Transaction Portal

Grow Sales, Reduce Support Load, and Deliver a Modern Experience

Give customers a faster, branded way to place repeat orders, view pricing, and track fulfillment—freeing your team to focus on growth instead of email follow-ups.

Get started

Trusted by Global Leaders and many more

Reduce Cost-to-Serve & Increase Repeat Business

Agilis Transaction Portals reduce the back-and-forth of chemical ordering by giving customers a self-service way to reorder products with agreed terms — accelerating response time and lowering operational burden.

Learn more about Transaction Portals

Lower Cost-to-Serve Without Sacrificing Experience

Digitize routine transactions so sales and support teams can focus on growth accounts — while customers enjoy faster service and fewer email threads.

Accelerate Repeat Business With Less Back-and-Forth

Let customers initiate reorders, quotes, or samples from their approved catalog — reducing delays and driving faster conversion.

Support More Customers — Without More Headcount

Let your portal handle quotes, samples, and repeat orders with built-in approval flows and automation — so your team can serve more customers with less manual effort.

Get started with Transaction Portals

Everything You Need for Digital Buying

Product data that supports commercial teams

Self-Service Orders

Customers can easily browse SKUs, view documentation, and place both new orders and reorders in just a few clicks.

Contract-Based Pricing & Access

Control what each customer sees — including products, pricing, minimums, and available terms — all tied to your ERP or PIM.

Fulfillment Visibility

Customers can track shipment status, view order history, and download related documents — reducing support requests.

CRM & ERP Integration

Ensure every order, inquiry, and update is reflected across your systems — so nothing gets missed and everything stays synced.

Ready to Streamline Your Chemical Ordering Process?

Agilis helps you serve more customers, more efficiently — with tools built specifically for B2B chemical workflows.

Learn about about Transaction Portals

FAQs

What types of orders can customers place through the portal?

Customers can place receive pricing for new orders or be given price contracts for repeat orders. They can browse approved products, submit purchase requests, and reorder past SKUs with pre-loaded pricing and terms — all from your branded portal.

Can the portal handle contract-specific pricing and terms?

Yes. Each customer can be assigned their own pricing, MOQ, and product access rules, which are automatically reflected in what they see when they log in. This ensures accurate pricing and compliance with negotiated terms.

How does the portal connect with our ERP or CRM systems?

Agilis Transaction Portals integrate directly with your existing ERP and CRM platforms. This allows for real-time syncing of orders, pricing, inventory, fulfillment status, and customer data — reducing manual entry and errors.

Can we control who sees what products or documents?

Absolutely. The portal supports role-based access control, so you can limit visibility by customer and user type. This helps ensure sensitive pricing and product information is shown only to the right contacts.

How does fulfillment tracking work for customers?

Your team can update each order for customers to view their order status, shipment tracking, delivery timeline, and any associated documents. This transparency reduces the need for email-based support and improves trust and satisfaction.

Can we offer different payment methods through the portal?

Yes. Agilis supports multiple payment workflows — including PO-based payments, ACH transfers, and credit card processing — so you can align with each customer’s preferences and financial agreements.

How long does it take to launch a transaction portal?

Most companies launch their first portal in as little as 8 weeks. Agilis offers pre-configured templates, fast data syncing from ionicPIM and ERP, and onboarding support to ensure a smooth rollout.

Is this portal customizable with our branding?

Yes — the portal is white-labeled to your brand. It runs on your domain, uses your visual identity, and feels like a natural extension of your website.