Start with buyer and account rules
Document who may order, which products they may see, which prices and quantity rules apply, how credit is checked and which account documents are visible. A portal should enforce those rules rather than create a second catalogue and order ledger.
MaxInvent portal scope
- Customer-specific catalogues and price context.
- Unit, layer and pallet pricing rules.
- Credit context and configured approval controls.
- Self-service ordering and order-history access.
- Orders connected to operational stock and dispatch.
The MaxInvent B2B portal belongs in Growth and above. Starter does not include it. Hardware, payments and custom branding requirements should be confirmed during discovery.
Evidence to request
- Demonstrate two customers with different catalogues and prices.
- Test an order that exceeds configured credit rules.
- Trace the order into stock allocation and dispatch.
- Check role access and tenant isolation.
- Price the required plan, onboarding and custom scope in writing.
Measure any administrative saving using your own before-and-after handling data. No universal customer-count threshold, time saving or return on investment is claimed.