---
title: Doudlah Farms B2B Portal Requirements & Interim Process
type: article
created: '2025-10-17'
updated: '2025-10-17'
source_docs:
- raw/2025-10-17-doudlah-farms-marketing-amazon-ecommerce-inventory-call-95010238.md
tags:
- doudlah-farms
- b2b
- ecommerce
- woocommerce
- portal
- subscriptions
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Doudlah Farms B2B Portal Requirements & Interim Process

## Overview

During the October 2025 marketing call, a new high-volume B2B client (a crepe business) surfaced the need for a formal B2B ordering portal. Until that portal is built, Doudlah Farms is running a manual interim process. This article captures both the portal requirements and the interim workflow.

See also: [[clients/doudlah-farms/_index]] | [[knowledge/ecommerce-strategy/doudlah-farms-woocommerce-gift-note-bug]]

---

## New B2B Client: Crepe Business

- **Order volume:** 100 lbs of popcorn every other week, split across two locations
- **Shipping constraint:** One location is closed on Tuesdays, so orders must ship no later than Tuesday to arrive Wednesday or later — Monday shipments are not viable for that location
- **Pricing issue:** The client initially ordered through the public WooCommerce storefront and was charged retail price rather than the wholesale/B2B rate; Sherry (Lucy Doudlah) needs to contact the client to correct this and establish proper terms

---

## Interim Manual Process

While the B2B portal is under development, the following manual workflow applies to this client (and any other high-volume B2B accounts):

| Step | Owner | Detail |
|---|---|---|
| Onboarding call | Sherry | Explain Net 15 terms, correct pricing, confirm shipping schedule |
| Order intake | Sherry | Receive orders directly (phone/email) |
| Invoicing | Sherry | Issue manual invoice with Bill of Lading (BOL) included |
| Shipping | Sherry | Schedule Tuesday shipments to avoid closed-location conflict |
| Payment terms | Both | **Net 15** — chosen to manage credit risk on high-volume recurring orders |

> **Action (Sherry):** Call the crepe customer to explain the manual Net 15 process, correct pricing to wholesale rate, and set the Tuesday shipping schedule.

> **Action (Karly):** Resend the B2B addresses/pricing sheet link to Lucy; add the crepe client's pricing to the sheet.

---

## B2B Portal Requirements

The portal must support the following before the manual process can be retired:

### Core Features

1. **Subscription / recurring orders** — clients should be able to set up automatic reorders on a defined cadence (e.g., every other week)
2. **Card-on-file payments** — stored payment method to reduce friction on recurring orders
3. **Favorites / saved order lists** — allow clients to quickly reorder their standard SKUs without rebuilding a cart each time
4. **Automated payment reminders** — reduce manual follow-up on Net 15 or other terms

### Additional Considerations

- Wholesale pricing must be enforced at login/account level so B2B clients cannot accidentally check out at retail rates
- Shipping schedule rules (e.g., no Monday dispatch for certain accounts) should ideally be configurable per account
- The portal should integrate with ShipStation for order fulfillment continuity

> **Action (Karly):** Ask the developer about B2B subscription support and card-on-file capability in WooCommerce; report back to Lucy and Mark.

---

## Open Questions

- Which WooCommerce plugin or custom solution will power the B2B portal? (Developer consultation pending)
- Will Net 15 terms be enforced automatically in the portal, or managed manually post-launch?
- How will the two-location split order be handled in the portal — one order with two ship-to addresses, or two separate orders per billing cycle?

---

## Source

Discussed in the [[raw/2025-10-17-doudlah-farms-marketing-amazon-ecommerce-inventory-call-95010238]] call (October 17, 2025). Attendees included Karly Oykhman, Lucy (Sherry) Doudlah, Mark Doudlah, and Avoke Onorimuo.