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Say goodbye to
messy operations
data re-entry
lost sales
data silos
juggling multiple apps
antiquated interface
wrong inventory
unpaid invoices
developers
The B2B world is in a digital revolution. Palletfy unifies all your essential operations—enabling end-to-end workflows and scalable growth, while preserving the core B2B processes.
The all-in-one B2B
e-commerce & operations solution
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Give your B2B customers a modern e-commerce experience: they can log in, place bulk orders, enjoy custom wholesale volume pricing, and quickly access their order history and payment options.
B2B
e-commmerce
Gain valuable customer insights with a unified CRM. Get a 360-degree view of your customers, including their past orders, purchase history, current shopping carts, payment details, and interactions.
Customer relationship management
Modern parent/child variant management, bundle creation, and multi-location inventory control. Streamline inventory flow from incoming stock to on-hand, committed, and beyond.
Product/inventory management
Flexible order management that supports both online and manual entry, with tools to manage pre-orders, backorders, apply discounts, and assign fulfillment across multiple locations.
Order and fulfillment
Fulfilled orders generate invoices. Set custom payment terms and manage accounts receivable with ease. Apply payments, credit memos, and prepayments directly to customer accounts.
Invoice and payment
Create purchase orders with your vendors and receive inventory with automatic updates to average weighted cost. Incoming products on open POs can be marked for presale to your customers.
Vendor and purchase
Customizable drop shipping with a dedicated cart that lets you add fees and allows your customers to include their own branded packing slips.
Drop shipping
Dedicated sales rep portal for order submission with optional CRM access. Reps can track their submitted orders, and commissions are automatically calculated based on paid invoices.
Sales rep management
Enable self-service returns on your B2B e-commerce site, with RMA processing, restocking, and store credit memos for future use - building customer loyalty and encouraging repeat business.
Return, restock, and credit
Do these problems sound familiar?
"Our B2B website only handles order-taking, requiring manual re-entry into another system for processing - while the flow from online orders to invoicing remains out of sync."
"Buyers demand a hybrid sales experience but our online and offline sales are in different silos and our sales reps are never in sync with our backend system."
"Not only is tracking sales rep sales progress challenging, to make matters worse, their commission reports are still managed through spreadsheets."
"Customers are unable to access accurate invoice and payment history online, forcing them to depend on offline methods or direct communication with your team."
"We always end up selling products that we don't have because it is too hard to keep track of different systems."
"We use a CRM app, but we never have the complete data such as items bought, the amount, nor if they still have unpaid bills."
"The arrival of marketplaces is not only eating up my margins but control over my business and brand."
"Like most businesses now, we need to engage in all channels from DTC to B2B. However, this is leading to complications from inventory to customer management."
"We accept backorders and pre-orders, but doing so creates a manual work of tracking and fulfillment nightmare."
"Our products have multiple variants, including material, color, and size. Managing these parent-child relationships can be tedious and often results in report inconsistencies."
"Return is part of business, but managing RMA, restock, and credit is near impossible when our backend operation is fragmented."
Evolve or get left behind
Turn headaches into advantages
B2B businesses are stuck without a modern solution - forced to choose between outdated, costly ERPs or direct to consumer platforms that don't fit wholesale needs. Most options require extra integrations that add complexity, increase errors, and drive up costs. Run your entire B2B business on one platform. Palletfy is the end-to-end solution designed from the ground up to solve all your problems.
The power of a unified platform
One source of truth
Most B2B companies lose thousands each month due to disconnected tools, manual processes, and fulfillment errors. Palletfy replaces multiple core verticals with one unified solution. Reducing operational overhead, accelerating order-to-cash cycles, and giving your team real-time visibility across sales, inventory, and AR. Say goodbye to costly incomplete integrations and data silos.
Unlock Immediate
A completed solution
Drives growth & profit
Unified operations do more than boost internal efficiency — they create an immersive experience for the buyer. B2B is a shared journey between buyer and seller, and only accurate, connected data enables you to deliver timely, relevant information that builds trust and drives loyalty. Streamlined workflows lead to smarter decisions, and ultimately, increased sales and stronger margins through improved customer satisfaction.
FAQs
B2B digital transformation starts with clarity. This FAQ is designed to answer your top questions and guide your next steps. Want more details? Sign up or connect with us.: info@palletfy.com
Palletfy is more than just a B2B e-commerce platform — it powers both online and offline orders and provides a fully integrated backend system to run your entire B2B operation. Say goodbye to piecing together disconnected tools and paying developers to maintain a costly Frankenstein setup.
Over the past decade, B2B software has exploded with amazing vertical apps. But here’s the problem: best-of-breed solutions almost always depend on flawless integrations to work together. In real-world businesses, processes aren’t linear—they’re a web of cause and effect that rarely fit neatly into separate systems.
Most platforms either focus on just one part of the B2B workflow—like inventory, e-commerce, or invoicing—or they’re outdated ERPs that are expensive, hard to use, and slow to implement.
Palletfy is different. It’s a true end-to-end platform built for modern B2B companies. We combine B2B e-commerce, product management, order flow, CRM, pricing, fulfillment, invoicing, and AR into one unified, cloud-based solution—no complicated integrations, no reliance on IT teams. You get the power of an ERP with the simplicity of modern SaaS.
One of the biggest differences between B2B and DTC is the order flow. We understand the unique B2B process: sales orders (whether placed online or entered manually) > fulfillment assigned to the appropriate locations > invoicing with payment terms > accounts receivable > payment collection > and, when needed, RMA or credit memos.
Palletfy makes this entire workflow seamless, with built-in support for split orders, backorders, and pre-payments for advance orders.
Palletfy is a robust platform, and we’re in the final stages of development. Sign up to become an early adopter and stay updated on our progress. We’d also love to hear about the challenges you’re facing — we’re happy to explore how Palletfy can help solve them.
Yes—once a sales order is entered or received, it’s automatically assigned for fulfillment based on the preassigned location and inventory status. Users can override this and reassign fulfillment as needed. Orders can also be split into multiple fulfillments, each generating its own invoice.
Yes, you can apply discounts directly to individual SKUs, or at checkout to a specific collection or the entire order.
Yes, you can assign a price list and volume discounts tailored to each specific customer down to their specific locations.
Palletfy supports migration of customer and vendor data (companies and contacts) as well as product information and inventory. If you’re using Shopify, product and inventory migration can be seamless. As an early adopter, you’ll receive our full support to ensure a smooth migration process.
Palletfy is purpose-built for B2B. If you also run a DTC business, we highly recommend using Shopify and integrating the two systems to keep your inventory perfectly synced. This setup gives you the best of both worlds while allowing your B2B and DTC operations to run quasi-independently — as they should.
Our system features an advanced weighted average cost calculation. Every inventory movement at the quantity-on-hand level is tracked and updated, ensuring accurate average cost adjustments through receiving, adjustments, invoicing, and returns.
Integration with QuickBooks and other popular accounting software is on our roadmap. In the meantime, Palletfy provides detailed reports covering invoices, receivables, payments, and COGS.
Yes, we have a built-in accounts receivable (AR) payment management system, currently integrated with Stripe (with more integrations planned). It lets you pay multiple invoices at once, apply credit memos, and process refunds seamlessly.
We're still finalizing the details, but our mission is clear: to support every B2B business—whether you're just starting out or scaling globally. Our solution will be both cost-effective and robust enough to rival enterprise-grade ERPs. Register now for early access and secure a lifetime discount.
Once the core features are complete, we will expand integrations with additional DTC e-commerce platforms and introduce a variety of marketing tools — including email marketing, loyalty programs, purchase forecasting, and much more.
Built by B2B business owners for all B2B businesses
B2B is not DTC
Do it right
From variable order types and pricing to fulfillment workflows, inventory management, and so much more—we understand that B2B workflows are fundamentally different from direct-to-consumer. Only our deep expertise and hands-on experience enable us to bring these complex operations into a modern seamless harmony.
One Platform to Run Your Entire B2B
Streamline your B2B operations
E-commerce Solutions
Efficiently manage resources and enhance decision-making with our seamless ERP integration. Streamline operations, reduce costs, and boost productivity effortlessly.
E-commerce Solutions
Efficiently manage resources and enhance decision-making with our seamless ERP integration. Streamline operations, reduce costs, and boost productivity effortlessly.
ERP Integration
Build lasting customer relationships and improve interactions with our advanced CRM management tools. Understand your clients better and personalize your services for maximum impact.
CRM Management
Simplify payment processes and optimize inventory management with Palletfy's unified front-end/backend solution. Take full control of your business operations with ease and precision.
Client Testimonials
John Smith - Operations Manager at GlobalMart
User-Friendly
Professional
Maria Rodriguez - Marketing Director at TradeLink
Empowering
Secure
Ahmed Khan - CFO at FutureTech
Innovative
Dynamic
Sara Lee - Sales Manager at TechWave
Flexible
Responsive
Get in Touch
For inquiries or more information, feel free to reach out to us. We are here to assist you in optimizing your operations and enhancing your e-commerce experience.
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