Order intake
Without Sanka
Teams re-enter email, fax, and spreadsheet orders
With Sanka
Customers submit structured portal orders
Automate B2B orders with a dedicated customer portal
Replace email, fax, and Excel orders with a CRM-native B2B ordering portal that handles per-account pricing end to end.
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Portal Order Intake
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Trusted by 1,000+ teams
Overview
Let customers place B2B orders through a dedicated portal
Account-specific ordering
Show the right products, prices, terms, and delivery addresses for each customer.
Inventory-aware orders
Connect orders to availability, allocation, delivery dates, and shipping workflows.
Billing handoff
Move portal orders into orders, invoices, cash collection, and accounting preparation without re-entry.
Workflow
Connect portal orders to fulfillment and billing
- 01Configure customer catalogsSet products, prices, addresses, payment terms, and order units per account.
- 02Accept ordersCustomers select items and quantities through the portal.
- 03Check inventory and allocationReflect availability, backorders, delivery dates, and allocation in order processing.
- 04Handoff to billing and shippingCarry order data into fulfillment, invoices, cash collection, and accounting preparation.
Compare
When orders live in email and spreadsheets, processing slows down
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Order intake | Teams re-enter email, fax, and spreadsheet orders | Customers submit structured portal orders |
| Account pricing | Price lists are checked and copied manually | Reflect account-specific pricing and terms in the portal |
| Availability | Shortage or delivery issues appear after order entry | Check inventory, allocation, and delivery rules at order time |
| Billing handoff | Order details are typed again into invoices | Use one data set from order through billing and accounting prep |
Account pricing
Without Sanka
Price lists are checked and copied manually
With Sanka
Reflect account-specific pricing and terms in the portal
Availability
Without Sanka
Shortage or delivery issues appear after order entry
With Sanka
Check inventory, allocation, and delivery rules at order time
Billing handoff
Without Sanka
Order details are typed again into invoices
With Sanka
Use one data set from order through billing and accounting prep
Customer quotes
Don't take our word for it.
As we grew rapidly, we needed a system that could manage purchasing, inbound, inventory sync, and outbound in one place.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
Frequently asked questions
Can each customer see different products and pricing?
Yes. Products, prices, discounts, addresses, and payment terms can be configured per account.
Can we keep email orders during transition?
Yes. Teams can keep existing email workflows while moving recurring order patterns into the portal.
Can portal orders connect to inventory and shipping?
Yes. Orders can flow into inventory, allocation, fulfillment, and billing workflows.
Can this use HubSpot or Salesforce customer data?
Yes. CRM companies and contacts can provide customer context for ordering.