Aspect | Classic ERP + Excel + email | Azuvio OMS B2B |
|---|
| Order channels | Each channel processed separately, double effort | All in one pipeline |
| Per-customer price lists | Excels via email, often outdated | Live master, auto-applied |
| Enforced credit limits | Manually checked or ignored | System-blocked, approval workflow |
| Stock allocation | Availability check only (oversell) | Real per-order reservation |
| EDI with retailers | Separate system, manual sync | Native in OMS (EDIconnect) |
| SFA reps | Call office for stock check | Mobile app, real-time stock, offline |
| Customer portal | Doesn't exist | Included, cuts 70% of email/calls |
| Real-time order status | Email at each update or nothing | Live in portal + WMS push |
Azuvio OMS B2B rollout — 6 steps
Typically 5-9 weeks, depending on channels connected and price-list complexity.
- Audit channels & customer master import — Inventory active channels (EDI, portal, SFA, telesales, email), customers, per-customer price lists, payment terms, credit limits, assigned reps.
- Import price lists & discounts — Per-customer price lists (from Excel or ERP) → OMS master. Tiered discount rules (qty / value). Test against historical orders.
- Connect retailer EDI — Activate EDIconnect per retailer (Carrefour, Auchan, Lidl, Kaufland, Mega Image, Profi etc.). ORDERS → OMS automatic. DESADV/INVOIC generated at dispatch.
- Connect SFA app + customer portal — Mobile app setup for reps (Android), training. Customer portal with branding, per-customer login, stock + own price + orders + invoices view.
- Credit & approval workflow — Per-customer credit rules. Approval workflow for overrides (who approves, when, SMS/email alert). Auto risk score.
- 2-week pilot + go-live — Two weeks parallel with legacy on one channel (e.g. Carrefour EDI). Verify orders, invoices, picking. Phased go-live on other channels.
Real problems B2B distributors face
- Problem: 'Carrefour EDI order, local store email order, rep calling from the van — 3 channels, 3 different processes. We miss orders.' Azuvio OMS solution: One OMS pipeline. EDI, portal, SFA app, email parser — all land in the same flow with auto-validation.
- Problem: 'We have 600 customers, each with their own price list. Excels are stale, reps quote wrong prices.' Azuvio OMS solution: Per-customer master price list in OMS. SFA app always shows current price. Tiered discounts auto-applied.
- Problem: 'Customer X is overdue but the rep keeps selling. Month-end: €200K overdue receivables.' Azuvio OMS solution: System-enforced credit limit. Orders above limit hit approval. Per-customer risk score visible.
- Problem: 'We oversell — 2 channels selling the same stock in parallel.' Azuvio OMS solution: Real per-order stock reservation on entry, not just availability check. Zero oversell.
- Problem: 'We create Carrefour DESADV manually. 30 min per truck, sometimes wrong.' Azuvio OMS solution: DESADV auto-generated from WMS at dispatch, with SSCC per pallet. 30 min → 0 min.
- Problem: 'Customers call us 10 times a day asking where their order is. We're burning call-center staff.' Azuvio OMS solution: Customer portal with real-time order status. ~70% reduction in status calls.
Why Azuvio OMS for B2B distribution
Representative scenarios from Romanian B2B distributors using Azuvio. Indicative figures, not contractual guarantees.
- FMCG distributor, 800 customers, 1,500 orders/day, 6 EDI retailers — Order processing reduced from 6 min to 45s after channel unification. 3 FTEs reassigned from processing to customer relationships.
- Building materials distributor, 1,200 B2B customers + construction sites — Overdue receivables reduced ~55% after credit-limit enforcement + risk scoring.
- OTC pharma distributor, 400 pharmacies — Customer portal + SFA rep app: 70% of orders moved self-service. Telesales team reduced from 8 to 3 people.
Operational detail for a sales operations manager
Multi-channel — unified pipeline
Each channel (EDI, portal, SFA app, email, fax, WhatsApp Business) has an inbound adapter normalizing the order into internal OMS format. Auto-validation: known customer? price list applied? stock available? credit ok? requested delivery slot? On OK, order enters pipeline. On fail, exception queue with reason. Operator clears exceptions from one screen.
Price lists & discounts
Per customer: active price list (with start/end date). Per list: price per SKU + tiered discount (e.g. 5% above €1,000 order, 8% above €5,000). Special rules: limited-time promotions, bundles, mix-and-match. History: see when and why a price changed (who approved, contract link).
Credit limit & risk score
Per customer: credit limit (negotiated), current balance (live recomputed), payment terms (30/60/90 days), risk score (computed from history: avg days to pay, % overdue invoices, max balance reached). Order above limit → blocked with approval option (manager / commercial director). Proactive alert near limit (80%, 90%, 100%).
Stock allocation — real reservation
On order entry, OMS asks WMS to reserve stock per line. WMS decrements available stock instead of keeping it just `on hand`. No other channel can sell reserved stock. At dispatch, reservation becomes real movement. On cancellation, auto-release. For back-order SKUs: order stays queued with estimated replenishment date.
SFA rep — day-to-day flow
Rep in the morning: mobile app syncs day's route (customers to visit, pending orders, payment due dates). At customer: scan customer card (or search), see order history, own price list, real-time stock. Place order in-app (with credit validation). Order hits OMS instantly; if offline, queued locally, syncs on connection. Evening: auto-generated visit + orders report.
Customer portal — what the customer sees
Customer login (user/password or SSO Microsoft/Google). Dashboard: available stock (with their price), recent orders with status, invoices (PDF download), payment due dates, quick order (one-click re-order last order). Email/SMS notifications on status updates. Reduces 60-80% of 'where is my order?' calls.
FAQ
- Does it work with Carrefour, Auchan, Lidl, Kaufland, Mega Image EDI?
- Yes. EDIconnect (integrated in Azuvio) has connectors for all major Romanian retailers. See /software/edi for details.
- Can I have different price lists per customer?
- Yes. Each customer has its own list with history (start/end date). Tiered discounts (qty or value) auto-applied.
- How does it handle credit limits?
- Per customer: credit limit + current balance recomputed live. Order above limit hits approval workflow. Auto risk score from payment history.
- Does the SFA app for field reps work offline?
- Yes. Android app with local sync. Orders placed offline queue and sync on connection.
- Is the customer portal included?
- Yes, with customizable branding. Per-customer login, stock + own price view, orders, invoices, order entry.
- Does it integrate with my ERP (Charisma / SAP / Senior / WinMentor)?
- Yes. Azuvio runs as Smart Layer over existing ERP (order, invoice, customer master sync) or Standalone.
- How long does implementation take?
- Typically 5-9 weeks, depending on connected channels (EDI, SFA, portal) and price-list complexity.
- How much does it cost?
- SaaS per user + activity (orders processed). ROI comes from eliminating channel double-entry, reducing overdue (credit-limit enforcement) and self-service customer portal. See /tarife.
Azuvio stack for B2B distribution
OMS + WMS + EDI + CRM + SFA — all in one platform.
Ready to bring every B2B channel into one pipeline?
2-minute demo of the B2B OMS. See live EDI, offline SFA app, customer portal, enforced credit limits and real stock reservation.