Before requesting a dealer portal proposal, document user, pricing and ordering rules with concrete examples to clarify the scope.
Dealer groups and visibility
Who can apply, who approves and who sees which price? Define behaviour for guests and unapproved accounts. State the source of existing dealer lists.
Order and payment model
Explain minimum quantities, pack sizes, credit terms, quotes and approvals through scenarios. Some needs may require a bespoke flow beyond standard checkout; scope this development separately.
Data and operational ownership
Choose the primary source for price lists, stock and trade account data. Clarify API scope and access for ERP connections. Include dealer and team training in the delivery plan.
