E-commerce Store With B2B Customer Dashboard

A retail customer buys at list price and expects a checkout that takes a minute. A dealer, a contractor, or a fleet operator buys from parts of the same catalogue on negotiated rates, orders against an account, and expects a monthly statement with a purchase order number on it. Businesses that sell to both groups often run them on one website and patch the gap with spreadsheets: a price list mailed out each quarter, an export from the store for the accounts team, and a reconciliation someone does by hand at month end.

We build the public store and the business dashboard as one product. Products, customers, orders, and stock live in a single data model, and one permissions layer decides what each account can see and do.

The problem businesses bring to us

Store platforms handle public sales well and thin out at trade accounts. As soon as a customer needs three staff logins under one company, their own price list, a quote that expires in fourteen days, and the option to order on account with net terms, the standard checkout stops fitting. The usual workaround is a spreadsheet maintained by whoever knows the rates: agreed discounts, current pricing, and a running list of what each customer ordered. It works until that person takes a holiday, and then wrong prices and slow quotes reach the customer.

We usually hear about it after an incident. A quote goes out at an old rate for a long-standing dealer. A customer orders stock the shop believes is available and it is not. The monthly sales report takes two days to assemble and still disagrees with the invoice run.

The reality these dashboards replace

A dashboard like this replaces a set of spreadsheets and a manual reporting routine. Stock levels, open quotes, outstanding balances, and delivery status stop living in files that one person maintains and start coming from records the whole company shares. The sales team quotes from the same prices finance reconciles, warehouse staff update stock once, and a report that took two days to compile becomes a saved view or a scheduled export.

Who it is for

The strongest fit is a business selling a physical product to consumers and companies at the same time. Distributors and building material suppliers, equipment and spare parts dealers, manufacturers with dimensional or custom pricing, and fleet or asset-based service companies all share the same shape of requirement. TrackVision Tech is the clearest example in our own portfolio: individual buyers purchase a GPS tracker through a store in seconds, while fleet operators log in to a dashboard for live tracking, utilisation metrics, five years of trip history, and reports shaped around their operations.

Some clients arrive with a store running and a spreadsheet beside it. Others need both built from a catalogue that exists only inside an ERP export.

What we deliver

Company accounts and staff roles

A company account holds several people and the rules around them. The owner manages payment details and invites staff. A buyer places orders within an agreed limit. A supervisor approves anything above a threshold. A field user sees only the jobs, vehicles, or assets assigned to them. Roles are configurable, so approval chains match how the business buys.

Pricing per customer group

List prices, group prices, and individual negotiated rates sit in one structure with start and end dates and a defined precedence order, so the correct price always wins. Volume tiers, contract prices, and currency rules resolve at the point of sale. Manual overrides stay possible, and each one is logged with the user and reason.

Quotes, orders, and account terms

Trade customers often need a quote before an order. We build quote creation from the catalogue, an approval step, an expiry date, and conversion into an order in one action. Orders can be paid by card or placed on account with net terms, a credit limit, and a statement view listing invoices, payments, and outstanding balance.

Inventory, stock, and asset tracking

Stock levels come from the records that feed the storefront, so availability shown to a dealer matches what the warehouse holds. For asset-based businesses, the dashboard tracks serial numbers, devices, or vehicles, which customer account they belong to, and their service history. The KOKO-MIX admin platform is a good illustration: office staff assign delivery jobs to drivers, see status as it changes, and coordinate through one system.

Exports and reporting

Reporting needs to leave the system in the formats your finance team already uses. We build CSV and spreadsheet exports, scheduled email reports, and summary views for open orders, overdue invoices, and stock movement. Where an accounting package accepts data, we connect to it through its API so the figures land without retyping.

One model behind both sides

The storefront and the dashboard read from the same tables for products, prices, customers, and orders. Company-specific prices are rows in the same model, so a price change made once applies everywhere it should.

How an engagement runs

We start by mapping the current process, the account types, and the pricing rules, because those decisions shape the database and are expensive to change later. That phase produces a data model review and surfaces rules nobody had written down. Then we build the public storefront, followed by the dashboard, with the two sharing the schema from the first commit.

Data migration runs in parallel once the schema is stable. Customer lists, historic orders, and negotiated rates move into a test environment, and you compare the results against the trading system before cutover. Most projects run the old process alongside the new one for a while, so staff can check the dashboard against what they trust. Custom Box followed this pattern for a packaging supplier whose sales team needed instant prices for custom box sizes.

What it costs

Work is quoted at our flat rate of $39 per hour, or as a fixed price once the scope is clear. The storefront portion often lands close to a published typical order, the Shopify or WooCommerce store at $2,400 to $4,800 across two to four weeks, when the catalogue and theme are straightforward. The dashboard is usually the larger part and is scoped separately, because the account structure, pricing rules, and reporting requirements determine how much work it takes. We phase it so the storefront can trade while the dashboard is still being built, and the pricing page sets out the hourly rate, the fixed-scope option, and monthly capacity plans from $2,699 for teams that need steady delivery.

Proof

TrackVision Tech is a GPS tracking platform with a Shopify store for individual buyers and a custom fleet dashboard for business clients, featuring live tracking, KPI views, and five years of trip history with export. It proves a consumer storefront and an operational dashboard can run from one platform.

The KOKO-MIX admin platform gave a ready-mix concrete supplier an admin panel, an Android app for drivers, and real-time job assignment for office staff. It shows the operational side of this work: role-specific views for people who are not sitting at a desk.

Custom Box is an iOS pricing tool built for a Manhattan packaging supplier, where salespeople entered dimensions and received an up-to-date price on the spot. It proves a pricing engine can be opened safely to a non-technical sales team.

Related services

• E-commerce store development for the public storefront work in full
• Custom web application development for the dashboard, accounts, and roles behind the login
• Payment gateway integration for cards, wallets, refunds, and account payment flows
• Database design and migration for the shared data model and moving existing customer records
• API development and integration for connecting ERP, accounting, and stock systems

Next step

If your store and your trade accounts currently meet in a spreadsheet, tell us how the pricing and approval rules work today. We will say what can be shared between the storefront and the dashboard, and where the awkward parts are.

Contact us with a description of your customer types, or run the scope through the Vasilkoff.info estimator to get an early cost range before you talk to anyone.