Portal with your brand
A private site on your domain, with catalog, search and access from a phone.
VATIA B2B · PORTAL FOR BUSINESS CUSTOMERS
Your business customers.
Their price, their credit and their invoice.
A portal with your brand where each customer sees their price, requests quotes, pays by card or on credit and invoices their purchases in one click.
Capabilities are enabled in phases, according to the agreed scope.
Customer portalCustomer sign-up
Account requestUnder review
RFC and tax certificateReceived
Steps in this journey05
The data in this view is illustrative.
FROM SIGN-UP TO INVOICE
Your customer buys on their own.
Your team stays in control.
01
Your customer signs up. Your team approves.
The buyer registers their company with its tax ID (RFC) and tax certificate. Your team reviews the request and decides which prices they see.
A COMPLETE PORTAL
What a business customer
expects from a supplier.
Approved customers
Sign-up with RFC and tax certificate, approval by your team and several buyer accounts per company.
Price per customer
Price lists and tiers per customer or segment. Each account sees only its price.
Quote or direct purchase
The customer asks for a quote or buys directly. Both paths end in the same order.
Payment and credit
Online payment through your gateway or with the customer's credit line, with their balance in view.
Invoicing portal
The customer invoices their receipts and orders in one click, using the tax details of their approved RFC.
Orders and account statement
Order history, invoices in PDF and XML, credit notes and outstanding balance.
Loyalty and demand
Favorites, availability alerts, pre-orders and points for the customer company.
PART OF VATIA
From interest
to an invoiced order.
Every purchase intent follows the same path. Favorites, quotes and direct purchases move forward to an order once approval, price, credit and payment are in place.
Payment methods, credit and the connection to your ERP are defined within an agreed scope. Invoicing uses the platform's CFDI 4.0 stamping.
Explore Vatia solutionsLET'S START WITH YOUR CUSTOMERS
Tell us how they buy from you.
The assessment helps define what your business customers need and which systems take part.