Portals
Portals are publicly available web sites for your customers, vendors, and resellers, which provide browser-based access to relevant ERP data and functionality. Online ordering functionality is also provided.
Customer Portal provides a searchable product catalog and online shopping functionality. Customers can register online or they can be registered by an administrator. Business-to-business users can access web pages to review estimates, invoices, consigned inventory, and more. The portal also provides web pages for viewing company information, such as press releases, white papers, FAQs, and videos. Email messages can be sent to portal users, based on their actions on the portal.
Reseller Portal includes all of the same pages and functionality as the Customer Portal. Web pages are included for these tasks:
- Entering service orders and service order transactions
- Registering and managing customers
- Reviewing commissions due
- Placing orders, checking order status, and looking up order estimates for themselves or on behalf of their customers
Vendor Portal provides web pages for vendors to review this information:
- Purchase orders
- Planned orders
- Consigned inventory
- Projected inventory
- On-time delivery percentages
- Approved and pending product price contracts
Vendors can submit new price break requests for existing contracts, enter interactions regarding a selected contract, and upload documents for contracts. Vendors can also view and respond to item price requests on the portal. Web pages for viewing company information, such as press releases, white papers, FAQs, and videos are also included.