Case Study · B2B Customer Portal

B2B customer portal
for a European manufacturer

A custom client ordering and operations platform — replacing scattered email threads with a calm, single-screen process for trade partners.

~70%
Less order entry time
1
Source of truth
24/7
Self-service access
Full
Audit trail
The Challenge

Email-driven orders with no shared state.

Orders were flowing through scattered email threads. There was no single source of truth for client account data. Repeat customers had to re-enter the same configurations every cycle. Clients had no self-service visibility into past orders or status, and admin spent hours each week managing partner accounts by hand.

The Solution

A custom portal alongside the public site.

The marketing site handles discovery and lead capture. Authenticated trade customers move into the portal — a self-service workspace with row-level security, logic-driven order building, one-click order duplication, and role-based admin controls. Everything hardened by default.

Key Features

What we shipped

Authenticated client portal

Email login, profile completion flow, session persistence — gated portal routes invisible to search engines.

Logic-driven order builder

Card-based new-order workflow with finish, profile, and orientation rules enforced in the UI and validated in the database.

One-click order duplication

Customers can clone any of their last 10 orders — the biggest single time-saver for repeat trade buyers.

Role-based admin (RBAC)

Separate user_roles table with a security-definer function. Admin views unlocked for authorized accounts only.

Transactional email

Edge function fires order confirmations with templated subject and body for both client and admin.

Hardened by default

RLS on every table, explicit grants, noindexed portal, secrets isolated to edge functions — auditable from day one.

Inside the portal

What customers and Spals both see

Order configurator with Signature and Grooved product types, dimensions, wood and finish selection
Product Configurator
Customers spec Signature or Grooved doors, dimensions, wood, and finish themselves — every rule enforced in the UI and the database. No email tennis.
Order history with expanded order showing products, accessories, and special requests
Order History
Every order with full line items, accessories, status, and notes — customer and Spals read from the exact same view.
Branded Scandor order confirmation with products, accessories and special requests
Order Confirmation
A branded Scandor confirmation lands the moment an order is placed — both client and admin get the templated email, no manual follow-up.
Outcomes

Less email. Faster orders. One source of truth.

~70% less

Time spent on repeat order entry — customers just clone and go.

24/7 access

Trade customers have self-service access any time, from anywhere.

Single source

One place for client accounts, orders, and status — no more email archaeology.

Full audit

Complete trail on every order — who placed it, when, and what changed.

Need a client portal?

If your operations are still email-driven and manual, we'd like to talk. Custom portals, built end-to-end.

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