Using Portals with SyteLine

The Portals with SyteLine offer these capabilities.

Customer Portal

The Customer Portal uses these features of SyteLine:
  • Inventory availability and product catalog information
  • Credit Card interface
  • Customer negotiated prices
  • Order entry, order status, estimates
  • Shipping costs
  • Customer profile information such as payment history, balance, and credit limit
  • Service orders: incident entry and inquiry, service knowledgebase query, unit registration
  • Configurable items for estimates and orders, through the optional inclusion of CPQ in the solution. This leverages the CPQ Configurator engine, price calculation with options, and summary review of selections made.

Reseller Portal

The SyteLine Reseller Portal enhances reseller relationships by giving them direct access to SyteLine data pertinent to their account as well as any customer accounts that they represent.

In addition to all of the Customer Portal tasks, resellers can perform these tasks related to SyteLine:

  • Query commission information specific to the associated SyteLine salesperson
  • Act on behalf of a specific customer that the reseller represents
  • Get paid as a vendor for the commissions earned due to their customers' orders
  • See information for all customers or for a single customer
  • Submit and access service request orders (SROs) associated with the represented customer, and log material, labor, and expenses incurred on each SRO. They also can be reimbursed as service partners.

Vendor Portal

The Vendor Portal gives vendors direct access to some SyteLine data. Vendors can perform these tasks using the portal:

  • View purchase orders and consigned inventory
  • Respond to price requests
  • Update a due date on a purchase order.
  • See how well they are performing and drill into that information in SyteLine for Vendor On Time Delivery
  • Publish product and support information as videos and white papers, and provide answers to frequently asked questions
  • Access information about inventory level projection, planned orders, and vendor interactions