For operations
Quick order, Excel upload and repeat orders take the phone and the inbox out of order entry. Every order arrives validated against stock and credit in the ERP, allocated and confirmed, without anyone on your team keying it in.
Cloudfy B2B Ecommerce Software
B2B Solution to Simplify, Save & Scale
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Most asked
Most asked
Most asked
Capability hub
B2B ordering and reordering, connected to your ERP
Simple for your customers. Under control for your operations team.
Cloudfy's ordering and reordering capabilities give manufacturers, distributors and wholesalers a B2B portal for quick orders, bulk uploads, PunchOut and repeat orders, with prices, stock and approvals driven by the ERP.
What your customers get
- Reorder from history or a saved list in one click, priced at today's contract rate.
- Upload a spreadsheet and get a priced, stock checked basket back.
- See where every order is, and download the paperwork, without calling you.
What your operations team gets
- Orders land in the ERP already validated. SAP, Dynamics 365, NetSuite or Sage creates the sales order, so nobody rekeys a line.
- Approvals follow your rules. Spend limits and credit limits from the ERP are checked before the order is placed, not after.
- The portal never disagrees with your back office. Contract prices and live stock come from the ERP, not a copy of it.
Cloudfy runs both sides from the same source of truth: your ERP.
Built for your operations, finance and IT teams, not just your buyers
A faster way to order is only worth having if it also takes work off the people behind the counter. Here is what each of them gets.
For finance
Every line is priced from the contract, discount and credit data already held in SAP, Dynamics 365, NetSuite or Sage. Margin and credit exposure are checked before checkout, so the invoice matches the order and the order matches the deal.
For IT
Cloudfy reads pricing, stock, customers and order status through pre-built connectors for SAP, Microsoft Dynamics 365, NetSuite and Sage, and writes orders back the same way. Nothing is duplicated, and your ERP stays the system of record.
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Your customers' procurement and IT teams will ask about these before they connect a PunchOut session or share account data. Cloudfy already has the answers.
How ordering and reordering works, end to end
However an order reaches Cloudfy, it goes through the same checks and lands in the same place: your ERP.
- 1
Priced and checked
Contract price, discounts, live stock and credit come straight from your ERP and are checked before checkout.
- 2
Checkout and payment
One click checkout against the buyer's saved terms, on account or by card.
- 3
ERP updated, order tracked
The order posts to your ERP, stock is allocated, and status syncs back to the buyer automatically.
- 4
Ready to reorder
The order joins history, ready to repeat in one click, save as a list or schedule as a subscription.
Buyer seesWhere every order is, what it cost, and a one click route to ordering it again.
Team no longer doesTaking orders by phone, rekeying spreadsheets into the ERP, and answering "where is my order" by email.
Ordering and reordering capability areas
Four lead capabilities, with the rest of the ordering feature set beneath. Every one of them reads from, and writes to, your ERP.
PunchOut integration
Buyers browse and order from inside SAP Ariba or their own procurement system, with your prices applied and their approval workflow intact. The basket goes back to their system; the order comes to yours.
PunchOut integration ›Sales order management
Every order, amendment and status in one place, synced with the ERP so your team and your customer are looking at the same order. Order history, patterns and documents are visible from the admin and the customer's account.
Sales order management ›Reordering tools
Saved lists, favorites, reusable order templates and one click repeat orders from history, each repriced at the account's current contract rate from the ERP. Subscription ordering covers the items customers buy on a schedule.
Reordering tools ›Excel purchase orders
Customers upload or email a purchase order in Excel or CSV and get a priced, validated basket back, with each line checked against stock in the ERP before it is placed.
Excel purchase orders ›Also part of this capability
Trusted by these global companies
Case study Read the Heineken story ›
Live in just over 6 weeks for Heineken, food and beverage
Heineken's Pivovarna Laško Union brewery needed bars, restaurants and cafes across Slovenia to place their daily, weekly and monthly orders online, in Slovenian, with every order flowing into SAP and the whole thing meeting Heineken's global IT standards.
"Great work by the Cloudfy team launching our B2B portal in record time."
Tilen K., Ecommerce Manager, Heineken
Delivered in
6 weeks
From selection to a fully operational, SAP connected B2B portal
Deadline set
8 weeks
Heineken's own delivery window, and its global IT standards, both met
See what changes when Cloudfy handles your ordering
Five things your customers are already asking about. Here is how they work with and without a portal that runs on your ERP.
| Area | Without Cloudfy | With Cloudfy |
|---|---|---|
| Order status and tracking | ✕Customers phone or email to ask where an order is, and someone on your team looks it up in the ERP for them. | ✓Order, dispatch and delivery status sync from the ERP into the customer's account, with a notification at each change. |
| Repeat and saved orders | ✕Rekeyed from a spreadsheet, an old invoice or memory, then checked line by line by your team. | ✓Repeated from history, a saved list or a template in one click, priced at today's contract rate. |
| Order documents | ✕Confirmations, invoices and statements requested from accounts and sent one at a time by email. | ✓Confirmations, invoices, credit notes and statements downloadable from the portal as PDFs, whenever the customer needs them. |
| Customer specific pricing and discounts | ✕Prices confirmed by phone or quoted from a price list that may already be out of date. | ✓Contract prices, quantity breaks and account discounts pulled live from the ERP on every line. |
| ERP data behind the order | ✕Stock and credit checked after the order arrives, with problems found at picking or invoicing. | ✓Stock, credit limit and approvals checked before checkout, and the order created in the ERP without rekeying. |
Frequently asked questions about ordering and reordering
Most asked
Can customers see order status in the portal?
Yes. Order, dispatch and invoice status are pulled from your ERP and shown in the customer's account, with an email notification each time the status changes.
Can customers reorder from previous orders or saved lists?
Yes. Customers can repeat any order from their history in one click, save favorites and reusable order templates, and set up subscription orders for items they buy on a schedule.
Most asked
Can customers download order documents such as confirmations and invoices as PDFs?
Yes. Order confirmations, invoices, credit notes and statements are available in the customer's account as PDF downloads, generated from the documents held in your ERP.
Most asked
Which order data comes from our ERP?
Contract pricing, customer specific discounts, credit limits, stock levels, order history, order status and documents. Cloudfy reads them from SAP, Microsoft Dynamics 365, NetSuite or Sage. Your ERP stays the source of truth.
Do customer specific discounts and contract prices apply at checkout?
Yes. Contract prices, quantity breaks and account discounts are read from the ERP and applied to every line, so the basket total matches what your ERP will invoice.
Can customers order from inside their own procurement system?
Yes. Cloudfy PunchOut lets buyers browse and order from SAP Ariba or their own procurement system and returns the basket for their approval. EDI, cXML and API ordering are also supported.
Can customers upload a purchase order from Excel?
Yes. Customers upload or email an Excel or CSV purchase order and Cloudfy returns a priced, validated basket with every line checked against stock in the ERP.
How do approvals and spend limits work for accounts with several users?
Account administrators set up sub accounts, roles and spend limits in the portal. An order above a user's limit routes to a named approver and only reaches your ERP once it has been approved.
Explore the rest of the platform
Pricing and quotingCPQ, quote workflows, custom wholesale pricing Payments and creditPayment portal, invoicing, aged-debt management Catalog and PIMProduct catalogue, PIM, multi-storefront Operations and automationInventory, warehousing, automation, reporting All 35+ featuresThe complete Cloudfy feature set
Cloudfy. The B2B portal your ERP will love.
Give your customers a faster way to order and reorder, with every price, stock figure and approval coming straight from your ERP, and nothing for your team to rekey.