Customer Portal

Empower Your Customers With 24/7 Self-Service Access to Their Account Information

Key Features

Account details are pulled from SAP Business One in real-time, ensuring customers see the most recent data and transactions, including invoice changes.

A multi-lingual support feature allows Customer Portal content to be displayed in any spoken language. Customers can make payments and view reports, balances, invoices, and pricing in any currency they want.

Customers can easily view profile information, review sales order history, place new orders, track order shipments, check on service calls, and access billing and payment information anytime, anywhere.

Customers can pay their bills and ACH payments online by credit card. This allows you to streamline payment transactions and benefit from lower fees and quick transactions.

With an easy-to-use Order Pad interface, your customers can add items to orders, instantly reorder, and view order statuses. It will be easier for your customers to buy from you, and your fulfillment and AR teams won’t need to field customer phone calls and emails about orders.

Give your customers unique usernames and password-protected access to their information and account details.

With a customizable front end, the Customer Portal offers another opportunity to continuously build your brand and new marketing opportunities.

Giving your customers 24/7 access to their data means you can move toward being paperless and reduce time and materials related to accounting and customer service. No more printing and mailing invoices, and no more time-consuming order inquiries.

Benefits

• Self-Service access. Improve customer satisfaction by providing 24/7 self-service access to account information.

• Increased cash flow. Free up cash flow with an integrated quote-to-order-to-cash process.

• Increased order accuracy and less administrative work. With tight integration between SAP Business One and Customer Portal, you only need to enter order information once, reducing administrative effort and increasing data accuracy.

• Enhanced communication. Make detailed reports, invoices, order status, and shipping details available where and when your customers need them. Reduce the routine daily administrative inquiries that distract from the bigger picture of growing your business.