We implement closed B2B platforms for producers and distributors
A closed B2B system, available only to business partners and employees, is one of the proven ways to make sales and order processing more efficient without expanding the team.
At Cognize, we implement such platforms for manufacturers, distributors, wholesalers, and purchasing groups that want to relieve their sales departments and provide their partners with a convenient self-service channel and streamline work within the organization.
What is a closed B2B platform?
A closed B2B platform is accessible only to logged-in users—external trading partners or company employees. It's not publicly visible like a B2B/B2C store and doesn't allow in random users. It can operate in two ways—either together or separately:
For external partners
Each customer can see their own prices, trading terms, credit limits, and order history. Instead of calling a salesperson, they can place orders independently, any time of day or night.
For company employees
The platform provides insight into what's happening on the customer side: viewing new customers and their accounts, viewing shopping carts and shopping lists, monitoring and managing orders, and the ability to log in as a customer to see exactly what they're seeing. It also allows for price list management, for example, through the Price Application – a separate tool adapted to complex pricing policies within an organization.
This solution works wherever you sell to regular partners with individual trading conditions, and handling each order by a human generates a real, increasing cost.
Closed B2B platform and B2B eCommerce – what are the differences?
Not every company needs a closed platform. If a significant portion of your revenue comes from established businesses with individual terms and repeat orders, this option is worth considering.
How do they differ?
Closed B2B platform
Access:
Only logged-in users with dedicated access
Price lists:
Individual for each client
Purchasing process:
Tailored to specific B2B trading conditions
Cel:
Automation of servicing regular partners
Security:
Full control over who sees prices and product ranges
How do they differ?
eCommerce B2B / B2C
Access:
Any user who wants to purchase products
Price lists:
Homogeneous for B2C or reflecting a complex pricing policy for B2B
Purchasing process:
Online store with B2B functionalities
Cel:
Streamlining the purchasing process for existing and new customers
Security:
The offer is most often fully publicly available, possibly reflecting a complex pricing policy for B2B customers
What do you gain by implementing a closed B2B platform?
Implementing a B2B system translates into specific operational changes – it is not just a new tool on the company's list of systems.
You save time and reduce service costs
Automating order acceptance, price list management, and credit limit management relieves the sales team of activities that do not require human work.
You manage products and prices effectively
Advanced price lists, product configurators and integration with PIM systems allow you to maintain order in even tens of thousands of indexes – without manual updates.
You have full control and improve management
Dashboards, sales statistics, and reports provide real insight into what's happening in the B2B channel – not just in the salesperson's CRM or Excel.
You build relationships with business partners
A convenient B2B customer panel, personalized offers, loyalty programs and easy access to order history build a positive experience for trading partners using the system.
You grow without scaling your team proportionally
Our solutions support international sales, dropshipping, and integration with key company systems (PIM, ERP, OMS). More orders don't necessarily mean more salespeople.
B2B platform on Magento 2 or a dedicated system?
We understand that every company has different processes, so we don't offer a one-size-fits-all solution – we offer two main approaches, and the choice between them depends on the scale and specifics of your business.
What to choose?
B2B platform on Magento 2
We implement and customize Magento 2, using its potential to handle complex B2B processes.
It is a proven, flexible and scalable solution with a rich ecosystem of modules.
What else does it guarantee?
• Stability and performance confirmed in dozens of implementations.
• B2B functionalities at a loss.
• Possibility of expansion with ready-made and individual modules.
• Ecosystem of integration with key systems in the company.
What to choose?
Dedicated B2B system
When ready-made platforms don't support your processes as they should, we create a system from scratch.
We design solutions tailored to unique requirements: non-standard order flows, specific pricing models, or integration with systems not supported by any off-the-shelf platform.
What does this solution guarantee?
• Fully tailored to specific business requirements.
• Optimization for unique processes.
• Possibility of integration with non-standard systems.
• Maximum flexibility for further development.
We understand that every company has different processes, so we don't offer a one-size-fits-all solution – we offer two main approaches, and the choice between them depends on the scale and specifics of your business.
Key functionalities of closed B2B systems
Our B2B systems automate and streamline key business areas. The most frequently implemented functionalities include:
B2B sales
Enabling business customers to place orders 24/7 via a dedicated portal, which speeds up the sales process and relieves the sales department.
International Sales
Support for multiple currencies, languages, and tax rates, making it easier to expand into foreign markets and manage global sales.
Advanced price lists
Possibility to define individual prices, discounts and volume thresholds for different customer groups or specific contracts, ensuring pricing flexibility.
Complaint modules
Streamlining the process of reporting and managing complaints and returns, improving after-sales service and customer communication.
Dropshipping module
Automation of order transfer to suppliers and synchronization of inventory levels, allowing you to expand your offering without investing in inventory.
Loyalty systems
Implementing point programs, discount levels, or special promotions that reward regular customers and encourage repeat purchases.
Product Information Management (PIM)
Centralization and unification of product data (descriptions, photos, attributes), guaranteeing the consistency of information across all sales channels (often as an integrated or separate system).
Statistics and dashboards
Access to clear reports and visualizations of sales data, customer behavior and key performance indicators (KPIs), supporting informed business decision-making.
Offer module
Enabling merchants to create, send and negotiate personalized offers directly in the system with the option to easily convert the offer to an order.
Order management module
Full control over the order lifecycle – from placement, through fulfillment, to shipping and invoicing, with easy access to order history for customers and service.
Trade credits
Effective management of credit limits for contractors, automation of verification and monitoring of timely repayments, which minimizes financial risk.
Product configurator
Allowing customers to independently configure complex products (selecting variants, options, accessories) with real-time price preview, which reduces errors and speeds up sales.
integrations
Integration of the B2B platform with other company systems
A closed B2B platform only works effectively when data is seamlessly transferred between other company systems. We integrate our solutions with ERP, PIM, OMS, and other tools so your team works from a single, consistent data source, rather than manually copying data between systems.
Integration of the B2B platform with ERP
We also integrate online stores with applications such as Comarch ERP Optima, Comarch ERP XL, Subiekt GT, Subiekt Nexo, Symfonia, SAP ERP, and Streamsoft Prestiż. This allows us to automate processes related to orders, products, and customer service.
Learn moreIntegration of the B2B platform with PIM
Gain complete control over product information in your store. By integrating Magento with PIM systems like Akeneo, Pimcore, and Ergonode, you can centralize data management, accelerate catalog updates, and improve customer shopping experiences.
Learn moreIntegration of the B2B platform with OMS
We integrate our clients' stores with systems such as Baselinker and Apilo, ensuring visibility and automation of sales processes across all marketplaces.
Learn moreFor more complex scenarios where data must flow between several systems simultaneously, we use an intermediary database that ensures consistency and control of data exchange across the entire architecture.
Unsure what your company's integration architecture should look like? This is a common question. We're happy to help you navigate it – read about the differences between a B2B eCommerce system, a B2B system, and a B2B platform before you decide what you really need.
Our industry experience in implementing B2B platforms
Through years of experience, we have acquired knowledge of the specifics of B2B processes in specific industries. We are particularly familiar with the needs of companies in the following sectors:
