The business problem
A dealer wants a unit that may already be reserved against an arriving shipment. The office also has to reconcile the order, allocation, invoice and receipt when the deal changes.
Dealer Ordering Portal · Business systems
The business behind every dealer order.
A B2B portal connecting dealer ordering to internal operations: authorized brands, dealer pricing, stock and future orders, and inventory allocation.
The hardest part
Releasing a unit is not the same as deleting a sale. Allocation and reversal rules protect the unit’s order assignment; posted transactions leave linked reversing records and a reason. Imported parts prices use a separate preparer and approver, enforced by an explicit different-user constraint.
How it comes together
Brand and territory eligibility determine what a dealer can order. Stock and future-order paths connect to unit allocation, shipment, invoicing and payment records. The working rules — including who may approve or reverse an action — shape every step.
Allocation & reversal
Equipment unit
Competing requests
Exclusive allocation
Reverse the allocation
Linked record + reasonAvailable for allocation
An allocation reversal keeps its reference and reason while releasing the unit.
Connected capabilities
Many of these projects were built for businesses we operate ourselves — we run the software we build.
Explore services- 01
Dealer & brand eligibility
- 02
Stock & future orders
- 03
Allocation & internal workflows
Questions we are often asked
How can a dealer portal limit which brands and territories a dealer can order?
Brand and territory eligibility are built into the portal, so a dealer only sees what they are authorized to order. Stock and future-order paths then connect to unit allocation, shipment, invoicing and payment records.
What happens when a dealer wants a unit that is already reserved against an arriving shipment?
Unit allocation tracks which order a unit is assigned to, including units on incoming shipments. When a deal changes, the order, allocation, invoice and receipt can be reconciled together.
How should a portal handle cancelling or voiding a sale?
A posted transaction should not be deleted. Reversals leave linked reversing records and a reason, so the original and its correction both stay visible.
Can parts price changes require a second person to approve them?
Yes. Imported parts prices use a separate preparer and approver, and the system enforces that they are different users. Whether you need that rule depends on your own controls.
Let us look at the business first.
Start with a two-to-three-week Operating Review: fixed scope, fixed fee, and you keep everything.