Provide your customers with a digital ordering experience, accelerate field sales operations, and manage your B2B sales processes using data from Microsoft Dynamics 365 Business Central.
VIN2B retrieves product, customer, pricing, inventory, order, and invoice information from Business Central and provides customers and sales teams with a modern B2B sales environment accessible through web and mobile devices.
Overview
VIN2B is a B2B sales and customer ordering platform developed for companies using Microsoft Dynamics 365 Business Central.
Companies can create VIN2B user accounts for their customers. Customers can sign in with their assigned accounts, browse products, view customer-specific prices, place orders, and track their previous commercial transactions.
Sales representatives can select a customer during field visits, browse products and prices available for that customer, prepare a cart, and create an order on the customer’s behalf.
The product, customer, pricing, inventory, order, and invoice infrastructure of VIN2B is connected to Microsoft Dynamics 365 Business Central. This enables B2B sales processes to operate using the commercial data maintained in the company’s ERP system.
Digital B2B Ordering for Customers
VIN2B enables customers to manage their purchasing processes without depending on sales representatives or business hours.
Through VIN2B, customers can:
- Browse the product catalogue.
- Search by product name, product code, brand, or category.
- View prices assigned specifically to their account.
- Check product availability.
- Add products to their favourites.
- Access previously purchased products.
- Create a cart and place new orders.
- View their order history.
- Repeat previous orders.
- Track open and closed invoices.
- Review monthly purchasing summaries.
This structure allows customers to find the products they need more quickly and manage their purchasing processes through a single platform.
Field Sales Application for Sales Representatives
VIN2B is not only a B2B ordering portal for customers. It is also a field sales application that sales representatives can actively use during customer visits.
Through VIN2B, sales representatives can:
- View assigned customers.
- Select the customer they want to work with.
- View products and prices available for the selected customer.
- Create orders on behalf of customers.
- Select different sales and packaging units.
- Manage quantities and discount information.
- Check product inventory and availability.
- Review previously purchased products.
- Access favourite and frequently purchased products.
- View customer segments.
- Create daily, weekly, and monthly visit plans.
- Manage customer visits through sales routes.
This enables sales teams to access the commercial information they need from a single application and complete ordering processes more efficiently during customer visits.
Key Features
Microsoft Dynamics 365 Business Central Integration
The data infrastructure of VIN2B operates in connection with Microsoft Dynamics 365 Business Central.
The main data retrieved from Business Central includes:
- Product records
- Product descriptions
- Product categories
- Brand information
- Customer records
- Customer-specific prices
- Sales units
- Packaging options
- Inventory and availability information
- Order records
- Invoice information
- Customer purchase history
- Commercial transaction data
The connected structure reduces the need to recreate product, customer, and pricing data in multiple systems.
Customer-Specific Pricing
Each customer can view products and prices based on the commercial conditions defined for them in Business Central.
The following customer-specific information can be reflected in VIN2B:
- Product prices
- Discount rates
- Currencies
- Sales units
- Packaging options
- Product availability
- Inventory status
This provides each customer with a personalised B2B purchasing experience based on their own commercial agreements.
Web and Mobile Access
VIN2B supports both web and mobile usage scenarios, allowing customers and sales teams to access the platform from different devices.
Customers can place orders using a computer, tablet, or mobile device. Sales representatives can perform transactions on behalf of customers while working in the field.
Advanced Product Catalogue
The VIN2B product catalogue is created using product information retrieved from Business Central.
Users can:
- Search by product name or product code.
- Select a brand.
- Select a category.
- Define a price range.
- Filter products by inventory status.
- View new products.
- Access special opportunity products.
- List favourite products.
- View previously purchased products.
This structure enables users to locate products more quickly, even in large product catalogues.
Product Details and Packaging Options
The product detail page displays the main commercial information related to a product.
This information may include:
- Product number
- Product description
- Barcode
- Tax rate
- Unit price
- Currency
- Inventory information
- Sales unit
- Packaging type
- Discount rate
Users can select from different sales units defined for the product, such as case, package, pallet, or piece. The order total is calculated automatically according to the selected quantity and sales unit.
Order Management
VIN2B enables customers and sales representatives to manage order processes through a single platform.
Order management capabilities include:
- Creating new orders
- Managing the shopping cart
- Creating orders on behalf of customers
- Viewing order details
- Tracking order status
- Viewing pending orders
- Repeating previous orders
- Accessing order history
- Viewing order totals
Invoice Tracking
Customers can view invoice information retrieved from Business Central through VIN2B.
The invoice screen may display:
- Invoice number
- Related order number
- Invoice date
- Due date
- Payment status
- Overdue information
- Invoice amount
Open and closed invoices can be displayed in separate sections.
Favourite Products
Users can save frequently purchased products or products they want to review later as favourites.
From the favourite products page, users can:
- View saved products.
- Check product availability.
- Select quantities.
- Add products directly to the cart.
- Remove products from their favourites.
Previously Purchased Products
Products included in a customer’s previous purchase records are listed in a dedicated section.
This feature allows customers to access regularly purchased products without searching for them again and quickly place repeat orders.
Monthly Purchasing Summary
VIN2B provides customers with a dashboard summarising their purchasing activities.
The monthly summary may include:
- Total number of orders
- Total number of products ordered
- Total purchase amount
- Last order date
- Recently purchased products
- Order history
Customer Segmentation
Sales representatives can view customers according to segments determined by the company.
Customer portfolios can be classified using segments such as Gold, Silver, and Bronze. Sales teams can then manage their sales and visit plans according to different customer groups.
Visit Route Management
VIN2B helps field sales teams plan and manage customer visits.
When creating a visit record, users can define:
- Customer
- Route
- Visit date
- Start time
- End time
- Delivery address
- Visit description
Visits can be tracked through daily, weekly, and monthly views.
Benefits of VIN2B
Connected to Business Central Data
Product, customer, pricing, inventory, order, and invoice information is retrieved from Business Central. This enables B2B sales processes to operate in connection with the company’s ERP data.
Faster Ordering Processes
Customers can create their own orders, while sales representatives can place orders directly on behalf of customers in the field.
Reduced Duplicate Data Entry
Retrieving product, customer, and pricing information from Business Central reduces the need to recreate the same information in different systems.
Customer-Specific Sales Experience
Each customer can view the products, prices, discounts, currencies, and sales units assigned to their account.
Increased Field Sales Efficiency
Sales representatives can access customer, product, pricing, inventory, purchase history, and visit information through a single application.
24/7 Order Access
Customers can place orders at any time using web or mobile devices.
More Transparent Commercial Processes
Customers can track their orders, invoices, and previous purchases from a central platform.
Who Is VIN2B For?
VIN2B is especially suitable for:
- Wholesale companies
- Companies with dealer or distributor networks
- Businesses with field sales teams
- Companies applying customer-specific pricing
- Businesses with large product catalogues
- Companies with recurring order processes
- Organisations using Microsoft Dynamics 365 Business Central
- Businesses seeking to digitalise their B2B sales processes
Support and Compatibility
Supported ERP System
Microsoft Dynamics 365 Business Central
Access Channels
- Web application
- Mobile access
User Groups
- B2B customers
- Sales representatives
- Field sales teams
- Sales managers
- Operations teams
VIN2B implementation is planned according to the company’s Business Central data structure, pricing model, and sales processes.
Getting Support
For additional information, support, and pricing details, please contact Vinya Bilişim ve Danışmanlık Hizmetleri A.Ş.: