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Uncap Portal

A B2B portal
buyers actually use.

Uncap Portal gives trade accounts a self-serve home on Shopify, catalogs, pricing, reorders, invoices, and users, so buyers help themselves and reps stop fielding the same requests.

StoreManufacturingNET-30
Private portal · Dealer
Eastline Auto Parts
#DLR-04812 · NET-45 · Tier A
HomeOrders14Invoices6Service2WarrantiesRecalls1Rebates3
OPEN
14
3 awaiting
QUOTES
4
$48,210 live
YTD
$612k
+22% LY
Recent orders14 OPEN · 3 NEED OK
#PO-9421
24 SKUs · UC.CON
$12,480
Approved
RE-ORDER
#PO-9420
8 SKUs · rush
$3,210
Picking
RE-ORDER
#PO-9419
142 SKUs · quarterly
$48,902
Pending
RE-ORDER
Build a quoteDRAFT · 4
Header · LS3 · CAT-BACK×12$8,640
Header · LT4 · OFF-ROAD×8$5,720
Connection · 3" · GREEN×24$3,840
QUOTE TOTAL
$18,200
SEND FOR OK →
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PRIVATE PORTAL · DEALER ACCOUNT
Eastline Auto Parts · #DLR-04812
Authorized 2019 · NET-45 terms · Tier-A pricing
NET-45TIER AVERIFIED
OPEN ORDERS
14
3 awaiting approval
QUOTES ACTIVE
4
$48,210 in flight
YTD VOLUME
$612k
+22% vs LY
Recent Orders14 OPEN · 3 NEEDS APPROVAL
#PO-942124 SKUs · UC.CON sync$12,480ApprovedViewReorder
#PO-94208 SKUs · rush ship$3,210PickingViewReorder
#PO-9419142 SKUs · quarterly fill$48,902PendingViewReorder
#PO-94186 SKUs · sample request$420ShippedViewReorder
#PO-941732 SKUs · standing order$8,840DeliveredViewReorder
Build a QuoteDRAFT · 4
Header · LS3 · CAT-BACK×12$8,640
Header · LT4 · OFF-ROAD×8$5,720
Connection · 3" · GREEN×24$3,840
QUOTE TOTAL
$18,200
SEND FOR APPROVAL →
Category
B2B account portal
Works with
Shopify B2B · ERP
Typical deploy
5–8 weeks
Built on
Shopify
01 The problem

Your best accounts still order like it's 2005, by phone and email.

Today
  • Buyers email or call to reorder, check stock, or chase an invoice.
  • There's no self-serve home, so reps are the interface to everything.
  • Account users, terms, and history are scattered across systems.
With Uncap Portal
  • Buyers reorder, track, and pay from a portal built for their account.
  • Self-serve handles the routine; reps focus on growing the account.
  • Catalogs, pricing, users, and history live in one account home.
02 How it works

Three steps, then it just runs.

A clear path from setup to live, no black box, no surprise scope.

01

Provision

Stand up company accounts, users, roles, and terms in minutes.

02

Self-serve

Buyers browse their catalog, reorder, and pay on their terms.

03

Manage

Reps and admins manage accounts, limits, and approvals in one place.

What's inside

Company accounts

Real multi-user accounts with roles and permissions.

Account catalogs

Each buyer sees their assortment and pricing.

Fast reorder

Reorder lists and order history a click away.

Invoices & terms

NET terms, invoices, and payments in the portal.

Spend controls

Budgets, approvals, and limits per user.

Account insights

Reps see activity and openings at a glance.

03 Common questions

Answers, before you ask.

Is this just a Shopify customer account?

It builds on Shopify B2B but adds company accounts, roles, reordering, invoices, and spend controls a stock account page doesn't have.

Can each account see its own pricing?

Yes. Catalogs and pricing are account-specific, driven by Shopify B2B and your ERP.

Does it handle NET terms and invoices?

Yes, buyers can pay on terms, view invoices, and settle balances from the portal.

Can reps manage accounts too?

Reps and admins manage users, limits, and approvals from the same place buyers self-serve.