Understanding Fluid's Services: Sellers Portal

Managing B2B payments often presents a complex and multifaceted challenge. Keeping track of invoices, chasing payments, and maintaining accurate records across B2B payment platforms takes time and effort, especially when your business is growing. That's where a Seller Portal steps in to transform your B2B payment experience. In this blog, let’s explore the growing need for a Sellers Portal, and how Fluid can help change the way you transact.

The Need for a Seller Portal

Bird's-Eye View of Your Financial Health

A Seller Portal offers a consolidated view of your financial activities, centralizing information on upcoming business payments, aging, payouts, and customer ID information. This real-time visibility breaks down informational barriers like data silos, eliminating redundant work and promoting consistency across teams. Having all your payment information in one place allows you to make more informed decisions about your business, anticipate cash flow fluctuations, and proactively address any potential issues.

The Need for Real-Time Updates

The dynamic nature of B2B payment methods demands real-time visibility into financial transactions, and a Seller Portal delivers just that with instant updates. Real-time payment notifications and updates allow businesses to take swift action, whether it's resolving payment discrepancies or following up on overdue invoices, promoting a more proactive and efficient approach to managing finances. By staying informed about payment statuses and potential concerns, businesses can stay on top of any issues and ensure smooth cash flow management.

Grow with Confidence: The Need for Scalability

As your B2B business flourishes and your customer base expands, the complexities of B2B transactions multiply. Juggling increased order volumes, tracking invoices, and managing customer data can soon become overwhelming. This is where a Seller Portal becomes invaluable, providing the scalability and flexibility your business needs to thrive.

One key to this scalability is automation. By handling tasks like order processing, aging, and customer transaction updates, a Seller Portal minimizes errors and speeds up processes, enabling you to seamlessly manage a larger volume of transactions.

Moreover, Seller Portals are built for integration. As your business scales, you can easily connect your portal with essential tools for enterprise resource planning (ERP) and accounting systems creating a unified ecosystem that supports your expanding operations. This combination of automation and integration ensures that your payment processes remain efficient and effective, even as your business reaches new heights.

What Makes Fluid's Sellers Portal Unique

Credit Applications

With Fluid, you can apply for credit for your B2B customers and receive instant decisions using our proprietary KYC technology. Our unique drag-and-drop feature simplifies this process, eliminating lengthy waiting periods and accelerating sales cycles. Moreover, your customers' credit limits seamlessly sync with your existing accounting system, keeping your workflow streamlined and efficient.

Seamless Integration

Fluid's B2B Payment Portal connects effortlessly with your existing ERPs and accounting systems in a matter of seconds. Your data is transferred securely and efficiently, and there's no downtime or disruption to your business. From the moment you onboard, you'll have access to all the essential details of your B2B transactions, including payouts, invoice amounts, and sales IDs, right at your fingertips.

Security That Never Sleeps

At Fluid, we take the protection of your financial data seriously. Our platform employs robust OTP login verification and advanced security algorithms to keep your information safe and secure. You can rest easy knowing that your transactions are protected by the most stringent data protection and financial safety standards.

Using Fluid's Sellers Portal

Logging In

• Simply enter your phone number and click 'Request Code' to receive a secure OTP for login. Your dashboard will greet you with a snapshot of key metrics like total invoices, paid invoices, and outstanding amounts.

Tracking Invoices

• Head to the 'Invoices' tab to see all your invoices, filterable by date. Here you'll find essential details like the outlet name, invoice number, amount, due date, and payment status.

Managing Aging and Customers

• The 'Aging' tab offers a detailed view of outstanding amounts, broken down by outlets and credit terms. If you need the data offline, hit 'Export' to download an Excel summary.
• The 'Outlets' tab puts all your customer information at your fingertips, including sales route IDs, contact details, and more.

Stay Updated with Notifications

• Never miss out on updates with Fluid's real-time notifications. The 'Notification' tab keeps you updated on all your digital payments, so you can proactively manage your cash flow using credit cards or debit cards, and stay on top of your finances.

The Bottom Line

A Seller Portal isn't just a nice-to-have, it's a necessity. It's your control center for navigating the complexities of B2B payments, giving you the visibility, efficiency, and scalability to thrive. Fluid's Seller Portal takes it a step further, offering features like instant credit approvals, seamless integrations, and robust security, all designed to make your life easier and your business more profitable.