Core · Channel transactions

Let partners place the PO. Keep processing where it already lives.

Catalog lines, manual part numbers, ship-to details, and a PDF attachment — submitted in the portal, reviewed by sales ops.

The cost of the status quo

POs still arrive as email attachments, portal screenshots, and spreadsheet fragments. Someone re-keys them. Someone misses a line. The distributor thinks they ordered; your team is still reconstructing the ask. A self-serve portal that cannot take a PO is only half a conversation.

What partners get

  • Line items from the authorized pricing catalog, plus manual part numbers when the SKU is not on the list.
  • Shipping details and optional PDF attachment in one submission.
  • Sales-ops notification so the order is worked in your existing process — not a second ERP.
  • Sits next to order status: they submit here, they track there.

Who uses it

  • Distributor buyer

    Submits a clean PO instead of a forwarded PDF.

  • Sales operations

    Receives a structured handoff, then processes as usual.

  • Region manager

    Role-gated so field reps submit only if you allow it.

How it connects

Submission is a portal workflow with email notification to sales ops. Your ERP remains the system that turns a PO into an order.

Governance

Submit PO is entitlement-gated. Tenant admins decide which roles can place POs versus view orders only.

See it with
your channel in mind

Book a walkthrough and we'll show this module connected to your systems — without asking your office team to change how they already work.

Connected to your systems of record