Dealer Portal on MoySklad: Prices, Inventory, Orders and Documents
Contents
Companies that keep records in MoySklad often ask if they can give dealers a client portal with their prices and inventory. They can. The question is which features come directly from MoySklad and which need to be built into the portal itself.
What comes from MoySklad
- product catalog, variants, bundles, photos, and specifications;
- price types and discounts for counterparties;
- inventory by warehouse;
- counterparties and contracts;
- customer orders, their statuses, and documents.
What is usually built into the portal
- Credit limits and approvals. If MoySklad lacks the needed logic, the portal stores limits and rules or pulls them from 1C:Accounting.
- Quick ordering: by SKU, from Excel, repeat order, templates.
- Multiples and units: warnings and rounding.
- Multiple users per dealer with different permissions.
- Claims and returns with photos and statuses.
- Notifications about statuses, stock arrivals, and outstanding balances.
How data exchange works
- The catalog and prices are exported from MoySklad and updated via webhooks.
- Inventory is updated on a schedule and upon changes, respecting API limits.
- A dealer order is created in MoySklad as a customer order with a unique key.
- Statuses and documents return to the portal.
- Daily reconciliation detects discrepancies.
Personalized prices
It is important to verify that the price the dealer sees matches the price in the MoySklad order. To do this, run real orders from different clients before launch and compare the totals.
If accounting is in 1C
A common setup: MoySklad for inventory tracking, 1C:Accounting for bookkeeping. In this case, the portal works with MoySklad, while settlements and reconciliation reports can come from 1C. You need to account for this in the architecture in advance.
Frequently asked questions
Is MoySklad's built-in functionality suitable for dealers?
For simple scenarios, possibly. For custom prices, limits, quick ordering, and roles, you usually need a dedicated portal.
Can you connect the portal to Bitrix24?
Yes. Portal orders can create deals or tasks in Bitrix24, and the manager sees everything in their CRM.
How long does launch take?
A portal with basic features on MoySklad usually launches faster than on 1C, thanks to its open API.
